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Formstack + WhatConverts

Create leads in WhatConverts from new submissions in Formstack

Turn your new Formstack submissions into leads in WhatConverts seamlessly with this workflow. As soon as a submission happens on Formstack, a lead is instantly created in WhatConverts. This not only streamlines data entry but also ensures no potential client slips through the cracks. Use this automation to manage your leads more efficiently and save valuable time.

Turn your new Formstack submissions into leads in WhatConverts seamlessly with this workflow. As soon as a submission happens on Formstack, a lead is instantly created in WhatConverts. This not only streamlines data entry but also ensures no potential client slips through the cracks. Use this automation to manage your leads more efficiently and save valuable time.

  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!
    WhatConvertsWhatConverts
    Create Lead

    Create a new lead.

    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

    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)Required

    • Phone Calls (In Progress)Required

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)Required

    • EmailsRequired

    • AppointmentRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It

    • Profile

    • Account

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    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 Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)

    • Phone Calls (In Progress)

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)

    • EmailsRequired

    • AppointmentsRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It

    • Lead TypeRequired

    • Send Notification

    • Profile

    • Date & Time

    • Quotable

    • Quote Value

    • Sales Value

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Write
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formstack logo

About Formstack

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

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whatconverts logo
whatconverts logo

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
Learn moreHelp

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