Formstack + Mercury Connect Integrations
How to connect Formstack + Mercury Connect
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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
Find or create person
Scheduled
Action
- Mercury Connect
Find or create person
Scheduled
Action
- Mercury Connect
Find or create opportunity
Scheduled
Action
How Formstack + Mercury Connect Integrations Work
- Step 1: Authenticate Formstack and 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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