GuideCX + Paperless Forms
Create project notes in GuideCX from new Paperless Forms entries
Effortlessly keep your project notes updated with this Paperless Forms to GuideCX automation. When a new entry is submitted in Paperless Forms, this workflow will create a project note in GuideCX, ensuring that your team stays informed and organized. Save time and improve efficiency by streamlining your project note creation process with this seamless integration.
Effortlessly keep your project notes updated with this Paperless Forms to GuideCX automation. When a new entry is submitted in Paperless Forms, this workflow will create a project note in GuideCX, ensuring that your team stays informed and organized. Save time and improve efficiency by streamlining your project note creation process with this seamless integration.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Project Note
Creates a new note on the project
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Form Name
Try ItProject IDRequired
NoteRequired
Author
Internal Only
Task IDRequired
StatusRequired
NameRequired
Customer Domain
Project Manager Email
Project End Date
Template SKUs
Template Execution
Referring Object Id
External ID
Task IDRequired
NoteRequired
Author Email
Internal Only
Assignee Email
Priority
Project Status
Responsibility
Status
Task Type
