Formsite

Formsite

Formsite is an online form builder that allows you to create forms and surveys easily.

Formsite currently provides 1 trigger that can start a workflow. Use those building blocks to keep account, contact, and deal context attached to the work around it.

CRM1 trigger

Triggers

(1)

New Form Result

Trigger when a new form result is submitted

What can you automate with Formsite and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Formsite activity into Coherence

Start from a supported Formsite event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Form Result

Finishes with

Create or update a Coherence record

Connect Formsite to the wider customer workflow

Combine Formsite with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

New Form Result

Finishes with

Route the result to the next connected tool

How to connect Formsite

The exact authentication fields depend on Formsite. The workflow structure stays straightforward:

1

Connect the account

Authorize the Formsite account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Formsite integration questions

What can I automate with the Formsite integration?

Formsite currently provides 1 trigger that can start a workflow. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Formsite triggers and actions are available?

Formsite currently lists 1 trigger and 0 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Formsite connect to other apps through Coherence?

Yes. A workflow can combine supported Formsite triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Formsite?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Formsite?

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