BrightManager + Jotform
Create new BrightManager clients from new Jotform submissions
Streamline your client onboarding process with this workflow. When a new submission is made in Jotform, it immediately creates a new client in BrightManager. This not only saves time but ensures that all client information is accurately collected and stored, improving your practice's efficiency and accuracy.
Streamline your client onboarding process with this workflow. When a new submission is made in Jotform, it immediately creates a new client in BrightManager. This not only saves time but ensures that all client information is accurately collected and stored, improving your practice's efficiency and accuracy.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client
Create a new Client within BrightManager
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Client Created
Triggers when a Client is created within BrightManager.
Try It
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Client Deleted
Triggers when a Client is deleted within BrightManager.
Try It
