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AccountEdge + Wufoo

Create new AccountEdge customers from new Wufoo entries

With this workflow, you can streamline your customer data management. Whenever a new entry is made in Wufoo, a corresponding customer profile is instantly created in AccountEdge. This automation not only saves you time but also ensures all your customer details are captured accurately, without the need for manual data entry. Enhance your efficiency in managing customer information with this seamless process.

With this workflow, you can streamline your customer data management. Whenever a new entry is made in Wufoo, a corresponding customer profile is instantly created in AccountEdge. This automation not only saves you time but also ensures all your customer details are captured accurately, without the need for manual data entry. Enhance your efficiency in managing customer information with this seamless process.

  1. When this happens...
    WufooWufoo
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    AccountEdgeAccountEdge
    Create Customer

    Creates a Customer

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Scheduled
    Try It
  • Wufoo triggers, actions, and search

    New Form

    Triggers when you build a new form.

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • Form HashRequired

    Action
    Write
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accountedge logo

About AccountEdge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

Related categories

  • Accounting
wufoo logo
wufoo logo

About Wufoo

Wufoo is an easy way to create and manage HTML forms.
Learn moreHelp

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