Mercury Connect + Wufoo Integrations

How to connect Mercury Connect + Wufoo

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Supported triggers and actions

What does this mean?

Deleted Opportunity
Triggers when an opportunity is deleted.
Trigger
Instant
Deleted Person
Triggers when a person is deleted.
Trigger
Instant
New Opportunity
Triggers when an opportunity is created.
Trigger
Instant
New Person
Triggers when a person is created.
Trigger
Instant
Opportunity Status Updated
Triggers when the opportunity status is updated.
Trigger
Instant
Updated Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Updated Person
Triggers when a person is updated.
Trigger
Instant
Create Person
Creates a new person.
Action
Write
Mercury Connect
Updates an existing person.
Scheduled
Action
Mercury Connect
Creates a new opportunity.
Scheduled
Action
Mercury Connect
Attaches an existing person to an opportunity.
Scheduled
Action
Mercury Connect
Updates an existing opportunity.
Scheduled
Action
Mercury Connect
Search for a person based on various criteria.
Scheduled
Action
Mercury Connect
Search for an opportunity based on various criteria.
Scheduled
Action
Mercury Connect
Find or create person
Scheduled
Action
Mercury Connect
Find or create person
Scheduled
Action
Mercury Connect
Find or create opportunity
Scheduled
Action
Wufoo
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Scheduled
Trigger
Wufoo
Triggers when a new field is added to a form.
Scheduled
Trigger
Wufoo
Triggers when you build a new form.
Scheduled
Trigger
Wufoo
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Instant
Trigger
Wufoo
Triggers when someone fills out your form.
Instant
Trigger
Wufoo
Creates a new entry in Wufoo for a form and data you select (except not files).
Scheduled
Action
Wufoo
Creates a new entry in Wufoo for a form and data you select.
Scheduled
Action
Wufoo
Find a form submission by a field and its value.
Scheduled
Action

How Mercury Connect + Wufoo Integrations Work

Step 1: Authenticate Mercury Connect and Wufoo.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.