Birdeye + Formitize
Create new Birdeye customers from submitted Formitize forms
When a new form is submitted in Formitize, this workflow will help create a customer profile within Birdeye instantly. This streamlines the process of converting a submitted form into a customer, removing the need for manual data entry and ensuring a smooth flow of information from your forms to your customer profiles. Enjoy a seamless transition between the two applications to boost productivity and enhance customer management.
When a new form is submitted in Formitize, this workflow will help create a customer profile within Birdeye instantly. This streamlines the process of converting a submitted form into a customer, removing the need for manual data entry and ensuring a smooth flow of information from your forms to your customer profiles. Enjoy a seamless transition between the two applications to boost productivity and enhance customer management.
- When this happens...On Form Submitted
Triggers when a form has been submitted on Formitize.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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FormRequired
Try ItAssigned ToRequired
FormRequired
TitleRequired
Start Date/TimeRequired
Job Number
Order Number
Location
Description
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItNew Invoice
Triggers when a new invoice is created in birdeye
Try It
On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Try ItTitleRequired
MessageRequired
Due DateRequired
Notification Type
Customer Name
Email Address
Display On Dashboard
New Refund
Triggers when a new refund is created in birdeye
Try ItNew Lead
Triggers when new lead is created in birdeye
Try It
