Ortto + WPForms
Create custom activities in Ortto from new form entries in WPForms
Streamline your workflow with this setup that connects WPForms and Ortto. Whenever a new form entry is recorded in WPForms, a custom activity is instantly created in Ortto. This allows you to keep track of user interactions, improving your ability to respond and adapt to user needs swiftly. It's a time-saving solution to manually updating your Ortto activities.
Streamline your workflow with this setup that connects WPForms and Ortto. Whenever a new form entry is recorded in WPForms, a custom activity is instantly created in Ortto. This allows you to keep track of user interactions, improving your ability to respond and adapt to user needs swiftly. It's a time-saving solution to manually updating your Ortto activities.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Custom Activity
Create a custom Activity for a person, optionally create a new record beforehand.
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