Create notes in Maximizer and send Slack notifications when new documents are signed in Jotform
With this powerful integratoin, you can seamlessly integrate Jotform with Maximizer and Slack, and automatically generate notes in Maximizer, capturing important details when new documents are signed and capturing all customer interactions within your CRM. Additionally, stay in the loop with real-time Slack notifications, ensuring seamless collaboration, and empowering your team to take immediate action.
With this powerful integratoin, you can seamlessly integrate Jotform with Maximizer and Slack, and automatically generate notes in Maximizer, capturing important details when new documents are signed and capturing all customer interactions within your CRM. Additionally, stay in the loop with real-time Slack notifications, ensuring seamless collaboration, and empowering your team to take immediate action.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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