통합 / CRM / Actionstep / Create Individual Contact with New Submission

Create individual contacts in Actionstep with new form submissions

Automatically create individual contacts in Actionstep with Jform's seamless integration. This automation ensures that new form submissions made through Jform are instantly added as individual contacts in Actionstep, streamlining your legal practice management process.

Add Jform new submission data to Actionstep individual contacts

Incorporate new submission data from Jform into individual contacts in Actionstep. This integration guarantees that information from form submissions is efficiently integrated into individual contact records in Actionstep.

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When this happens...

신규 제출

A user submits a new form response

Actionstep

Do this!

Create Individual Contact

An individual contact is created in Actionstep

Actionstep과(와) 통합

Check out other use cases for this integration

Jform Icon Actionstep

Create File Note with New Submission

세부사항
Jform Icon Actionstep

Create Matter with New Submission

세부사항