The Daylite plugin WebForms connects the web service Wufoo to Daylite. WebForms can perform various actions when importing form data. To configure actions for a form import, proceed as follows:
Select Plugins from the menu bar and navigate to WebForms -> Manage Forms
You can decide what you want to import into Daylite for each form. Based on the imported form data the following records can be created
- Persons
- Companies
- Tasks
- Projects
- Opportunities
In addition to these actionable it is also possible to execute a custom script upon the forms import. Accustom script can enhance Webforms' functionality. More info on this topic is available in this HelpCenter article: How do I run a script with WebForms?
Related articles
What is WebForms?
How do I integrate Wufoo forms?
How do I create a Wufoo form?
How do I use the Daylite Automator?