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Choose an Action
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WPForms
WPForms
1. Choose trigger event
FYI
FYI
2. Choose action
1. Select the event
Setup
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WPForms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Entry" from WPForms.
Add your action
An action happens after the trigger—such as "Create or Update Client" in FYI.
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Zapier seamlessly connects WPForms and FYI, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
ActionWrite- NameRequired
- Create group if it doesn’t exist yetRequired
ActionWrite- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
ActionWrite
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
ActionWrite- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
ActionWrite- NameRequired
- HTMLRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
ActionWrite
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