Create/Update clients in Better Agency from new submissions in Jotform
Use this to sync your service request forms directly to Better Agency. When you do this, you can start the service pipeline, assign an owner and the service request campaign.
Use this to sync your service request forms directly to Better Agency. When you do this, you can start the service pipeline, assign an owner and the service request campaign.
- New SubmissionTriggers when a new submission has been added to a specific form.Trigger
- Assign FormInvite assignees to complete your formAction
- Assign Prefilled FormInvite assignees to complete your pre-populated formAction
- Create SubmissionGenerate a new submission for your formAction
- New Contact AddedTriggers when a new contact is added in Better Agency.Trigger
- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Better Agency
Triggers when an opportunity is moved into a specific stage.
Scheduled
Trigger
- Better Agency
Triggers when a renewal pipeline opportunity is moved into a specific stage.
Scheduled
Trigger
- Better Agency
Triggers when an Service Pipeline opportunity is moved into a specific stage.
Scheduled
Trigger
- Better Agency
Create Service Request and claim.
Scheduled
Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
Related categories
Related categories
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