Formstack + FYI
Create or update tasks in FYI for new Formstack submissions
Seamlessly manage tasks from Formstack submissions using this workflow. Whenever a new submission is received in Formstack, this automation will create or update a task in FYI, ensuring your team stays up-to-date with the latest information. Stay organized and save time by connecting your form responses directly to your task management system.
Seamlessly manage tasks from Formstack submissions using this workflow. Whenever a new submission is received in Formstack, this automation will create or update a task in FYI, ensuring your team stays up-to-date with the latest information. Stay organized and save time by connecting your form responses directly to your task management system.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
NameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
NameRequired
Create job if it doesn’t exist yetRequired
Client Email
Client Name
Job Code
Partner Email
Manager Email
Start Date
Due Date
