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Choose an Action
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How Zapier works
Zapier makes it easy to integrate Formsite with CRM in Cloud - no code necessary. See how you can get setup in minutes.
Select a trigger from Formsite
A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."

Setup an action from CRM in Cloud
An action is what takes place after the automation is triggered. For example, with CRM in Cloud, the action could be "Create or Update Activity."

That’s it! You just connected Formsite to CRM in Cloud
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Formsite and CRM in Cloud to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Integration categories
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- List IDRequired
- Anagraphic TypeRequired
- Email typeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- The unique id of the Account
- Code
- Product name
- Active (Enum property)
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- Photo Url
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Account
- Enum nameRequired
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- State
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Limbo
- Job title
- Language
- Last contact date
- From Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source (Enum property)
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Account
- Title
- Amount
- Approval User Note
- Category
- Close Date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status
- tags (CSV list with ";" separator)
- Cross Type (Enum property)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- State
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Description
- State
- Currency
- Discount formula
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Limbo
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source (Enum property)
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- Photo Url
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Enum nameRequired
- Surname
- Company name
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- State
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Limbo
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority (Enum property)
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source (Enum property)
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Subject
- Date
- Order number
- Customer
- Amount (currency)
- Approval User Note
- Manager
- Address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- crossName
- The currency name
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Transport (Enum property)
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Lang
- Description
- Cross Type (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- List IDRequired
- Protocol
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Code
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Phase expiration date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- The unique id of the Account
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- State
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Account
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Description
- State
- Currency
- Discount formula
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Limbo
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source (Enum property)
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- Photo Url
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Account
- Enum nameRequired
- Surname
- Company name
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- State
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Limbo
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority (Enum property)
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source (Enum property)
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Account
- Subject
- Date
- Order number
- Customer
- Amount (currency)
- Approval User Note
- Manager
- Address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- crossName
- The currency name
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Transport (Enum property)
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Lang
- Description
- Cross Type (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- List IDRequired
- Protocol
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Code
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Phase expiration date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List IDRequired
- Anagraphic TypeRequired
- Anagraphic ID
- Email typeRequired
- Email
- Anagraphic name
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Code
- Product name
- Active (Enum property)
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- Photo Url
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Enum nameRequired
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- State
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Limbo
- Job title
- Language
- Last contact date
- From Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source (Enum property)
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Account
- Title
- Amount
- Approval User Note
- Category
- Close Date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status
- tags (CSV list with ";" separator)
- Cross Type (Enum property)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Related categories
Related categories