How to connect Revamp CRM + Formstack
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- Person Matching FilterTriggers when matching people with this criteria.Trigger
- Deal Matching FilterTriggers when matching deals with this criteria.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Organization Matching FilterTriggers when matching organizations with this criteria.Trigger
- Task Matching FilterTriggers when matching tasks with this criteria.Trigger
- Create PersonCreates a new person.Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
- Formstack
Triggers when a new form is added.
Scheduled
Trigger
- Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Instant
Trigger
- Formstack
Creates a submission for a form in FormStack.
Scheduled
Action
How Revamp CRM + Formstack Integrations Work
- Step 1: Authenticate Revamp CRM and Formstack.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Formstack Tutorials
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