GuideCX + Zoho Forms
Create project notes in GuideCX from new Zoho Forms entries
Effortlessly streamline and organize your projects with this Zoho Forms-GuideCX workflow. When a new form entry is submitted in Zoho Forms, this automation will create a project note in GuideCX, allowing you to easily track and manage important information without manual data entry. Save time and increase efficiency while ensuring all project notes are consistently updated in your GuideCX platform.
Effortlessly streamline and organize your projects with this Zoho Forms-GuideCX workflow. When a new form entry is submitted in Zoho Forms, this automation will create a project note in GuideCX, allowing you to easily track and manage important information without manual data entry. Save time and increase efficiency while ensuring all project notes are consistently updated in your GuideCX platform.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Project Note
Creates a new note on the project
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FormRequired
Try ItNameRequired
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
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Project IDRequired
NoteRequired
Author
Internal Only
Task IDRequired
StatusRequired
