Boulevard + Jotform

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 Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Assign Form
Invite assignees to complete your form
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It
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 nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write

- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
Action
Search
- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
Try It
- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
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 more Help

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 more Help

Related categories

Forms & Surveys

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PRODUCTS

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Boulevard + Jotform

Assign forms in Jotform for new clients in Boulevard

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

Last name

Email

Phone number

External ID

Create Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

DurationRequired

ReasonRequired

Title

Update Appointment

Appointment IdRequired

Note

State

Find Appointment

Appointment ID

Find Client by External ID

External ID

Find Order by ID

Order IDRequired

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Appointment Completed

Appointment Rescheduled

Client Updated

Entity Tags Removed

Add Tag

The ID of the Appointment or Client to be taggedRequired

Tag IdRequired

Create Client Note

Client IDRequired

TextRequired

Delete Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

Update Client

Client IDRequired

First name

Last name

Email

Phone number

External ID

Find Client by Email

Email

Find Client by ID

Client ID

New Submission

FormRequired

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission