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Formstack + SalesScreen

Create SalesScreen users from new Formstack submissions for seamless account management

Effortlessly streamline your onboarding process with this powerful automation! When a new submission is received in Formstack, this workflow creates a user in SalesScreen. Save time and ensure your sales team members are promptly added to your SalesScreen app, improving productivity and making sure everyone stays up-to-date.

Effortlessly streamline your onboarding process with this powerful automation! When a new submission is received in Formstack, this workflow creates a user in SalesScreen. Save time and ensure your sales team members are promptly added to your SalesScreen app, improving productivity and making sure everyone stays up-to-date.

  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!
    SalesScreenSalesScreen
    Create User

    Creates a new user in SalesScreen.

    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
    • External User IDRequired

    • EmailRequired

    • NameRequired

    • External Team

    • App

    Action
    Write
    • External User IDRequired

    • App

    Action
    Search
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • External Record IDRequired

    • External User IDRequired

    • Activity TypeRequired

    • Date

    • App

    Action
    Write
    • External User IDRequired

    • App

    • EmailRequired

    • NameRequired

    • External Team

    Action
    Search or write
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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salesscreen logo
salesscreen logo

About SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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