Business App + WS Form
Business App + WS Form
Business App + WS Form integrations
Create or update Business App contacts from new WS Form submissions
Transform your operational efficiency by linking WS Form and Business App. When you receive a new submission in WS Form, this workflow will instantly update or create a new contact in Business App. It streamlines the task of data management, ensuring newly acquired details in forms are swiftly reflected in your contact database. Great for businesses keen on minimizing manual work and enhancing contact management.
- When this happens...New SubmissionTriggers when a form is submitted.
- automatically do this!Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
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More things you can do with WS Form and Business App
Discover other triggers and actions you can use with WS Form and Business App
- New Submission
Triggers when a form is submitted.
Try ItTriggerPolling - Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- 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
ActionWrite
- Note for Business App as Trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- 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
ActionWrite
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