Jotform + Sierra Interactive

Add new Jotform submissions to Sierra Interactive as notes

Streamline your Jotform submissions with this seamless workflow that connects Jotform and Sierra Interactive. When a new submission is received in Jotform, a note will be created in Sierra Interactive, keeping your records organized and up-to-date. Save time and improve data accuracy with this efficient automation between Jotform and Sierra Interactive.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Note
Add a Note to the lead's history.
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
- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It

- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SitesRequired
- AgentRequired
Trigger
Instant
Try It

- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write
- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
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
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
Try It
- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
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

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Jotform + Sierra Interactive

Add new Jotform submissions to Sierra Interactive as notes

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Lead

SiteRequired

AgentRequired

Source Type

Type

SourceRequired

New Site Visit

SiteRequired

AgentRequired

New Schedule Showing Request

SiteRequired

AgentRequired

New Task

SitesRequired

AgentRequired

Apply Fully Automated Action Plan

Fully Automated Action PlanRequired

Note

Start Next Day if Applied After

Lead Id or Email or Phone NumberRequired

Create Lead

Lead First NameRequired

Lead Last NameRequired

PasswordRequired

Lead Type

Lead Status

EmailRequired

Email Status

Phone

Phone Status

Agent

Referral Fee

Send Registration Email

Lead Source Type

Note

Tags

Source

Site

City

Street Address

Zip

State

Home Anniversary

Birthday

Find Lead

Lead Id or Email or PhoneRequired

Stop Fully Automated Action Plan (Other Reason)

Fully Automated Action PlanRequired

Update Action Plan StatusRequired

Lead Id or Email or Phone NumberRequired

Note

Update Lead

Lead Id or Email or PhoneRequired

First Name

Last Name

Password

Email

Phone

Referral Fee

Note

Lead Status

Email Status

Phone Status

Source Type

Tags

Remove Tags

Source