Create task and notify user in Clio when new Jotform submission arrives
Create task and notify user in Clio when new Jotform submission arrives
Create tasks in Clio when new medical questionnaires are submitted via Jotform, ensuring timely follow-up and onboarding preparation for your clients.
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Overview
Create tasks in Clio when new medical questionnaires are submitted via Jotform, ensuring timely follow-up and onboarding preparation for your clients.