Formsite + Zomentum

Create or update Zomentum opportunities from new Formsite form results

Effortlessly manage your sales pipeline by connecting Formsite with Zomentum. With this workflow, every time you receive a new form result in Formsite, an opportunity will be created or updated in Zomentum, keeping your sales team up-to-date without manual intervention. Save time and ensure accurate data tracking by automating this process.

When this happens...
New Form ResultTriggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create or Update OpportunityCreate or Update Opportunity
ActionWrite

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More things you can do with Formsite and Zomentum

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

- Form
  Required
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Polling
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Contact Updated
Triggers when a contact is update.
Trigger
Polling
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Document Created
Triggers when a new Document is created.
Trigger
Polling
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
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Users
Triggers when fetch owner while creating client.
Trigger
Polling
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- ClientCompanyId
- email
  Required
- phone
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write

- OpportunityId
  Required
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search

Client Created
Triggers when a new client is created.
Trigger
Polling
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Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
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Document Updated
Triggers when Document is updated.
Trigger
Polling
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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- ClientCompanyId
- name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
  Required
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserId
  Required
Action
Search

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 Zomentum

Zomentum is a sales funnel management tool built for MSPs

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CRM (Customer Relationship Management)

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