ConvertCreator + Projectplace Integration

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ConvertCreator + Projectplace Integration

Create Projectplace card for new ConvertCreator form submission

Any time a new ConvertCreator form submission is submitted, this ConvertCreator - Projectplaceintegration will create a new card in Projectplace so that the relevant team can track progress. This will ensure that every form submission is followed up in a timely fashion.

In addition, the Projectplace card will provide a clear record of what has been done and what still needs to be done in order to address each form submission. As a result, this simple automation can save a lot of time and effort while helping to ensure that every ConvertCreator form submission is dealt with effectively.
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ConvertCreator + Projectplace Integration
1.
  • ConvertCreator
    Order is created in ConvertCreator Instant
  • ConvertCreator
    Order is updated in ConvertCreator Instant
  • ConvertCreator
    Contact is created or updated in ConvertCreator Instant
  • ConvertCreator
    Form response is created in ConvertCreator Instant
  • ConvertCreator
    Product is created in ConvertCreator Instant
  • ConvertCreator
    Product is updated in ConvertCreator Instant
  • ConvertCreator
    Booking is created in ConvertCreator Instant
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
2.
  • ConvertCreator
    Delete contact in ConvertCreator
  • ConvertCreator
    Create contact in ConvertCreator
  • ConvertCreator
    Create product in ConvertCreator
  • ConvertCreator
    Update contact in ConvertCreator
  • ConvertCreator
    Search contact in ConvertCreator
  • ConvertCreator
    Update product in ConvertCreator
  • ConvertCreator
    Search product in ConvertCreator
  • ConvertCreator
    Delete member group in ConvertCreator
  • ConvertCreator
    Create member group in ConvertCreator
  • ConvertCreator
    Update member group in ConvertCreator
  • ConvertCreator
    Create member in ConvertCreator
  • ConvertCreator
    Delete member in ConvertCreator
  • ConvertCreator
    Update member in ConvertCreator
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
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