Jotform + Simpro

Create new Simpro customers from new Jotform submissions

Streamline your customer onboarding process with this efficient workflow. When a new submission is made in Jotform, a new company customer is instantly created in Simpro. This automation not only saves time and effort but also removes the chance of manual input error. Enhance your productivity and maintain impeccable data accuracy today.

Streamline your customer onboarding process with this efficient workflow. When a new submission is made in Jotform, a new company customer is instantly created in Simpro. This automation not only saves time and effort but also removes the chance of manual input error. Enhance your productivity and maintain impeccable data accuracy today.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Company Customer

    Creates a new company customer.

    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
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    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
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
jotform logo
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 moreHelp

Related categories

  • Forms & Surveys

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simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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Related categories

  • Project Management