Fillout Forms + LaunchBay

Fillout Forms + LaunchBay integrations

Create client projects in LaunchBay from new Fillout Forms submissions

Create a client project in LaunchBay whenever the Fillout form you specify is submitted. Create a LaunchBay project from scratch or one of your templates. Automatically add clients to the project and invite them to their client portal by pulling in the information provided in the form.

When this happens...
New SubmissionTriggers when a form receives a new submission.
TriggerInstant
automatically do this!
Create ProjectCreates a new project in LaunchBay (optionally using a defined template).
ActionWrite

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More things you can do with Fillout Forms and LaunchBay

Discover other triggers and actions you can use with Fillout Forms and LaunchBay

- Form
Trigger
Instant
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Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write

- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write

- Emails
  Required
- Subject
- Message
- Form ID
  Required
Action
Write
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

About Fillout Forms

Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms. Store responses directly where you need them.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Related Zap Templates

Transform new Fillout Forms submissions into LaunchBay projects instantly

Create tasks in LaunchBay for new submissions in Fillout Forms