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Jotform + Salesforce

Create Salesforce files from new Jotform submissions for seamless data management

Avoid the hassle of manual data transfers from Jotform to Salesforce with this efficient workflow. Every time you receive a new submission in Jotform, a corresponding file is instantly created in Salesforce, simplifying and streamlining your form submission process. Save time and ensure consistency across your platforms, all while focusing more on analyzing and using the information, rather than handling it.

Avoid the hassle of manual data transfers from Jotform to Salesforce with this efficient workflow. Every time you receive a new submission in Jotform, a corresponding file is instantly created in Salesforce, simplifying and streamlining your form submission process. Save time and ensure consistency across your platforms, all while focusing more on analyzing and using the information, rather than handling it.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create File

    Creates a new File (max 25MB).

    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
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • 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
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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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

Related categories

  • Forms & Surveys

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About Salesforce

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