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Julie LairdAsked 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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enterprisesupportteamReplied on March 23, 2021 at 2:06 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.