Better Agency + Formsite
Create or update Better Agency clients from new Formsite form results
Effortlessly streamline your client management process with this seamless workflow between Formsite and Better Agency. When a new form result is received in Formsite, this automation will instantly create or update a client record in Better Agency, ensuring accurate and up-to-date information for all your clients. Save time and maintain organized records with this efficient solution.
Effortlessly streamline your client management process with this seamless workflow between Formsite and Better Agency. When a new form result is received in Formsite, this automation will instantly create or update a client record in Better Agency, ensuring accurate and up-to-date information for all your clients. Save time and maintain organized records with this efficient solution.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create/Update a Client
Client Form to create update a client
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