Integrating JotForm with Zapier: A Step-by-Step Guide to Setting Up Triggers
Published on Feb 28th, 2024
Integrating JotForm with Zapier can streamline your workflows by automating tasks between different services. Below we outline the steps to link a JotForm to a Zapier trigger, helping you enhance efficiency and productivity.
Step 1: Create or Select Your JotForm
Start by ensuring you have a JotForm ready to use. If you need to create a new form, visit JotForm’s website and customize your form using their robust form builder.
Step 2: Create a Zapier Account
If you don’t already have an account with Zapier, you can sign up for free at zapier.com. Once you have an account, you can start creating 'Zaps', which are automated workflows.
Step 3: Make a New Zap
Log in to your Zapier account and click on the ‘Make a Zap’ button. This will be the foundation of your automation process.
Step 4: Set Up the Trigger
In the 'Choose App & Event' section, search for and select 'JotForm' as the trigger app. After that, choose the specific event that will trigger the Zap, such as 'New Submission'.
Step 5: Connect Your JotForm Account
Next, you'll be prompted to connect your JotForm account to Zapier. Click on ‘Connect an Account’ and sign in to your JotForm account to link it.
Step 6: Select the Form
After your JotForm account is connected, select the form you wish to link from the dropdown menu. This tells Zapier which form should initiate the action when a new submission is received.
Step 7: Test Your Trigger
Before activating the Zap, Zapier will ask you to test the trigger to ensure it's working correctly. Follow the prompts to perform this test.
Step 8: Define the Action
Once the trigger is set, choose the action that should follow the form submission. This could involve adding data to a spreadsheet, sending an email, or any of the thousands of actions available on Zapier.
Step 9: Activate Your Zap
Finally, once you're satisfied with the setup, turn on your Zap. The new automation is now active, and your JotForm submissions will automatically trigger the corresponding actions in Zapier.
There you have it—a simple process to link your JotForm to a Zapier trigger. With this setup, you can ensure that your data collection is efficiently driving your subsequent workflows, leading to a more optimized and productive use of time.