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Builder Prime + Formstack

Create client records in Builder Prime for new Formstack submissions

Save time and streamline your client onboarding process with this Formstack to Builder Prime automation. When a new submission is received in Formstack, a client record will be instantly created in Builder Prime. This seamless workflow helps you manage clients more efficiently, so you can focus on growing your business.

Save time and streamline your client onboarding process with this Formstack to Builder Prime automation. When a new submission is received in Formstack, a client record will be instantly created in Builder Prime. This seamless workflow helps you manage clients more efficiently, so you can focus on growing your business.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Builder PrimeBuilder Prime
    Create Client Record

    Creates a new client record.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • First 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

    Action
    Write
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
builder-prime logo
builder-prime logo

About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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