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Jotform + Regal

Jotform + Regal

Jotform + Regal integrations

Create or update Regal contacts from new signed Jotform documents

Keep your contacts in the loop instantly by setting up this efficient workflow. Whenever a new document is signed within Jotform, this workflow will promptly create or update the contact in your Regal app. Offering an effortless solution to time consuming manual updates, this easy automation allows you to stay focused on growing your client relationships without missing any important information.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a signed document is received.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates or Updates a Contact in Regal
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More things you can do with Jotform and Regal

Discover other triggers and actions you can use with Jotform and Regal

    • 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
    • Disclaimer
    • User Id
    • Phone Number
    • SMS Opt In
    • Voice Opt In
    • Email
    • Email Opt In
    • First Name
    • Last Name
    • Assigned Agent Email
    • Lead Status
    • Funnel Stage
    • Street
    • State
    • City
    • Zip
    • Custom Properties Callout
    • Custom Property Name (A)
    • Custom Property Value (A)
    • Custom Property Name (B)
    • Custom Property Value (B)
    • Custom Property Name (C)
    • Custom Property Value (C)
    • Custom Property Name (D)
    • Custom Property Value (D)
    • Custom Property Name (E)
    • Custom Property Value (E)
    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
    • Disclaimer
    • User Id
    • Phone Number
    • Email
    • Event Name
      Required
    • Custom Property Name (A)
    • Custom Property Value (A)
    • Custom Property Name (B)
    • Custom Property Value (B)
    • Custom Property Name (C)
    • Custom Property Value (C)
    • Custom Property Name (D)
    • Custom Property Value (D)
    • Custom Property Name (E)
    • Custom Property Value (E)
    Action
    Write
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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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About Regal
Regal is an event-driven outbound contact center that helps B2C brands proactively engage and convert customers over phone, SMS, or email conversations.
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