Jetpack Workflow + Paperless Forms
Create clients in Jetpack Workflow from new entries in Paperless Forms
Effortlessly streamline your data management by connecting Paperless Forms and Jetpack Workflow. With this workflow, every time there's a new entry in Paperless Forms, a client will be created in Jetpack Workflow, saving you the time and effort of manual data entry. Keep your processes organized and efficient by integrating these two powerful tools seamlessly.
Effortlessly streamline your data management by connecting Paperless Forms and Jetpack Workflow. With this workflow, every time there's a new entry in Paperless Forms, a client will be created in Jetpack Workflow, saving you the time and effort of manual data entry. Keep your processes organized and efficient by integrating these two powerful tools seamlessly.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Client
Triggers when a new client is created.
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Form Name
Try ItUpdated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
