Jetpack Workflow + WPForms
Create clients in Jetpack Workflow for new WPForms form entries
Easily manage customer information by connecting WPForms and Jetpack Workflow with this seamless automation. Whenever a new form entry is submitted in WPForms, a client is created in the Jetpack Workflow app. Stay organized and keep your customer data up to date without any manual intervention, ensuring you have more time to focus on growing your business.
Easily manage customer information by connecting WPForms and Jetpack Workflow with this seamless automation. Whenever a new form entry is submitted in WPForms, a client is created in the Jetpack Workflow app. Stay organized and keep your customer data up to date without any manual intervention, ensuring you have more time to focus on growing your business.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Client
Triggers when a new client is created.
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FormRequired
Try ItNew Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Updated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
