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Jotform + SmartSuite

Create new records in SmartSuite for every new signed document in Jotform

Streamline your document management with this efficient workflow. As soon as a new signed document is added in Jotform, a record gets created in SmartSuite without delay. This automation saves time and ensures accurate record-keeping while providing a seamless link between Jotform and SmartSuite. Enjoy simplified business processes and improved productivity.

Streamline your document management with this efficient workflow. As soon as a new signed document is added in Jotform, a record gets created in SmartSuite without delay. This automation saves time and ensures accurate record-keeping while providing a seamless link between Jotform and SmartSuite. Enjoy simplified business processes and improved productivity.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    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

    • SolutionRequired

    • TableRequired

    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

    • SolutionRequired

    • TableRequired

    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

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  • Forms & Surveys

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smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.
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  • Create SmartSuite records for every new Jotform submission

 

  • Create new SmartSuite records from new Jotform submissions