Create client records in Builder Prime for new Formidable Forms entries
Effortlessly streamline your client onboarding process with this Formidable Forms to Builder Prime workflow. Whenever a new Formidable Forms entry is submitted, it will create a client record in Builder Prime, allowing you to collect and manage client information seamlessly. Save time and stay organized by automating this essential task.
Effortlessly streamline your client onboarding process with this Formidable Forms to Builder Prime workflow. Whenever a new Formidable Forms entry is submitted, it will create a client record in Builder Prime, allowing you to collect and manage client information seamlessly. Save time and stay organized by automating this essential task.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Client Record
Creates a new client record.
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
FormRequired
Try ItFirst Name
Last Name
Email Address
Company Name
Lead StatusRequired
Lead Source
Interested In
Class
Mobile Phone
Home Phone
Work Phone
Address Line 1
Address Line 2
City
State
Zip / Postal Code
Best Time to Contact
Preferred Contact Method
External System Identifier
Building Type
Notes