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Better Agency + Formstack

Create or update Better Agency clients from new Formstack submissions

Effortlessly manage your client information with this seamless automation between Formstack and Better Agency. With this workflow, every time you receive a new submission on Formstack, the client details will be created or updated in Better Agency. Save time and keep your client database organized without manual intervention.

Effortlessly manage your client information with this seamless automation between Formstack and Better Agency. With this workflow, every time you receive a new submission on Formstack, the client details will be created or updated in Better Agency. Save time and keep your client database organized without manual intervention.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Client

    Client Form to create update a client

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • TagRequired

    Trigger
    Scheduled
    Try It
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About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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