Formstack + Mercury Connect Integrations
How to connect Formstack + Mercury Connect
Zapier lets you send info between Formstack and Mercury Connect automatically—no code required.
Triggers when an opportunity is deleted.
Attaches an existing person to an opportunity.
New FormTriggers when a new form is added.Trigger- New SubmissionTriggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.Trigger
- Create SubmissionCreates a submission for a form in FormStack.Action
Deleted OpportunityTriggers when an opportunity is deleted.Trigger- Deleted PersonTriggers when a person is deleted.Trigger
- New OpportunityTriggers when an opportunity is created.Trigger
- New PersonTriggers when a person is created.Trigger
- Opportunity Status UpdatedTriggers when the opportunity status is updated.Trigger
- Mercury Connect
Triggers when an opportunity is updated.
Instant
Trigger
- Mercury Connect
Triggers when a person is updated.
Instant
Trigger
- Mercury Connect
Creates a new person.
Scheduled
Action
- Mercury Connect
Updates an existing person.
Scheduled
Action
- Mercury Connect
Creates a new opportunity.
Scheduled
Action
- Mercury Connect
Attaches an existing person to an opportunity.
Scheduled
Action
- Mercury Connect
Updates an existing opportunity.
Scheduled
Action
- Mercury Connect
Search for a person based on various criteria.
Scheduled
Action
- Mercury Connect
Search for an opportunity based on various criteria.
Scheduled
Action
- Mercury Connect
Finds or creates a specific Contact search v1.
Scheduled
Action
- Mercury Connect
Finds or creates a specific Opportunity search v1.
Scheduled
Action
How Formstack + Mercury Connect Integrations Work
- Step 1: Authenticate Formstack + Mercury Connect.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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