Transfer new Jotform submissions to Canopy and create individual clients
Transfer new Jotform submissions to Canopy and create individual clients
Capture new client intake form submissions from Jotform, format the data with Formatter by Zapier, and create individual client profiles in Canopy. This ensures accurate and organized client information for faster onboarding.
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Overview
Capture new client intake form submissions from Jotform, format the data with Formatter by Zapier, and create individual client profiles in Canopy. This ensures accurate and organized client information for faster onboarding.