Integrate weForms with Nutshell
Send information between weForms and Nutshell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Nutshell for every form entry from weForms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Nutshell using the form responses obtained from weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new person in Nutshell.
Create a new person in Nutshell for every form entry from weForms
weForms + Nutshell
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Supported triggers and actions
Integrate weForms and Nutshell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create person
Creates a new person
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account
Fetches the details of an existing account by name
Fetch person
Fetches the details of an existing person by email address
What is weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
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Build comprehensive workflows using
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
