Create process notes in LeadSimple for new submissions in Jotform
Simplify your workflow with this integration that links Jotform and LeadSimple. Whenever there's a new submission in Jotform, it creates a process note in LeadSimple. This automation ensures that all valuable customer feedback captured through Jotform is efficiently recorded and managed in LeadSimple, saving you time and keeping your customer management process smooth and organized.
Simplify your workflow with this integration that links Jotform and LeadSimple. Whenever there's a new submission in Jotform, it creates a process note in LeadSimple. This automation ensures that all valuable customer feedback captured through Jotform is efficiently recorded and managed in LeadSimple, saving you time and keeping your customer management process smooth and organized.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Process Note
Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Call Completed
Triggers when a new call is completed.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
Lead Changes Pipeline
Triggers when a lead changes pipelines.
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