Formstack + Salesmate

Create new Salesmate users from new Formstack submissions

Streamline your new contact process with this efficient workflow. Each time a form submission occurs in Formstack, a new user is created in your Salesmate account. Not only does this save valuable time, but it also ensures you'll never miss adding a potentially valuable lead or customer again. Enhance your lead management with this seamless integration.

When this happens...
New Form Submission
Triggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Add New User
Created new User, probably with input from previous step.
ActionWrite

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Supported triggers and actions

New Form
Triggers when a new Form is created.
Trigger
Polling
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
New User
Triggers when a new user created.
Trigger
Polling
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

- Select ModuleRequired
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select ModuleRequired
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Polling
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
Try It
- Select ModuleRequired
Trigger
Polling
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more

Related categories

Forms & Surveys

Similar apps

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Salesmate deals from new Formstack form submissions

Related Zap Templates

Create new Salesmate deals from new Formstack form submissions

Formstack + Salesmate

Create new Salesmate users from new Formstack submissions

New Form

Create Form Submission

New User

New Activity

New Company

New Contact

New Deal

New Custom Module Record

Update Activity

Update Contact

Update Custom Module Record

Add Note

Create Activity

Create Contact

Create Custom Module Record

Update Activity

Update Contact

Update Deal

Update Custom Module Record

Search for Total Rows in Company

Search for Total Rows in Deal

Search Activity

Search Contact

Search Record

Search or Create Company

Search or Create Deal

Search User

Find or Create a Company

Find or Create a Deal

New Form Submission

API Request (Beta)

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Update Company

Update Deal

Add Note for Custom Module

Add New User

Create Company

Create Deal

Random User

Update Company

Update Custom Module Note

Update Note

Search for Total Rows in Activity

Search for Total Rows in Contacts

Search for Total Rows of Selected Custom Module

Search Company

Search Deal

Search or Create Activity

Search or Create Contact

Search or Create Custom Module Record

Find or Create an Activity

Find or create a contact

Find or Create a Record

About Formstack

Related categories

Similar apps

Wufoo

Jotform

Gravity Forms

About Salesmate

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates