Fillout Forms + LaunchBay

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 Submission
Triggers when a form receives a new submission.
TriggerInstant
automatically do this!
Create Project
Creates a new project in Motion.io (optionally using a defined template).
ActionWrite

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Supported triggers and actions

- 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 TitleRequired
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or SummaryRequired
- Generate a summary of this meeting using AIRequired
Action
Write
- Project NameRequired
- Task TitleRequired
- 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 againstRequired
- SearchRequired
- Exact MatchRequired
Action
Write

- EmailsRequired
- Subject
- Message
- Form IDRequired
Action
Write
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- FormRequired
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 NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- StatusRequired
Action
Write