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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.

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.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Client HubClient Hub
    Create New Client Company

    Creates a new Client Company

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Client Hub triggers, actions, and search

    Get Client Companies

    Triggers when a new client company is added.

    Trigger
    Scheduled
    Try It
    • 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
    • Company NameRequired

    Action
    Write
client-hub logo
client-hub logo

About Client Hub

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

Related categories

  • Communication
jotform logo
jotform logo

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 moreHelp

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