통합 / CRM / Actionstep / Create Matter with New Submission

Create matters in Actionstep from new Jform submissions

Automatically create matters in Actionstep from new Jform submissions. This integration ensures that every new submission in Jform triggers the creation of a corresponding matter in Actionstep, streamlining your legal practice management.

Initiate matters in Actionstep from Jform submissions

Start matters in Actionstep directly from Jform submissions. By integrating Jform with Actionstep, you can seamlessly initiate matters based on the information gathered through Jform submissions.

Jform Icon

When this happens...

신규 제출

A user submits a new form response

Actionstep

Do this!

Create Matter

A matter is created in Actionstep based on the Jform submission

Actionstep과(와) 통합

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Jform Icon Actionstep

Create File Note with New Submission

세부사항
Jform Icon Actionstep

Create Individual Contact with New Submission

세부사항