Capture new Jotform submissions, find or create client in Hubly, assign to workflow, and set client date
Capture new Jotform submissions, find or create client in Hubly, assign to workflow, and set client date
Capture new client agreements from Jotform submissions, find or create client records in Hubly, assign them to specific workflows, and update relevant dates. Achieve faster onboarding and improved client management.
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Overview
Capture new client agreements from Jotform submissions, find or create client records in Hubly, assign them to specific workflows, and update relevant dates. Achieve faster onboarding and improved client management.