Jotform + Zomentum PartnerAlign

Create or update partners in Zomentum PartnerAlign for new signed documents in Jotform

When a new document gets signed in Jotform, this workflow immediately updates or creates a partner in Zomentum PartnerAlign. This fast and effective way to streamline document management ensures you keep up with the latest changes in your partner's information. Ideal for businesses that require real-time updates for relationship management, this process eliminates redundant steps and saves valuable time.

When this happens...
New Signed Document
Triggers when a signed document is received.
TriggerScheduled
automatically do this!
Create or Update Partner
Create or Update Partner
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
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Client Created
Triggers when a new client is created.
Trigger
Scheduled
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Opportunity Created
Triggers when a new opportunity is created.
Trigger
Scheduled
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Get All Opportunity Shared by Partner
Triggers when to fetch all Opportunity Shared by Partner.
Trigger
Scheduled
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Vendor Partner Invited
Triggers when a partner is invited by the vendor.
Trigger
Scheduled
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- ClientCompanyId
- nameRequired
- Owner
- Partner Manager Id
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity PipelineRequired
- Opportunity StageRequired
- Won Reason
- Loss Reason
- Contact Type
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search

- 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
Contact Updated
Triggers when a contact is update.
Trigger
Scheduled
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Client Updated
Triggers when a client is updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Scheduled
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Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
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Vendor Partner Status Update
Triggers when a partner accepts/rejects an invitation.
Trigger
Scheduled
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- ClientContactId
- ClientCompanyNameRequired
- ClientCompanyId
- firstRequired
- last
Action
Write
- id
- EmailRequired
- Full Name
- Company NameRequired
- Currency
- Status
Action
Write
- ClientUserIdRequired
Action
Search

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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About Zomentum PartnerAlign

Zomentum PartnerAlign makes it easier for SaaS companies to support their Partners, grow their channel programs, and scale revenue.

Help

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

Jotform + Zomentum PartnerAlign

Create or update partners in Zomentum PartnerAlign for new signed documents in Jotform

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Contact Created

Client Created

Opportunity Created

Get All Opportunity Shared by Partner

Vendor Partner Invited

Create or Update Client

ClientCompanyId

nameRequired

Owner

Partner Manager Id

Create or Update Opportunity

OpportunityId

NameRequired

Client NameRequired

Contact Email

Opportunity PipelineRequired

Opportunity StageRequired

Won Reason

Loss Reason

Contact Type

Get Client Company

ClientCompanyIdRequired

GetOpportunities

GetClientContact

GetOpportunity

OpportunityIdRequired

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

Contact Updated

Client Updated

Opportunity Updated

Users

Vendor Partner Status Update

Create or Update Contact

ClientContactId

ClientCompanyNameRequired

ClientCompanyId

firstRequired

last

Create or Update Partner

id

EmailRequired

Full Name

Company NameRequired

Currency

Status

Get Client Contact

ClientUserIdRequired

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform