Create new ClickUp task and update project details from Jotform submission

Create new client tasks in ClickUp and update relevant information when a personal tax client form is submitted via Jotform. Ensure only specific statuses trigger the process for clearer project management.

Create new ClickUp task and update project details from Jotform submission

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Overview

Create new client tasks in ClickUp and update relevant information when a personal tax client form is submitted via Jotform. Ensure only specific statuses trigger the process for clearer project management.

Create new ClickUp task and update project details from Jotform submission