Jotform + Practice
Locate new clients in Practice for every new signed document in Jotform
Kickstart your client management process in the Practice app whenever there's a newly signed document in Jotform. With this effortless connection, signed documents trigger an immediate client search in your Practice app, providing you with a streamlined operation and saving you valuable time. No more manual searches every time a document gets signed, let this automatic workflow handle it for you.
Kickstart your client management process in the Practice app whenever there's a newly signed document in Jotform. With this effortless connection, signed documents trigger an immediate client search in your Practice app, providing you with a streamlined operation and saving you valuable time. No more manual searches every time a document gets signed, let this automatic workflow handle it for you.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Find Client
Find a client in Practice.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItSelect a formRequired
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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