Formstack + TeamWave

Create deals in TeamWave for new Formstack submissions

Effortlessly manage your sales process with this Formstack to TeamWave automation. Whenever a new submission is received in Formstack, a corresponding deal will be created in TeamWave, helping you to track and organize potential customers in an efficient manner. No more manual data entry or switching between apps – streamline your workflow and focus on closing deals.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
New Person
Trigger when a new person is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Event
Triggers when new event is created.
Trigger
Instant
Try It

New Project
Triggers when a new project is created.
Trigger
Instant
Try It
- ProjectRequired
Trigger
Instant
Try It

- Stage
- PipelineRequired
Trigger
Instant
Try It
Updated Deal
Triggers when deal is upadted.
Trigger
Instant
Try It
- Find UserRequired
- Find DealRequired
Action
Write
- DateRequired
- Activity TitleRequired
- Activity TypeRequired
- Add Notes
- UserRequired
- Deal
- Person
- Organization
- Time
- Duration
Action
Write
- Created ByRequired
- ProjectRequired
- Add GuestsRequired
- Event NameRequired
- Event Start DateRequired
- Event End DateRequired
Action
Write
- Project NameRequired
Action
Write
- ProjectRequired
- Task Created ByRequired
- Assigned To
- Task NameRequired
Action
Write
- TemplateRequired
- NameRequired
- BoardviewRequired
Action
Write
- Find DealRequired
- Title
- Value
- Currency
- Deal Status
- Select Pipeline/Stage
- Search Organization
- Search Contact
- Expected Close Date
Action
Write
- EmailRequired
Action
Search
- DomainRequired
Action
Search
- EmailRequired
- First NameRequired
- Last Name
- Job Title
- Visibility
- Phone
- Organization
- Owner
- Tags
Action
Search or write
- WebsiteRequired
- NameRequired
- Address
- Phone
- Owner
- Tags
Action
Search or write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
New Activity
Triggers when a new Activity is created.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Task List
- ProjectRequired
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Email
- Job Title
- Visibility
- Phone
- Organization
- Owner
- Tags
Action
Write
- TitleRequired
- Value
- CurrencyRequired
- Pipeline/StageRequired
- Person
- Organisation
- Owner
- Expected Close Date
- Tags
Action
Write
- Project
- Assigned To
- Milestone Name
- Due Date
Action
Write
- Project
- Tasklist
- Task Assigned To
- Name of the Task
- Due Date
Action
Write
- NameRequired
- Website
- Address
- Phone
- Owner
- Tags
Action
Write
- Find ContactRequired
- First Name
- Last Name
- Email
- Job Title
- VisibilityRequired
- Phone
- Organization
- Owner
- Tags
Action
Write
- Search OrganizationRequired
- Name
- Website
- Phone
- Address
- Owner
- Tags
Action
Write
- TitleRequired
Action
Search
- EmailRequired
Action
Search
- TitleRequired
- TitleRequired
- Value
- CurrencyRequired
- Pipeline/StageRequired
- Person
- Organisation
- Owner
- Expected Close Date
- Tags
Action
Search or write

About Formstack

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

About TeamWave

TeamWave is an unified platform for project management, CRM, and HR software for small businesses.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Formstack + TeamWave

Create deals in TeamWave for new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

New Person

New Deal

New Event

New Project

New Task List

ProjectRequired

Deal Matching Filter

Stage

PipelineRequired

Updated Deal

Add Follower

Find UserRequired

Find DealRequired

Create Activity

DateRequired

Activity TitleRequired

Activity TypeRequired

Add Notes

UserRequired

Deal

Person

Organization

Time

Duration

Create Event

Created ByRequired

ProjectRequired

Add GuestsRequired

Event NameRequired

Event Start DateRequired

Event End DateRequired

Create Project

Project NameRequired

Create Task List

ProjectRequired

Task Created ByRequired

Assigned To

Task NameRequired

Create Project From Template

TemplateRequired

NameRequired

BoardviewRequired

Update Deal

Find DealRequired

Title

Value

Currency

Deal Status

Select Pipeline/Stage

Search Organization

Search Contact

Expected Close Date

Find Person

EmailRequired

Find Organization

DomainRequired

Find or Create Person

EmailRequired

First NameRequired

Last Name

Job Title

Visibility

Phone

Organization

Owner

Tags

Find or Create Organization

WebsiteRequired

NameRequired

Address