Create individual contacts in Actionstep for every new submission in Jotform
Streamline and simplify your contact management. With this workflow, every new submission received through Jotform is updated as a new individual contact in Actionstep. This automatic process takes the hassle out of manual data entry, ensuring your contact data is updated quickly and accurately, making your customer management more efficient.
Streamline and simplify your contact management. With this workflow, every new submission received through Jotform is updated as a new individual contact in Actionstep. This automatic process takes the hassle out of manual data entry, ensuring your contact data is updated quickly and accurately, making your customer management more efficient.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Individual Contact
Creates an individual contact.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New Matter
Triggers when an action/matter is created.
Try It
DocumentRequired
Try ItSelect a formRequired
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.
Try It