An automated workflow using integromat
Connects JotForm + Follow Up Boss
Add new Follow Up Boss contacts for new JotForm submissions
About this workflow template
This automation scenario allows you to connect JotForm and Follow Up Boss
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 Follow Up Boss 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 Follow Up Boss
Create a Contact in Follow Up Boss
Creates a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Follow Up Boss contacts for new JotForm submissions.
Part I
Configure Applications
First, we need to connect JotForm and Follow Up Boss 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 Follow Up Boss to Make.com.
Give Make.com access to your Follow Up Boss account, using Follow Up Boss 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 Follow Up Boss
Choose this action: Create a Contact (Creates a new contact.).
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 Follow Up Boss.
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 Add new Follow Up Boss contacts for 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 or update contact without triggering action plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
actionbyzapierNew inquiry or website event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
actionbyzapierCreate note
Creates a note on a contact
actionbyzapierintegratelyApply an action plan to a contact
Applies a selected action plan to a contact.
actionbyzapierintegromatintegratelyAdd tags to a contact
Adds tags to a contact.
actionbyzapierintegromatintegratelyCreate task
Create a task for a contact.
actionbyzapierintegrately
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.
