---
title: "How to Create Customers via Automations and Forms"
url: "https://help.ontraccr.com/en/article/how-to-create-customers-via-automations-and-forms"
language: "en"
last_updated: "2025-06-08T18:33:32.624Z"
---

# 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.

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## **🔁 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.

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### **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.

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## **✅ 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.

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## **🛠️ 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.

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