JotForm
Follow Up Boss
integromat

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.

JotForm and Follow Up Boss can also be integrated using automation tools other than integromat:

Diagram

Add new Follow Up Boss contacts for new JotForm submissions
Workflow diagram: JotForm + Follow Up Boss integration

How it works?

When this trigger fires in JotForm

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

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.

    Create Make.com account if you don't have one.

  • Connect JotForm to Make.com.

    Connect JotForm to Make.com.

    Give Make.com access to your JotForm account, using JotForm credentials.

  • Connect Follow Up Boss to Make.com.

    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

    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

    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

    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 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!

Supported triggers and actions

  • JotForm

    New submission (instant)

    New submission (instant)

    pipedream
    triggerbypipedream
  • JotForm

    New submission

    Triggers when a new submission has been added to a specific form.

    zapieriftttalbato
    triggerbyzapieriftttalbato
  • JotForm

    Watch for submissions

    Triggers when a new submission comes and fires the scenario automatically after new submission message is received.

    integromat
    triggerbyintegromat
  • JotForm

    New signed document

    Triggers when a signed document is received.

    zapier
    triggerbyzapier
  • JotForm

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • JotForm

    New form

    New Form.

    zapier
    triggerbyzapier
  • Follow Up Boss

    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!

    zapier
    actionbyzapier
  • Follow Up Boss

    New 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.

    zapier
    actionbyzapier
  • Follow Up Boss

    Create note

    Creates a note on a contact

    zapierintegrately
    actionbyzapierintegrately
  • Follow Up Boss

    Add tags to a contact

    Adds tags to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Apply an action plan to a contact

    Applies a selected action plan to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Create task

    Create a task for a contact.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

JotForm

JotForm

Form Builders

Online form builder & creator without coding

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.