Jotform + Practice

Jotform + Practice integrations

Find and manage clients in Practice with each new submission in Jotform

When a new submission comes through on Jotform, this workflow will immediately locate the corresponding client in the Practice app. It simplifies the process of tracking submissions and ensures your client information is always up to date. Elevate your efficiency, and spend more time on essential tasks than manual cross-checking.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Find ClientFind a client in Practice.
ActionWrite

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More things you can do with Jotform and Practice

Discover other triggers and actions you can use with Jotform and Practice

- Form
  Required
Trigger
Instant
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- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
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Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
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- Label
  Required
- Client email
  Required
Action
Write
- Custom Subscription ID
Action
Write
- Title
  Required
- Content
  Required
- Status
  Required
Action
Write
- Email
  Required
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
Action
Write

- Document
  Required
Trigger
Polling
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- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
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Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
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Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
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New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Polling
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New Client Created
Triggers when a new client has been created.
Trigger
Polling
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New Note Created
Triggers when a new note has been created.
Trigger
Polling
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- Member
Action
Write
- First name
  Required
- Last name
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)
  Required
Action
Write

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 moreLearn moreHelpHelp

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About Practice

Practice is the easiest way to manage your entire business. Scheduling, payments, client management, and everything for your business under one roof.

HelpHelp

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CRM (Customer Relationship Management)

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Create new Practice clients from new Jotform submissions

Locate new clients in Practice for every new signed document in Jotform