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Jotform + Regal

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.

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...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    RegalRegal
    Create or Update Contact

    Creates or Updates a Contact in Regal

    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

    • 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

    • 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

    • Disclaimer

    • User Id

    • Phone Number

    • Email

    • Event NameRequired

    • 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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jotform logo

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 moreHelp

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  • Forms & Surveys

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regal logo
regal logo

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.
Help

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