Commusoft + Jotform

Create new Commusoft customers from new Jotform submissions

Easily streamline your customer management process with this JotForm-Commusoft workflow. When a new submission is received in JotForm, a new customer will be created in Commusoft, ensuring your client information is always up-to-date and organized. Save time and improve efficiency by automating this essential task.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create New Customer
This action always create a new customer in Commusoft. Before using this action please ensure the given customer is not there in Commusoft.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed.
Trigger
Instant
Try It

New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It

New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
Try It
Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
Try It
Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
Try It
New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
Try It
- Customer TypeRequired
- AddressLine1Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer IdRequired
Action
Write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Diary
Triggers when new diary event created.
Trigger
Instant
Try It
Job Complete
Triggers when a job is completed.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
Try It
Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- Opportunity templateRequired
- SurnameRequired
- Name
- Addressline1Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer TypeRequired
- Addressline1Required
- Job DescriptionRequired
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Related categories

Scheduling & Booking

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 more Help

Related categories

Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

Commusoft + Jotform

Create new Commusoft customers from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Contact

Job Closed

New Invoice

New Opportunity

New Scheduled Activity

Opportunity Cancelled

Opportunity Won

New Office Tasks

Create New Customer

Customer TypeRequired

AddressLine1Required

Company Name

Company Landline

Company Email

Title

Email

Surname

Name

AddressLine2

AddressLine3

Town

County

Postcode

Landline

Mobile

Country code

Create New Work Address

Title

Name

Surname

Company Name

Addressline1Required

Addressline2

Addressline3

Postcode

Town

Country code

Mobile

Email

County

Landline

Customer IdRequired

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Diary

Job Complete

New Job

New Proposal

Opportunity Stage Changed

Opportunity Lost

Proposal Sent

Create Opportunity

Opportunity templateRequired

SurnameRequired