Cognito Forms + JobTread
Create JobTread customers from new Cognito Forms entries
Effortlessly streamline your customer management process with this Cognito Forms and JobTread workflow. When a new entry is submitted via Cognito Forms, this automation will create a customer in JobTread, saving you time and ensuring accurate data entry. Keep your focus on growing your business and let this seamless integration handle the administrative tasks.
Effortlessly streamline your customer management process with this Cognito Forms and JobTread workflow. When a new entry is submitted via Cognito Forms, this automation will create a customer in JobTread, saving you time and ensuring accurate data entry. Keep your focus on growing your business and let this seamless integration handle the administrative tasks.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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