Create new Contractor+ leads from new forms.app form submissions
Streamline your tasks and respond to potential clients immediately when you connect forms.app with Contractor+. When you receive a fresh entry on forms.app, this workflow promptly sets up a new lead in Contractor+. Say goodbye to the tedious task of manual data entry and enhance your response time, improving your overall business efficiency.
Streamline your tasks and respond to potential clients immediately when you connect forms.app with Contractor+. When you receive a fresh entry on forms.app, this workflow promptly sets up a new lead in Contractor+. Say goodbye to the tedious task of manual data entry and enhance your response time, improving your overall business efficiency.
- When this happens...New Form Submission
Triggers when a new submission is received for a form.
- automatically do this!Create Lead
Triggers when a new lead is added.
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FormRequired
Try ItNew Expense
Triggers when a new expense is added.
Try ItNew Lead
Triggers when a new lead is added.
Try ItSalutation
FirstnameRequired
Lastname
Company
Client Type
Leadid
Website
Is Client Tax Exempt
Tax Exemption Number
Billing Street
Billing Street 2
Billing Country
Billing State Id
Billing City
Billing Zip
Pa Same As Ba
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Street
Property Street 2
Property Country
Property State Id
Property City
Property Zip
Gate Code
Lockbox Code
Pcode
Pvalue
Ptype
Pis Primary
Evalue
Etype
Eis Primary
New Client
Triggers when a new client is added.
Try ItNew Invoice
Triggers when a new invoice is added.
Try ItNew Work Order
Triggers when a new work order is added.
Try ItExpense TitleRequired
Expense Category IdRequired
Expense DateRequired
Expense AmountRequired
Description
Reimburse Id
Payment Mode Id
Reference No
Job Or Client
Is Tax Included
Tax Id