Formlets integration with Agile CRM
How to Create tickets in Agile CRM from new Formlets 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 tickets in Agile CRM from new Formlets 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 Formlets integrations
Formlets actions
Nekton can use any feature that is available in Formlets API.
Using our advanced AI, you can easily create custom automations for Formlets.
Here are some typical actions you can do in your automated workflows.
New Submission
Triggers when a new submission is created.
About Formlets
Formlets is a powerful easy-to-use online form builder for your website. No coding, easy to integrate, highly secure and many more.