Create or update Outfield accounts from new Plumsail Forms submissions
Streamline your workflow between Plumsail Forms and Outfield using this automation setup. When a new submission occurs in Plumsail Forms, the workflow steps in to modify new or existing accounts in Outfield. This process saves time, ensures consistent data across both platforms, and greatly boosts your coordination and efficiency at work.
Streamline your workflow between Plumsail Forms and Outfield using this automation setup. When a new submission occurs in Plumsail Forms, the workflow steps in to modify new or existing accounts in Outfield. This process saves time, ensures consistent data across both platforms, and greatly boosts your coordination and efficiency at work.
- When this happens...New Submission
Triggers when a specific form is submitted.
- automatically do this!Create or Update Account
Creates or updates an account.
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