Create new client in Firm360 from eligible Jotform submissions

Create new client records in Firm360 when eligible submissions are received from Jotform. This ensures faster onboarding and accurate client management based on specific income criteria.

Create new client in Firm360 from eligible Jotform submissions

Workflow preview:

Zap details:

Overview

Create new client records in Firm360 when eligible submissions are received from Jotform. This ensures faster onboarding and accurate client management based on specific income criteria.

Create new client in Firm360 from eligible Jotform submissions