Create Actionstep file notes from new Formsite form results
Save time and streamline your workflow by connecting Formsite to Actionstep. When a new form result is submitted in Formsite, this automation will create a file note in Actionstep for easy record keeping and tracking. Improve efficiency and stay organized without manual data entry, so you can focus on more important tasks.
Save time and streamline your workflow by connecting Formsite to Actionstep. When a new form result is submitted in Formsite, this automation will create a file note in Actionstep for easy record keeping and tracking. Improve efficiency and stay organized without manual data entry, so you can focus on more important tasks.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create File Note
Creates a new file note for an action/matter.
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