Capture client intake from Jotform, send to client management system, and retrieve details

Capture client intake information from Jotform submissions and send it to your client management system via Webhooks. This ensures all relevant details are stored and accessible for follow-up, improving your onboarding process.

Capture client intake from Jotform, send to client management system, and retrieve details

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Overview

Capture client intake information from Jotform submissions and send it to your client management system via Webhooks. This ensures all relevant details are stored and accessible for follow-up, improving your onboarding process.

Capture client intake from Jotform, send to client management system, and retrieve details