Trustate + Zoho Forms
Import new Zoho Forms entries as matters in Trustate
Streamline your workflow by connecting Zoho Forms and Trustate. With this setup, each time a new entry is made in Zoho Forms, the data is seamlessly imported as a matter in Trustate. This way, you no longer need to manually transfer data between the systems, saving you time and avoiding errors. This efficient solution simplifies your data handling processes, letting you focus more on strategic tasks.
Streamline your workflow by connecting Zoho Forms and Trustate. With this setup, each time a new entry is made in Zoho Forms, the data is seamlessly imported as a matter in Trustate. This way, you no longer need to manually transfer data between the systems, saving you time and avoiding errors. This efficient solution simplifies your data handling processes, letting you focus more on strategic tasks.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Import Matter
Imports a new Matter in the system.
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FormRequired
Try ItDisplay First NameRequired
Display Last NameRequired
External ID
Client First Name
Client Last Name
Client Email Address
Client Phone Number
Client Date Of Birth
Client Address Street
Client Address City
Client Address State
Client Address Zip Code
Decedent First Name
Decedent Last Name
Decedent Date Of Birth
Decedent Date Of Death
Decedent Last Address Street
Decedent Last Address City
Decedent Last Address State
Decedent Last Address Zip Code
Trust Name
Trust Date
Is Grantor Trust?
Is Revocable Trust?
Ward First Name
Ward Last Name
Ward Date Of Birth
Ward Address Street
Ward Address City
Ward Address State
Ward Address Zip Code
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
