Formitize User Guide

In order to have a form or webform create a new job with the details of a new contact / customer, you will need to add Form Actions to the form that will be filled out and submitted.

The first Action you will need is one to create a new CRM client, and the second Action will be the one to create a new job.

• What are Form Actions?

In the Web Portal, go to Forms > View Form Templates > Edit Arrow for the template that you want to trigger the actions > Actions > Select + New Actions tab > Create CRM Client in Action Type > enter the fields /details you'd like to use from the Form in the dropdowns. (Nota: Set the priority as 1, as you want this Action to trigger first for the create job action to work.)

• Can new contacts be created via a new form / webform?

Once that has been done, then select + New Action again, and then select Create Job from the Action Type dropdown. You will need to set the Priority of this action to 2, so that it triggers after the previous action.

• Can I set up a form so it creates jobs?

In the Client information dropdowns, there is a selection at the bottom called 'Result of CRM Client Action'. Selecting that will ensure that the job is created with the client information that is saved by the Create CRM Client action.

Important note: In order for a job to be created, the fields that require information for the job must have matching fields in the form that are linked to them and are filled out.

• What fields are required in a form, for it to create a job via Form Actions?

Remember to Save the actions so that they will trigger. Once forms created from this form template are submitted, the actions will trigger.