When updated matter in WealthCounsel, sync it to Jotform.

When a matter is updated in WealthCounsel, sync the updated matter details to Jotform.

Try:

See all WealthCounsel + Jotform integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

WealthCounsel Explore WealthCounsel →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in WealthCounsel.

New lead

Fires when a new client lead is added in WealthCounsel.

Invoice issued

Fires when a client invoice is issued in WealthCounsel.

Actions

Create matter

Opens a new case or matter in WealthCounsel.

Create contact

Adds a client, company or contact in WealthCounsel.

Create time entry

Logs billable time against a matter in WealthCounsel.

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.

Create contacts from intake When an intake form is submitted in Jotform, create a contact in WealthCounsel. See details

Open matters from forms When a qualified intake arrives in Jotform, create a matter in WealthCounsel. See details

Log time from forms When a time form is submitted in Jotform, create a time entry in WealthCounsel. See details

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “When updated matter in WealthCounsel, sync it to Jotform.” between WealthCounsel and Jotform?

Yes — describe it in the box above and Knit's Integrations Agent researches WealthCounsel 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.

Can an intake form create a matter?

Yes. When an intake form is submitted in Jotform, WealthCounsel can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in WealthCounsel.