FYI + Jotform
Create file notes in FYI for new submissions in Jotform
When a new submission is received in Jotform, this workflow promptly creates a file note in FYI. This ensures you never miss out on important updates and all your information is effortlessly organized in one place. Ideal for those looking to streamline their documentation process and enhance productivity.
When a new submission is received in Jotform, this workflow promptly creates a file note in FYI. This ensures you never miss out on important updates and all your information is effortlessly organized in one place. Ideal for those looking to streamline their documentation process and enhance productivity.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create File Note
Create a File Note.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
