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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Add Client Note" in WhiteLabelCRO.

You’re connected!

Zapier seamlessly connects Plumsail Forms and WhiteLabelCRO, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Public Form
  Required
Trigger
Instant
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- Form ID
  Required
- Submission ID
  Required
Action
Write
Agreement Signed
Triggers when an agreement is signed in your CRM.
Trigger
Instant
Try It
Client Status Changed
Triggers when a client's status changes in your CRM.
Trigger
Instant
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New Invoice Created
Triggers when a new invoice is created in your CRM.
Trigger
Instant
Try It

New Lead Created
Triggers when a new lead is created in your CRM.
Trigger
Instant
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Payment Succeeded
Triggers when a payment succeeds in your CRM.
Trigger
Instant
Try It

- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Title
- Company Name
- Office Phone
- Affiliate Code
- Commission Rate
- External System ID (Text)
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- City
- State
- ZIP Code
- Package Keyword
Action
Write
- Client
  Required
- First Name
- Last Name
- Middle Initial
- Email
- Phone
- Home Phone
- City
- State
- ZIP Code
- Assigned Employee
- Affiliate
- OK to Text
- Preferred Contact Method
- External System ID
Action
Write
- Client
  Required
- First Name
- Last Name
- Email
- Phone
- City
- State
- ZIP Code
- Assigned Employee
- Affiliate
- URL Referrer
- Promo Code
- External System ID
Action
Write
- Email
- Phone
- Client
- External System ID
- Provider
Action
Search

- File URL
  Required
Action
Write
New Affiliate Created
Triggers when a new affiliate is created in your CRM.
Trigger
Instant
Try It
New Client Created
Triggers when a new client is created in your CRM.
Trigger
Instant
Try It
Document Uploaded
Triggers when a document is uploaded in your CRM.
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an invoice's status changes in your CRM.
Trigger
Instant
Try It
Payment Failed
Triggers when a payment fails in your CRM.
Trigger
Instant
Try It
- Client
  Required
- Note Text
  Required
- Note Type
- Visible to Affiliate
- External System ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Assigned Employee
- Status
- City
- State
- ZIP Code
- Affiliate
- OK to Text
- Preferred Contact Method
- External System ID
Action
Write
- Affiliate
  Required
- First Name
- Last Name
- Full Name
- Email
- Phone
- Title
- Company Name
- Office Phone
- Affiliate Code
- Commission Rate
- Is Active
- Is Approved
- External System ID
Action
Write
- Client
  Required
- New Status (Name)
- New Status
- Changed By Employee
- Status Note
Action
Write
- Client
  Required
- New Status (Name)
- New Status
- Changed By Employee
- Status Note
Action
Write
- Email
- Phone
- Client
- External System ID
- Provider
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and WhiteLabelCRO to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to WhiteLabelCRO integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WhiteLabelCRO

WhiteLabelCRO is a credit repair CRM that manages clients, payments, documents, disputes, and workflows for credit repair organizations.