Create new Practice clients from new Jotform submissions
Streamline your client setup process in Practice with this efficient workflow. Whenever a new submission comes in via Jotform, Practice creates a corresponding client profile, minimizing your manual work and ensuring information consistency. This way, you can spend less time on data entry and more time on providing quality service to your clients.
Streamline your client setup process in Practice with this efficient workflow. Whenever a new submission comes in via Jotform, Practice creates a corresponding client profile, minimizing your manual work and ensuring information consistency. This way, you can spend less time on data entry and more time on providing quality service to your clients.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client
Create a client in Practice.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Appointment Canceled
Triggers when a appointment has been canceled.
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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
Appointment Completed
Triggers when a appointment has been completed.
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