AthletaDesk + Jotform
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.
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 Client
Triggers when a new client is added to your AthletaDesk account.
- automatically do this!Assign Form
Invite assignees to complete your form
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Client Added to Event
Triggers when a client is added to an event on the calendar.
Try ItNew Email
Triggers when a new email message is created.
Try ItPayment Added
Triggers when a payment is recorded in an Account.
Try ItNew Client
Triggers when a new client is added to your AthletaDesk account.
Try It
Attendance Taken
Triggers when attendance is taken or edited for a calendar event.
Try ItNew Invoice
Triggers when a new invoice is created (manually or by auto-invoicing).
Try ItNew SMS
Triggers when a new SMS message is created.
Try ItClient Updated
Triggers when a client's profile information is updated.
Try It
