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hannahandersonaestheticsI'm just after some help, I have made all of my consultation forms on jot form for different beauty treatments, I can work out how to connect them to my set more booking app using zapier as the trigger app but I can only see that it lets me connect one form and the trigger being a new appointment made. however I feel like I need to filter this more as I offer multiple services so I would be needing to send a specifict consultation form for the treatment being booked, is this something I can do? thank you x
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Podo: Support SpecialistHi Hannah,
Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.
You can connect your Jotform consultation forms to your Setmore booking app using Zapier by setting up a Zap for each form individually. Each form can trigger an event in Zapier when a new submission is received.
To send a specific consultation form based on the treatment booked, you can use Zapier's built-in filtering options. Here's how to do it:
- Create a Zap for each consultation form in Zapier, setting the trigger as a new submission from the corresponding Jotform consultation form.
- Use Zapier filters to specify conditions based on the treatment type or any other field in your booking app's data. This way, only submissions matching the filter criteria will trigger the sending of the specific consultation form.
- Set the action in Zapier to send the appropriate consultation form or perform the desired task for that treatment.
This setup allows you to manage multiple services and send the correct consultation form for each treatment booked.
Let me know if you need detailed steps on setting up filters in Zapier or connecting multiple forms.
Give it a try and let us know how it goes.
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Jeric_THi Hannah,
I tried setting this up through Zapier, and unfortunately, you can only select 1 form for the trigger. This means you’ll need to create a separate Zap for each form. Since this involves third-party automation, it would be best to reach out to Zapier to check if a custom setup is possible, such as using multiple forms as a single trigger, so you can streamline everything into just one Zap.
Reach out again if there’s anything else we can do for you.
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