Better Agency + Jotform

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.
TriggerInstant
automatically do this!
Create/Update a ClientClient Form to create update a client
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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Create service requests in Better Agency for new Jotform submissions

Handle new Jotform submissions by creating or updating prospects in Better Agency