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How Zapier works
Zapier makes it easy to integrate Plumsail Forms with Ally Hub - 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 "Change Student Status" in Ally Hub.
You’re connected!
Zapier seamlessly connects Plumsail Forms and Ally Hub, 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- New First Quote
Triggers when a student first quote is created.
Try ItTriggerPolling - New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItTriggerPolling
- File URLRequired
ActionWrite- New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItTriggerPolling - New Sold Quote
Triggers when a student quote is set as sold.
Try ItTriggerPolling - New Student
Triggers when a new student is created.
Try ItTriggerPolling
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