Create matters in Actionstep for new Jotform submissions
Effortlessly streamline your client onboarding process with this Jotform and Actionstep automation. Whenever there's a new submission in Jotform, a Matter will be created in Actionstep, saving you time and keeping your client information organized. Manage your legal matters with ease and improve your overall workflow by utilizing this seamless integration.
Effortlessly streamline your client onboarding process with this Jotform and Actionstep automation. Whenever there's a new submission in Jotform, a Matter will be created in Actionstep, saving you time and keeping your client information organized. Manage your legal matters with ease and improve your overall workflow by utilizing this seamless integration.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Matter
Creates a new action/matter.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New Matter
Triggers when an action/matter is created.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
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