Jotform + Stan
Assign forms in Jotform for new customers in Stan
Stay on top of your growing online business by ensuring every new customer in Stan is quickly attended to. With this workflow, each time there is a new customer in the Stan app, a form is promptly assigned in Jotform. This instant process facilitates efficient customer management, maintaining engagement and quick responsiveness. Forget about manual data entry; let this consistent, automated action make your business operation smoother and more efficient.
Stay on top of your growing online business by ensuring every new customer in Stan is quickly attended to. With this workflow, each time there is a new customer in the Stan app, a form is promptly assigned in Jotform. This instant process facilitates efficient customer management, maintaining engagement and quick responsiveness. Forget about manual data entry; let this consistent, automated action make your business operation smoother and more efficient.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Assign Form
Invite assignees to complete your form
- Free forever for core features
- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItFormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItDocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
