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Jotform + Sortd for Gmail

Create tasks in Sortd for Gmail from new signed documents in Jotform

Stay organized and on top of your signed documents with this workflow. When a new signed document is added in Jotform, a task will be created in Sortd for Gmail to ensure timely follow-ups. With this automation, you can efficiently manage your signed documents and streamline your work processes.

Stay organized and on top of your signed documents with this workflow. When a new signed document is added in Jotform, a task will be created in Sortd for Gmail to ensure timely follow-ups. With this automation, you can efficiently manage your signed documents and streamline your work processes.

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

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    Sortd for GmailSortd for Gmail
    Create Task

    Create a new Task in Sortd

    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
    • TeamRequired

    • BoardRequired

    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
    • TeamRequired

    • BoardRequired

    Trigger
    Instant
    Try It
jotform logo
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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sortd logo
sortd logo

About Sortd for Gmail

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

Related categories