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How to connect Formsite and tl;dv
Create a New Scenario to Connect Formsite and tl;dv
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or tl;dv will be your first step. To do this, click "Choose an app," find Formsite or tl;dv, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the tl;dv Node
Next, click the plus (+) icon on the Formsite node, select tl;dv from the list of available apps, and choose the action you need from the list of nodes within tl;dv.
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Authenticate tl;dv
Now, click the tl;dv node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your tl;dv settings. Authentication allows you to use tl;dv through Latenode.
Configure the Formsite and tl;dv Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Formsite and tl;dv Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formsite, tl;dv, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Formsite and tl;dv integration works as expected. Depending on your setup, data should flow between Formsite and tl;dv (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Formsite and tl;dv
Formsite + tl;dv + Slack: When a new form result is submitted in Formsite, the automation searches tl;dv for a meeting recording. If a recording is found, its link is sent as a Slack notification to a specified channel.
Zoom + tl;dv + Formsite: When a Zoom recording is completed after a meeting recorded with tl;dv, a Formsite survey link is sent to a Slack channel to gather feedback.
Formsite and tl;dv integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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About tl;dv
Use tl;dv with Latenode to automate meeting insights. Get summaries and timestamps, then trigger actions: update CRMs, create tasks, or send follow-ups. Stop manually processing meeting notes. Latenode adds flexible routing, data transformation, and direct integrations, turning meeting data into actionable workflows.
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FAQ Formsite and tl;dv
How can I connect my Formsite account to tl;dv using Latenode?
To connect your Formsite account to tl;dv on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and tl;dv accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically get meeting summaries for submitted forms?
Yes, using Latenode you can trigger tl;dv summaries when new Formsite submissions occur, instantly sharing key insights and action items, enhancing team collaboration and follow-up efficiency.
What types of tasks can I perform by integrating Formsite with tl;dv?
Integrating Formsite with tl;dv allows you to perform various tasks, including:
- Create tl;dv meeting summaries from new Formsite responses.
- Send summary highlights to participants who filled out the form.
- Update a database with tl;dv summary data and form details.
- Trigger follow-up emails based on keywords found in meeting summaries.
- Archive meeting summaries alongside corresponding form submissions.
Can I use JavaScript to manipulate data between Formsite and tl;dv?
Yes, Latenode allows custom JavaScript functions to transform data, enabling advanced manipulation not possible with basic integrations.
Are there any limitations to the Formsite and tl;dv integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Formsite may require custom JavaScript for optimal data transfer.
- tl;dv transcription accuracy depends on audio quality during the meeting.
- Very large volumes of form submissions may require optimized Latenode resource allocation.
