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Set up your first integration
Quickly connect Credit Letters Software to Google Forms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Credit Letters Software with Google Forms - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Status Changed" from Credit Letters Software.
Add your action
An action happens after the trigger—such as "API Request (Beta)" in Google Forms.
You’re connected!
Zapier seamlessly connects Credit Letters Software and Google Forms, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Status Changed
Triggers when a client status is changed.
Try ItTriggerInstant - New Client
Triggers when a new client is created.
Try ItTriggerInstant - New Letter Generated
Triggers when a new letter is generated.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant
- Delete Lead
Triggers when a lead is deleted.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Client
Triggers when a client is updated.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
ActionWrite