Financial Cents + Jotform
Financial Cents + Jotform
Financial Cents + Jotform integrations
Create new Financial Cents clients from new Jotform submissions
Streamline your client onboarding process with this efficient workflow. When a new submission is received in JotForm, a new client is created instantly in the Financial Cents app. This ensures your financial team immediately has all the necessary client details at hand, saving valuable time and reducing manual data entry. This automation lets you focus more on providing outstanding financial services and less on administrative tasks.
- When this happens...New SubmissionTriggers when a new submission has been added to a specific form.
- automatically do this!Create ClientCreates a client in Financial Cents.
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More things you can do with Jotform and Financial Cents
Discover other triggers and actions you can use with Jotform and Financial Cents
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- New Client
Triggers when a new client is created.
Try ItTriggerInstant
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant
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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.
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