Formify and Salesflare

How to connect Formify

What you can automate

  • When new Form Submission in Formify, find or create contact in Salesflare.

About Formify

Formify is an online form builder that helps you create beautiful forms within seconds. With its ready-to-use themes, templates & AI-powered form generation

Formify operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Form Submission — Triggers when a new submission is received for the selected form.

Formify operations on Make

Triggers (2)

Start a workflow when this happens

  • Watch Completed Documents — Triggers when a document is completed.
  • Watch Events — Watch all events involving your documents.

Actions (4)

Things Salesflare can make it do

  • Make an API Call — Performs an arbitrary authorized API call.
  • Merge a PDF-file — Merges uploaded PDF-files into a single file.
  • Send a Document to Sign — Create a document and request signatures.
  • Upload a File — Uploads a PDF-file for signing.

Searches (6)

Look up existing records

  • Get Account Settings — Get account settings
  • Get Document Details — Retrieves specific document details.
  • Get Document Field Values — Retrieves all form field values for a specific completed document.
  • Get Document Fields — Retrieve all form fields for a document
  • List Documents — List all documents
Show 1 more searches
  • Search User Info — Retrieves information about the authenticated user.

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