Boulevard + Jotform
Create new Boulevard clients from Jotform submissions
Effortlessly manage your client onboarding process with this Jotform-Boulevard integration. When a new submission is received in Jotform, this workflow will create a client in Boulevard, simplifying the data transfer and saving you valuable time. Focus on providing top-notch services to your clients, and let this automation handle the administrative tasks.
Effortlessly manage your client onboarding process with this Jotform-Boulevard integration. When a new submission is received in Jotform, this workflow will create a client in Boulevard, simplifying the data transfer and saving you valuable time. Focus on providing top-notch services to your clients, and let this automation handle the administrative tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client
Creates a new client.
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Appointment Cancelled
Triggers when an appointment is cancelled.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
Appointment Completed
Triggers when an appointment is completed.
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