Clientjoy + Jotform

Create new Clientjoy clients from new Jotform submissions

Streamline your client management with this optimized workflow. Every time a new submission is received in Jotform, a new client is instantly created in Clientjoy. This efficient automation helps you save time, reduce manual data entry, and focus more on delivering quality services to your clients.

Streamline your client management with this optimized workflow. Every time a new submission is received in Jotform, a new client is instantly created in Clientjoy. This efficient automation helps you save time, reduce manual data entry, and focus more on delivering quality services to your clients.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    ClientjoyClientjoy
    Create Client

    Creates a new Client in your Clientjoy workspace

    ActionWrite
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Supported triggers and actions

    • 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
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clientjoy logo

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Related categories

  • CRM (Customer Relationship Management)

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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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