This automation scenario allows you to connect Wufoo and Accelo
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Wufoo and Accelo can also be integrated using automation tools other than zapier:
When this trigger fires in Wufoo
Triggers when someone fills out your form.
Then this action happens in Accelo
Creates a new contact or updates a contact if it already exists.
This guide contains information on how to set up an automatic workflow that allows to Create or update Accelo contacts from new Wufoo form entries.
Part I
First, we need to connect Wufoo and Accelo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Wufoo to Zapier.
Give Zapier access to your Wufoo account, using Wufoo credentials.
Connect Accelo to Zapier.
Give Zapier access to your Accelo account, using Accelo credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Wufoo
Choose the following trigger: New Entry (Triggers when someone fills out your form.).
Then set up an Action for Accelo
Choose this action: Create/Update Contact (Creates a new contact or updates a contact if it already exists.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Wufoo and Accelo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create or update Accelo contacts from new Wufoo form entries!
Triggers when someone fills out your form.
Triggers when someone fills in a form being watched .
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Triggers when you build a new form.
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Triggers when a new form is added or updated.
Creates a new contact or updates a contact if it already exists.
Creates a new request. If the request's contact does not exist, a new one will be created for you.
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
Starts a new timer.
Pauses any active timers.
Lookup a webhook's resource.
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