An automated workflow using integromat
Connects JotForm + Plutio
Create Plutio tasks from new JotForm entries
About this workflow template
This automation scenario allows you to connect JotForm and Plutio
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 Plutio 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 Plutio
Create a Task in Plutio
Creates a new task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Plutio tasks from new JotForm entries.
Part I
Configure Applications
First, we need to connect JotForm and Plutio 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 Plutio to Make.com.
Give Make.com access to your Plutio account, using Plutio 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 Plutio
Choose this action: Create a Task (Creates a new task.).
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 Plutio.
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 Plutio tasks from new JotForm entries!
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 a task
Create a new Task within a specific Task Group
actionbyzapierintegromatCreate project
Creates a new Pltuio Project
actionbyzapierintegratelypabbly-connectalbatoCreate a project
Creates a new project.
actionbyintegromatCreate a task group
Creates a new task group.
actionbyintegromatCreate invoice
Creates an Invoice
actionbyzapierintegratelypabbly-connectalbatoCreate block
Creates a Block
actionbyzapier
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.
