Apizeal + Jotform

Create or update Apizeal leads from new Jotform submissions

This workflow streamlines the connection between Jotform and Apizeal, boosting efficiency in lead management. Whenever there is a new submission in Jotform, the data is instantly transferred to Apizeal to create or update a lead. This automation eliminates the need for manual data entry, saving you time and reducing the risk of errors. Experience smoother, more seamless lead management with this workflow.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create/Update Lead
Triggers when a new lead is created in Apizeal
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- 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 in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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Task Created
Triggers when a new task is created in Apizeal
Trigger
Instant
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Task Status Updated
Triggers when a task status is updated in Apizeal
Trigger
Instant
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- TitleRequired
- Description
- StartRequired
- EndRequired
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write
- Product TypeRequired
- Effective DateRequired
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First NameRequired
- Middle Name
- Last NameRequired
- Second Last Name
- Email
- Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant
- Start Index
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email AddressRequired
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access RoleRequired
- Source (Integration Name)
Action
Write
- Policy IDRequired
- Status IDRequired
Action
Write
- Last NameRequired
- Email addressRequired
- PhoneRequired
- Date of BirthRequired
- Search in Contacts, Leads, or both
Action
Search
- Last NameRequired
- Date of BirthRequired
- Zip CodeRequired
- Product Type
Action
Search

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
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SMS Received
Triggers when a new SMS is received in Apizeal
Trigger
Instant
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Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
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Policy Status Updated
Triggers when a policy status is updated in Apizeal
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- TitleRequired
- Description
- Priority
- Due Date
- Contact ID
- Policy ID
- Assigned Contact ID
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Task IDRequired
- Status IDRequired
Action
Write
- Contact IDRequired
- Product Type
Action
Search

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

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

Apizeal + Jotform

Create or update Apizeal leads from new Jotform submissions

New Submission

Assign Form

Create Submission

Contact Created

Lead Created

Quote Created

User Created

Task Created

Task Status Updated

Create Calendar Event

Create Policy

Create/Update User

Update Policy Status

Get Contact by Personal Information

Get Policy by Date of Birth, Zip Code and Last Name

New Signed Document

Assign Prefilled Form

API Request (Beta)

Calendar Event Created

Policy Created

SMS Received

Form Signed

Policy Status Updated

Create/Update Contact

Create/Update Lead

Create Task

Send SMS

Update Task Status

Get Last Policy by Contact ID

About Apizeal

Related categories

Similar apps

Zapier Interfaces

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform