Create Actionstep file notes from new Formidable Forms entries
Effortlessly manage your legal documents by connecting Formidable Forms to Actionstep with this seamless workflow. When a new entry is submitted in Formidable Forms, a corresponding file note is created in Actionstep, keeping your records organized and up-to-date. Spend less time on manual data entry and focus on more important tasks with this simple but effective automation.
Effortlessly manage your legal documents by connecting Formidable Forms to Actionstep with this seamless workflow. When a new entry is submitted in Formidable Forms, a corresponding file note is created in Actionstep, keeping your records organized and up-to-date. Spend less time on manual data entry and focus on more important tasks with this simple but effective automation.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create File Note
Creates a new file note for an action/matter.
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