Create Hotlist tasks in Maximizer when new documents are signed in Jotform
Boost your productivity and stay on top of your tasks with this dynamic Zapier workflow! Seamlessly connect Jotform and Maximizer to automatically generate Hotlist tasks whenever new documents are signed. Never let an important action slip through the cracks again as this integration empowers you to efficiently track and prioritize your follow-ups, ensuring nothing falls behind.
Boost your productivity and stay on top of your tasks with this dynamic Zapier workflow! Seamlessly connect Jotform and Maximizer to automatically generate Hotlist tasks whenever new documents are signed. Never let an important action slip through the cracks again as this integration empowers you to efficiently track and prioritize your follow-ups, ensuring nothing falls behind.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
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