Create new Client Hub companies from Jotform submissions
Effortlessly streamline your client onboarding process with this Jotform and Client Hub automation. Once a new submission is received in Jotform, a new client company will be created in the Client Hub app. Make your client management more efficient and save valuable time by automatically connecting the two platforms, so you can focus on delivering an excellent client experience.
Effortlessly streamline your client onboarding process with this Jotform and Client Hub automation. Once a new submission is received in Jotform, a new client company will be created in the Client Hub app. Make your client management more efficient and save valuable time by automatically connecting the two platforms, so you can focus on delivering an excellent client experience.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create New Client Company
Creates a new Client Company
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Get Client Companies
Triggers when a new client company is added.
Try It
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Company NameRequired