Jotform + Moxo

Create new Moxo clients from new Jotform submissions

Streamline your client management process with this Jotform to Moxo automation. Whenever you receive a new submission in Jotform, this workflow swiftly creates a new client record in Moxo. This efficient process saves you time and ensures all your client data is centralized and up-to-date.

Streamline your client management process with this Jotform to Moxo automation. Whenever you receive a new submission in Jotform, this workflow swiftly creates a new client record in Moxo. This efficient process saves you time and ensures all your client data is centralized and up-to-date.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    MoxoMoxo
    Create Client

    Creates a new client user.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • Id Explain

    • Zap Unique ID Label

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Id Explain

    • Zap Unique ID Label

    • Reference ID

    • Pre-configured Payload Info

    Trigger
    Instant
    Try It
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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moxo logo

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

  • Team Collaboration