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
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Add person note
Adds a note to the specified person
Add deal note
Adds a note to the specified deal
Add company note
Adds a note to the specified company
Create task
Creates a new task
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch person
Fetches the details of an existing person
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.
Similar apps
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
