What you can automate

When forms: Status Changed in DataScope Forms, find or create contact in Salesflare.

When tickets: Changed Status (FKA Issue) in DataScope Forms, create task in Salesflare.

When tickets: New Ticket (FKA Issue) in DataScope Forms, create task in Salesflare.

When tasks: New Assigned Task in DataScope Forms, create task in Salesflare.

When forms: New Form Entry in DataScope Forms, find or create contact in Salesflare.

When forms: New PDF in DataScope Forms, find or create contact in Salesflare.

About DataScope Forms

DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage field teams and share business insights.

DataScope Forms operations on Zapier

Start a workflow when this happens

Forms: New Form Entry — Triggers when a new form answer/entry is created. Only one active Zap per form.
Forms: New PDF — Triggers when a new PDF is generated (by email backup or autonotify). Only one active Zap per form.
Forms: Status Changed — Triggers when a form answer changes its status/state. Only one active Zap per form.
Signatures: New Completed Signature — Triggers when a PDF is fully signed. Only one active Zap per form.
Signatures: New Rejected Signature — Triggers when a PDF is rejected. Only one active Zap per form.

Show 4 more triggers

Signatures: Updated Signature — Triggers when a PDF’s signatures are updated. Only one active Zap per form.
Tasks: New Assigned Task — Triggers when a new task is assigned. Only one active Zap per form.
Tickets: Changed Status (FKA Issue) — Triggers when a ticket changes its status. Only one active Zap per account.
Tickets: New Ticket (FKA Issue) — Triggers when a ticket is created. Only one active Zap per account.

Things Salesflare can make it do

Change Form Status — Change the status of the form.
Forms: Send Data / New Answer [Beta] — Send data to generate a new response (form answer) and its PDF using the existing template. This action does not trigger GSheet Sync, Automatic Signature, or other webhooks (such as Zap triggers). Not all question types are fully supported, which may result in unexpected behavior.
Modify Form Answer — Create or change a new answer in a form response.
Tasks: Assign Task V1 [Legacy] — Create a new tasks assigned to specific form and user.
Tasks: Assign Task V2 — Create a new tasks assigned to specific form and user. Now allows plus signs in emails.

Show 1 more actions

Tickets: Create Ticket (FKA Issue) — Creates a new Ticket (formerly known as Issue) with the provided data and type

DataScope Forms and Salesflare