GuideCX + Zoho Forms

Create project notes in GuideCX from new Zoho Forms entries

Effortlessly streamline and organize your projects with this Zoho Forms-GuideCX workflow. When a new form entry is submitted in Zoho Forms, this automation will create a project note in GuideCX, allowing you to easily track and manage important information without manual data entry. Save time and increase efficiency while ensuring all project notes are consistently updated in your GuideCX platform.

Effortlessly streamline and organize your projects with this Zoho Forms-GuideCX workflow. When a new form entry is submitted in Zoho Forms, this automation will create a project note in GuideCX, allowing you to easily track and manage important information without manual data entry. Save time and increase efficiency while ensuring all project notes are consistently updated in your GuideCX platform.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new 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
    • 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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guidecx logo

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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zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
Learn moreHelp

Related categories

  • Forms & Surveys
  • Zoho

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