AdvicePay + Jotform

Create AdvicePay invoices from new Jotform submissions

If you offer digital products or services where you want clients to be able to sign up on your website and be billed immediately, this integration is for you. Use a Jotform submission to automatically find or create an AdvicePay client and send them an invoice.

If you offer digital products or services where you want clients to be able to sign up on your website and be billed immediately, this integration is for you. Use a Jotform submission to automatically find or create an AdvicePay client and send them an invoice.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    AdvicePayAdvicePay
    Create an Invoice

    Creates a new invoice.

    ActionWrite
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Supported triggers and actions

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
advicepay logo
advicepay logo

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

Related categories

  • Commerce
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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