Capture new client info from Cognito Forms, update contact in EngageBay, and create customer in QuickBooks

Capture new client information through Cognito Forms, update their contact details in EngageBay Marketing, and create a customer profile in QuickBooks Online for faster onboarding and improved client management.

Capture new client info from Cognito Forms, update contact in EngageBay, and create customer in QuickBooks

Workflow preview:

Zap details:

Overview

Capture new client information through Cognito Forms, update their contact details in EngageBay Marketing, and create a customer profile in QuickBooks Online for faster onboarding and improved client management.

Capture new client info from Cognito Forms, update contact in EngageBay, and create customer in QuickBooks