FYI + Jotform
Create documents in FYI for each new submission in Jotform
When a new submission is made in Jotform, streamline your workflow by instantly creating a document in the FYI app. This automation makes your data management efficient and ensures no important information is lost in the transition. Enhance your productivity and stay organized effortlessly.
When a new submission is made in Jotform, streamline your workflow by instantly creating a document in the FYI app. This automation makes your data management efficient and ensures no important information is lost in the transition. Enhance your productivity and stay organized effortlessly.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Document
Create a Document.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
NameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
