Connect Jotform and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Ready to use Jotform and Teamgate 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 Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
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.
List All Companies
Retrieves the list of all company
Know More About Jotform and Teamgate Integrations
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Step by step guides to integrate Jotform and Teamgate
Frequently Asked Questions
To start, connect both your Jotform and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Jotform data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and Teamgate 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 Teamgate. 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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn More
