Connect Jotform and Agendor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization or Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
List All Deal
Update Product
Create Product
Delete Product
Ready to use Jotform and Agendor automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Runs when a new submission is added to a specific form.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Create Form
Create a new form to collect responses.
List Forms
List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.
Create Submission
Create a Jotform submission from provided responses and return the submission ID and URL.
List Form Questions
Lists all questions from a Jotform form using its form ID.
Add Question
Adds a new question to a form.
Create Task for a Deal
Create a new task related to a deal
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Step by step guides to integrate Jotform and Agendor
Frequently Asked Questions
To start, connect both your Jotform and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Jotform data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and Agendor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Jotform and Agendor. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn More
