Birdeye + Formsite
Create Birdeye customers from new Formsite form results
Effortlessly keep track of new Formsite form submissions by creating customers in Birdeye with this workflow. Set up this time-saving automation and every time there's a new form result in Formsite, a customer will be added to Birdeye, ensuring seamless and up-to-date customer management. Improve your efficiency and never worry about manually updating your Birdeye customer list again.
Effortlessly keep track of new Formsite form submissions by creating customers in Birdeye with this workflow. Set up this time-saving automation and every time there's a new form result in Formsite, a customer will be added to Birdeye, ensuring seamless and up-to-date customer management. Improve your efficiency and never worry about manually updating your Birdeye customer list again.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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FormRequired
Try ItNew Refund
Triggers when a new refund is created in birdeye
Try ItNew Lead
Triggers when new lead is created in birdeye
Try ItBusiness NumberRequired
Try It
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 ItNew Payment
Triggers when a new payment is created in birdeye
Try ItClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
End Time
Appointment Type Id
Appointment Type
Duration
Reason To Visit
Notes
Guardian Id
Guardian First Name
Guardian Last Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
Action
