Leap + Quickbase
Create new Quickbase records each time documents are sent in Leap
Streamline your document management process with this seamless workflow. When a document is sent within the Leap app, a new record is immediately created in the Quickbase app. This integration facilitates efficient record-keeping and allows you to save time on manual data entry. Keep your business processes efficient and focus on tasks that truly matter.
Streamline your document management process with this seamless workflow. When a document is sent within the Leap app, a new record is immediately created in the Quickbase app. This integration facilitates efficient record-keeping and allows you to save time on manual data entry. Keep your business processes efficient and focus on tasks that truly matter.
- When this happens...Document Sent
Triggers when a new PDF file is sent.
- automatically do this!Create Record
Creates a new record in a Quick Base table.
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