Captisa Forms integration with Salesforce
How to Create Salesforce leads with new Captisa Forms submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce leads with new Captisa Forms submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Captisa Forms integrations
Captisa Forms actions
Nekton can use any feature that is available in Captisa Forms API.
Using our advanced AI, you can easily create custom automations for Captisa Forms.
Here are some typical actions you can do in your automated workflows.
Create a New Entry
Create a New Entry.
Update an Entry
Update an Entry.
New Entry
Triggers when someone fills out your form.
Updated Entry
Triggers when an entry is updated.
About Captisa Forms
Captisa Forms is an online form builder with cloud database storage.