Create new client in Firm360 from eligible Jotform submissions
Create new client in Firm360 from eligible Jotform submissions
Create new client records in Firm360 when eligible submissions are received from Jotform. This ensures faster onboarding and accurate client management based on specific income criteria.
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Overview
Create new client records in Firm360 when eligible submissions are received from Jotform. This ensures faster onboarding and accurate client management based on specific income criteria.