LaunchBay + Typeform

LaunchBay + Typeform integrations

Manage new Typeform entries by creating projects in LaunchBay

Streamline your project creation process with this seamless connection between Typeform and LaunchBay. Whenever a new entry is submitted in Typeform, a project is instantly set up in LaunchBay, saving you the effort and time. This effective automation ensures your project-related data stays consistent and up-to-date across both platforms without any manual work needed. Enhance productivity and focus more on the essential tasks, letting this workflow handle the routine tasks for you.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create ProjectCreates a new project in LaunchBay (optionally using a defined template).
ActionWrite

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More things you can do with Typeform and LaunchBay

Discover other triggers and actions you can use with Typeform and LaunchBay

- Agent
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
Try It

- Form
  Required
Trigger
Instant
Try It
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 Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
Try It
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
Try It
- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write
- Project Name
  Required
- Task Title
  Required
- 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 against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

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Related categories

Project Management

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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