Formsite + ProcessPlan

Update fields in ProcessPlan when new form results are submitted in Formsite

Effortlessly keep your ProcessPlan 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 ProcessPlan. 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 ProcessPlan

Discover other triggers and actions you can use with Formsite and ProcessPlan

- Form
  Required
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- Process Template
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- Process Template
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- When This Task Is Assigned (No Selection = Any Tasks)
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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)
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- Process Template
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- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
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- Process Template
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- When This Task's Start Date Is Changed (No Selection = Any Tasks)
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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
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Instant
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- Process Template
  Required
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Instant
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- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
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- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
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Instant
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- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
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- 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.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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About ProcessPlan

ProcessPlan is a business process management platform. Start processes, complete tasks, and update fields from your other apps.

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