JotForm offers the ability to create professional-looking forms with no coding. You can style the form with your own logo, fonts and colors. You can use the forms to do things like collect payments. Once you have your JotForm, you can integrate it with your system to add the contacts and trigger Workflows.

1. Create a Workflow in AllClients

Create a Workflow in AllClients, enable the Trigger and copy the URL Trigger URL.

2. Create a JotForm Form

When adding the Form Elements, do not use the Address field. Use text fields and map each element to the database individually.

3. Map Fields to the database.

Name and Email will automatically map.

For other fields, you will need to set a parameter to tell us where to put the data.

While on the field you want to map, click the cog icon to go to Field Settings for the Mapping.

4. Go to ADVANCED.

5. Open Field Details and enter the matching database field from the Field Names.

You can locate the required Form Fields HERE

Set Up Integration.

6. Once all the fields are mapped properly, go to the JOTFORM FORM SETTINGS and INTEGRATIONS.

7.Search for WebHooks and select it.

8. Add your Workflow Trigger URL and click COMPLETE INTEGRATION.

Test your Integration.

9. Test Results

When the contact is added to AllClients successfully, you will see notes including the raw JotForm data so you can see all the data.

If you are editing your JotForm, you will want to test all aspects of the integration again. In some cases, changing your JotForm will cause the integration to stop triggering the Workflow. You will need to turn the Workflow Trigger off and turn it back on to get the link and reintegrate with the above steps.

If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401