CSV File to ActionStep Software

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    Julie Laird 
    Asked on March 23, 2021 at 10:18 AM

    Hello, We have an agency creating a Jotform for our law firm. Can you please tell me if once our client completes the Jotform, can the information be downloaded into a CSV file and then loaded into our client management system, "ActionStep"?

    Thank you,

    Julie Laird

    Director of Marketing

    Rutkowski Law Firm

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    Answered on March 23, 2021 at 02:06 PM

    hello Julie,

    Thank you for contacting Jotform Support.

    Yes, your objective is certainly possible. Although we do not have a direct integration with ActionStep, we do offer the ability to download your form submissions as CSV files which you can then upload to your ActionStep account.

    Related User Guide - How-to-download-form-submissions-as-excel-csv-pdf

    You do also have the option to use Zapier to directly connect your forms to ActionStep. Here is a link to this connection in Zapier - https://zapier.com/apps/jotform/integrations/actionstep

    I hope this information is helpful, please let us know if you have any further questions or concerns, we are always happy to help.