Connect Autopilot and Jotform
Integrate Autopilot with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Autopilot + Jotform flows
Start from a real workflow other teams are already running.
Choose a trigger
Autopilot
When this happens...
New Client
Updated Client
New Job
Updated Job
New Invoice
Updated Invoice
New Estimate
Updated Estimate
Choose an action
Jotform
Automatically do this!
Get Submission Data
Get User Information
Get Form Submissions
Create Form
List Forms
Create Submission
List Form Questions
Add Question
Get Submission Data from Jotform when New Client in Autopilot
Use this flowGet User Information from Jotform when New Client in Autopilot
Use this flowGet Form Submissions from Jotform when New Client in Autopilot
Use this flowCreate Form in Jotform when New Client in Autopilot
Use this flowList Forms from Jotform when New Client in Autopilot
Use this flowCreate Submission in Jotform when New Client in Autopilot
Use this flowList Form Questions from Jotform when New Client in Autopilot
Use this flowAdd Question to Jotform when New Client in Autopilot
Use this flowGet Submission Data from Jotform when Updated Client in Autopilot
Use this flowGet User Information from Jotform when Updated Client in Autopilot
Use this flowSupported Triggers & Actions
Everything you can automate between Autopilot and Jotform.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
New Invoice
Runs when a new invoice is created.
Updated Invoice
Runs when an invoice or its payments are updated. Optionally only for a chosen status.
Do thisActions
Action is the task that follows automatically within your Autopilot integrations.
Create Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Find Clients
Search clients and leads by text, email, phone, type, tag or creation date.
Add Client Address
Add a service address to a client, optionally as the primary address.
Create Job
Create a job for a client with schedule, crew, line items and discount.
Update Job
Change a job's status, dates, notes, address or details. Empty fields stay unchanged.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Autopilot and Jotform workflows.
Learn how to automate Autopilot and Jotform workflows.
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About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
About Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Autopilot and Jotform accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Autopilot and Jotform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Jotform. No coding required.
Yes. You can set up a workflow where Autopilot triggers actions in Jotform, and a separate workflow where Jotform triggers actions in Autopilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Autopilot and Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autopilot and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
