FYI + Jotform
Create or update FYI clients from new Jotform submissions
Streamline your client management process with this effortless workflow. When a new submission is detected in Jotform, it instantly updates or creates a client profile in FYI, saving you time and improving accuracy. That way, you can be sure your client information always stays up-to-date and organized, boosting productivity in your operations.
Streamline your client management process with this effortless workflow. When a new submission is detected in Jotform, it instantly updates or creates a client profile in FYI, saving you time and improving accuracy. That way, you can be sure your client information always stays up-to-date and organized, boosting productivity in your operations.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create or Update Client
Create or Update a Client in FYI.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
NameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
