Integrating with CXM

NOTE To integrate forms with Jadu CXM, you must enable CXM integration in the Integrations page.

XFP provides a number of actions to help your forms communicate with CXM. Using these, a form can:

• Create a case
• Edit a case
• Transition a case
• Create a person
• Attach file

Using XFP's rule engine, it is possible to chain actions. This means it is possible to perform more actions on the result of the first. For example, a form can create a case and immediately transition it.

Forms can also use logic formulae to access data in CXM, and use it in a form in different ways:

• As a question prefill
• To trigger a rule
• As part of form content