˙˙Virtuous CRM Formstack Integration - Quick Connect - Zapier
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Connect Virtuous CRM and Formstack to power AI-driven automation

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Zapier makes it easy to integrate Virtuous CRM with Formstack - no code necessary. See how you can get setup in minutes.

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Virtuous CRM
Virtuous CRM logo
Virtuous CRM
1. Choose trigger event
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Formstack
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Formstack
2. Choose action
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1. Select the event
Setup
Test
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Virtuous CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Contact" from Virtuous CRM.

Add your action

An action happens after the trigger—such as "Create Form Submission" in Formstack.

You’re connected!

Zapier seamlessly connects Virtuous CRM and Formstack, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Contact status
    Trigger
    Instant
    Try It
  • Virtuous CRM triggers, actions, and search
    New Form Submission

    Triggers on a new form submission.

    Trigger
    Instant
    Try It
    • Contact ID
      Required
    • Type
      Required
    • Note
      Required
    • Note date time
    • Important
    • Private
    • Time spent
    Action
    Write
    • TaskType
      Required
    • Task
      Required
    • Description
    • Due Date Time
      Required
    • Owner
      Required
    Action
    Write
    • Tag Name
      Required
    • Contact ID
      Required
    Action
    Write
    • Contact Name
      Required
    • Contact Type
      Required
    • IsPrivate
    • Nickname
    • Label
    • Address 1
    • Address 2
    • City
    • StateCode
    • Zip Code
    • Country
    • IsPrimary_address
    • Latitude
    • Longitude
    • Description
    • Website
    • IsArchived
    • ReferenceId
    • ReferenceSource
    Action
    Write

    • For AI agents & developers

    Use Virtuous CRM and Formstack with AI agents and code

    Beyond Zap workflows. Call Virtuous CRM and Formstack actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

    No code

    Connect via Zapier MCP

    Expose Virtuous CRM and Formstack actions as tools in any MCP client. Authenticate once, then call them in natural language.

    Example actions on this page

    • Create Contact Note
    • Create Form Submission

    Works with

    Claude · ChatGPT · Cursor · any MCP-compatible client

    Connect Zapier MCP
    Typescript

    Call from code with the Zapier SDK

    Trigger Virtuous CRM and Formstack actions from backend services, scripts, or agent code.

    Install

    # TypeScript / Node
npm install @zapier/zapier-sdk

    Run an action

    import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* virtuous-crm / formstack action */ });
    Run the SDK docs

    There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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    Customers have created over 25 million Zaps on the platform

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    Connect Virtuous CRM and Formstack to integrate crucial parts of your business

    With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

    Automate your lead management and improve conversions

    With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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    Create more impactful campaigns with automation

    Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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    Provide world-class support with a little help from automation

    Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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    Automate your way to actionable, up-to-date data

    The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
    An illustration representing how to move and manage data with Zapier.

    Resolve incidents faster with automation

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    Learn how to automate Formstack on the Zapier blog

    Make work flow with AI

    Level up your Virtuous CRM to Formstack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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    About Virtuous CRM
    Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
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    Fundraising
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    formstack logo
    About Formstack
    Formstack is one of the easiest ways to build custom forms that let you collect data your way.
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