Connect Plumsail Forms and AdvisorEngine CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Create Household" in AdvisorEngine CRM.

You’re connected!

Zapier seamlessly connects Plumsail Forms and AdvisorEngine CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Write
- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Write

- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
Action
Search
- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Search or write

- File URL
  Required
Action
Write
Household Created
Triggers when a new household is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- HouseholdHeader
- Household Id
  Required
- OpportunityHeader
- Source Name
  Required
- External Id
  Required
- Opportunity Description
  Required
- Opportunity Type
- Sub Type
- Urgency
- Owner
  Required
- Office
  Required
- Identified By
  Required
- Date Identified
  Required
- Status
  Required
- Comments
- Next Step
- Projected Recurring Revenue
- Projected Non-Recurring Revenue
- Projected Asset Value
- Temperature
- Probability (%)
- Projected Close Date
- Source Channel
- Source Channel Detail
- Current Custodian or Provider
- Competition
Action
Write
- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
Action
Search
- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and AdvisorEngine CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to AdvisorEngine CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.