Use Jotform Triggers and Actions in Workflows

Jotform steps start workflows from submissions and signed documents, and can add new submissions to a form from workflow data.

Triggers

• New Submission: arrives by webhook, so it starts as soon as the form is submitted.
• New Signed Document: starts after a document with an e-signature is completed. It is polled about every five minutes.

Action

Create Submission writes values from the workflow into a chosen Jotform form. Supported fields include name, email, address, phone, short and long text, number, dropdown, single and multiple choice, yes/no, star and scale ratings, date (use YYYY-MM-DD), and time (use HH:MM).

Limits to know

• File upload, signature, appointment, and payment fields are not populated and stay empty.
• Appointment fields do not reserve a slot.
• A blank unsupported field does not produce an error, even if it is required in Jotform.

Connect and set up

1. Go to Automation > Workflows, add a Jotform trigger or action, and click Connect your account.
2. Enter your Jotform API key. You can also do this under Settings > Integrations.
3. Select the form.
4. For a trigger, click Test Trigger so the sample metadata becomes available to later steps.
5. For Create Submission, map each supported field to text or a workflow value.
6. Save and publish.

Example

Start a workflow when a signed agreement completes, tag the Contact "Signed," and notify the account owner.

Good to know: Always run Test Trigger during setup; without it, later steps cannot see the submission details.