Everest Forms → Birdsend
Send Everest Forms submissions to your contacts in Birdsend. Choose the form, match the details, and manage the automation from your WordPress dashboard.
Requires Noptin Premium, Everest Forms, and an account with Birdsend.
Set up and manage the rule in WordPress.
Keep collecting enquiries and signups with Everest Forms. Use Noptin to decide what happens next in Birdsend, without copying each submission by hand.
Follow these steps to create or update a contact in Birdsend when someone submits your Everest Forms form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Go to Noptin → Automation Rules and create a rule. Search for Everest Forms and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Search for Birdsend and select Birdsend > Create/Update Contact. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Fill in the contact fields shown by the action. Map the email field to the submitted email address, then map any other details you want to send.
In the automation editor, use conditions to choose which submissions run the action. For newsletter signups, add a condition so the action runs only when the signup checkbox is checked. Test the form with and without the checkbox selected.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with an address you control, then check the contact, mapped fields in Birdsend.
Yes. Select an existing Everest Forms form in the rule. Check that it collects the fields required by your Birdsend action.
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
Use Birdsend > Create/Update Contact for an existing contact. Review its field settings and test with an existing email before enabling it for visitors. For form, tag, sequence actions, check the settings for a missing contact; do not assume that every action creates one.
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Birdsend account. See the current Noptin plans for pricing.
Automations
These are examples. Available fields depend on the event and the choices on your site or connected account.
When a specific Everest Forms form is submitted.Tag a contact in BirdsendChoose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.
When a specific Everest Forms form is submitted.Add a contact to a sequence in BirdsendWhen a specific Everest Forms form is submitted.Add a contact to a form in BirdsendWhen a specific Everest Forms form is submitted.Create or update a contact in BirdsendChoose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When a specific Everest Forms form is submitted.Create or update a contact in BirdsendRemove a contact from BirdsendUnsubscribe a contact from BirdsendAdd a contact to a form in BirdsendTag a contact in BirdsendRemove a tag from a contact in BirdsendAdd a contact to a sequence in BirdsendSend Everest Forms submissions to Birdsend automatically and spend less time copying details by hand.
See plans and pricing