FormyChat ConvertForce Popup Builder Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

FormyChat

Trigger Event

Lead created

Description:

This trigger starts the workflow whenever the Lead created event occurs in FormyChat.

Connect Your FormyChat

Select the FormyChat source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add ConvertForce Popup Builder as an Action

Click:

Add Action → ConvertForce Popup Builder

Select an Action Event:

• Create Campaign When “Lead created” occurs in FormyChat, use the submitted data to run “Create Campaign” in ConvertForce Popup Builder.
• Get Campaign When “Lead created” occurs in FormyChat, use the submitted data to run “Get Campaign” in ConvertForce Popup Builder.
• Get All Campaigns When “Lead created” occurs in FormyChat, use the submitted data to run “Get All Campaigns” in ConvertForce Popup Builder.

Description:

This action sends data from FormyChat to ConvertForce Popup Builder and performs the selected supported operation automatically.

Map FormyChat Data with ConvertForce Popup Builder Inputs

Map the available data from FormyChat to the compatible inputs provided by the selected ConvertForce Popup Builder action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the Lead created trigger and verify the selected ConvertForce Popup Builder actions:

• Confirm that Create Campaign completes successfully and processes the mapped data in ConvertForce Popup Builder.
• Confirm that Get Campaign completes successfully and processes the mapped data in ConvertForce Popup Builder.
• Confirm that Get All Campaigns completes successfully and processes the mapped data in ConvertForce Popup Builder.

Then activate your workflow.