Integrate Formstack with Copper
Send information between Formstack and Copper automatically, without writing any code, using Zoho Flow.
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Create a new person in Copper when a form is submitted through Formstack
Streamline your contact management by integrating forms with your retail marketing software to capture details directly This flow will generate a new person in Copper using the form responses obtained from Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow adds a new person in Copper.
Create a new person in Copper when a form is submitted through Formstack
Formstack + Copper
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Supported triggers and actions
Integrate Formstack and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Form
Triggers when a new form is created
New Submission
Triggers when a new submission is added to the selected form
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
All Actions - Actions are the automated tasks
Create Submission
Creates a submission in the selected form
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
What is Formstack?
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What is Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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