Autotask + Jotform

Create Autotask companies from Jotform new submissions

Effortlessly keep your CRM up-to-date with this Jotform-Autotask integration. With this workflow, every time a new submission is received in Jotform, it will create a company in Autotask. Save time, reduce manual data entry, and ensure your customer information stays organized and accurate.

Effortlessly keep your CRM up-to-date with this Jotform-Autotask integration. With this workflow, every time a new submission is received in Jotform, it will create a company in Autotask. Save time, reduce manual data entry, and ensure your customer information stays organized and accurate.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Company

    Triggers when a new company is found.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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