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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Chats: New Channel" from ComTrack.

Add your action

An action happens after the trigger—such as "Assign Form" in Jotform.

You’re connected!

Zapier seamlessly connects ComTrack and Jotform, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Chats: New Channel
Triggers when a new channel is created.
Trigger
Polling
Try It
Chats: New File
Triggers when a new file is posted in a message.
Trigger
Polling
Try It
Chats: New Message Posted Anywhere
Triggers when a new message is posted anywhere in the organization.
Trigger
Polling
Try It
Chats: New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Agent Name
- Carrier
- Agent ID
- Agent NPN
- Statement Date
- Client Full Name
- Client First Name
- Client Middle Name Initial
- Client Last Name
- Carrier Member ID
- Policy Number
- Effective Date
- Prior Plan
- Termination Date
- Termination Reason
- Line
- Sub Line
- Plan Type
- Plan
- Contract
- PBP
- Member State
- Member County
- Premium
- Agent Split
- Comp Rate
- Lives
- Commission
- Expected Commission
- Commission Action
- Agent Comp Plan
- Agent Payroll
- Lock Pay
- Upline 1 Name
- Upline 1 Comp Plan
- Upline 1 Payroll
- Upline 2 Name
- Upline 2 Comp Plan
- Upline 2 Payroll
- Upline 3 Name
- Upline 3 Comp Plan
- Upline 3 Payroll
- Upline 4 Name
- Upline 4 Comp Plan
- Upline 4 Payroll
- Upline 5 Name
- Upline 5 Comp Plan
- Upline 5 Payroll
- Upline 6 Name
- Upline 6 Comp Plan
- Upline 6 Payroll
- Upline 7 Name
- Upline 7 Comp Plan
- Upline 7 Payroll
Action
Write

- Channel Name
  Required
- Creator User ID
  Required
Action
Write
- Channel
  Required
Action
Write

- Channel
  Required
- User ID to Invite
  Required
Action
Write
- Channel
  Required
- User ID (Author)
  Required
- Message Text
  Required
Action
Write
- Writing Agent Name
- Client First Name
- Client Last Name
- Date of Birth
- Address
- Street Address Line 2
- City
- State
- Zip Code
- Phone Number
- Email
- Submit Date
- Policy Number
- Effective Date
- Premium
- Client Type
- New to Carrier
Action
Write
- Note
- Folder
  Required
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Rule
  Required
Action
Write
- File
  Required
- Filename
  Required
Action
Write
- Rule
  Required
- Note
- Folder
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Channel Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Agent Name
- Carrier
- Client Full Name
- Date
- Policy Number
Action
Search
- Rule
  Required
Action
Search
- Folder
  Required
Action
Search
- 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

- Channel
  Required
Trigger
Polling
Try It
Chats: New Mention
Triggers when a new message mentions someone.
Trigger
Polling
Try It
- Channel
  Required
Trigger
Polling
Try It
New Application
Triggers when a new application is created in ComTrack — from the disposition form, HealthSherpa import, or any other source. Polls up to every few minutes depending on your Zapier plan.
Trigger
Polling
Try It
- Channel Name
  Required
- Creator User ID
  Required
Action
Write
- Channel ID
  Required
- Message ID
  Required
- User ID (who is deleting)
  Required
Action
Write
- Message ID
  Required
Action
Write
- Channel
  Required
- User ID to Remove
  Required
Action
Write
- Recipient User ID
  Required
- User ID (Author)
  Required
- Message Text
  Required
Action
Write
- Folder
  Required
- Number of Rules
  Required
Action
Write
- Folder Name
  Required
Action
Write
- Folder
  Required
Action
Write
- Agent Full Name
- Carrier
- Client Full Name
- Policy Number
- Date
- Note
- Folder ID
- AllTime Record ID
Action
Write
- Folder
  Required
- Folder Name
  Required
Action
Write
- Search Query
  Required
Action
Search
- Full Name or Part of Name
  Required
Action
Search
- Agent Name
- Carrier
- Client Full Name
- Date
- Policy Number
Action
Search
- Folder
Action
Search
- Dummy Field
Action
Search
- 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect ComTrack and Jotform to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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About ComTrack

ComTrack is a commission tracker for insurance agents.

HelpHelp

Related categories

Accounting

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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Connect ComTrack and Jotform to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ComTrack and Jotform to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Jotform on the Zapier blog

How to automatically save Jotform responses in Google Sheets

5 ways to automate Jotform with Zapier

How to connect JotForm to Salesforce and automatically send leads to your CRM

Make work flow with AI

Connect ComTrack to Jotform on the world's largest no-code automation platform