IntegrationsNutshellJotform
Nutshell + Jotform

Connect Nutshell and Jotform to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Jotform

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when a new submission has been added to a specific form.

Request a new Trigger for Nutshell

Do thisActions

Action is the task that follows automatically within your Nutshell integrations.

Find User

Find User

Finds an existing User by email.

Create Company

Create Company

Creates a new Company.

List Users

List Users

Get list of users

List Account

List Account

Get all accounts and associated data in your Nutshell instance.

List Account Type

List Account Type

Get a list of all account types in a Nutshell instance.

List Activities

List Activities

List all activities.

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Step by step guides to integrate Nutshell and Jotform

Frequently Asked Questions

How do I start an integration between Nutshell and Jotform?

To start, connect both your Nutshell and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Jotform (or vice versa).

Can we customize how data from Nutshell is recorded in Jotform?

Absolutely. You can customize how Nutshell data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nutshell and Jotform?

The data sync between Nutshell and Jotform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nutshell to Jotform?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nutshell and Jotform?

Yes, you can set conditional logic to control the flow of data between Nutshell and Jotform. 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.

Nutshell

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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Jotform

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.

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