Formsite + Process Plan

Formsite + Process Plan integrations

Update fields in Process Plan when new form results are submitted in Formsite

Effortlessly keep your Process Plan fields up to date with new Formsite form results. With this automation, whenever a new form result is submitted in Formsite, it will instantly update the corresponding field in Process Plan. This seamless workflow ensures your data stays current and accurate, while saving you time and reducing manual data entry errors.

When this happens...
New Form ResultTriggers when a user submits a new form result.
TriggerInstant
automatically do this!
Update Process FieldsUpdates one or more fields of process.
ActionWrite

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More things you can do with Formsite and Process Plan

Discover other triggers and actions you can use with Formsite and Process Plan

- Form
  Required
Trigger
Instant
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- Process Template
  Required
Trigger
Instant
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- Process Template
  Required
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
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- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template ID
  Required
- Process Instance
  Required
Action
Write

- Process Template ID
  Required
- Select the Task to Complete
  Required
- Task Response
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
Action
Write

- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
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- Process Template
  Required
Trigger
Instant
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- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Cancel
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Start
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
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About Formsite

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

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Forms & Surveys

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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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Product Management

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