Agillic + forms.app

Update or create Agillic recipients with new forms.app submissions

Streamline your communication tasks with forms.app and Agillic. This workflow gets initiated as soon as a new form is submitted in forms.app, prompting an update or creation of a recipient within Agillic. It's an ideal solution for ensuring information is consistently and promptly relayed, enhancing your customer engagement processes efficiently.

Streamline your communication tasks with forms.app and Agillic. This workflow gets initiated as soon as a new form is submitted in forms.app, prompting an update or creation of a recipient within Agillic. It's an ideal solution for ensuring information is consistently and promptly relayed, enhancing your customer engagement processes efficiently.

  1. When this happens...
    forms.appforms.app
    New Form Submission

    Triggers when a new submission is received for a form.

    TriggerScheduled
  2. automatically do this!
    AgillicAgillic
    Update or Create Recipient (Limited Fields)

    Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Scheduled
    Try It
    • Unique Recipient Identifier FieldRequired

    • Unique Recipient Identifier ValueRequired

    • Event NameRequired

    Action
    Write
    • Unique Recipient Identifier FieldRequired

    • Unique Recipient Identifier ValueRequired

    • One-to-Many TableRequired

    • Include fields with empty values

    • Dynamic Otm Fields Copy

    Action
    Write
    • Unique Recipient Identifier FieldRequired

    • Unique Recipient Identifier ValueRequired

    • Field 1Required

    • Field 1 ValueRequired

    • Field 2

    • Field 2 Value

    • Field 3

    • Field 3 Value

    • Field 4

    • Field 4 Value

    • Field 5

    • Field 5 Value

    • Field 6

    • Field 6 Value

    • Field 7

    • Field 7 Value

    • Field 8

    • Field 8 Value

    • Field 9

    • Field 9 Value

    • Field 10

    • Field 10 Value

    • Field 11Required

    • Field 11 ValueRequired

    • Field 12

    • Field 12 Value

    • Field 13

    • Field 13 Value

    • Field 14

    • Field 14 Value

    • Field 15

    • Field 15 Value

    • Field 16

    • Field 16 Value

    • Field 17

    • Field 17 Value

    • Field 18

    • Field 18 Value

    • Field 19

    • Field 19 Value

    • Field 20

    • Field 20 Value

    Action
    Write
  • Agillic triggers, actions, and search

    Get OTM Tables

    Get the Available One-to-many tables from your Agillic instance

    Trigger
    Scheduled
    Try It
    • Unique Recipient Identifier FieldRequired

    • Unique Recipient Identifier ValueRequired

    Action
    Write
    • Unique Recipient Identifier FieldRequired

    • Unique Recipient Identifier ValueRequired

    • One-to-Many TableRequired

    Action
    Write
    • Unique Recipient Identifier FieldRequired

    • Unique Recipient Identifier ValueRequired

    • Person Data Fields

    Action
    Write
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About Agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

Related categories

  • Marketing Automation

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formsapp logo
formsapp logo

About forms.app

forms.app is a platform where you can build forms, share them and get responses. You can create sales order form and collect payment, too.
Learn more

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier