Create legal matters and contacts from new Cognito Forms entries in Actionstep
Create legal matters and contacts from new Cognito Forms entries in Actionstep
Create legal matters and associated contacts in Actionstep when new entries are submitted in Cognito Forms. This accelerates the intake process for legal requests, ensuring timely and organized responses.
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Overview
Create legal matters and associated contacts in Actionstep when new entries are submitted in Cognito Forms. This accelerates the intake process for legal requests, ensuring timely and organized responses.