Connect InsurGrid to Jotform and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Select a trigger from InsurGrid

A trigger is an event that starts your Zap and runs the workflow. For example, with InsurGrid, a trigger could be "New Client."
A trigger is the event that kicks off your automated workflow.

Setup an action from Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected InsurGrid to Jotform

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Triggers and actions are the main components of every automated workflow.

Connect InsurGrid and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect InsurGrid and Jotform to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

Automate Jotform: get inspired on the Zapier blog

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About InsurGrid
InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.
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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.
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