FreeAgent + Jotform
Create new FreeAgent contacts from new Jotform submissions
Always keep your FreeAgent contact list refreshed every time a new entry occurs on Jotform. With this workflow, each form filled out on Jotform promptly results in a newly created contact in FreeAgent. Say goodbye to manually inputting data, and focus on nurturing crucial client relationships and enhancing productivity in your financial tasks.
Always keep your FreeAgent contact list refreshed every time a new entry occurs on Jotform. With this workflow, each form filled out on Jotform promptly results in a newly created contact in FreeAgent. Say goodbye to manually inputting data, and focus on nurturing crucial client relationships and enhancing productivity in your financial tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Contact
Triggers when you add a new contact.
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