Integrate Everest Forms with Livespace
Send information between Everest Forms and Livespace automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Livespace when a form is submitted through Everest Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Livespace using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new person in Livespace.
Create a new person in Livespace when a form is submitted through Everest Forms
Everest Forms + Livespace
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Supported triggers and actions
Integrate Everest Forms and Livespace using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create deal
Creates a new deal
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create company
Creates a new company
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Update deal
Updates the details of an existing deal
Fetch person
Fetches the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
Similar apps
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
