Create new Actionstep matters from Formstack submissions
Effortlessly manage your client matters with this seamless workflow between Formstack and Actionstep. When a new submission is made in Formstack, a matter will be created in Actionstep, keeping your information up-to-date and organized. This automation helps you save time and ensures accurate data entry across both platforms.
Effortlessly manage your client matters with this seamless workflow between Formstack and Actionstep. When a new submission is made in Formstack, a matter will be created in Actionstep, keeping your information up-to-date and organized. This automation helps you save time and ensures accurate data entry across both platforms.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Matter
Creates a new action/matter.
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