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Connect Route the Service Platform and Jotform to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Route the Service Platform with Jotform - no code necessary. See how you can get setup in minutes.

Select a trigger from Route the Service Platform

A trigger is an event that starts your Zap and runs the workflow. For example, with Route the Service Platform, a trigger could be "Client Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Route the Service Platform to Jotform

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Route the Service Platform to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Route the Service Platform and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Route the Service Platform triggers, actions, and search
    Client Created

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Client Name
      Required
    • Location Type
    • Contact Name
    • Contact Email
    • Contact Phone
    • Address
      Required
    • Custom Info
    Action
    Write
    • Client
      Required
    • Client Name
      Required
    • Address
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Location Type
    • Notes
    • Custom Info
    Action
    Write
    • Client Name
      Required
    • Client ID
      Required
    Action
    Search
  • Route the Service Platform triggers, actions, and search
    Location Created

    Triggers when a new location is created.

    Trigger
    Scheduled
    Try It
    • Client ID
      Required
    • Client Name
      Required
    • Location Type
    • Contact Name
    • Contact Email
    • Contact Phone
    • Address
      Required
    • Custom Info
    Action
    Write
    • Client
      Required
    • Client Name
      Required
    • Address
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Location Type
    • Notes
    • Custom Info
    Action
    Write
    • Client Name
      Required
    • Client ID
      Required
    Action
    Search

Learn how to automate Route the Service Platform on the Zapier blog

Learn how to automate Jotform on the Zapier blog

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About Route the Service Platform
Walkthrough, bidding and proposal software for commercial cleaning companies.
Related categories
  • Proposal & Invoice Management
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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