How do you connect Fillout Forms to Motion.io?
Fillout allows you to build forms that connect directly to Stripe, Airtable, Google Sheets, and more. By connecting forms you’ve created in Fillout to Motion.io, you can allow your clients to make payments, provide onboarding information, and submit requests directly from their Motion.io client portals.
Connecting Fillout Forms to Motion.io:
Step 1:
In your Fillout account, select the form you’d like to connect to your Motion.io client portal and click “Share.”
Step 2:
After clicking “Share,” click “Use this embed” under the “Embed options” tab of Fillout.
Copy the embed code from the pop-up window.
Step 3:
In your Motion.io account, select the client portal you’d like to add the Fillout form to from the left-hand sidebar, then navigate to Settings > Integrations > Add Tab.
In the Integration Tab editor, give your Tab a client-facing name in the “Title” section and enter any additional information for the client in the “Description” area.
Step 4:
Finally, click the “App Embed Code” dropdown near the bottom of the Integration Tab Editor and paste the embed code you copied from Fillout into the window.
Select an icon to display along with the tab’s title, and click “Save.”
Final thoughts:
And that does it!
By following these steps, you have successfully connected your Fillout Form to Motion.io — making it fast and easy for clients to make payments, provide onboarding information, and submit requests directly from their Motion.io client portals.
At last, a simple client portal
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