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Pennylane + WPForms

Create Pennylane customers from new WPForms form entries

Turn new entries from your WPForms into customers in Pennylane effortlessly with this workflow. As soon as a form is filled out, the information is used to set up a new customer profile in Pennylane, ensuring seamless data transfer and saving you time on manual data entry. Simplify your customer onboarding process and maintain accurate records with ease.

Turn new entries from your WPForms into customers in Pennylane effortlessly with this workflow. As soon as a form is filled out, the information is used to set up a new customer profile in Pennylane, ensuring seamless data transfer and saving you time on manual data entry. Simplify your customer onboarding process and maintain accurate records with ease.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    PennylanePennylane
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • FormRequired

    Trigger
    Instant
    Try It

    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It

    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Pennylane triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It

    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    Create Billing Subscription

    Creates a new billing subscription.

    Action
    Write
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About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn more

Related categories

  • Accounting
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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 moreHelp

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Related Zap Templates

  • Create estimates in Pennylane from new form entries in WPForms

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