Feature Update :: Zapier & Intake Forms
April 26, 2024
Hello, AFramers!
We are happy to announce that intake forms are finally here! This new feature allows you to create an intake form via Cognito Forms, Jotforms, or any other form service that integrates with Zapier.
Using this feature, you can use Zapier to create a new Transaction, auto-assign the primary agent and TC, upload multiple documents, map custom fields, auto-apply Task Templates, and more.
In addition to creating new Transactions, you can also create new Contacts. So if you have a “new agent intake form”, a contact lead form, or another program where you gather leads, you can use this new feature to also create the Contact in AFrame.
👉 Check out the demo video below!
To learn more about Zapier + AFrame, check out our knowledge article here!
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Simplify the Complex World of Real Estate
AFrameSoftware is designed specifically to meet the needs of real estate professionals by combining transaction management and customer relationship management (T/CRM) to help grow your business, stay organized, and impress clients.