This automation scenario allows you to connect JotForm and Coda
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 and Coda can also be integrated using automation tools other than integromat:
When this trigger fires in JotForm
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Then this action happens in Coda
Creates a new row in a selected table.
This guide contains information on how to set up an automatic workflow that allows to Save new JotForm entries to a Coda doc.
Part I
First, we need to connect JotForm and Coda to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect JotForm to Make.com.
Give Make.com access to your JotForm account, using JotForm credentials.
Connect Coda to Make.com.
Give Make.com access to your Coda account, using Coda credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for JotForm
Choose the following trigger: Watch for Submissions (Triggers when a new submission comes and fires the scenario automatically after new submission message is received.).
Then set up an Action for Coda
Choose this action: Create a Row (Creates a new row in a selected table.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm and Coda.
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 Save new JotForm entries to a Coda doc!
New submission (instant)
Triggers when a new submission has been added to a specific form.
Triggers when a signed document is received.
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Form is submitted
New Form.
Creates a new row in the selected table.
Creates a copy of the specified Coda doc.
Search for a Coda Row in the selected table using a column match search.
Updates a specified row in the table.jj
Returns a list of columns in a table.
Returns a list of Coda docs accessible by the user. These are returned in the same order as on the docs page: reverse chronological by the latest event relevant to the user (last viewed, edited, or shared).
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.
Coda is a cloud-based document editor that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas, enabling teams to create personalized documents for meetings, brainstorming sessions, customer feedback, and to-do lists.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.