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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 "Associate Client With Vendor" in Relavate.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Relavate, 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
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- Form ID
  Required
- Submission ID
  Required
Action
Write
New Affiliate Lead
Triggers when a new affiliate lead is created.
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
New Deal Task
Triggers when a new deal task is created in any deal.
Trigger
Polling
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New Implementation Activity
Triggers when a new implementation activity is created.
Trigger
Polling
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New Implementation Task
Triggers when a new implementation task is created.
Trigger
Polling
Try It

New Referral
Triggers when a new referral is created.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor partner is created. Available for Partners only.
Trigger
Polling
Try It
Updated Affiliate Lead
Triggers when an affiliate lead is updated.
Trigger
Polling
Try It
Updated Deal
Triggers when a deal is updated.
Trigger
Polling
Try It
Updated Partner
Triggers when a partner is updated.
Trigger
Polling
Try It
Updated Vendor
Triggers when a vendor is updated.
Trigger
Polling
Try It
- Deal ID
  Required
- Deal Stage
  Required
- Task Complete?
  Required
- Task
  Required
- Due Date
Action
Write
- First Name
- Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Client Company Name
- Vendor ID
  Required
Action
Write
- Partner ID
  Required
- Client ID
  Required
- Deal ID
- Company
  Required
- Fee
- Target Date
- Comments
Action
Write
- Implementation ID
  Required
- Task Complete?
- Task
  Required
- Due Date
Action
Write
- Referral ID
  Required
- Activity Detail
  Required
- Date Time of Activity
Action
Write
- Lead ID
  Required
- Lead Status
- Annual Revenue
- Client
- IP Address
- Browser
- Device
- Lost ID
Action
Write
- Deal ID
  Required
- Status ID
- Product ID
- Client ID
- Company
- Deal Revenue
- Billing Frequency
- Date Added
- Expected Close
- Comments
- Lost Deal Reason ID
Action
Write
- Implementation ID
  Required
- Status
- Client ID
- Company
- Fee
- Target Date
- Actual Completion
- Comments
- Declined Reason ID
Action
Write
- Referral ID
  Required
- Client ID
- Company
- Revenue
- Billing Frequency
- Date Added
- Comments
- Referral Status
- Lost ID
Action
Write

- File URL
  Required
Action
Write
New Affiliate Campaign
Triggers when a new affiliate campaign is created.
Trigger
Polling
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New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Deal Attachment
Triggers when a new deal attachment is added in any deal.
Trigger
Polling
Try It
New Implementation
Triggers when a new implementation is created.
Trigger
Polling
Try It
New Implementation Attachment
Triggers when a new implementation attachment is created.
Trigger
Polling
Try It
New Partner
Triggers when a new partner is created. Available for Vendors only.
Trigger
Polling
Try It
New Referral Activity
Triggers when a new referral activity is created on any referral.
Trigger
Polling
Try It
Updated Affiliate Campaign
Triggers when an affiliate campaign is updated.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
Updated Implementation
Triggers when an implementation is updated.
Trigger
Polling
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Polling
Try It
- Client ID
  Required
- Vendor ID
  Required
Action
Write
- Partner ID
  Required
- Vendor ID
  Required
- Campaign ID
  Required
- Lead Status
  Required
- Annual Revenue
- Client Name
  Required
- IP Address
- Browser
- Device
Action
Write
- Partner ID
  Required
- Vendor ID
  Required
- Status ID
  Required
- Product ID
  Required
- Client ID
  Required
- Company
  Required
- Deal Revenue
  Required
- Billing Frequency
  Required
- Date Added
- Expected Close
- Comments
Action
Write
- Implementation ID
  Required
- Activity
  Required
- Activity Date Time
Action
Write
- Partner ID
  Required
- Vendor ID
  Required
- Client ID
  Required
- Company
  Required
- Revenue
- Billing Frequency
- Date Added
- Comments
Action
Write
- Partner Company
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Invite to Resell?
- Invite to Refer?
- Invite to Affiliate?
- Invite to Implement?
Action
Write
- Client ID
  Required
- First Name
- Last Name
- Email
- Client Phone Number
- Client Company Name
Action
Write
- Task ID
  Required
- Deal Stage
- Task Complete?
- Task
- Due Date
Action
Write
- Task ID
  Required
- Task Complete?
- Task
- Due Date
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 Relavate 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 Relavate 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 Relavate

Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners