Formsite + TeamWave

Create deals in TeamWave from new Formsite form results

Effortlessly streamline your sales process by connecting Formsite and TeamWave with this automation. Whenever a new form result is submitted in Formsite, a deal will be created in TeamWave, ensuring that no opportunity is missed. Save time and improve productivity by eliminating manual data entry and keeping your sales pipeline up to date.

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

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Supported triggers and actions

- FormRequired
Trigger
Instant
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New Organization
Triggers when a new organization is created.
Trigger
Instant
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New Activity
Triggers when a new Activity is created.
Trigger
Instant
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- Project
Trigger
Instant
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- Task List
- ProjectRequired
Trigger
Instant
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- Project
Trigger
Instant
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Updated Person
Triggers when an existing person is updated.
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Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Instant
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- First NameRequired
- Last Name
- Email
- Job Title
- Visibility
- Phone
- Organization
- Owner
- Tags
Action
Write
- TitleRequired
- Value
- CurrencyRequired
- Pipeline/StageRequired
- Person
- Organisation
- Owner
- Expected Close Date
- Tags
Action
Write
- Project
- Assigned To
- Milestone Name
- Due Date
Action
Write
- Project
- Tasklist
- Task Assigned To
- Name of the Task
- Due Date
Action
Write
- NameRequired
- Website
- Address
- Phone
- Owner
- Tags
Action
Write
- Find ContactRequired
- First Name
- Last Name
- Email
- Job Title
- VisibilityRequired
- Phone
- Organization
- Owner
- Tags
Action
Write
- Search OrganizationRequired
- Name
- Website
- Phone
- Address
- Owner
- Tags
Action
Write
- TitleRequired
Action
Search
- EmailRequired
Action
Search
- TitleRequired
- TitleRequired
- Value
- CurrencyRequired
- Pipeline/StageRequired
- Person
- Organisation
- Owner
- Expected Close Date
- Tags
Action
Search or write

New Person
Trigger when a new person is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Event
Triggers when new event is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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- ProjectRequired
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Instant
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- Stage
- PipelineRequired
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Instant
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Updated Deal
Triggers when deal is upadted.
Trigger
Instant
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- Find UserRequired
- Find DealRequired
Action
Write
- DateRequired
- Activity TitleRequired
- Activity TypeRequired
- Add Notes
- UserRequired
- Deal
- Person
- Organization
- Time
- Duration
Action
Write
- Created ByRequired
- ProjectRequired
- Add GuestsRequired
- Event NameRequired
- Event Start DateRequired
- Event End DateRequired
Action
Write
- Project NameRequired
Action
Write

Formsite + TeamWave

Create deals in TeamWave from new Formsite form results

Supported triggers and actions

New Form Result

New Organization

New Activity

New Milestone

New Task

New Timelog

Updated Person

Updated Organization

Create Person

Create Deal

Create Milestone

Create Task

Create Organization

Update Person

Update Organization

Find Deal

Find User

Find or Create Deal

New Person

New Deal

New Event

New Project

New Task List

Deal Matching Filter

Updated Deal

Add Follower

Create Activity

Create Event

Create Project