Simpro + Squarespace Forms
Manage new Squarespace Forms form submissions by creating individual customers in Simpro
Easily streamline your customer management process with this effective workflow. When a new form submission occurs in Squarespace Forms, it triggers the creation of an individual customer profile in Simpro. This means, any time you gain a new customer or lead via Squarespace Forms, they'll instantly have a dedicated profile in Simpro, saving you time and improving your customer responses. This workflow is a perfect tool for e-commerce businesses, ensuring you never miss a new client's details and enhancing your customer service management.
Easily streamline your customer management process with this effective workflow. When a new form submission occurs in Squarespace Forms, it triggers the creation of an individual customer profile in Simpro. This means, any time you gain a new customer or lead via Squarespace Forms, they'll instantly have a dedicated profile in Simpro, saving you time and improving your customer responses. This workflow is a perfect tool for e-commerce businesses, ensuring you never miss a new client's details and enhancing your customer service management.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Individual Customer
Creates a new individual customer.
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FormRequired
Try ItNew Company Customer
Triggers when a company customer is created.
Try ItNew Individual Customer
Triggers when an individual customer is created.
Try ItNew Job
Triggers when a job is created.
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Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Company Customer Updated
Triggers when a company customer is updated.
Try ItIndividual Customer Updated
Triggers when an individual customer is updated.
Try ItJob Updated
Triggers when a job is updated.
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