When this integration runs, the visitors to the website will fill in the appropriate form (powered by Ninja forms) and submit their information. That serves as the Trigger in this Zap, and then on the Action side, the Zap will create a new Client in the SuiteDash CRM solution.
The Zapier user's workflow is automated because visitors to their website who complete the intake form (powered by Ninja forms) will then automatically have that user added into the SuiteDash CRM, which then enables all the powerful tools that SuiteDash provides.
Note - Include First Name, Last Name, and Email in the form.
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Triggers when a form is submitted.
Creates a new task.
Triggers when a new task is created.
Creates a new Contact.
Triggers when a new project is created.
Creates a new project.
Triggers when a new contact is created.
Creates a new company.
Triggers when a new company is created.
Updates and existing Contact.
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