An automated workflow using integromat
Connects JotForm + Docupilot
Create Docupilot documents from new JotForm submissions
About this workflow template
This automation scenario allows you to connect JotForm and Docupilot
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 and Docupilot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in JotForm
Watch for Submissions in JotForm
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Then this action happens in Docupilot
Create a Document in Docupilot
Create document from selected template
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Docupilot documents from new JotForm submissions.
Part I
Configure Applications
First, we need to connect JotForm and Docupilot 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 Docupilot to Make.com.
Give Make.com access to your Docupilot account, using Docupilot credentials.
Part II
Build an integration workflow
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 Docupilot
Choose this action: Create a Document (Create document from selected template).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm and Docupilot.
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 Create Docupilot documents from new JotForm submissions!
Related Automation Templates
Supported triggers and actions
New submission (instant)
New submission (instant)
triggerbypipedreamNew submission
Triggers when a new submission has been added to a specific form.
triggerbyzapieriftttalbatoNew signed document
Triggers when a signed document is received.
triggerbyzapierWatch for submissions
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
triggerbyintegromatForm is submitted
Form is submitted
triggerbyintegratelyNew form
New Form.
triggerbyzapier
Create document
Creates a new document from a specified template.
actionbyzapierintegratelypipedreamCreate a document
Create document from selected template
actionbyintegromatGet all template schema
Retrieve all template tokens.
actionbypabbly-connectAuthentication
Triggers for an authetication.
triggerbyzapierPull all documents
Documents get list.
triggerbyzapier
Apps you need
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.
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.
