Better Agency + Jotform

Better Agency + Jotform integrations

Create service requests in Better Agency for new Jotform submissions

Effortlessly streamline your submission process by connecting Jotform with Better Agency. This workflow is initiated when a new submission is received in Jotform, and instantly creates a service request in Better Agency. Save time, reduce manual data entry, and ensure a swift response to clients' needs with this seamless automation.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Service RequestCreate Service Request and claim.
ActionWrite

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More things you can do with Jotform and Better Agency

Discover other triggers and actions you can use with Jotform and Better Agency

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
Try It
- Tag
  Required
Trigger
Polling
Try It

- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It

- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
  Required
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

- Document
  Required
Trigger
Polling
Try It
- 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
- Note Type
- Assigned Owner
Trigger
Polling
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- Assign Owner
- Start Campaign
Action
Write
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Street Address
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

HelpHelp

Related categories

Marketing

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.

Learn moreLearn moreHelpHelp

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