123FormBuilder + SmartOffice
Create SmartOffice contacts from new 123FormBuilder submissions
Effortlessly manage your contacts by integrating 123FormBuilder and SmartOffice. With this workflow, whenever a new form is submitted in 123FormBuilder, the respondent's information will be added as a contact in SmartOffice. This automation streamlines your data organization process, allowing you to focus on more important tasks.
Effortlessly manage your contacts by integrating 123FormBuilder and SmartOffice. With this workflow, whenever a new form is submitted in 123FormBuilder, the respondent's information will be added as a contact in SmartOffice. This automation streamlines your data organization process, allowing you to focus on more important tasks.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
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- 14 day trial for premium features & apps
New Form
Triggers when a new form is added to your account.
Try ItNew Contact
Triggers when a contact is created in SmartOffice.
Try ItSubjectRequired
Description
Location
Keywords
Start TimeRequired
End TimeRequired
Primary Contact E-mail
Participant E-mail
Type
Sub-Type
Task
All day
Priority
Status
Custom Fields
Last NameRequired
First Name
Middle Name
Title
Greeting
Source
Sub-Source
Birth Date
Preferred Communication
Gender
Marital Status
# of Children
E-Mail Type
E-Mail
Nationality
Agent Status
Primary Language
Tobacco Use
Driver License #
Driver License State
Driver License Expiration Date
Salary
SS # (Social Security Number)
Tax
Total Income
Net Worth
Job Title
Occupation
Address Type
Line 1
Line 2
City
State
ZIP/Postal Code
Country
Phone Type
Full Phone Number
Contact Type
Last Name (Key Relation)
First Name (Key Relation)
Middle Name (Key Relation)
Gender (Key Relation)
Marital Status (Key Relation)
E-mail Type (Key Relation)
E-mail (Key Relation)
Line 1 (Key Relation)
Line 2 (Key Relation)
City (Key Relation)
State (Key Relation)
Country (Key Relation)
ZIP/Postal Code (Key Relation)
Phone Type (Key Relation)
Full Phone Number (Key Relation)
Relationship
Set Name
Type
Sub-Type
Custom Fields
FormRequired
Try ItUpdate Contact
Triggers when a contact is updated in SmartOffice.
Try ItBusiness NameRequired
Abbreviation
Source
Sub-Source
E-mail Type
E-mail
Address Type
Line 1
Line 2
City
State
ZIP/Postal Code
Country
Phone Type
Full Phone Number
Last Name (Primary Contact)
First Name (Primary Contact)
Middle Name (Primary Contact)
E-mail Type (Primary Contact)
E-mail (Primary Contact)
Line 1 (Primary Contact)
Line 2 (Primary Contact)
City (Primary Contact)
State (Primary Contact)
Country (Primary Contact)
ZIP/Postal Code (Primary Contact)
Phone Type (Primary Contact)
Phone (Primary Contact)
Role (Primary Contact)
Type
Sub-Type
DBA
# of Employees
Revenue
Established On
Tax
Fiscal Year
Segment
SIC
County
Industry
Business Class
Income
DescriptionRequired
Keyword
Category
Post URL Only
URL
MIME Type
Contact E-mail
Private
Advice
