JobTread + WS Form
Create new JobTread customers from new WS Form submissions
Simplify your workflow and maintain consistent project progression with this easy-to-use setup. When a new submission occurs in WS Form, this prompts the establishment of a new customer within JobTread. By eliminating the need for repetitive data entry, this efficient process ensures a swift and seamless customer creation. Keep your tasks organized and your projects moving forward swiftly, providing an enhanced client management solution.
Simplify your workflow and maintain consistent project progression with this easy-to-use setup. When a new submission occurs in WS Form, this prompts the establishment of a new customer within JobTread. By eliminating the need for repetitive data entry, this efficient process ensures a swift and seamless customer creation. Keep your tasks organized and your projects moving forward swiftly, providing an enhanced client management solution.
- When this happens...New Submission
Triggers when a form is submitted.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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