Integrations / CRM / Actionstep / Create Matter with New Submission

Create matters in Actionstep from new Jotform submissions

Automatically create matters in Actionstep from new Jotform submissions. This integration ensures that every new submission in Jotform triggers the creation of a corresponding matter in Actionstep, streamlining your legal practice management.

Initiate matters in Actionstep from Jotform submissions

Start matters in Actionstep directly from Jotform submissions. By integrating Jotform with Actionstep, you can seamlessly initiate matters based on the information gathered through Jotform submissions.

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When this happens...

New Submission

A user submits a new form response

Actionstep

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Create Matter

A matter is created in Actionstep based on the Jotform submission

Integrate with Actionstep

Check out other use cases for this integration

Jotform Icon Actionstep

Create File Note with New Submission

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Jotform Icon Actionstep

Create Individual Contact with New Submission

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