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Client Hub + Formstack

Create new Client Hub companies from Formstack submissions

Instantly streamline your onboarding process with this efficient workflow. When a new submission occurs in Formstack, a new client company will be created in the Client Hub app, ensuring a seamless transition from form submissions to company management. Stay organized and save time with this simple yet powerful automation.

Instantly streamline your onboarding process with this efficient workflow. When a new submission occurs in Formstack, a new client company will be created in the Client Hub app, ensuring a seamless transition from form submissions to company management. Stay organized and save time with this simple yet powerful automation.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Client HubClient Hub
    Create New Client Company

    Creates a new Client Company

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Company NameRequired

    Action
    Write
client-hub logo
client-hub logo

About Client Hub

Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.

Related categories

  • Communication
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formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

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