Connect Formstack to SalesSuite

Both apps 31Formstack 19SalesSuite 12

• Trigger
  New Form

  Triggers when a new form is created in the account.

• Action
  Copy Form

  Create a copy of an existing form.

• Action
  Create Folder

  Create a new form folder.

• Action
  Create Form

  Create a new form.

• Action
  Create Form Field

  Add a new field to a form.

• Action
  Create Submission

  Submit data to a form. Field values are passed as field_<id> keys.

• Action
  Create Webhook

  Create a webhook on a form that POSTs to a URL when a submission is received.

• Action
  Delete folder

  Delete a folder.

• Action
  Delete Form

  Delete a form by ID.

• Action
  Delete Submission

  Delete a submission by ID.

• Action
  Delete Webhook

  Delete a webhook by ID.

• Action
  Get folder

  Get a folder by id.

• Action
  Get Form

  Retrieve details for a single form by ID.

• Action
  Get form field

  Get one field on a form.

• Action
  List Form Confirmations

  List confirmation emails configured on a form.

• Action
  List Form Fields

  List all fields on a form.

• Action
  List form notifications

  List notification emails for a form.

• Action
  List Webhooks

  List webhooks configured on a form.

• Action
  Update folder

  Update a folder.

• Action
  Create Contact

  Creates a contact (for example a company) with its main contact person.

• Action
  Create Deal

  Creates a deal for an existing contact in the chosen pipeline phase.

• Action
  Create Note

  Adds a note to a contact or a deal. The note may be plain text or simple HTML.

• Action
  Create or Update Contact

  Creates a contact, or updates the existing contact whose contact person has the given email.

• Action
  Find Contact by Email

  Finds the contacts that have a contact person with the given primary email address.

• Action
  Find Contact by Id

  Returns a contact by its ID, with its main contact person and any additional contact persons.

• Action
  Find Contact by Search

  Searches contacts by matching text against contact and contact-person data, searchable properties and related notes.

• Action
  Find Deal by Id

  Returns a deal by its ID, including its contact, pipeline, phase, closing date and volume.

• Action
  Find Deals by Email

  Finds the deals linked to contacts that have a contact person with the given primary email address.

• Action
  List Pipelines

  Returns the pipelines you can read, with their phases.

• Action
  Update Contact

  Updates a contact's properties without changing its contact persons. Fields left empty are not changed.

• Action
  Update Deal

  Updates a deal's name, closing date or value, and can move it to another contact or pipeline phase. Fields left empty are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.