JobTread + WPForms

Create JobTread customers from new WPForms form entries

Effortlessly manage your customer data by connecting WPForms and JobTread in a seamless workflow. When a new form entry is submitted in WPForms, this automation will create a customer in JobTread, keeping your records up-to-date and organized. Spend more time focusing on growing your business and less time manually transferring information between platforms.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Customer
Create a new customer including optional contacts, locations, and jobs.
ActionWrite

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Supported triggers and actions

- FormRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
- Limit files uploaded to this type (optional)
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
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Instant
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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Instant
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- JavaScript CodeRequired
Action
Write
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

Project Management

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn more

JobTread + WPForms

Create JobTread customers from new WPForms form entries

New Form Entry

Comment Created

Customer Contact Created

Customer Created

Daily Log Created

Document Created

Document Updated

File Created

Job Created

Task Created

Vendor Contact Created

Vendor Updated

Assign Access

Create Customer

Create Daily Log

Create Location

Create Vendor

Import Task Template

Update Customer

Update Location

Update Vendor

Find a Customer

Find a Location

Find a Vendor

API Request (Beta)

Comment Updated

Customer Contact Updated

Customer Updated

Daily Log Updated

Document Recipient Updated

Event Created

File Updated

Job Updated

Task Updated

Vendor Created

Code

Create Comment

Create Customer Contact

Create Job

Create Task

Create Vendor Contact

Query API

Update Job

Update Task

Upload Files

Find a Job

Find a Membership

About JobTread

Related categories

About WPForms

Related categories

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