Effortlessly Collect Data with Jotform Integration

Enhance your Clinked experience with Jotform integration. Build intuitive forms, embed them in Clinked Notes, receive responses via email, and store submission data as a CSV file within Clinked.

How to Create Jotform Forms

A screenshot of Clinked's platform, illustrating the step-by-step process of creating Jotform forms, featuring user-friendly navigation and customizable form fields.

Follow these steps to create Jotform forms:

  1. Visit Jotform and sign up for a free account.
  2. Select Create Form and choose a template or start from scratch.
  3. Drag and drop form elements to build your form.

Embedding Jotform Forms in Clinked

A screenshot of Clinked's platform showcasing the integration of Jotform forms, illustrating seamless embedding capabilities for enhanced client interaction and data collection.

Integrate Jotform forms into Clinked Notes:

  1. After creating the form, go to Publish and copy the Direct link.
  2. In Clinked, create or edit a Note, paste the link, and hit Save.
  3. The form will be embedded for clients to fill out directly in Clinked.

Storing Jotform Submissions in Clinked

A screenshot of Clinked's integration feature, showcasing the process of storing Jotform submissions directly into the platform, highlighting seamless data management and organization.

Store Jotform submissions as a CSV in Clinked:

  1. In Jotform, go to Settings > API and copy the API key.
  2. In Clinked, go to Personal Settings > Integrations, enable Jotform integration, paste the API key, and activate.
  3. In any group’s Files section, select Store Jotform Submissions from the Upload Files dropdown.
  4. Choose the form to create a CSV, which will update automatically with new submissions.

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