formbase and Salesflare

How to connect formbase

When public Link Submission Created in formbase, find or create contact in Salesflare.
When public Link Submission Updated in formbase, find or create contact in Salesflare.

formbase is a tool that collects details, documents, signatures and approvals from customers and returns verified answers to your workflows.

Start a workflow when this happens

Public Link Submission Abandoned — Triggers when a respondent starts the form through its public link and leaves it unfinished. Needs partial-submission tracking on the workspace.
Public Link Submission Created — Triggers when a respondent submits the form through its public link. A completed request fires Request Completed instead.
Public Link Submission Updated — Triggers when a respondent edits a submission they already sent through the public link. The form must allow editing after submit.
Request Canceled — Triggers when a request is canceled, from the dashboard, the API or a Cancel Request step.
Request Completed — Triggers when a recipient completes a request. The answers arrive keyed by field key, with the outcome.

Show 1 more triggers

Request Expired — Triggers when a request expires before the recipient completes it.

Things Salesflare can make it do

Cancel Request — Cancels a pending request: the link stops working and Request Canceled fires.
Create Request — Creates a request: assigns a published form to one recipient and returns the link to complete it.
Get Request — Fetches a request by id, with its status, outcome and, once completed, the answers keyed by field key.
Remind Request — Emails the recipient a reminder now, outside the request’s reminder schedule.