AthletaDesk + Jotform

AthletaDesk + Jotform integrations

Assign forms in Jotform when new clients are added in AthletaDesk

Ensure smooth onboarding for your new clients using this workflow. As soon as a new client is added in AthletaDesk, a corresponding form is assigned in Jotform. This automation not only saves your time but also enhances your client management process and ensures that no new client detail slips through the cracks.

When this happens...
New ClientTriggers when a new client is added to your AthletaDesk account.
TriggerInstant
automatically do this!
Assign FormInvite assignees to complete your form
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with AthletaDesk and Jotform

Discover other triggers and actions you can use with AthletaDesk and Jotform

Client Added to Event
Triggers when a client is added to an event on the calendar.
Trigger
Instant
Try It
New Email
Triggers when a new email message is created.
Trigger
Instant
Try It
Payment Added
Triggers when a payment is recorded in an Account.
Trigger
Instant
Try It
New Client
Triggers when a new client is added to your AthletaDesk account.
Trigger
Instant
Try It
- Amount
  Required
- Description
- Date & Time
  Required
- Account ID
  Required
Action
Write

- Client ID
  Required
- Status
- Client First Name
- Client Last Name
- Client Email
- Client Phone Number
- Client Phone Number SMS Capable
- Client Send Email reminder
- Client Send SMS reminder
- Client Birthday
- Client Since
- Client Skill Level
- Client Gender
- Referrer
- Client Note
- Client Skype Username
- Client School
- Client FaceTimeID
- Specialities
- Client Group Tags
- Client Address
Action
Write
- Event ID
  Required
Action
Search

- Account ID
- Search Text
Action
Search
- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write

Attendance Taken
Triggers when attendance is taken or edited for a calendar event.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created (manually or by auto-invoicing).
Trigger
Instant
Try It
New SMS
Triggers when a new SMS message is created.
Trigger
Instant
Try It
Client Updated
Triggers when a client's profile information is updated.
Trigger
Instant
Try It
- Client Type
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Client Status
  Required
- Client Email
- Client Phone Number
- Client Phone Number SMS Capable
- Client Send Email reminder
- Client Send SMS reminder
- Client Birthday
- Client Since
- Client Skill Level
- Client Gender
- Referrer
- Client Note
- Client Skype Username
- Client School
- Client FaceTimeID
- Client Group Tags
- Specialities
Action
Write
- Student ID
  Required
- Limit
- Orderby
Action
Search
- Account ID
- Limit
- Search Text
Action
Search
- Client ID
- Search Text
Action
Search
- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About AthletaDesk

AthletaDesk is a business management tool for personal trainers, handling scheduling, payments, and client communication—all in one platform.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys