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
Lead won
Triggers when a new lead is won
Person created
Triggers when a new person is created
Activity created
Triggers when a new activity is created
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create person
Creates a new person
Create company
Creates a new company
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch person by email
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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Logic
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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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
