When a form submission is received in Formaloo, create a customer in Desku, and add a new user in WordPress
A new Formaloo submission creates a customer in Desku and then a user account on your WordPress site, so one form gives each person a support profile and a site login.
Formaloo
Desku
WordPress3 steps Setup ~5 min Used on 2.1k sites Free to import
What this workflow does
When a form is how people join your service, you often need to set them up in two places: the help desk, so support recognises them, and WordPress, so they can log in. This workflow does both from a single Formaloo submission.
The Formaloo trigger starts a run when your form receives a new submission. The answers, such as name and email address, are passed to the steps that follow.
First, the Desku step creates a new customer from those answers. Then the WordPress step, New User, creates an account on your site. Both steps ship unmapped, so after import you connect Desku, map the respondent's details into the customer, and map the email, name and any other account details into the WordPress step.
An email address that already belongs to a site account doesn't get a second one: the step hands back the ID of the account it found, and you can see that ID in Task History. A role you set in the step is added to that existing account too. Desku decides how it treats a customer email it already holds. Submit a test entry with a fresh email, then one with a known email, to see both cases before you go live.
Client onboarding for a service portal
A design studio's Formaloo intake form creates a Desku customer for support requests and a WordPress login for the client portal where files are shared.
Member applications for a community site
A professional association collects applications in Formaloo, and each applicant gets a WordPress account plus a Desku profile for membership questions.
Course registrations
A training company's Formaloo registration form sets each student up with a site account for course materials and a Desku record for help with access.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Formaloo New Form SubmissionStarts the workflow when your Formaloo form receives a new submission. The respondent's answers are passed on for both the Desku and WordPress steps.
- Desku Create Customer
Creates a new customer in Desku. The step ships unmapped: connect your Desku account and map the respondent's name, email and other answers into the customer record.
- WordPress New User
Creates a WordPress user from the details you map, including a username and the email address. For an email that's already registered, WordPress keeps the existing account and the step returns that user's ID.
What you need
- FlowMatticCore
- Formaloo AccountAccount
- Desku.io AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Only accept people you want on your site: add a Filter between the Formaloo trigger and the Desku step on an approval or consent answer from your form. Both later steps then run only for entries that pass.
- Set the role new accounts should get, such as customer, in the New User step, then check the test account's role in WordPress before going live.
- Make the email question required in Formaloo, since both Desku and WordPress need an address to identify the person.
Questions about this workflow
What if the Formaloo respondent already has a WordPress account?
No duplicate is made for an address WordPress already knows. The step reports the existing user's ID, which you can see in Task History, and a role you map is added to that account.
Does the new WordPress user get a welcome email from the site?
Only if you choose it. The New User step has a notification setting that can send WordPress's standard new-user email to the admin, the user or both; the user's version includes a link to set a password. Pick the option you want after import.
Which Formaloo answers end up in Desku and WordPress?
Only the ones you map. Both action steps arrive empty, so after import you match form answers to the Desku customer and to the WordPress account details.
Can I create only the WordPress user and skip Desku?
Yes. Delete the Desku step after import and map the Formaloo answers straight into New User. The trigger and the WordPress step work without it.
More Forms workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
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