How do I create a contact in Follow Up Boss, enter their information, and activate an action plan when a site visitor completes a questionnaire?

Hi @freshairny 

Good question.

Try these Zap steps:

Thanks. If I need it to both create a new contact and then trigger an action plan, would you have any idea how I’d achieve that?

@freshairny 

You’d need the 3 steps as shown in the screenshots above.

When I attempt to set up a new submission, I’m getting this message on Zapier:

Create a new submission in your 

joseph@freshairny.com account and test your trigger again.

I have two forms set up in 123FormBuilder, so not sure what it means by ‘create a new submission’. 

@freshairny 

Please post screenshots with how your Zap steps are configured in order for us to have context.

Help article about how to change your trigger test data: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

Hi @freshairny did you want to post your screenshots so we can have a bit more context to help you out? Or were you able to get it up and running?