Create file notes in Actionstep for new entries in Cognito Forms
Keep your notes in order and reduce manual data entry with this workflow that connects Cognito Forms and Actionstep. Whenever a new entry is made in Cognito Forms, it will create a file note in Actionstep. It's an efficient way to ensure all relevant data from your forms is correctly noted and stored, saving you precious time and minimizing room for errors.
Keep your notes in order and reduce manual data entry with this workflow that connects Cognito Forms and Actionstep. Whenever a new entry is made in Cognito Forms, it will create a file note in Actionstep. It's an efficient way to ensure all relevant data from your forms is correctly noted and stored, saving you precious time and minimizing room for errors.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create File Note
Creates a new file note for an action/matter.
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