This automation scenario allows you to connect JotForm, Rev, and Airtable.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
JotForm, Rev and Airtable can also be integrated using automation tools other than zapier:
When this trigger fires in JotForm
Triggers when a new submission has been added to a specific form.
Then these actions happen in Airtable, JotForm and Airtable
Place a new transcription order with Rev.
Creates a new record with auto-populating fields.
Triggers when a new submission has been added to a specific form.
Updates an existing record if one exists, otherwise creates a new record.
This guide contains information on how to set up an automatic workflow that allows to Request Rev transcriptions via JotForm and log the job to Airtable.
Part I
First, we need to connect JotForm, Rev and Airtable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect JotForm to Zapier.
Give Zapier access to your JotForm account, using JotForm credentials.
Connect Rev to Zapier.
Give Zapier access to your Rev account, using Rev credentials.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for JotForm
Choose the following trigger: New Submission (Triggers when a new submission has been added to a specific form.).
Then set up an Action for Rev
Choose this action: Create Transcription Order (Place a new transcription order with Rev.).
Then set up another Action for Airtable
Choose this action: Create Record (Creates a new record with auto-populating fields.).
Then set up another Action for JotForm
Choose this action: New Submission (Triggers when a new submission has been added to a specific form.).
Then set up another Action for Airtable
Choose this action: Create or Update Record (Updates an existing record if one exists, otherwise creates a new record.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm, Rev and Airtable.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Request Rev transcriptions via JotForm and log the job to Airtable!
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Triggers when a record is created or updated.
Triggers when a new new record is created in a specifc view.
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
New or modified records
Get number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user.
List of form responses. Fields array has the submitted data.
Get a list of all submissions for all forms on this account. The answers array has the submission data.
Generate a new submission for your form
Invite assignees to complete your pre-populated form
Place a new transcription order with Rev.
JotForm is a powerful online form builder that allows you to create custom forms quickly and easily. With a responsive editor and powerful widgets, JotForm streamlines your day-to-day business operations.
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.