Birdeye + Paperform
Create new Birdeye customers from new Paperform form submissions
When you receive a new form submission in Paperform, you'll want to keep your customer data updated in Birdeye. This workflow takes care of that for you, transforming new Paperform entries into Birdeye customers. Not only does this help you save time, but it also ensures efficient management of your customer information.
When you receive a new form submission in Paperform, you'll want to keep your customer data updated in Birdeye. This workflow takes care of that for you, transforming new Paperform entries into Birdeye customers. Not only does this help you save time, but it also ensures efficient management of your customer information.
- When this happens...New Form Submission
Triggers when a form is submitted.
- 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
