Create new AgencyBloc groups from Paperless Forms entries
Effortlessly manage client data with this Paperless Forms to AgencyBloc workflow. When a new entry is submitted through Paperless Forms, this automation will create a group in AgencyBloc, ensuring all client information stays organized and updated. Say goodbye to manual data entry and streamline your insurance agency processes with this convenient integration.
Effortlessly manage client data with this Paperless Forms to AgencyBloc workflow. When a new entry is submitted through Paperless Forms, this automation will create a group in AgencyBloc, ensuring all client information stays organized and updated. Say goodbye to manual data entry and streamline your insurance agency processes with this convenient integration.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Group
Creates a Group in AgencyBloc.
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