How to trigger the loading of the data automatically within the URL?

gger the loading of the data automatically within the URL, so as clients arrive it's branded for them and their data they need is preloaded without them needing to go through another step.

You can use our Prepopulate app or manually prepopulate the fields on the form and create a prepopulated form URL for your clients as explained here: https://www.jotform.com/help/71-prepopulating-fields-to-your-jotform-via-url-parameters

Do try and let us know if this helps.