Create clients in Credit Letters Software from new Paperform submissions
Effortlessly manage your client intake process with this seamless workflow. When a new form submission is received in Paperform, it will create a client in Credit Letters Software, saving you time and streamlining your process. Spend less time on manual data entry and more time providing exceptional service to your clients.
Effortlessly manage your client intake process with this seamless workflow. When a new form submission is received in Paperform, it will create a client in Credit Letters Software, saving you time and streamlining your process. Spend less time on manual data entry and more time providing exceptional service to your clients.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Client
Finds a client based on email or phone.
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