AccountancyManager + Google Forms

Create AccountancyManager clients from new Google Forms submissions

Set up this Zap to automatically create a client in AccountancyManager from a new Google Forms submission, preventing the need for duplicate data entry. Once a client had been created in AccountancyManager, you can harness the power of AM to automate your client engagement.

When this happens...
New Response in Spreadsheet
Triggered when a new response row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Client
Create a new Client within AccountancyManager
ActionWrite

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Supported triggers and actions

What does this mean?

New Response in Spreadsheet
Triggered when a new response row is added to the bottom of a spreadsheet.
Trigger
Instant
New or Updated Response in Spreadsheet
Triggered when a new response row is added or modified in a spreadsheet.
Trigger
Instant
Create Response
Create a new response/entry (row) in a specific spreadsheet.
Action
Write
Lookup Response
Finds a response row by a column and value. Returns all the values on that matching row.
Action
Search
Find or Create Response
Finds or creates a specific lookup row.
Action
Search or write
Client Created
Triggers when a Client is created within AccountancyManager.
Trigger
Instant
Client Deleted
Triggers when a Client is deleted within AccountancyManager.
Trigger
Instant
Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within AccountancyManager.
Trigger
Instant
AccountancyManager
Triggers when a Client/Prospect is updated within AccountancyManager.
Instant
Trigger
AccountancyManager
Create a new Client within AccountancyManager
Scheduled
Action
AccountancyManager
Disable a service for a Client within AccountancyManager.
Scheduled
Action
AccountancyManager
Enable a service for a Client within AccountancyManager.
Scheduled
Action
AccountancyManager
Marks a Client as NLAC.
Scheduled
Action
AccountancyManager
Update a Prospect to a Client within AccountancyManager.
Scheduled
Action
AccountancyManager
Update a client within AccountancyManager
Scheduled
Action
AccountancyManager
Find a client by company name
Scheduled
Action

About AccountancyManager

AccountancyManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Learn more