Jotform + Practice

Find and manage clients in Practice with each new submission in Jotform

When a new submission comes through on Jotform, this workflow will immediately locate the corresponding client in the Practice app. It simplifies the process of tracking submissions and ensures your client information is always up to date. Elevate your efficiency, and spend more time on essential tasks than manual cross-checking.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Find Client
Find 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
Try It
- 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
Try It
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

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.

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