Collect client information from Jotform, create clients in vcita and Thryv, and upload files to Dropbox
Collect client information from Jotform, create clients in vcita and Thryv, and upload files to Dropbox
Collect client information from Jotform submissions, create new client records in vcita and Thryv, and upload relevant files to Dropbox. This process accelerates onboarding and organizes data efficiently.
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Overview
Collect client information from Jotform submissions, create new client records in vcita and Thryv, and upload relevant files to Dropbox. This process accelerates onboarding and organizes data efficiently.