When new form submission is received in AidaForm, create customer in SureCart
When someone submits your AidaForm form, this workflow creates a customer in SureCart from their answers, so people who register or request access are set up in your store before they ever check out.
AidaForm
Surecart2 steps Setup ~5 min Used on 2.7k sites Free to import
What this workflow does
Some stores need a customer record before any purchase happens: wholesale applicants, members signing up for a trial, or clients filling in an onboarding form. Keying each one into SureCart from form answers is repetitive work. This workflow takes AidaForm responses and creates the SureCart customer for you.
The AidaForm trigger, New Response, runs on each new form submission. Every answer the person gave, such as their name and email, can be mapped in the next step.
The SureCart step creates a new customer in your store. Map the form answers into the customer details; a test run shows which details the step asks for. The step always creates and does not check for an existing customer, and there is no Filter, so a person who sends the form twice is sent to SureCart twice. Task History lists each run with the data sent and SureCart's reply.
Wholesale account applications
Trade buyers apply through an AidaForm form, and each applicant is added as a SureCart customer so you can later set them up with an order or invoice.
Onboarding form for service clients
New clients fill in an onboarding form, and their customer record is ready in SureCart before you send the first invoice.
Event or workshop registrations
People who register through AidaForm become SureCart customers, ready for you to sell follow-up products to the same people.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
AidaForm New ResponseRuns when someone submits your AidaForm form. Their answers, including name and email if the form asks for them, are passed on for mapping.
- Surecart Create Customer
Creates a new SureCart customer from the form answers. Map the person's details into the customer fields the step offers and connect your SureCart store.
What you need
- FlowMatticCore
- AidaForm AccountAccount
- SureCart 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.
- Avoid duplicate customers by adding SureCart's Find Customer By Email action before this step, then a Filter that continues only when no customer was found.
- If the form has a consent or terms question, add a Filter after the trigger so only people who agreed become customers.
- Submit a test response after import, then open SureCart to check the new customer's name and email came through as expected.
Questions about this workflow
What if the AidaForm respondent is already a SureCart customer?
The step creates a customer without looking for an existing one. SureCart may refuse the duplicate or add a second record; check the response for that run in Task History.
Does creating the SureCart customer charge them anything?
No. The step only creates the customer record. No checkout, order or invoice is made by this workflow.
Which AidaForm questions do I need for a SureCart customer?
At least an email address, plus a name if you want one on the record. Run a test to see the customer fields the SureCart step offers, then match your form to them.
Will past AidaForm responses create SureCart customers?
No. Only responses submitted after the workflow is turned on start a run.
More E-Commerce workflows
Other ready-to-import templates from the same category.
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