Creating Form Connections

You can create two types of connections for your forms:

  • Salesforce connection - allows you to create or update any Salesforce record with your forms, when a form entry is captured or edited.

  • Email connection - allows you to automatically send single or multiple emails with the captured form entry as a PDF attachment every time when a form entry is captured.



After the form is created please go to your Formyoula Dashboard - https://app.formyoula.com/dashboard and click on the "Add" button under "Connections" column or press on the "Create a Connection" button under "Next Step" column, or select "Add/ Edit Connections" from the "Actions" list.




Please select the connection type from the available list and press "Create Connection".



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  • Salesforce Connection


If you would like to create a "Salesforce" connection please follow this guide - http://support.formyoula.com/knowledgebase/articles/387600-connect-your-forms-with-salesforce-objects


  • Email Connection


If you would like to create a "Email" connection please follow this guide                           - http://support.formyoula.com/knowledgebase/articles/504951-email-connection



If you have any questions, please email Support@Formyoula.com


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