Jotform + Zomentum PartnerAlign

Create or update Zomentum PartnerAlign partners with new Jotform submissions

Stay updated with every new form submission on Jotform, using this seamless workflow. Each time there's a new form submission in Jotform, this automation swiftly creates or updates a partner in your Zomentum PartnerAlign app. It not only saves you the hassle of manual data transfer but also keeps your partner information in Zomentum PartnerAlign up-to-date.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create or Update Partner
Create or Update Partner
ActionWrite

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Supported triggers and actions

- 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
Polling
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Client Created
Triggers when a new client is created.
Trigger
Polling
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Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
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Get All Opportunity Shared by Partner
Triggers when to fetch all Opportunity Shared by Partner.
Trigger
Polling
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Vendor Partner Invited
Triggers when a partner is invited by the vendor.
Trigger
Polling
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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
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
Contact Updated
Triggers when a contact is update.
Trigger
Polling
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Client Updated
Triggers when a client is updated.
Trigger
Polling
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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Users
Triggers when fetch owner while creating client.
Trigger
Polling
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Vendor Partner Status Update
Triggers when a partner accepts/rejects an invitation.
Trigger
Polling
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- ClientContactId
- ClientCompanyNameRequired
- ClientCompanyId
- firstRequired
- last
Action
Write
- id
- EmailRequired
- Full Name
- Company NameRequired
- Currency
- Status
Action
Write
- ClientUserIdRequired
Action
Search

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