Integrate Formstack with Upsales

Send information between Formstack and Upsales automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new contact in Upsales for each form entry generated by Formstack

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Upsales from the responses collected via Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new contact in Upsales.
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Create a new contact in Upsales for each form entry generated by Formstack

Formstack + Upsales

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Initiate a new booking in Upsales when a new form is submitted in Formstack

Streamline scheduling by seamlessly processing booking requests directly from form builder. This flow records a new booking in Upsales upon every new form submission in Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new appointment in Upsales.
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Initiate a new booking in Upsales when a new form is submitted in Formstack

Formstack + Upsales

Build your own integrations between Formstack and Upsales

Connect Formstack and Upsales with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Formstack and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Submission

Triggers when a new submission is added to the selected form

New Form

Triggers when a new form is created

Opportunity created

Triggers when a new opportunity is created

Order placed

Triggers when a new order is placed

User created

Triggers when a new user is created

Appointment created

Triggers when a new appointment is created

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create Submission

Creates a submission in the selected form

Create company

Creates a new company

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create order

Creates a new order

Create activity

Creates a new activity

Create product

Creates a new product

What is Formstack?

Formstack is an online drag-and-drop form builder that is secure and easy to collaborate on. It comes with options for adding payment processors, conditional logic, and UTM tracking for your marketing strategy.

Forms Popular

What is Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

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

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

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