Logic & Fulfillment

14 guides covering logic & fulfillment on the Sparkforge platform.

• Bulk Eject Sub-Accounts Bulk Eject lets agency owners transfer multiple sub-accounts into new Sparkforge agency accounts at once. The releasing agency keeps recurring affiliate commiss
• Finding the Pipeline and Stage ID using zapier Pull pipeline and stage IDs by inspecting an opportunity in Zapier or by exporting opportunities. For most API calls, the stage name is enough — you no longer n
• Glossary A reference list of common Sparkforge terms, acronyms, and feature names. Use it alongside step-by-step guides when a term is unfamiliar.
• How to Create and Use Custom Fields within Sparkforge Custom Fields store extra data on contacts or opportunities — lead type, budget, preferred contact method, and more. Build them in Settings → Custom Fields, the
• How to Resolve the "ZIP Code Check Failed for Your Card" Banner The banner means the ZIP code on your saved Sparkforge payment method doesn't match the ZIP your bank has on file. Add a new card with the correct billing ZIP a
• How to Use Webhooks in Sparkforge (Zapier) Sparkforge supports Inbound Webhooks (catching data into a workflow trigger) and Outbound Webhooks (sending data from a workflow action). Pair them with Zapier,
• How to use Custom Values in Sparkforge Custom Values are reusable data placeholders you can drop into emails, SMS, funnel pages, and workflows. Create them in Settings → Custom Values, then reference
• Location Transfer FAQ A sub-account transfer moves an entire location from one agency to another. It is not a merge and not partial. Both agencies sign forms, then verification and t
• Manychat to Sparkforge Integration Use Sparkforge's contact API to push ManyChat data into your CRM. To avoid duplicates, replace ManyChat's create-contact step with an External Request that upda
• Pause Account Feature – Everything You Need to Know Pausing a Sparkforge account suspends platform access while preserving CRM data, automations, calendars, products, and configurations. Reactivate anytime to res
• Sub Account Transfers : Eject Sub-Account to a New Agency Eject a sub-account from Agency Level > Sub-Accounts > Manage Client > Actions > Transfer Sub-account, nominate the new owner, and confirm. Most assets transfer
• Sub-Account Transfer Guide A sub-account transfer moves an entire Sparkforge sub-account from one agency to another — not a partial move or a merge. Most data transfers, but auth connecti
• Sub-Accounts Transfers: Bulk Transfer Sub-accounts to an Existing Agency Sparkforge's Bulk Location Transfer moves up to 1,000 sub-accounts to another agency at a time. Pages, calendars, automations, and contacts transfer; auth conne
• What happen​s to your data when you cancel your Sparkforge Subscription? Canceling Sparkforge cuts off access to contacts, conversations, calendars, workflows, and funnels across every sub-account. Phone numbers delete after 14 days;