Jotform + MoonClerk

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.

  1. When this happens...
    MoonClerkMoonClerk
    New Plan

    Triggers when a new recurring plan is created.

    TriggerInstant
  2. automatically do this!
    JotformJotform
    Assign Form

    Invite assignees to complete your form

    ActionWrite
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Supported triggers and actions

    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Customer IDRequired

    Action
    Search
    • DocumentRequired

    Trigger
    Polling
    Try It
jotform logo
jotform logo

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

Related categories

  • Forms & Surveys

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moonclerk logo
moonclerk logo

About MoonClerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.
Learn more

Related categories

  • Payment Processing

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