Everest Forms → GistEvents and actions

Use Everest Forms submissions to automate Gist

Add people to Gist when they submit your Everest Forms form. Choose the form and destination, match the email field, then test it.

Already using Noptin? Learn how to create an automation rule.

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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.

Tag a contact in Gist when a specific Everest Forms form is submitted

  1. When a specific Everest Forms form is submitted.
  2. Tag a subscriber in Gist

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Add a subscriber to a Campaign in Gist when a specific Everest Forms form is submitted

  1. When a specific Everest Forms form is submitted.
  2. Add a subscriber to a Campaign in Gist

Add a subscriber to a Form in Gist when a specific Everest Forms form is submitted

  1. When a specific Everest Forms form is submitted.
  2. Add a subscriber to a Form in Gist

Create or update a subscriber in Gist when a specific Everest Forms form is submitted

  1. When a specific Everest Forms form is submitted.
  2. Create or update a subscriber in Gist

Available in Noptin

Gist actions

Subscribers

2 actions

View actions
  • Create or update a subscriber in Gist
  • Remove a subscriber from Gist

Forms

1 action

  • Add a subscriber to a Form in Gist

Tags

2 actions

View actions
  • Tag a subscriber in Gist
  • Remove a Tag from a subscriber in Gist

Campaigns

2 actions

View actions
  • Add a subscriber to a Campaign in Gist
  • Remove a subscriber from a Campaign in Gist

Available in Noptin

Everest Forms events

Forms

1 event

  • When a specific Everest Forms form is submitted.

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

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Everest Forms and Gist from Noptin → Extensions. How to activate your license.
  3. 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.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Select the Everest Forms form whose submissions should start the automation.
  2. Choose a Gist action from the list above and fill in its required settings.
  3. 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.

Ready to connect Everest Forms and Gist?

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