Jotform + Intercom + Trello Integrations
How to connect Jotform + Intercom + Trello
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Do even more with Jotform + Intercom + Trello
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jotform, Intercom, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
Select a formRequired
Select a form to assign
Asignee emailRequired
Enter your assignee’s email address
Invitation Message
Include an invitation message
Assignee Permission
Let assignees submit only, submit and view submissions later, or submit and edit submissions later
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select a formRequired
Select a form to create submissions for
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Event NameRequired
The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example,
updated-plan.Metadata
Limited to max 5 key/value pairs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the
Company ID.Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Specify the user you would like to tag or untag.
Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the User.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Created At
If you want the current datetime to be used, try entering "now".
User ID
A unique string identifier for the user.
Full Name
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use an
Email,ID, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Company NameRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivityRequired
Only trigger for this type of activity/action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board
Choosing a board will trigger only for cards due on that board.
Time Before
How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Only trigger for new checklists in this board.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
Checklist Item NameRequired
Checklist Item Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add an attachment to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the attachment to.
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to move.
From List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to move.
To Board
Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
To ListRequired
Pick the list to move the card to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to update.
Card Name
Leave this blank if you do not want to update the name.
Card Description
Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
Card Due Date
Leave this blank if you do not want to update the due date.
Due Complete
Card Position
Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to close.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card with the checklist item you want to complete.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist item you want to complete.
ChecklistRequired
Pick the checklist which has the item you want to complete.
Checklist ItemRequired
Pick the checklist item you want to complete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card that contains the checklist you're looking for.
SearchRequired
Search by matching Checklist Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Select a formRequired
Select a form to assign
Assignee emailRequired
Enter your assignee’s email address
Invitation Message
Include an invitation message
Prefilled Field Permissions
Make pre-populated fields read only or editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Jotform are located here http://api.jotform.com/docs/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new conversation is created by a user in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The email address of the user you wish to add a note to.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Specify the lead you would like to tag or untag.
Tag NameRequired
Attach a tag to a specific lead.
Untag?
If
Yesis selected, the tag will be removed from the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
Full Name
User ID
A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
Company
Associates the user with a company in Intercom.
Unsubscribed From Emails
Phone Number
The phone number of the user.
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Intercom are located here https://developers.intercom.com/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Enter the name of the company you're trying to find.
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard
Choosing a board will trigger on all new cards on that board.
List
Requires a board to be selected.
Filter
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
ListRequired
List where the card was moved to.
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to archive.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to archive.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the label you want to add.
LabelRequired
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the label to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to add members to.
Member(s)Required
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add members to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Filter cards below by board.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to copy.
NameRequired
Enter the name of your new board.
Organization
Add the board to an organization (it'll be in your Personal Boards if left blank).
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to remove the label from.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to remove the label from.
LabelRequired
Requires a board to be selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card that contains the checklist you're looking for.
ChecklistRequired
Pick the checklist that contains the checklist item you're looking for.
SearchRequired
Search by matching Checklist Item Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
SearchRequired
Search by matching Checklist Name.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Jotform + Intercom + Trello Integrations Work
- Step 1: Authenticate Jotform, Intercom, and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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