Jotform + SmartMatchApp

Create SmartMatchApp clients from new Jotform submissions

Effortlessly streamline your onboarding process with this efficient workflow. When a new submission is received in Jotform, it will instantly create a client in SmartMatchApp, saving you time and ensuring a smooth, organized client management experience. Stay focused on providing top-notch services, while enhancing your productivity with this seamless integration.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- ObjectRequired
Trigger
Instant
Try It
- Client ID
- Created
Action
Write

- Fullname
- Search by primary phone
- Search by primary email
- Is Submitted
- Is Archived
Action
Search

- 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
Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Action
Write
- Client IDRequired
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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