Create client records in Builder Prime for every new entry in Cognito Forms
Increase your efficiency by connecting your Cognito Forms and Builder Prime. With this workflow, whenever a new entry is added into Cognito Forms, it will instantly create a client record in Builder Prime. It eliminates the manual task of transferring data and enables you to continuously update your client records without any delay. A time-saving automation that ensures your Builder Prime client records are always up-to-date.
Increase your efficiency by connecting your Cognito Forms and Builder Prime. With this workflow, whenever a new entry is added into Cognito Forms, it will instantly create a client record in Builder Prime. It eliminates the manual task of transferring data and enables you to continuously update your client records without any delay. A time-saving automation that ensures your Builder Prime client records are always up-to-date.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Client Record
Creates a new client record.
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