Formsite + OfficeRnD

Create opportunities in OfficeRnD from new Formsite form results

Streamline your sales process effortlessly with this efficient workflow between Formsite and OfficeRnD. When a new form result is submitted in Formsite, an opportunity is created in OfficeRnD, minimizing data entry and saving time. This automation keeps your sales team organized and focused on closing deals, while handling the rest.

When this happens...
New Form Result
Triggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create Opportunity
Triggers when a new opportunity is added.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- OrganizationRequired
- Location
- Visitor Flow
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- TitleRequired
- Description
- Start TimeRequired
- End timeRequired
- LocationRequired
- Where
- URL
- Image URL
- Company
- Member
Action
Write

- OrganizationRequired
- LocationRequired
- NameRequired
- Company Name
- Email
- Phone
- Bio
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- OrganizationRequired
- LocationRequired
- Opportunity Name
- Status
- Deal Size
- Member NameRequired
- Member Email
- Member phone
- Company Name
Action
Write
- OrganizationRequired
- LocationRequired
- NameRequired
- Email
- Url
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- OrganizationRequired
- LocationRequired
- Visitor NameRequired
- Visitor FlowRequired
- Start TimeRequired
- End TimeRequired
- Visitor Company
- Visitor Email
- Visitor Phone
- Host
Action
Write
- OrganizationRequired
- Find ByRequired
Action
Search
- OrganizationRequired
- Find ByRequired
Action
Search

- OrganizationRequired
- Location
- Resource
Trigger
Polling
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- OrganizationRequired
- Location
- Status
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
Try It
- OrganizationRequired
- Status
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Send Notification
- ResourceRequired
- StartRequired
- EndRequired
- Title
- Description
- Company
- Member
Action
Write
- OrganizationRequired
- LocationRequired
- Member
- Company
- Product
- Name
- QuantityRequired
- Price
- Date
Action
Write
- OrganizationRequired
- PlanRequired
- NameRequired
- PriceRequired
- Start DateRequired
- End Date
- LocationRequired
- Company
- Member
Action
Write
- OrganizationRequired
- TypeRequired
- TitleRequired
- URL
- Description
- Image URL
- LocationRequired
- Member
Action
Write
- OrganizationRequired
- Booking IDRequired
- Send Notification
- Edit Mode
Action
Write
- OrganizationRequired
- Find ByRequired
- Find Occurrence
Action
Search
- OrganizationRequired
- Find ByRequired
Action
Search

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

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Related categories

Forms & Surveys

Similar apps

About OfficeRnD

OfficeRnD is a workspace management platform helping Coworking Spaces and Business Centers automate operations and improve members experience. The platform acts like a central hub that connects to and manages all systems already in place, saving space operators time and allowing them to focus only on the highest leverage activities.

Learn more