GuideCX + WPForms

Create project notes in GuideCX from new WPForms entries

Effortlessly keep your project notes up to date with this automation between WPForms and GuideCX. Once a new form entry is added in WPForms, this workflow will create a project note in GuideCX, ensuring all information stays current and easily accessible. Streamline your project management process and save time by having your form data directly integrated with GuideCX.

Effortlessly keep your project notes up to date with this automation between WPForms and GuideCX. Once a new form entry is added in WPForms, this workflow will create a project note in GuideCX, ensuring all information stays current and easily accessible. Streamline your project management process and save time by having your form data directly integrated with GuideCX.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    GuideCXGuideCX
    Create Project Note

    Creates a new note on the project

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Customer Domain

    • Project Manager Email

    • Project End Date

    • Template SKUs

    • Template Execution

    • Referring Object Id

    • External ID

    Action
    Write
    • Task IDRequired

    • NoteRequired

    • Author Email

    • Internal Only

    Action
    Write
    • Assignee Email

    • Priority

    • Project Status

    • Responsibility

    • Status

    • Task Type

    Action
    Search
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Project IDRequired

    • NoteRequired

    • Author

    • Internal Only

    Action
    Write
    • Task IDRequired

    • StatusRequired

    Action
    Write
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About GuideCX

GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.
Help

Related categories

  • Project Management
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wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Help

Related categories

  • Forms & Surveys
  • WordPress

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