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Send a Jotform intake form, questionnaire or waiver to a customer after they buy in Newie. You can email a link with known details already filled in, or use Jotform’s form-assignment action.

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Prepare the form

Publish the form and check that your Jotform plan covers the expected submissions, stored files and signature features. If the form collects a signature, test the signature and signed-document workflow as part of setup. For a prefilled link, note each field’s unique name. Jotform uses those names in URL prefill parameters, rather than the field IDs. Values put in the URL are visible in the link; leave private answers out and let the customer enter them in the form.

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Choose when to send it

  • Payment Paid: send after confirmed payment for a one-off purchase, or whenever intake must wait for payment confirmation.
  • Subscription Started: send on the subscription billing start date.
  • Subscription Created: send preparation questions before a future start date.
  • Subscription Ends: send an exit survey. This event also fires when an instalment plan completes; if you only want cancellation feedback, have someone confirm why the subscription ended before sending the survey.

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Deliver the form

Connect Newie to Zapier, choose the trigger and add an Offering ID filter for the service. If intake should happen only once, add a repeat-action check: Payment Paid also runs for renewals and instalments. Then choose one delivery method: Email a link. Use the published form URL, with prefill parameters only for the fields you want to fill. For those parameters, use Formatter → Text → URL Encode on each customer value so spaces and special characters do not break the link. Add Gmail or another email app and send the completed link to the customer’s usable email address. Assign the form through Jotform. Connect Jotform and choose Assign Prefilled Form. Select the published form, map the customer’s usable email to Assignee email, and write the Invitation Message. Map the values to prefill, then use Prefilled Field Permissions to choose which filled-in fields the customer can edit. Test the delivery method you chose: receive the invitation or email, open the form, check the prefilled details and submit a response. Turn on the Zap once the whole journey works.

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Follow up on responses

Build another Zap using Jotform’s New Submission trigger to put the answers in your CRM or Google Sheet, or notify the team. Newie is not available as the action app for this response workflow. Last updated: 2026-09-09