BrokerEngine + Squarespace Forms
Create BrokerEngine cards from new Squarespace Forms form submissions
Effortlessly manage form submissions from your Squarespace Forms website by creating a BrokerEngine card with this automation. Once set up, every time a new form is submitted on Squarespace Forms, a new card is automatically created in BrokerEngine, streamlining your data entry process and helping you stay organized. Keep track of your leads and inquiries with ease using this simple and efficient workflow.
Effortlessly manage form submissions from your Squarespace Forms website by creating a BrokerEngine card with this automation. Once set up, every time a new form is submitted on Squarespace Forms, a new card is automatically created in BrokerEngine, streamlining your data entry process and helping you stay organized. Keep track of your leads and inquiries with ease using this simple and efficient workflow.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!New Card
Triggers when a new lead is created.
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FormRequired
Try ItDate Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
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Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
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