Jotform + Practice

Create new Practice clients from new Jotform submissions

Streamline your client setup process in Practice with this efficient workflow. Whenever a new submission comes in via Jotform, Practice creates a corresponding client profile, minimizing your manual work and ensuring information consistency. This way, you can spend less time on data entry and more time on providing quality service to your clients.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Client
Create a client in Practice.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
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Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
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- LabelRequired
- Client emailRequired
Action
Write
- Custom Subscription ID
Action
Write
- TitleRequired
- ContentRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
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Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
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Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
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New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Polling
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New Client Created
Triggers when a new client has been created.
Trigger
Polling
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New Note Created
Triggers when a new note has been created.
Trigger
Polling
Try It
- Member
Action
Write
- First nameRequired
- Last nameRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)Required
Action
Write

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