Jotform + TrueCoach
Assign forms in Jotform for new clients in TrueCoach
When a new client is added in TrueCoach, this workflow ensures immediate assignment of a form from Jotform. Enhance your efficiency and ensure seamless client onboarding by eliminating the need for manual form assignment. This automation aids in improving your client service by expediting the form assigning process, ensuring your new clients receive necessary forms without delay. Streamline your processes, save time, and prioritize client experience with this direct TrueCoach to Jotform integration.
When a new client is added in TrueCoach, this workflow ensures immediate assignment of a form from Jotform. Enhance your efficiency and ensure seamless client onboarding by eliminating the need for manual form assignment. This automation aids in improving your client service by expediting the form assigning process, ensuring your new clients receive necessary forms without delay. Streamline your processes, save time, and prioritize client experience with this direct TrueCoach to Jotform integration.
- When this happens...New Client
Triggers when a new client is added on TrueCoach.
- automatically do this!Assign Form
Invite assignees to complete your form
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Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try ItWorkout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Try ItClient First NameRequired
Client Last NameRequired
Client EmailRequired
Coach Email
Phone Number
DocumentRequired
Try It
