Formidable Forms + SmartMatchApp

Create or update clients in SmartMatchApp from new entries in Formidable Forms

Streamline your client management process with this handy workflow. Whenever a new entry is made in Formidable Forms, it will promptly create or update the client information in SmartMatchApp. This ensures that your database stays updated at all times. Save time and stay organized efficiently without having to manually transfer data between the two platforms.

Streamline your client management process with this handy workflow. Whenever a new entry is made in Formidable Forms, it will promptly create or update the client information in SmartMatchApp. This ensures that your database stays updated at all times. Save time and stay organized efficiently without having to manually transfer data between the two platforms.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    SmartMatchAppSmartMatchApp
    Create or Update Client

    Create or Update a client.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • ObjectRequired

    Trigger
    Instant
    Try It
    • Client ID

    • Created

    Action
    Write
    • Fullname

    • Search by primary phone

    • Search by primary email

    • Is Submitted

    • Is Archived

    Action
    Search
formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Related categories

  • Forms & Surveys
  • WordPress

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smartmatchapp logo
smartmatchapp logo

About SmartMatchApp

SmartMatchApp is a matchmaking and membership CRM to organize and optimize the process of matching, introducing, and connecting people.
Learn more

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  • CRM (Customer Relationship Management)

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