Manage new WPForms entries by creating cases in Workbooks CRM
Streamline your customer management with this seamless workflow. When a new entry is recorded in WPForms, it automatically creates a case in Workbooks CRM. This automation not only saves time but ensures you stay on top of every customer interaction, allowing you to improve service and grow your business. Manage your client records effortlessly with this easy workflow.
Streamline your customer management with this seamless workflow. When a new entry is recorded in WPForms, it automatically creates a case in Workbooks CRM. This automation not only saves time but ensures you stay on top of every customer interaction, allowing you to improve service and grow your business. Manage your client records effortlessly with this easy workflow.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Case
Triggers when a new case is created.
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FormRequired
Try ItNew Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
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Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
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