FinLegal Claims Automation + Jotform Enterprise
Create contacts in FinLegal Claims Automation from new Jotform Enterprise submissions
Seamless capture contact details and grow your outreach when you activate this Zap. Once it's active, this integration automatically generates a contact in FinLegal Claims Automation from the details included in each new Jotform Enterprise submission.
Seamless capture contact details and grow your outreach when you activate this Zap. Once it's active, this integration automatically generates a contact in FinLegal Claims Automation from the details included in each new Jotform Enterprise submission.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Contact
Creates a Contact. Individuals are created by default if no ContactType is specified. Email is the only required attribute for individuals. CompanyName is required for organizations.
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Team WorkspaceRequired
FormRequired
Try ItTeam WorkspaceRequired
Select a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Document Created
Triggers when a document is created.
Try ItActivity Created or Updated
Triggers when an activity is created or updated.
Try It
Team WorkspaceRequired
Select a formRequired
Assignee emailRequired
Invitation Message
Assignee Permission
Team WorkspaceRequired
Select a formRequired
Document Updated
Triggers when a document is updated.
Try ItActivity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Try It
