FYI + Jotform
FYI + Jotform
FYI + Jotform integrations
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.
- When this happens...New SubmissionTriggers when a new submission has been added to a specific form.
- automatically do this!Create or Update ClientCreate or Update a Client in FYI.
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More things you can do with Jotform and FYI
Discover other triggers and actions you can use with Jotform and FYI
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
ActionWrite
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
ActionWrite
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.
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