Create leads in Client Dispute Manager for new Formstack submissions
Save time and streamline your lead management process with this automation. Whenever a new submission is received in Formstack, a lead will be instantly created in Client Dispute Manager. This workflow ensures that you capture every potential client from your forms without manually transferring the information, allowing you to focus on driving more business.
Save time and streamline your lead management process with this automation. Whenever a new submission is received in Formstack, a lead will be instantly created in Client Dispute Manager. This workflow ensures that you capture every potential client from your forms without manually transferring the information, allowing you to focus on driving more 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 Lead
Creates a new lead.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try It
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try It