JotForm helps you create custom online forms and collect important data in a simple way. And now, you can gather all the information from the JotForm forms on your monday.com boards to better manage leads, distribute surveys, collect payments, and much more.
How to add it to your workflow?
Once you click on the JotForm integration banner you will find the two recipes the integration offers:
- When a form is submitted, create an update in this item
- When a form is submitted, create an item
Select the automation you wish to create.
Once you click on one of the recipes you will be asked to enter connect your monday.com account with your JotForm account :
Then you will be asked to log in to your JotForm account login credentials as shown below:
Congrats 🎉 you are connected to your JotForm account, let's boost things up.
Once you've chosen one of the two recipes and inserted your API key, you will get to the integration window. This is where you will be able to set up your automation.
Example: When a form is submitted, create an item
Keep track of submitted forms under a specific group (leads/ feature feedback or even applications). This option will allow you to dive into each survey individually and add the item name to reflect the name of the survey sender.
First, you will need to choose the relevant survey from the surveys you created on JotForm.
Once done, choose the group in which you would like your item to appear.
After setting your integration, you can select which data will be mapped into each column:
Supported JotForm Fields
Currently, the following fields in JotForm are supported with our monday.com integration: heading, name, email, address, phone number, date, short text, long text, text, multiple-choice, number, star rating, and scale rating.
Important Note* - when mapping into monday.com columns that are greyed out are not supported in the integration.
JotForm integration column
When selecting which data will be mapped into each column, the integration column will be added automatically with the tip that will explain the column purpose, to maintain the connection between the parameters in both apps.
Example: When a form is submitted, create an update in this item
This option will give you the ability to consolidate all survey responses into one item. In this example, each survey will appear as a new update inside the item page itself.
Choose the relevant form > choose the relevant survey from the surveys you have created on JotForm. Then, select the relevant item that will automatically get updated with a new update every time a form is submitted.
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!
And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at firstname.lastname@example.org