Business App + WPForms
Create or update Business App contacts from new WPForms entries
When a new form entry is made in WPForms, ensure an efficient workflow by automatically updating or creating contacts in your Business App. This streamlines the process, saving precious time and reducing the chance of missing new entries. Perfect for businesses looking to effectively manage customer data without the manual hassle.
When a new form entry is made in WPForms, ensure an efficient workflow by automatically updating or creating contacts in your Business App. This streamlines the process, saving precious time and reducing the chance of missing new entries. Perfect for businesses looking to effectively manage customer data without the manual hassle.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
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FormRequired
Try ItNote for Vendasta App as trigger
Try ItAutomation IDRequired
Create or update note
External ID
Platform account group ID
Company name
Street address line 1
Street address line 2
City/locality
State/province/region
Country
Zip/postal code
Additional Fields
Search note
Additional Search Fields
upsert_note
Overwrite Existing Data
Associate a Contact
Contact IDs for Association (Optional)
Return note
Return Fields
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Company or Contact IDsRequired
Choose activity typeRequired
Check for existing activity based on an external identifier
Add team members
Add tags
Account ID
Customer Identifier
Search Existing
Business Name
Website
Categories
Country/Region
Address
State
City
Zip
Latitude
Longitude
Business Phone Number
Business Email
Toll Free Number
Short Description
Long Description
Facebook URL
Foursquare URL
LinkedIn URL
Twitter URL
Pinterest URL
Instagram URL
YouTube URL
Custom Fields
Return note
Return Fields
Create or update note
External ID
Email
Phone Number
First Name
Last Name
Job Title
Additional Fields
Search note
Additional Search Fields
upsert_note
Overwrite Existing Data
Associate a Company
Company ID for Association (Optional)
Return note
Return Fields
