Right now, a lead fills out the form on your website, the submission lands in an inbox, and someone re-types it into your service software — hours or days later, if it doesn’t get lost. With the POM API, the form submission itself creates the customer record, and can create the quote or even the first appointment, the moment they hit Submit.
From “get a quote” to a scheduled customer, automatically
How the pattern works
Your website (or form tool) posts each submission to a small piece of middleware — a serverless function, your site’s backend, or a no-code HTTP step — which calls the POM GraphQL API:
- Check for an existing customer with the autocomplete lookup query, so repeat inquiries don’t create duplicates.
- Create the customer with
createCustomer— name, address, phone, email, and notes straight from the form fields. - Create the quote with
createQuotewhen the form asks for priced work — line items, tax, and notes included — or book the first visit withcreateAppointmentV2, which needs only the customer, a date, and a duration.
The key it uses is scoped to exactly those permissions (write on customers and quotes, nothing else), created by your admin in Settings → API Keys.
Why bother
What changes when forms connect
Speed to lead
The inquiry exists in POM seconds after submission — ready to quote, schedule, and call back while the lead is still shopping.
No re-keying
Every field the lead typed lands exactly once, spelled the way they spelled it. No transcription, no lost submissions.
Clean data from day one
The duplicate lookup runs before every create, so the same homeowner inquiring twice doesn’t become two customers.
Works with the form tools you already use
Anything that can send a submission to a URL can drive this pattern: HubSpot forms, Gravity Forms, Typeform, Jotform, Webflow, Squarespace, or a plain HTML form on your site. No-code platforms with an HTTP step (Zapier, Make) can stand in for custom middleware. POM’s API is standard GraphQL over HTTPS with a bearer key — if your tool speaks HTTP, it speaks POM.
BIG PICTURE
Want this on your site?
Tell us what your form collects and we’ll point you at the exact fields and scopes. 614-710-0074 · help@poolofficemanager.com
A concrete example
A “Request spring opening” form collects name, address, phone, pool type, and preferred week. On submit: the middleware looks up the address, creates the customer if new, creates a quote with your opening service as the line item, and drops a note with the preferred week. Your office opens POM to a quote that’s ready to send — not an email to transcribe.
What a POM customer built
One pool company on POM put a booking form on its website and connected it to POM through the API. When a homeowner fills it out, the appointment is created in POM, and nobody in the office retypes it.
The honest details
You’ll need somewhere to run the middleware (a serverless function is typical — a few dozen lines of code) since API keys must never live in the browser. The API is rate-limited per organization, which ordinary form volume won’t approach. There are no webhooks today, but this pattern doesn’t need them — the form pushes to you.
Keep exploring
We were excited to try this program and have been satisfied with the use. Love the scheduling feature, from an office stand point, and the guys are happy with not having to use paper.
Town & Country
I can easily keep track of my employees progress throughout the day and have the ability to send other techs to fill in if needed. Love the maps optimization feature. Saves time and money
Aqua Clear Pools
Great software program. Keeps our route in order while providing detailed service reports to all of our clients when the cleaning/maintenance is complete
Blue Water Pools
FAQ
Web form questions
Can my website form create a customer in POM automatically?
Yes — the createCustomer mutation takes the form’s fields directly, and the lookup query prevents duplicates. A small middleware function between your form and the API keeps your key secret.
Can a form submission create a quote or book an appointment?
Both. createQuote builds a quote with line items and tax; createAppointmentV2 books a visit with just a customer, date, and duration.
Do I need a developer?
For a custom form, a developer sets this up quickly — it’s a small serverless function. No-code HTTP steps in tools like Zapier or Make can also call the API. Either way, we’re happy to point yours at the docs: help@poolofficemanager.com.
Is this included in my subscription?
Yes — the API comes with POM. Your admin creates a scoped key in Settings → API Keys.
Stop transcribing your own leads
30-day trial, full API access, scoped keys. 614-710-0074 if you want a hand wiring it up.