Jotform + RepCard

Create new RepCard contacts from new Jotform submissions

When a new submission rolls in from Jotform, this workflow tackles the task of updating your RepCard app by creating a new contact. It aids in maintaining your contact database up-to-date and eliminating the hassle of manual entries. This automation streamlines your process, allowing you to focus more on strengthening customer relationships.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Contact
This will create a contact in RepCard.
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
- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It

- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write

- First Name
- Last Name
- Type
- Contact Owner
- Email
- Country Code
- Phone Number
- Status
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
- Notes
- Address
- State
- City
- Zip
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
Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event belowRequired
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write
- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

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 more Help

Related categories

Forms & Surveys

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About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more Help

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

Jotform + RepCard

Create new RepCard contacts from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Appointment Outcome

Trigger when any appointment is changed to the status(s) below:Required

New Contact

Status Changed

Trigger when any contact is changed to the status(s) below:

Add Event Ticket

EventRequired

First Name

Last Name

Ticket NumberRequired

Email

Phone Number

Company Name

Ticket TypeRequired

Create Contact

First Name

Last Name

Type

Contact Owner

Email

Country Code

Phone Number

Status

Company Name

Title

Address

State

City

Zip

Latitude

Longitude

Notes

Create User

First NameRequired

Last Name

User EmailRequired

Country CodeRequired

Phone NumberRequired

RoleRequired

Job TitleRequired

OfficeRequired

Team

Update Contact

ContactRequired

First Name

Last Name

Type

Email

Country Code

Phone Number

Company Name

title

Status

Notes

Address

State

City

Zip

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info