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.
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.
- New Response in SpreadsheetTriggered when a new response row is added to the bottom of a spreadsheet.Trigger
- New or Updated Response in SpreadsheetTriggered when a new response row is added or modified in a spreadsheet.Trigger
- Create ResponseCreate a new response/entry (row) in a specific spreadsheet.Action
- Lookup ResponseFinds a response row by a column and value. Returns all the values on that matching row.Action
- Find or Create ResponseFinds or creates a specific lookup row.Action
- Client CreatedTriggers when a Client is created within AccountancyManager.Trigger
- Client DeletedTriggers when a Client is deleted within AccountancyManager.Trigger
- Client Marked as NLACTriggers when a Client is marked as "No Longer a Client" within AccountancyManager.Trigger
- 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
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Related categories
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