Autotask + Jotform
Create Autotask companies from Jotform new submissions
Effortlessly keep your CRM up-to-date with this Jotform-Autotask integration. With this workflow, every time a new submission is received in Jotform, it will create a company in Autotask. Save time, reduce manual data entry, and ensure your customer information stays organized and accurate.
Effortlessly keep your CRM up-to-date with this Jotform-Autotask integration. With this workflow, every time a new submission is received in Jotform, it will create a company in Autotask. Save time, reduce manual data entry, and ensure your customer information stays organized and accurate.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Company
Triggers when a new company is found.
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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CRM (Customer Relationship Management)About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
