Create empty forms in Typeform for new records in Donna insights
Looking to stay responsive to new insights in Donna? Simply create a new view which reflects the business segment (e.g. HOME, AUTO, BOP etc.) in Donna and, whenever a new insight appears in that view, this Zap automatically creates a renewal form for that specific business segment.
Looking to stay responsive to new insights in Donna? Simply create a new view which reflects the business segment (e.g. HOME, AUTO, BOP etc.) in Donna and, whenever a new insight appears in that view, this Zap automatically creates a renewal form for that specific business segment.
- When this happens...New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
- automatically do this!Create an Empty Form
Creates a new empty form.
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Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItFormRequired
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItAgentRequired
Try Ittitle of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace




