Canopy + Jotform
Create new clients in Canopy for every new submission from Jotform
Easily streamline your client management process with this integration that connects JotForm and Canopy. When a new submission is made in JotForm, a corresponding individual client is instantly created in Canopy. This eliminates the manual task of transferring forms over, improving efficiency and accuracy in your routine operations.
Easily streamline your client management process with this integration that connects JotForm and Canopy. When a new submission is made in JotForm, a corresponding individual client is instantly created in Canopy. This eliminates the manual task of transferring forms over, improving efficiency and accuracy in your routine operations.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Individual Client
Creates a new individual client.
- 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
New Business Client
Triggers when a business client is created.
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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
Business Client Info Updated
Triggers when a business client's info is updated.
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