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How Zapier works
Zapier makes it easy to integrate Plumsail Forms with AdvisorEngine CRM - no code necessary. See how you can get setup in minutes.
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 FormRequired
Try ItTriggerInstant- Form IDRequired
- Submission IDRequired
ActionWrite- Prospect Created
Triggers when a new prospect is created.
Try ItTriggerPolling - Source NameRequired
- External IdRequired
- First nameRequired
- Last nameRequired
- 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
ActionWrite
- File URLRequired
ActionWrite- Household Created
Triggers when a new household is created.
Try ItTriggerPolling - Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
ActionWrite- 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
ActionSearch
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