Wufoo + CustomerX Integrations
How to connect Wufoo + CustomerX
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New Entry (poll)Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.Trigger- New FieldTriggers when a new field is added to a form.Trigger
- New FormTriggers when you build a new form.Trigger
- New Entry (webhook)Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).Trigger
- New EntryTriggers when someone fills out your form.Trigger
- Create Entry (Legacy)Creates a new entry in Wufoo for a form and data you select (except not files).Action
- Create EntryCreates a new entry in Wufoo for a form and data you select.Action
- Find a SubmissionFind a form submission by a field and its value.Action
- CustomerX
Cancellation a contract
Scheduled
Action
- CustomerX
Create a Client
Scheduled
Action
- CustomerX
Create a Contract
Scheduled
Action
- CustomerX
Create a financials
Scheduled
Action
- CustomerX
Creates a NPS to CustomerX
Scheduled
Action
- CustomerX
Create or Update Activity of Ticket
Scheduled
Action
- CustomerX
Create Or Update Contact
Scheduled
Action
- CustomerX
Create or update one ticket
Scheduled
Action
- CustomerX
Create a ticket
Scheduled
Action
- CustomerX
Creates a Tracking
Scheduled
Action
- CustomerX
Update a financials
Scheduled
Action
- CustomerX
Updates a Ticket
Scheduled
Action
How Wufoo + CustomerX Integrations Work
- Step 1: Authenticate Wufoo and CustomerX.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Wufoo Tutorials
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About CustomerX
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
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