Assign forms in Jotform for each new plan in MoonClerk
Create an efficient workflow between MoonClerk and Jotform with this automation. When you set up a new plan in MoonClerk, it will trigger the form assignment in Jotform, streamlining your processes and saving time. This workflow ensures that each plan creation leads to a prompt form assignment, helping to keep your operations running smoothly.
Create an efficient workflow between MoonClerk and Jotform with this automation. When you set up a new plan in MoonClerk, it will trigger the form assignment in Jotform, streamlining your processes and saving time. This workflow ensures that each plan creation leads to a prompt form assignment, helping to keep your operations running smoothly.
- When this happens...New Plan
Triggers when a new recurring plan is created.
- automatically do this!Assign Form
Invite assignees to complete your form
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