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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.

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.

  1. When this happens...
    Google FormsGoogle Forms
    New Form Response

    Triggers when a new form response is received.

    TriggerInstant
  2. automatically do this!
    AccountancyManagerAccountancyManager
    Create Client

    Create a new Client within AccountancyManager

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Owner

    • App ExtensionRequired

    Action
    Write
  • AccountancyManager triggers, actions, and search

    Client Created

    Triggers when a Client is created within AccountancyManager.

    Trigger
    Instant
    Try It
  • AccountancyManager triggers, actions, and search

    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within AccountancyManager.

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • AccountancyManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within AccountancyManager.

    Trigger
    Instant
    Try It
  • AccountancyManager triggers, actions, and search

    Client Updated

    Triggers when a Client/Prospect is updated within AccountancyManager.

    Trigger
    Instant
    Try It
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About AccountancyManager

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

Related categories

  • Accounting
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google-forms logo

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn moreHelp

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