Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
About this connection
How the two tools fit together
Everest Forms: Drag and Drop contact form builder to easily create simple to complex forms for any purpose. Lightweight, Beautiful design, responsive and more.
Gist: Gist is a customer engagement platform that combines live chat, email marketing, automation, and customer support tools to help businesses streamline their communication, improve customer experiences, and foster better relationships.
What information can you send?
First choose the Everest Forms form. Noptin then shows the answers that form collects, so you can send the right ones to Gist.
Lists, tags, and custom fields depend on the connected Gist account and the audience selected.
To add a contact, your form needs an email field. You can send other answers only if the form collects them.
Start here
Set up Everest Forms and Gist with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Everest Forms and Gist from Noptin → Extensions. How to activate your license.
- Install and set up Everest Forms on your WordPress site. Connect Gist in Noptin using the account or server details requested in its settings.
See how to install a premium extension.
Put it together
Set up the automation in WordPress
- Select the Everest Forms form whose submissions should start the automation.
- Choose a Gist action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.