Create file notes in Actionstep for new leads in Interact
Effortlessly manage new leads from Interact by instantly creating file notes in Actionstep with this seamless workflow. Once set up, every time a new lead is captured in Interact, a file note will be created in Actionstep, ensuring that you never miss crucial information. Stay organized and improve your follow-up process with this automated solution.
Effortlessly manage new leads from Interact by instantly creating file notes in Actionstep with this seamless workflow. Once set up, every time a new lead is captured in Interact, a file note will be created in Actionstep, ensuring that you never miss crucial information. Stay organized and improve your follow-up process with this automated solution.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create File Note
Creates a new file note for an action/matter.
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