123FormBuilder + ConnectWise Manage
Create companies in ConnectWise Manage for new 123FormBuilder form submissions
Effortlessly streamline your new client onboarding process with this automation. Whenever a new form is submitted in 123FormBuilder, this workflow will create a company in ConnectWise Manage, ensuring your client information is consistently updated and organized. Save time and focus on what matters most - providing top-notch service to your clients.
Effortlessly streamline your new client onboarding process with this automation. Whenever a new form is submitted in 123FormBuilder, this workflow will create a company in ConnectWise Manage, ensuring your client information is consistently updated and organized. Save time and focus on what matters most - providing top-notch service to your clients.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Company
Creates a new company.
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New Form
Triggers when a new form is added to your account.
Try ItNew, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
FormRequired
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
