Jotform

Forms

Create forms, retrieve submissions, and monitor usage. Agents build forms programmatically, pull submission data into operational workflows, and manage form questions. 7 actions for Jotform form and submission management.

7 actions available

Scheduled morning run calls Get Form Submissions for prior 24 hours

Agent checks each submission for completeness and consistency

Agent creates contact in HubSpot for each complete submission

Agent creates project in Asana using intake data from submission

Welcome email sent via MailerSend to each new client

Incomplete or inconsistent submissions routed to ops manager before records are created

What This Integration Enables

Jotform integration gives agents access to form structure, submission data, and usage metrics. Agents retrieve submissions for processing, build forms programmatically for dynamic use cases, and manage questions on existing forms. Submission data feeds directly into downstream operational workflows.

Without FlowRunner

Manual intake processing Staff check Jotform admin, export data, and create records in each system by hand

Incomplete records in CRM Form data with missing fields gets imported as-is with no validation

Slow vendor qualification Procurement reviews survey responses manually and updates vendor records one at a time

With FlowRunner

Overnight intake processing Submissions processed and routed before anyone arrives at the office

Validation before record creation Incomplete submissions held for review rather than creating bad data

Auto-scored vendor reviews Qualified vendors added to Acumatica; failed qualification flagged for human review

Use Case Scenarios

Client Intake Processing

A professional services firm uses Jotform for new client intake. Every morning, the agent calls Get Form Submissions to retrieve submissions from the prior 24 hours. For each new submission, it creates a contact in HubSpot, creates a project in Asana using the intake data, and sends a welcome email via MailerSend. Intake data is processed and routed before anyone arrives at the office.

Event Registration to CRM

A Jotform event registration form collects attendee information. The agent polls Get Form Submissions hourly. For each new registration, it adds the contact to the Mailchimp marketing audience, tags them with the event name, and creates a follow-up task in Asana for the event coordinator. Every registrant is tracked without manual list management.

Vendor Survey Processing

Procurement sends a Jotform survey to vendors for annual qualification review. The agent retrieves Get Form Submissions after the deadline. It scores each vendor based on their responses, updates vendor records in Acumatica, and flags vendors who failed qualification criteria for review. The review queue is built automatically from survey responses.

Human-in-Loop Highlight

When Get Form Submissions returns an intake form with incomplete or inconsistent data (required fields missing, conflicting answers, suspicious entries), the agent routes the submission for human review before creating downstream records: "Intake form submission from [Name] has incomplete data: [missing fields]. Review before I create the CRM record and project?" The ops manager reviews and either corrects the data or contacts the submitter for clarification. Incomplete records do not propagate into connected systems.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

7 actions

Capabilities

Create New Form Creates a new form in Jotform. Used when agents need to provision forms for specific workflows: a new client gets a dedicated intake form, a project needs a custom feedback survey.
Add Questions to Form Appends questions to an existing form. Used to extend forms with additional fields based on workflow requirements.
Get Form Questions Retrieves the question structure for a form. Used when agents need to understand form fields before processing or routing submissions.
Get Form Submissions Returns submissions for a specific form with answer data. Used in batch processing workflows: the agent retrieves all submissions since the last run and processes each one through the downstream workflow.
Get User Submissions Returns all submissions across all forms for the account. Used in consolidated reporting and audit workflows.
Get Monthly User Usage Returns the account's monthly usage metrics. Used in monitoring and capacity planning workflows.
API Request Executes any Jotform API call not covered by pre-built actions. Used for advanced operations.