ConnectWise Manage + WPForms
Create companies in ConnectWise Manage from new WPForms form entries
Effortlessly create new companies in ConnectWise Manage whenever a form is submitted in WPForms with this seamless workflow. This automation saves valuable time and ensures that submitted form data is efficiently translated into company profiles in ConnectWise Manage. Keep your CRM up-to-date and streamline your data management process by implementing this effective solution.
Effortlessly create new companies in ConnectWise Manage whenever a form is submitted in WPForms with this seamless workflow. This automation saves valuable time and ensures that submitted form data is efficiently translated into company profiles in ConnectWise Manage. Keep your CRM up-to-date and streamline your data management process by implementing this effective solution.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Company
Creates a new company.
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FormRequired
Try ItNew, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try It
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
