Connect Plumsail Forms and Terros 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/Update Account" in Terros.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Terros, 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
- Send Webhook Events for...
  Required
Trigger
Instant
Try It
List Status Ids
Lists all the status ids.
Trigger
Polling
Try It
- Send Webhook Events for...
  Required
Trigger
Instant
Try It

- Account Stage ID
- Account ID
- Owner User ID
- Closer User ID
- First Name
- Last Name
- Email
- Primary Phone Number
- Secondary Phone Number
- Business Name
- First Name
- Last Name
- Email
- Primary Phone Number
- Secondary Phone Number
- Business Name
- Address Line 1
- Address Line 2
- City/Locality
- State/Providence
- Zip Code
- Latitude
- Longitude
- Status ID
- Status Changed Date
- Source Status
- Account Source
- Source Status
- External Lead ID
- Team ID
- Custom Field ID
- Custom Field Value
- Source ID
Action
Write
- Account ID
Action
Write

- User ID
  Required
Action
Write
- Task ID
  Required
- Owner User ID
- Status
- Due Date
- Additional Comments
- Snooze Until
- Completed At
- Delete Task?
Action
Write
- Account ID
Action
Search
- Status ID
  Required
- Start Time
- End Time
Action
Search
- Company ID
  Required
Action
Search

- File URL
  Required
Action
Write
- Send Events for...
  Required
- Account Status
Trigger
Instant
Try It
List Calendar Events
Lists all the events in the calendar.
Trigger
Polling
Try It
List Tasks
Lists all the tasks in the system.
Trigger
Polling
Try It
- Send Events for...
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Preferred Name
- Time Zone
- Client User ID
- Team ID
Action
Write
- Event ID
  Required
Action
Write
- Event ID
- Event Type
- Event Title
- Event Date
- Duration
- Owner ID
- Attendee ID
- Closer Outcome
- Latitude
- Longitude
- Single Line Address
- Location ID
- Account ID
- Source ID
Action
Write
- User ID
- First Name
- Last Name
- Email
- Phone
- Preferred Name
- Time Zone
- Closer Status
Action
Write
- User ID
Action
Search
- Company ID
Action
Search
- Start Date
- End Date
- User ID(s)
- Team ID(s)
- Grouping Type
  Required
- Team Grouping Level
- Time Period Grouping
- KPI(s)
Action
Search

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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 Terros 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 Terros 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 Terros

Terros is a software solutions company that tracks rep and manager performance to boost field sales team performance.