Integrating information from Jotform

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    vibewellness
    Asked on June 04, 2020 at 10:20 PM

    Hi There,

    I am starting a new business and will require quite a few forms- Jotform looks great for this. 


    My question is, how do I transfer client information (can be extensive) automatically into my other systems? I'm a Social Worker providing counselling and it doesn't look like Jotform integrate with any systems I could use for scheduling and keeping client records.

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    Patrick_R
    Answered on June 05, 2020 at 02:18 AM

    Hi @vibewellness! At Jotform, we understand the importance of integrations in today's scenario. We have an extensive list of apps that we integrate with.

    Here is the complete list of integrations that we support: https://www.jotform.com/integrations/

    - My question is, how do I transfer client information (can be extensive) automatically into my other systems?

    You can integrate Jotform with Airtable, Google Sheets, Dropbox to keep a second copy of your records. We have inbuilt integrations (link of the complete list already provided above) that you can use to easily transfer data from Jotform to other apps.

    As an example, this is how you can integrate Jotform with Google Sheets: https://www.jotform.com/help/228-How-to-Integrate-Forms-with-Google-Sheets

    - I'm a Social Worker providing counselling and it doesn't look like Jotform integrate with any systems I could use for scheduling and keeping client records.

    For scheduling your appointments, you have an option to integrate Jotform with Google Calendar. For keeping the client records, most of our users make use of Google Sheets and if you also collect uploads in your Form then Airtbale would be a better option. There are many other integration options as well.

    Q) What particular app are you looking to integrate Jotform with?

    Awaiting your response.