PT Distinction + Typeform
Create new PT Distinction clients from Typeform entries
Easily onboard new clients to your PT Distinction account using this convenient Typeform workflow. Whenever a client submits their information through a Typeform entry, their details will be automatically added to PT Distinction as a new client. Save time, streamline your client management process, and ensure a smooth onboarding experience for your clients with this seamless automation.
Easily onboard new clients to your PT Distinction account using this convenient Typeform workflow. Whenever a client submits their information through a Typeform entry, their details will be automatically added to PT Distinction as a new client. Save time, streamline your client management process, and ensure a smooth onboarding experience for your clients with this seamless automation.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Add Client
Adds a new client. If a client with this email address has already been added it does nothing new.
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AgentRequired
Try Ittitle of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Client Added
Triggers when a new client is added.
Try It
