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AdminPulse + Formsite

Create new AdminPulse documents from new Formsite form results

Easily transform new Formsite form results into documents in AdminPulse with this efficient workflow. Once set up, every time a form is submitted on Formsite, a document will be created in AdminPulse using the provided details. This seamless process saves time and effort, while ensuring your valuable data is readily available for further management.

Easily transform new Formsite form results into documents in AdminPulse with this efficient workflow. Once set up, every time a form is submitted on Formsite, a document will be created in AdminPulse using the provided details. This seamless process saves time and effort, while ensuring your valuable data is readily available for further management.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    AdminPulseAdminPulse
    Create Document

    Creates a new document.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FileRequired

    • Document TypeRequired

    • Creation Date

    • Document Date

    • Relation Identifier

    • Tags (semicolon delimited)

    Action
    Write
    • Registration dateRequired

    • Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required

    • User e-mail (If empty uses the user connected through Zapier)

    • Resource identifierRequired

    • Time fromRequired

    • Time toRequired

    • Remark internal

    • Remark invoice

    Action
    Write
    • Relation typeRequired

    • Crm TypeRequired

    • First name (not for companies)

    • Infix

    • NameRequired

    • National number (not for companies)

    • Enterprise number (not for natural persons)

    • Legal form XBRL code (not for natural persons)

    • Birth date (ddMMyyyy, not for companies)

    • Country 2-letter codeRequired

    • Language

    • Website

    • Telephone number

    • Mobile phone number

    • Email

    • Remark

    • Address - Street

    • Address - Additional info

    • Address - Number

    • Address - Box

    • Address - City

    • Address - Zip code

    • Address - Country 2-letter code

    • Code

    • Number of employees

    • Payment method

    • Accounting relation code

    • Jurisdiction

    • Sector

    • Rsz number

    • E-mail address or employee guid for Associate

    • E-mail address or employee guid for Responsible

    • E-mail address or employee guid for Assistant

    • E-mail address or employee guid for Backup Assistant

    Action
    Write
    • Main task IdRequired

    • Task templateRequired

    • Sub Task templateRequired

    • Deadline

    • Is blocked

    • Inapplicable

    • StatusRequired

    • Tags (semicolon delimited)

    Action
    Write
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About AdminPulse

AdminPulse is the online office management software for accountants, bookkeepers and auditors

Related categories

  • Accounting
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

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