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Formstack + Insightly

Create Insightly tasks for new Formstack submissions

Effortlessly manage your Formstack submissions by creating tasks in Insightly with this streamlined workflow. Whenever a new submission is made through Formstack, a task will be instantly generated in Insightly, ensuring you never miss important information. Stay organized and enhance productivity by automating this process, allowing you to focus on what matters most.

Effortlessly manage your Formstack submissions by creating tasks in Insightly with this streamlined workflow. Whenever a new submission is made through Formstack, a task will be instantly generated in Insightly, ensuring you never miss important information. Stay organized and enhance productivity by automating this process, allowing you to focus on what matters most.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

  • Forms & Surveys

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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