Create new Ignition clients from new Jotform submissions
Streamline your workflow by automating the client onboarding process. Once a submission is made in Jotform, this integration will create a new client in Ignition. Save time, reduce potential errors from manual data entry, and keep your records up-to-date instantly with this efficient solution. It’s the ideal tool for businesses who want to focus on their clients, not on administrative tasks.
Streamline your workflow by automating the client onboarding process. Once a submission is made in Jotform, this integration will create a new client in Ignition. Save time, reduce potential errors from manual data entry, and keep your records up-to-date instantly with this efficient solution. It’s the ideal tool for businesses who want to focus on their clients, not on administrative tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client
Creates a new client.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Proposal Accepted
Triggers when a proposal is accepted.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
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