SortScape Jotform

Send intake questionnaires when appointments are scheduled

When a new customer books in SortScape, add them as a respondent in Jotform so they receive a pre-meeting survey.

Try:

See all SortScape + Jotform integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SortScape Explore SortScape →

Triggers
New booking made

Fires when a new booking or appointment is made in SortScape.

Booking rescheduled or canceled

Fires when a booking in SortScape is changed or canceled.

New customer

Fires when a new customer books for the first time in SortScape.

Actions
Create a booking

Creates a new booking or appointment in SortScape.

Cancel or reschedule a booking

Cancels or moves a booking in SortScape.

Create or update a customer

Creates or updates a customer record in SortScape.

Add the booking to a calendar

Adds a booking from SortScape to a connected calendar.

Jotform Explore Jotform →

Triggers
New form response

Fires when a form is submitted in Jotform.

Survey completed

Fires when a respondent finishes a survey in Jotform.

Response updated

Fires when an existing response is edited in Jotform.

Actions
Create or update form

Creates or updates a form or survey in Jotform.

Retrieve a response

Looks up a specific form response in Jotform.

Add a respondent

Adds a respondent or contact to a form in Jotform.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Jotform, automatically create a booking in SortScape with their submitted contact details. See details
Update client records when survey responses change When a client updates their survey details in Jotform, update their customer record in SortScape so hosts have current information. See details

See all SortScape + Jotform integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send intake questionnaires when appointments are scheduled” between SortScape and Jotform?

Yes — describe it in the box above and Knit's Integrations Agent researches SortScape and Jotform's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Jotform and SortScape streamline appointment booking?

When clients complete intake surveys in Jotform, their details are passed into SortScape to automatically create appointment bookings.

Can new bookings in SortScape send intake forms in Jotform?

Yes, booking a new meeting in SortScape can add the client as a respondent in Jotform so intake forms go out ahead of time.

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