Better Agency + Jotform integrations
Create/Update clients in Better Agency from new submissions in Jotform
Use this to sync your service request forms directly to Better Agency. When you do this, you can start the service pipeline, assign an owner and the service request campaign.
- When this happens...New SubmissionTriggers when a new submission has been added to a specific form.
- automatically do this!Create/Update a ClientClient Form to create update a client
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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
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- New Contact Added
Triggers when a new contact is added in Better Agency.
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- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Note Type
- Assigned Owner
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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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