Financial Cents + Jotform
Create new Financial Cents clients from new Jotform submissions
Streamline your client onboarding process with this efficient workflow. When a new submission is received in JotForm, a new client is created instantly in the Financial Cents app. This ensures your financial team immediately has all the necessary client details at hand, saving valuable time and reducing manual data entry. This automation lets you focus more on providing outstanding financial services and less on administrative tasks.
Streamline your client onboarding process with this efficient workflow. When a new submission is received in JotForm, a new client is created instantly in the Financial Cents app. This ensures your financial team immediately has all the necessary client details at hand, saving valuable time and reducing manual data entry. This automation lets you focus more on providing outstanding financial services and less on administrative tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client
Creates a client in Financial Cents.
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