How to Create Customers via Automations and Forms
⚙️ Customer Creation via Automations and Forms
Ontraccr allows you to automatically create new customers through built-in automations and form interactions. This article explains every scenario where a customer profile can be dynamically generated without manually opening the Add Customer slider.
🔁 Ways Customers Can Be Auto-Created
1. Board Automations
Certain board-level automations allow customer creation during specific events:
📌 Automation Types:
- Create Customer and/or Project when a Card is Created
- Create Customer and/or Project on Status Change
🧭 Example:
If a card is added to a board with this automation active, and the automation is configured to create a customer, a new customer profile is automatically created behind the scenes.
2. Choose One or More Dropdown Field in Forms or Boards
When using a Choose One or More field tied to customers, users have the option to add a new customer directly from the dropdown:
🪄 How it Works:
- In a form or board card, the dropdown shows existing customers.
- A user clicks Add Customer from the dropdown.
- This opens the Add Customer slider, allowing on-the-spot creation.
- Once submitted, the new customer is saved to your database.
🧠 Bonus:
If that form or card is submitted with a new customer selected, the customer is created and linked automatically.
✅ Use Cases
- Teams building boards for intake or dispatch workflows can auto-generate customers as part of the process.
- Field staff submitting forms with dynamic customer selections can create new contacts on the fly without admin access.
🛠️ Permissions & Behavior
- The Add Customer slider uses the same required fields as the manual method (Name and Division).
- Optional fields (labels, addresses, etc.) can be filled out if desired, but are not mandatory.