ceven

Formsite

Pushes every new form submission into your CRM, triggers custom approval workflows based on survey answers, and audits form configurations in real time.

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Why use Ceven?

  1. AI native Formsite integration

    • Describe the outcome and Ceven picks the right Formsite calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Formsite data, across all 5 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Formsite access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Formsite, when, and on whose behalf.
    • The agent pauses and asks when Formsite is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Formsite.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Formsite action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Formsite, and when to use it.

List all forms
Pull a complete list of every form in the account, including IDs, names, and current status. Use this to find the correct form directory for other actions.
Get form details
Retrieve the internal description, directory identifier, and publishing info for a specific form. Use this to verify form settings before running a workflow.
Get form items
Pull all questions and input fields for a specific form. Use this to map Formsite field IDs to columns in a destination spreadsheet or CRM.
Get form results
Fetch the latest submissions from a specified form. Use this to process new leads or survey responses in bulk.
Get form webhooks
Retrieve all active webhook configurations for a form. Use this to audit where data is currently being sent externally.
Audit form status
Check if a specific form is published or archived. Use this to clean up old forms that should no longer be active.
Map form fields
Compare form items against a target schema to ensure data consistency. Use this during form redesigns to prevent data loss.
Filter results by value
Search for specific submissions that contain a particular answer. Use this to find all users who requested a callback.
Validate webhook endpoint
Test if the current webhook setup is firing correctly. Use this when troubleshooting data gaps between Formsite and Ceven.
Export form metadata
Pull the full configuration of a form for backup or migration. Use this to document form versions for compliance logs.
Sync form results
Move a batch of recent results into a third party tool. Use this for daily synchronization of lead lists.
Check form usage
Retrieve the number of submissions for a specific form. Use this to monitor if a form is hitting plan limits.

12 actions · scroll to see them all

Frequently asked questions

Ceven monitors your Formsite account for new results using a combination of polling and webhooks. When a user submits a form, the agent captures the raw response data and matches it against the form items to identify which question corresponds to which piece of data. This allows the agent to perform logic based on the content, such as routing a response to a specific team member if a certain box is checked. All data is processed in real time, meaning the gap between the user clicking submit and the workflow firing is typically only a few seconds.
Currently, the integration focuses on reading form configurations and results. The agent can pull form details and list items to help you audit your surveys, but it cannot programmatically add, delete, or rename questions within the Formsite editor. You should make all structural changes to your forms directly in the Formsite dashboard. Once you save those changes, Ceven will detect the new form items the next time it calls the Get Form Items action, ensuring your workflows stay aligned with the latest version of your form.
If a form is deleted in Formsite, any Ceven workflows relying on that specific form directory ID will fail. The agent will trigger a notification to the workflow owner stating that the source form no longer exists. To fix this, you will need to update the workflow to point to a new form ID or deactivate the automation. Ceven does not store a permanent mirror of your form structure, so it relies on the Formsite API to validate that the form is still active before attempting to pull results or metadata.
Yes, Formsite imposes rate limits on their API to ensure platform stability. If you have a massive volume of forms or millions of submissions, you might encounter a 429 Too Many Requests error. Ceven manages this by implementing an exponential backoff strategy, meaning the agent will automatically pause and retry the request after a short delay. For most users, this happens invisibly in the background. However, if you are running massive backfills of historical data, you may notice a slower processing speed as the agent respects these limits to avoid a total API lockout.
Ceven can act as an auditing layer to help you maintain compliance. You can build a workflow that regularly lists all form items across your account and flags any form that is missing required consent checkboxes or privacy notices. While Ceven does not change the security settings of the Formsite server itself, it ensures that the human operators are alerted when a form is published that does not meet your internal compliance standards. This prevents the risk of collecting sensitive data through a form that was set up incorrectly by a team member.
Ceven works with any Formsite account that has API access enabled. Some of the more advanced automation features, such as high frequency polling or complex webhook routing, may depend on the specific API permissions granted by your Formsite tier. If you find that certain actions are returning permission errors, check your Formsite account settings to ensure that API access is toggled on. If you are on a legacy plan, you may need to contact Formsite support to enable the v2 API endpoints that Ceven uses for the most reliable data retrieval.
The agent uses a two step process to ensure data accuracy. First, it calls the Get Form Items action to retrieve the internal IDs and labels for every question in your form. Second, it pulls the results and matches the answer to the corresponding question ID. This means that even if you change the text of a question in Formsite, as long as the internal ID remains the same, the Ceven workflow will continue to function without breaking. The agent then passes this cleaned data into the next step of your workflow, such as creating a lead in a CRM.
Yes, you can build a workflow that pulls recent results and compares them against a unique identifier, such as an email address. The agent can search through the latest submissions and flag any that match an existing record in your database. Once a duplicate is found, Ceven can either ignore the submission, merge the data into an existing record, or send a notification to your team. This is particularly useful for preventing the same user from submitting a lead form multiple times and cluttering your sales pipeline with redundant entries.

Alternatives to Formsite

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Typeform logoTypeformJotform logoJotformSurveyMonkey logoSurveyMonkeyGoogle Forms logoGoogle Forms

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Plug Ceven on top of the tools you already run. Connect Formsite and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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