Teamgate + Formstack Integrations
How to connect Teamgate + Formstack
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Activity Status ChangedTriggers when an activity status is changed.Trigger- Lead Converted to PersonTriggers when a lead is converted to person.Trigger
- Deal Stage ChangedTriggers when a deal's stage is updated.Trigger
- Email OpenedTriggers when email is opened.Trigger
- New Lost DealTriggers when a deal is lost.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Teamgate
Triggers when a new person is created.
Scheduled
Trigger
- Teamgate
Lists the products.
Scheduled
Trigger
- Teamgate
Triggers when a lead is unqualified.
Scheduled
Trigger
- Teamgate
Triggers when a deal is won.
Scheduled
Trigger
- Teamgate
Creates a new activity.
Scheduled
Action
- Teamgate
Updates a cart's products "In Stock" status.
Scheduled
Action
- Teamgate
Creates a new company.
Scheduled
Action
- Teamgate
Creates a new deal.
Scheduled
Action
- Teamgate
Creates a new lead.
Scheduled
Action
- Teamgate
Creates a new person.
Scheduled
Action
- Teamgate
Update existing product.
Scheduled
Action
- Teamgate
Creates a new product.
Scheduled
Action
- Teamgate
Update existing deal.
Scheduled
Action
- Teamgate
Update existing lead.
Scheduled
Action
- Teamgate
Finds an existing company.
Scheduled
Action
- Teamgate
Finds an existing lead.
Scheduled
Action
- Teamgate
Finds an existing person.
Scheduled
Action
- Teamgate
Finds a product give.
Scheduled
Action
- Teamgate
Finds an existing company.
Scheduled
Action
- Teamgate
Finds an existing lead.
Scheduled
Action
- Teamgate
Finds an existing person.
Scheduled
Action
- Teamgate
Finds a product give.
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 Teamgate + Formstack Integrations Work
- Step 1: Authenticate Teamgate 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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