Jotform + Rocket Referrals

Create or update Rocket Referrals contacts from new Jotform submissions

Streamline your workflow by instantly updating client data in Rocket Referrals when a new response is received in Jotform. This automation minimizes manual tasks by translating new Jotform responses into contact updates or creations in your Rocket Referrals list—keeping your client interactions fresh and your business operating efficiently.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create/Update Contact
Creates or updates a contact.
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 onRequired
Trigger
Instant
Try It
- Trigger onRequired
Trigger
Instant
Try It

- Search for existing contacts byRequired
- Update onlyRequired
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
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
- Trigger onRequired
Trigger
Instant
Try It
- Trigger onRequired
Trigger
Instant
Try It

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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Wufoo

Forms & Surveys

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Typeform

Forms & Surveys

About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Jotform + Rocket Referrals

Create or update Rocket Referrals contacts from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Communication

Trigger onRequired

Survey

Trigger onRequired

Create/Update Contact

Search for existing contacts byRequired

Update onlyRequired

Contact ID

Contact type

Full name

First name

Middle name

Last name

Nickname

Primary nickname

Gender

Birthday

Spouse first name

Spouse last name

Spouse nickname

Spouse full name

Spouse birthday

Language

Address line 1

Address line 2

City

State

Zip

Phone

Email

Email Unsubscribe

Account number

Primary employee (Employee ID)

Customer since date

Last purchase date

Customer end date

Contact status

Organization name

Key contact (Yes/No)

Referred by (name or account number)

Referred on date

Active product count

Total revenue/value

Add to list

Remove from list

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Review

Trigger onRequired

Testimonial

Trigger onRequired

About Jotform

Related categories

Similar apps