Create notes in AgencyZoom for new submissions in Jotform
When a new submission comes in via Jotform, this handy workflow ensures that a corresponding note is instantly created in AgencyZoom. It eliminates the need for manual data shifting, allowing you to stay updated on essential client information in real-time. Enhance your customer service efficiency with this seamless integration between Jotform and AgencyZoom.
When a new submission comes in via Jotform, this handy workflow ensures that a corresponding note is instantly created in AgencyZoom. It eliminates the need for manual data shifting, allowing you to stay updated on essential client information in real-time. Enhance your customer service efficiency with this seamless integration between Jotform and AgencyZoom.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Lead Created
Triggers when a new Lead is added.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
Lead Status Change
Triggers when the status of a Lead changes.
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