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Jotform + Simpro

Create new Simpro service quotes from new Jotform submissions

Stay on top of your business processes with this intuitive workflow. Once implemented, every time you get a new submission on Jotform, a service quote will be created in Simpro immediately. This automation not only saves you time but ensures a seamless transition of data between Jotform and Simpro, improving efficiency and accuracy in the way you handle job quotes.

Stay on top of your business processes with this intuitive workflow. Once implemented, every time you get a new submission on Jotform, a service quote will be created in Simpro immediately. This automation not only saves you time but ensures a seamless transition of data between Jotform and Simpro, improving efficiency and accuracy in the way you handle job quotes.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Service Quote

    This is a hidden trigger, and is used in a Dynamic Dropdown within this app

    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
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    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
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    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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simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

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