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Workflows · 1 min read

Jotform Triggers and Actions in Workflows

Connect Jotform to act on submissions automatically and write workflow data back into a form.

Connect Jotform

  1. Go to Automation > Workflows and create or open a workflow.
  2. Add a trigger or action and search for Jotform.
  3. Click Connect and sign in to your Jotform account.
  4. Save the connection. You can reuse it in any workflow.
You can also manage the connection under Settings > Integrations.

Triggers

These start a workflow when something happens in Jotform:
  • New Submission (instant)
  • New Signed Document (checked about every few minutes)

Actions

Your workflow can do these in Jotform:
  • Create Submission

Tips

  • Test the trigger or action while you set it up so its data is available to later steps.
  • Create Submission supports 15 standard field types, like name, email, phone, text, number, dropdown, choice, rating, and date. Unsupported fields don't show in the mapping list.
  • Create Submission doesn't add payments, products, signatures, or bookings.

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