
When this happens...
New Submission

Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new submission is added to a specific form.
Action is the task that follows automatically within your Jotform integrations.
Create a new form to collect responses.
List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.
Create a Jotform submission from provided responses and return the submission ID and URL.
Lists all questions from a Jotform form using its form ID.
Adds a new question to a form.
Finds an existing User by email.

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To start, connect both your Jotform and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Jotform data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and Nutshell 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 Nutshell. 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.
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 MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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