Jotform + SmartOffice

Create new contacts in SmartOffice from new Jotform submissions

Streamline your contact management process with this workflow. Whenever you get new submissions in JotForm, this automation ensures your SmartOffice contact list is up to date by adding the new details. This not only saves you time but also guarantees accurate and consistent data entry.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
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
New Contact
Triggers when a contact is created in SmartOffice.
Trigger
Instant
Try It
- SubjectRequired
- Description
- Location
- Keywords
- Start TimeRequired
- End TimeRequired
- Primary Contact E-mail
- Participant E-mail
- Type
- Sub-Type
- Task
- All day
- Priority
- Status
- Custom Fields
Action
Write

- Last NameRequired
- First Name
- Middle Name
- Title
- Greeting
- Source
- Sub-Source
- Birth Date
- Preferred Communication
- Gender
- Marital Status
- # of Children
- E-Mail Type
- E-Mail
- Nationality
- Agent Status
- Primary Language
- Tobacco Use
- Driver License #
- Driver License State
- Driver License Expiration Date
- Salary
- SS # (Social Security Number)
- Tax
- Total Income
- Net Worth
- Job Title
- Occupation
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Contact Type
- Last Name (Key Relation)
- First Name (Key Relation)
- Middle Name (Key Relation)
- Gender (Key Relation)
- Marital Status (Key Relation)
- E-mail Type (Key Relation)
- E-mail (Key Relation)
- Line 1 (Key Relation)
- Line 2 (Key Relation)
- City (Key Relation)
- State (Key Relation)
- Country (Key Relation)
- ZIP/Postal Code (Key Relation)
- Phone Type (Key Relation)
- Full Phone Number (Key Relation)
- Relationship
- Set Name
- Type
- Sub-Type
- Custom Fields
Action
Write
- Lead TypeRequired
- StageRequired
- StatusRequired
- Campaign Name
- Last NameRequired
- First Name
- Middle Name
- Suffix
- Greeting
- Title
- Gender
- Employer
- Job Title
- Source
- Sub-Source
- Birth Date
- Age
- Tobacco Use
- Phone Type
- Full Phone Number
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Remarks
- SS#/Tax ID
- Potential
- Score
- Leads Follow-up
- Language
- Action
- Marital Status
- Occupation
- Salary
- Tax
- Distribution Type
- Priority
- Qualified
- Custom Fields
Action
Write

- SubjectRequired
- Start DateRequired
- End DateRequired
Action
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
Update Contact
Triggers when a contact is updated in SmartOffice.
Trigger
Instant
Try It
- Business NameRequired
- Abbreviation
- Source
- Sub-Source
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Last Name (Primary Contact)
- First Name (Primary Contact)
- Middle Name (Primary Contact)
- E-mail Type (Primary Contact)
- E-mail (Primary Contact)
- Line 1 (Primary Contact)
- Line 2 (Primary Contact)
- City (Primary Contact)
- State (Primary Contact)
- Country (Primary Contact)
- ZIP/Postal Code (Primary Contact)
- Phone Type (Primary Contact)
- Phone (Primary Contact)
- Role (Primary Contact)
- Type
- Sub-Type
- DBA
- # of Employees
- Revenue
- Established On
- Tax
- Fiscal Year
- Segment
- SIC
- County
- Industry
- Business Class
- Income
Action
Write
- DescriptionRequired
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
Action
Write
- NotesRequired
- Memo Date
- Keywords
- Contact E-mailRequired
Action
Write

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