Typeform + Wello Solutions
Create tasks in Wello Solutions from new entries in Typeform
If you use a Typeform to manage your inbound tickets, you might want to send it directly as a ticket in Wello Solutions. To do so, this automation will first create the company and the contact, or update them if they already exist. Then it creates the task with the right data!
If you use a Typeform to manage your inbound tickets, you might want to send it directly as a ticket in Wello Solutions. To do so, this automation will first create the company and the contact, or update them if they already exist. Then it creates the task with the right data!
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this...Create or Update Contact
Create or update contact and link it to the company/account.
- then do this!Create or Update Task
Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Contact
Triggers when the customer request all contact list.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
New Company
Triggers when you want to get the last modified 20 companies.
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