Boulevard + Jotform

Boulevard + Jotform integrations

Assign forms in Jotform for new clients in Boulevard

Streamline your client management process with this workflow. Whenever a new client is added in Boulevard, it assigns the right form in Jotform, facilitating a smoother onboarding process. This efficient automation takes care of administrative tasks so you can focus more energy on providing top-notch service. Make your client management seamless by pouring your efforts where it matters the most.

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

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More things you can do with Boulevard and Jotform

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

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
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- First name
  Required
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
- Duration
  Required
- Reason
  Required
- Title
Action
Write

- Appointment Id
  Required
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order ID
  Required
Action
Search
- Document
  Required
Trigger
Polling
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- 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

Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
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- The ID of the Appointment or Client to be tagged
  Required
- Tag Id
  Required
Action
Write
- Client ID
  Required
- Text
  Required
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
Action
Write
- Client ID
  Required
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
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

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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

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Related Zap Templates

Create new Boulevard clients from Jotform submissions

Related Zap Templates

Create new Boulevard clients from Jotform submissions