GuideCX + WPForms
Create project notes in GuideCX from new WPForms entries
Effortlessly keep your project notes up to date with this automation between WPForms and GuideCX. Once a new form entry is added in WPForms, this workflow will create a project note in GuideCX, ensuring all information stays current and easily accessible. Streamline your project management process and save time by having your form data directly integrated with GuideCX.
Effortlessly keep your project notes up to date with this automation between WPForms and GuideCX. Once a new form entry is added in WPForms, this workflow will create a project note in GuideCX, ensuring all information stays current and easily accessible. Streamline your project management process and save time by having your form data directly integrated with GuideCX.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Project Note
Creates a new note on the project
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FormRequired
Try ItNameRequired
Customer Domain
Project Manager Email
Project End Date
Template SKUs
Template Execution
Referring Object Id
External ID
Task IDRequired
NoteRequired
Author Email
Internal Only
Assignee Email
Priority
Project Status
Responsibility
Status
Task Type
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Project IDRequired
NoteRequired
Author
Internal Only
Task IDRequired
StatusRequired
