Jotform + SmartMatchApp

Create SmartMatchApp clients from new Jotform submissions

Effortlessly streamline your onboarding process with this efficient workflow. When a new submission is received in Jotform, it will instantly create a client in SmartMatchApp, saving you time and ensuring a smooth, organized client management experience. Stay focused on providing top-notch services, while enhancing your productivity with this seamless integration.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- ObjectRequired
Trigger
Instant
Try It
- Client ID
- Created
Action
Write

- Client IDRequired
- Photo ListRequired
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Action
Write
- Client IDRequired
Action
Write
- Fullname
- Search by primary phone
- Search by primary email
- Is Submitted
- Is Archived
Action
Search

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 more