Business App + WPForms

Business App + WPForms integrations

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 this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
ActionWrite

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More things you can do with WPForms and Business App

Discover other triggers and actions you can use with WPForms and Business App

- Form
  Required
Trigger
Instant
Try It
- Note for Business App as Trigger
Trigger
Polling
Try It
- Automation ID
  Required
Action
Write
- 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
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Company or Contact IDs
  Required
- Choose activity type
  Required
- Check for existing activity based on an external identifier
- Add team members
- Add tags
Action
Write
- 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
Action
Write

About Business App

Business App provides a single place for your sales teams to view key information about your customers.

HelpHelp

Related categories

Sales & CRM

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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