Credit Letters Software + Google Drive + Jotform Integrations
How to connect Credit Letters Software + Google Drive + Jotform
Zapier lets you send info between Credit Letters Software and Google Drive and Jotform automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Credit Letters Software + Google Drive + Jotform
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Credit Letters Software, Google Drive, and Jotform. And don’t forget that you can add more apps and actions to create complex workflows.
Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
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How Credit Letters Software + Google Drive + Jotform Integrations Work
- Step 1: Authenticate Credit Letters Software, Google Drive, and Jotform.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
