Create new MyCase documents from new Jotform submissions
Streamline your document creation process with this workflow. When a new submission is made in Jotform, it prompts the creation of a document in MyCase, ensuring your records are up-to-date and accurate. It's an automatic way to stay organized, keep your information in one place, and save time on routine tasks.
Streamline your document creation process with this workflow. When a new submission is made in Jotform, it prompts the creation of a document in MyCase, ensuring your records are up-to-date and accurate. It's an automatic way to stay organized, keep your information in one place, and save time on routine tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Document
Creates a new Document.
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