Axonaut + Jotform

Assign new forms in Jotform when new quotations are created in Axonaut

Elevate your sales cycle efficiency with this Axonaut and Jotform workflow. Each time a new quotation is created in Axonaut, a form will be assigned in Jotform, streamlining your tracking process and enabling quick response times. Simplify your record-keeping and ensure each quote gets the attention it deserves, enhancing your business's productivity and customer satisfaction.

When this happens...
New Quotation
Triggers when a new quotation is created.
TriggerPolling
automatically do this!
Assign Form
Invite assignees to complete your form
ActionWrite

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Supported triggers and actions

New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It

- Quotation statusRequired
Trigger
Polling
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Polling
Try It

- Company IDRequired
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amountRequired
Action
Write
- Invoice IdRequired
- Invoice NatureRequired
- Payment amountRequired
- Payment DateRequired
- Payment Reference
Action
Write
- Product nameRequired
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company IdRequired
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket titleRequired
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product IdRequired
Action
Write
- Contract IDRequired
Action
Search
- Supplier IdRequired
Action
Search
- Employee email
- Employee phone
Action
Search
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write

New Closed Ticket
Triggers when a ticket is closed.
Trigger
Polling
Try It
New Contract
Triggers when a new contract is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
- Opportunities statusRequired
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event contentRequired
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee emailRequired
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- NameRequired
- PriceRequired
- Tax rate
- QuantityRequired
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amountRequired
- Opportunity comment
- Opportunity pipeRequired
- Opportunity stepRequired
- Business manager emailRequired
- Opportunity probabilityRequired
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company NameRequired
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier nameRequired
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense IDRequired
Action
Write
- Company idRequired
Action
Search
- Quotation IDRequired
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write
- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

Forms & Surveys

Similar apps

Related Zap Templates

Create companies and employees in Axonaut from new Jotform submissions

Axonaut + Jotform

Assign new forms in Jotform when new quotations are created in Axonaut

New Axonaut User

New Company

New Employee

New Invoice

New Product

New Quotation

New Ticket

Create Employee

Create Expense

Create Invoice Payment

Create Product

Create Quotation

Create Ticket

Find Product

Find Contract

Find Supplier

Search Employee

New Submission

Assign Form

Create Submission

New Closed Ticket

New Contract

New Expense

New Opportunity

New Project

New Task

Create Company and Employee

Create Event

Create Invoice

Create Opportunity

Create Prospect

Create Supplier

Find Expense

Find Company

Find Quotation

Search Company

Find Employee or Create Company and Employee

New Signed Document

Assign Prefilled Form

API Request (Beta)

About Axonaut

Related categories

Similar apps

Zapier Interfaces

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

Related Zap Templates

Related Zap Templates