Formsite + IRIS CRM

Create new IRIS CRM leads from Formsite form results

Effortlessly manage your new leads by connecting Formsite and IRIS CRM with this seamless workflow. When a new form result is submitted in Formsite, a lead will be created in IRIS CRM, ensuring a smooth and efficient process. Stay organized and save time by letting this automation handle your lead generation.

When this happens...
New Form Result
Triggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create New Lead
Create a new lead.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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Lead Deleted
Triggers when a lead is deleted.
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Instant
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- Info
- Current StatusRequired
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Instant
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Lead Restored
Triggers when a lead is restored.
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Lead Updated
Triggers when a lead is updated.
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Instant
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- Info
- Ticket Type(s)
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
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Instant
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- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn more

Related categories

Forms & Surveys

Similar apps

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

Formsite + IRIS CRM

Create new IRIS CRM leads from Formsite form results

Supported triggers and actions

New Form Result

Lead Deleted

Lead Email Received

Lead Restored

Lead Updated

Ticket Commented

Ticket Resolved

Ticket Updated

Add File to Lead

Assign User(s) to Lead

Create New Ticket

Send SMS to Lead

Update Lead Status

API Request (Beta)

Lead Created

Lead File Uploaded

Lead Note Added

Lead Status Updated

Ticket Checklist Updated

Ticket Created

Ticket Type Updated

Add Comment to Ticket

Add Note to Lead

Create New Lead

Send Email to Lead

Update Lead

Update Existing Ticket

About Formsite

Related categories

Similar apps

Formstack

Jotform

Typeform

About IRIS CRM

Related categories