Client Hub + Jotform

Create new Client Hub companies from Jotform submissions

Effortlessly streamline your client onboarding process with this Jotform and Client Hub automation. Once a new submission is received in Jotform, a new client company will be created in the Client Hub app. Make your client management more efficient and save valuable time by automatically connecting the two platforms, so you can focus on delivering an excellent client experience.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Primary Client User Email
Trigger
Polling
Try It
- Company NameRequired
Action
Write

- CompanyRequired
- TemplateRequired
Action
Write
- Owner Email
- Workspace Name
Action
Search

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Job Template Added
Triggers when a new Job Template is added
Trigger
Polling
Try It
- CompanyRequired
- EmailRequired
- Client NameRequired
Action
Write
- Job Template Name
Action
Search

About Client Hub

Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.

Related categories

Communication

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

Related categories

Forms & Surveys

Client Hub + Jotform

Create new Client Hub companies from Jotform submissions

Supported triggers and actions

New Submission

Assign Form

Create Submission

New Client Workspace Added

Create Client Company

Create Job From Template

Get Workspaces

New Signed Document

Assign Prefilled Form

API Request (Beta)

New Job Template Added

Invite Client User

Find Job Templates

About Client Hub

Related categories

About Jotform

Related categories

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