Connect OpnForm to Custify

Both apps 14OpnForm 10Custify 4

• Trigger
  New Submission

  Fires instantly each time a new submission is received on the chosen OpnForm form.

• Action
  Add Form

  Creates a new form in an OpnForm workspace.

• Action
  Add Submission

  Submits data to a form programmatically.

• Action
  Delete Form

  Deletes a form from OpnForm.

• Action
  Delete Submission

  Deletes a submission from an OpnForm form.

• Action
  Get Form

  Retrieves a single form by id.

• Action
  List Forms

  Lists the forms in an OpnForm workspace (summary records without form fields; use Get Form for the full form).

• Action
  List Submissions

  Lists submissions for a form.

• Action
  Update Form

  Updates an existing form's fields/settings.

• Action
  Update Submission

  Updates an existing form submission's data.

• Action
  Create Task

  Creates a task in Custify, optionally linked to a company or person, assigned to a team member, with due date, priority and checklist.

• Action
  Link Person to Company

  Links a person to a company in Custify, or updates their existing relationship, with an optional role and link date.

• Action
  Send Event

  Records a custom event for a person in Custify, such as a product action, with optional details.

• Action
  Send NPS

  Records an NPS score, with an optional comment, for a person in Custify.

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