Create file notes in Actionstep for new Paperform submissions
Save time and stay organized with this seamless workflow that connects Paperform and Actionstep. When a new form submission is received in Paperform, a file note will be created in Actionstep, ensuring that all your critical information is stored in one centralized location. This automation makes it easier to manage your data and maintain accurate records while eliminating manual entry errors.
Save time and stay organized with this seamless workflow that connects Paperform and Actionstep. When a new form submission is received in Paperform, a file note will be created in Actionstep, ensuring that all your critical information is stored in one centralized location. This automation makes it easier to manage your data and maintain accurate records while eliminating manual entry errors.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create File Note
Creates a new file note for an action/matter.
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