Create Method CRM activities from new Paperless Forms entries
Effortlessly streamline your data collection process and manage tasks in Method CRM with this seamless workflow. When new entries are submitted from Paperless Forms, an activity will be added in Method CRM, allowing you to easily track and organize your collected data. Enhance productivity and stay organized with this powerful automation.
Effortlessly streamline your data collection process and manage tasks in Method CRM with this seamless workflow. When new entries are submitted from Paperless Forms, an activity will be added in Method CRM, allowing you to easily track and organize your collected data. Enhance productivity and stay organized with this powerful automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Activity
Adds a new activity.
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Form Name
Try ItNew Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try It
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields