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.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Client Record
Creates a new client record.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
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
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body