Process new client consultation forms, convert to PDF, attach to profile, and notify team via email

Process new client consultation forms by converting submissions from Jotform into PDFs with PDF.co, attach them to client profiles in ABC Trainerize, and notify your team via Gmail for personalized plan creation.

Process new client consultation forms, convert to PDF, attach to profile, and notify team via email

Workflow preview:

Zap details:

Overview

Process new client consultation forms by converting submissions from Jotform into PDFs with PDF.co, attach them to client profiles in ABC Trainerize, and notify your team via Gmail for personalized plan creation.

Process new client consultation forms, convert to PDF, attach to profile, and notify team via email