Formstack + NeonCRM
Create activities in NeonCRM for new Formstack submissions
Save time and streamline your data entry process by connecting Formstack and NeonCRM with this seamless workflow. When a new submission is received in Formstack, a corresponding activity will be created in NeonCRM, ensuring your data is updated and organized efficiently. This automation helps to maintain accurate records and improve your overall CRM management.
Save time and streamline your data entry process by connecting Formstack and NeonCRM with this seamless workflow. When a new submission is received in Formstack, a corresponding activity will be created in NeonCRM, ensuring your data is updated and organized efficiently. This automation helps to maintain accurate records and improve your overall CRM management.
- 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 Activity
Creates a new activity.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try It
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
