Formstack + Vtiger CRM

Create or update Vtiger CRM opportunities for new Formstack submissions

Streamline your sales process with this efficient workflow that connects Formstack and Vtiger CRM. When a new submission is received in Formstack, an opportunity will be created or updated in Vtiger CRM. Save time, keep your customer data organized, and close deals faster by automating this essential sales step.

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 or Update Opportunity
Creates or updates opportunity.
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
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
Try It
New Case
Triggers when a new Case is created.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created.
Trigger
Scheduled
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It

New Service
Triggers when a new Service is created.
Trigger
Scheduled
Try It
New Todo
Triggers when a new todo is created.
Trigger
Scheduled
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new Product is created.
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

About Formstack

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

Learn more Help

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Forms & Surveys

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About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Help

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CRM (Customer Relationship Management)

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Formstack + Vtiger CRM

Create or update Vtiger CRM opportunities for new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

New Form Submission

FormRequired

Field identification

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

About Formstack

Related categories

Similar apps

Wufoo

Jotform

Gravity Forms

About Vtiger CRM

Related categories

Similar apps

Capsule CRM

Zoho CRM

Zendesk Sell

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