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CRM

Formilla for your Agent

Flow can look up contacts, companies and deals in Formilla, and with read and write access it can update records.

It asks for your approval before it changes anything in Formilla. Connect with an API key from your Formilla account.

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Which Formilla deals are linked to tenders closing this month?

Connect Formilla in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Formilla.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Formilla.

What Flow can do depends on what Formilla offers through its API and on the access you choose.

Things to ask

Type these to Flow once Formilla is connected.

  • Formilla

    Which Formilla deals are linked to tenders closing this month?

  • Formilla

    Create a Formilla deal for the Vienna hospital tender, with its value and deadline.

About Formilla

Formilla is a live chat and marketing automation service for websites. It helps teams capture leads, manage contacts, and start conversations in real time.

Ready to submit more bids?

Start your free trial today.

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