Apizeal + Jotform

Apizeal + Jotform integrations

Create or update Apizeal leads from new Jotform submissions

This workflow streamlines the connection between Jotform and Apizeal, boosting efficiency in lead management. Whenever there is a new submission in Jotform, the data is instantly transferred to Apizeal to create or update a lead. This automation eliminates the need for manual data entry, saving you time and reducing the risk of errors. Experience smoother, more seamless lead management with this workflow.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create/Update LeadTriggers when a new lead is created in Apizeal
ActionWrite

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More things you can do with Jotform and Apizeal

Discover other triggers and actions you can use with Jotform and Apizeal

- Form
  Required
Trigger
Instant
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- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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Task Created
Triggers when a new task is created in Apizeal
Trigger
Instant
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Task Status Updated
Triggers when a task status is updated in Apizeal
Trigger
Instant
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- Title
  Required
- Description
- Start
  Required
- End
  Required
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write
- Product Type
  Required
- Effective Date
  Required
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First Name
  Required
- Middle Name
- Last Name
  Required
- Second Last Name
- Email
- Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant
- Start Index
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email Address
  Required
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access Role
  Required
- Source (Integration Name)
Action
Write
- Policy ID
  Required
- Status ID
  Required
Action
Write
- Last Name
  Required
- Email address
  Required
- Phone
  Required
- Date of Birth
  Required
- Search in Contacts, Leads, or both
Action
Search
- Last Name
  Required
- Date of Birth
  Required
- Zip Code
  Required
- Product Type
Action
Search

- Document
  Required
Trigger
Polling
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- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
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SMS Received
Triggers when a new SMS is received in Apizeal
Trigger
Instant
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Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
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Policy Status Updated
Triggers when a policy status is updated in Apizeal
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Contact ID
- Policy ID
- Assigned Contact ID
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone Number
  Required
- Description
  Required
- Source (Integration Name)
Action
Write
- Task ID
  Required
- Status ID
  Required
Action
Write
- Contact ID
  Required
- Product Type
Action
Search

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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