Google Forms integration with AccountancyManager
How to Create AccountancyManager clients from new Google Forms submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create AccountancyManager clients from new Google Forms submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AccountancyManager integrations
AccountancyManager actions
Nekton can use any feature that is available in AccountancyManager API.
Using our advanced AI, you can easily create custom automations for AccountancyManager.
Here are some typical actions you can do in your automated workflows.
Create Client
Create a new Client within AccountancyManager
Enable Service
Enable a service for a Client within AccountancyManager.
Update Prospect to Client
Update a Prospect to a Client within AccountancyManager.
Client Search
Find a client by company name
Disable Service
Disable a service for a Client within AccountancyManager.
No Longer a Client
Marks a Client as NLAC.
About AccountancyManager
AccountancyManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.