Integrate Bit Form with Onpipeline
Send information between Bit Form and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Onpipeline for each form entry made in Bit Form
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Onpipeline using the form inputs received in Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow adds a new contact person in Onpipeline.
Add a new person in Onpipeline for each form entry made in Bit Form
Bit Form + Onpipeline
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Supported triggers and actions
Integrate Bit Form and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form response received
Triggers when a new form response is received
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Event updated
Triggers when a calendar event is updated
All Actions - Actions are the automated tasks
Create form response
Creates a new form response
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add widget
Adds a new widget
Add note
Adds a new note
Add action menu
Adds a new action menu
Add person
Adds a new contact person
Update person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Update organization
Updates the details of an existing organization
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove action menu
Removes an existing action menu using link ID
Remove widget
Removes an existing widget using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
What is Bit Form?
Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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