SuperOffice CRM + WPForms

Create new SuperOffice CRM contacts from new WPForms entries

Efficiently manage your customer data between WPForms and SuperOffice CRM. With this workflow, new form entries in WPForms will result in a fresh contact creation in SuperOffice CRM. This process ensures accurate customer details, saves you valuable time, and mitigates manual entry errors. The result allows you to concentrate more on strategic business tasks.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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Appointment Changed
Triggers when an existing appointment is changed.
Trigger
Instant
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Company Changed
Triggers when an existing company is changed.
Trigger
Instant
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Document Changed
Triggers when an existing document is changed.
Trigger
Instant
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Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
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Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
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New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
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New Sale
Triggers when a new sale is created.
Trigger
Instant
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New Request
Triggers when a new request is created.
Trigger
Instant
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Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Appointment
Update an existing appointment content.
Action
Write
- Document idRequired
- DocumentRequired
Action
Write
Update Project
Update an existing project content.
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Project Member Changed
Triggers when an existing project member is modified in a project.
Trigger
Instant
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- Trigger whenRequired
Trigger
Instant
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Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
Update Sale
Update an existing sale content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 more

Related categories

Similar apps

Related Zap Templates

Create SuperOffice CRM requests from new WPForms entries

Related Zap Templates

Create SuperOffice CRM requests from new WPForms entries

SuperOffice CRM + WPForms

Create new SuperOffice CRM contacts from new WPForms entries

New Form Entry

Appointment Changed

Company Changed

Document Changed

Contact Changed

Project Changed

New Project Member

New Sale

New Request

Create Request Message Attachment

Create Document

Create Project

Remove Project Member

Create Request

Update Appointment

Update Document Content

Update Project

Update Request

Find Contact

Find Sale

Find or Create Company

Find or Create Project

Find or Create Request

API Request (Beta)

New Appointment

New Company

New Document

New Contact

New Project

Project Member Changed

Sale Changed

Create Appointment

Create Company

Create Contact

Create Project Member

Create Sale

Create Request Message

Update Company

Update Contact

Update Sale

Find Company

Find Project

Find Request

Find or Create Contact

Find or Create sale

About SuperOffice CRM

Related categories

Similar apps

Zapier Interfaces

About WPForms

Related categories

Similar apps

Gravity Forms

Formidable Forms

123FormBuilder

Related Zap Templates

Related Zap Templates