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Documentation Index

Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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Why Connect Newie + Jotform

For businesses using Jotform for intake forms, waivers, health questionnaires, or post-purchase surveys. Connecting Newie means a customer gets sent the right form at the right billing event - without you maintaining a separate “who needs to fill what” list.

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Common Zaps

Subscription Started → Gmail or Jotform: Send Form Link Send a personalised email with a prefilled Jotform link when the first subscription payment is complete. Use Jotform URL prefill or Assign Prefilled Form so known fields like name and email are filled in. One-Off Purchase Complete → Gmail or Jotform: Send Form Link Send an intake form (e.g. health questionnaire, waiver) after a one-off purchase is complete. Subscription Ends → Gmail: Send Jotform Link Send a cancellation/exit survey so you can learn why customers leave. Payment Overdue → Gmail: Send Jotform Link Send a short “what happened?” form to capture whether the issue is a card problem or a churn signal.

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What You’ll Need

  • Newie account with Zapier connected (Settings → Integrations → Zapier)
  • A Jotform account with enough form, submission, and signature allowance for the workflow you want to run
  • Jotform form(s) built and published, with field IDs noted for URL prefill

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Setup at a Glance

  1. In Newie, go to Settings → Integrations → Zapier and copy your API token.
  2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started for subscription onboarding, or One-Off Purchase Complete for one-off purchases.
  3. Build a prefilled Jotform URL using the form’s prefill URL parameters and available Newie trigger fields for name/email, or use Jotform’s Assign Prefilled Form action.
  4. Connect Gmail, Jotform, or your preferred email tool as the action and send the customer the form link.
  5. Test, then enable.
To act on submitted responses, build a separate Zap with Jotform’s New Submission trigger pointing into your CRM, Google Sheet, or Slack. Newie cannot be the action app. See Connecting Newie to Zapier for setup details.

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Notes

  • Jotform plans have monthly submission, form, and storage limits. Check the current plan limits before using it for high-volume intake or legally important forms.
  • URL-encode customer fields with Formatter by Zapier → Text → URL Encode so names with spaces or apostrophes do not break the prefill.
  • If you need a waiver-style signature, confirm the form, signature widget, and signed-document workflow are suitable for your business before promising customers a signed waiver.
Last updated: 30 May 2026