Create records in Shape Software from new Convertri submissions
Make sure you act on every new submission in Convertri with this template. Once the template is active, it will create a record in Shape Software whenever a new form or checkout is submitted in Convertri.
Make sure you act on every new submission in Convertri with this template. Once the template is active, it will create a record in Shape Software whenever a new form or checkout is submitted in Convertri.
- When this happens...New Submission
Triggers when a form or checkout is submitted from anywhere in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps