Add new signed Jotform documents to Square customer groups
Effortlessly manage your customer records with this seamless workflow between Jotform and Square. Once a new signed document is submitted in Jotform, the customer will be instantly added to a group in your Square account. Keep your customer base organized and up-to-date, allowing you to focus on growing your business.
Effortlessly manage your customer records with this seamless workflow between Jotform and Square. Once a new signed document is submitted in Jotform, the customer will be instantly added to a group in your Square account. Keep your customer base organized and up-to-date, allowing you to focus on growing your business.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Add Customer to Group
Adds a customer to a group.
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