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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 "Add or Remove Contact to Deal Room" in Dealintent.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Dealintent, 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
New Companies
Triggers when new company is created.
Trigger
Polling
Try It
New Contents
Triggers when new content or file is created.
Trigger
Polling
Try It
- Deal Room
  Required
Trigger
Polling
Try It

New Members
Triggers when new member is added.
Trigger
Polling
Try It
New Stages
Triggers when new stage is created.
Trigger
Polling
Try It

- Deal Room
  Required
- Member
  Required
- Action
  Required
Action
Write
- Name
  Required
- Domain
  Required
- Linkedin URL
- City
- State
- Country
Action
Write
- Name
  Required
- Description
- URL
  Required
- Size (in bytes)
  Required
- Mime Type
  Required
- Cover Image
- Access
  Required
Action
Write
- Name
  Required
- URL
  Required
- Mime Type
  Required
- Size (in bytes)
  Required
- Deal Room
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
- Title
- Due Date
- Members
- Contacts
Action
Write
- Deal Room
  Required
- Asset
  Required
- Name
  Required
Action
Write

- File URL
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
Trigger
Polling
Try It
New Contacts
Triggers when new contact is created.
Trigger
Polling
Try It
New Deal Rooms
Triggers when new deal room is created.
Trigger
Polling
Try It
New Deal Room Templates
Triggers when new deal room template is created.
Trigger
Polling
Try It
- Deal Room
  Required
Trigger
Polling
Try It
- Deal Room
  Required
- Contact
  Required
- Action
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Contacts
- Members
- Title
  Required
- Due Date
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Linkedin URL
- Designation
- Company
Action
Write
- Deal Room Name
  Required
- Deal Name
  Required
- Deal Value
  Required
- Deal Close Date
  Required
- Deal Stage
  Required
- Company
Action
Write
- Name
  Required
- Deal Room
  Required
Action
Write
- Deal Room
  Required
- Asset
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
- Action
  Required
Action
Write
- Deal Room
  Required
- Banner
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Name
  Required
Action
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

6 mins

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

Connect Plumsail Forms and Dealintent 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 Dealintent 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

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Zapier Interfaces

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

About Dealintent

Dealintent is service for enabling b2b companies to close deal faster.