Create Highrise companies from new Formsite form results
Easily streamline your new client onboarding process with this automation. When you receive a new Formsite submission, this workflow will create a company in Highrise to help you manage contacts and tasks. Save time and stay organized by having all your client information easily accessible in one place.
Easily streamline your new client onboarding process with this automation. When you receive a new Formsite submission, this workflow will create a company in Highrise to help you manage contacts and tasks. Save time and stay organized by having all your client information easily accessible in one place.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create a Company
Triggers when a new company is added to Highrise.
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