Update or create Agillic recipients with new forms.app submissions
Streamline your communication tasks with forms.app and Agillic. This workflow gets initiated as soon as a new form is submitted in forms.app, prompting an update or creation of a recipient within Agillic. It's an ideal solution for ensuring information is consistently and promptly relayed, enhancing your customer engagement processes efficiently.
Streamline your communication tasks with forms.app and Agillic. This workflow gets initiated as soon as a new form is submitted in forms.app, prompting an update or creation of a recipient within Agillic. It's an ideal solution for ensuring information is consistently and promptly relayed, enhancing your customer engagement processes efficiently.
- When this happens...New Form Submission
Triggers when a new submission is received for a form.
- automatically do this!Update or Create Recipient (Limited Fields)
Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
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FormRequired
Try ItUnique Recipient Identifier FieldRequired
Unique Recipient Identifier ValueRequired
Event NameRequired
Unique Recipient Identifier FieldRequired
Unique Recipient Identifier ValueRequired
One-to-Many TableRequired
Include fields with empty values
Dynamic Otm Fields Copy
Unique Recipient Identifier FieldRequired
Unique Recipient Identifier ValueRequired
Field 1Required
Field 1 ValueRequired
Field 2
Field 2 Value
Field 3
Field 3 Value
Field 4
Field 4 Value
Field 5
Field 5 Value
Field 6
Field 6 Value
Field 7
Field 7 Value
Field 8
Field 8 Value
Field 9
Field 9 Value
Field 10
Field 10 Value
Field 11Required
Field 11 ValueRequired
Field 12
Field 12 Value
Field 13
Field 13 Value
Field 14
Field 14 Value
Field 15
Field 15 Value
Field 16
Field 16 Value
Field 17
Field 17 Value
Field 18
Field 18 Value
Field 19
Field 19 Value
Field 20
Field 20 Value
Get OTM Tables
Get the Available One-to-many tables from your Agillic instance
Try ItUnique Recipient Identifier FieldRequired
Unique Recipient Identifier ValueRequired
Unique Recipient Identifier FieldRequired
Unique Recipient Identifier ValueRequired
One-to-Many TableRequired
Unique Recipient Identifier FieldRequired
Unique Recipient Identifier ValueRequired
Person Data Fields