Jotform + Workiz

Create Workiz leads from new Jotform submissions

Effortlessly streamline your lead generation process with this workflow that connects Jotform and Workiz. Whenever a new submission is received in Jotform, a lead will be created in Workiz, saving you time and ensuring no potential clients slip through the cracks. Focus more on nurturing leads and growing your business with this seamless automation!

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Lead
Schedules a new lead in your Workiz account.
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
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
Try It

New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
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
Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
Try It
New Job
Triggers when a new job is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
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

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Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Help

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Jotform + Workiz

Create Workiz leads from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Job Is Done

Lead Status Change

New Lead

Create Lead

First NameRequired

Last name

Phone Number

Address

City

State

PostalCode

Lead start time

Email address

Lead source

Description

Company

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Job Status Change

New Job

Create Job

First NameRequired

Last name

Phone

AddressRequired

CityRequired

State

PostalCodeRequired

Jobs start timeRequired

Job TypeRequired

Service Area

Email address

Job source

JobNotes

Company

Phone Ext

Second Phone

Second Phone Ext

Unit

Job End Date Time

Client Id

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

About Workiz

Related categories