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How Zapier works
Zapier makes it easy to integrate CurrentClient with Jotform - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Recording" from CurrentClient.
Add your action
An action happens after the trigger—such as "Assign Form" in Jotform.
You’re connected!
Zapier seamlessly connects CurrentClient and Jotform, automating your workflow.
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.
- New Call Recording
Triggers when a new call recording is available.
Try ItTriggerInstant - Text Received
Triggers when a new text message is received.
Try ItTriggerInstant - Contact NumberRequired
- MessageRequired
ActionWrite- DocumentRequired
Try ItTriggerPolling
- Missed Call
Triggers when an incoming call is not answered.
Try ItTriggerInstant - New Voicemail
Triggers when a new voicemail is received.
Try ItTriggerInstant - FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite
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