20.09.2024
305

How to Integrate JetFormBuilder and Notion: Step-by-Step Instruction

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~12 min

JetFormBuilder is a powerful tool for lead generation. This universal WordPress plugin allows you to create various forms without programming skills. Notion is a multifunctional service for organizing work and managing projects. Using these platforms, you can successfully optimize your business processes. But did you know that you can get even more from them? Do you want to automate work as much as possible? Connecting these services and seamlessly transferring data between them will help you with this. Now we will tell you how to easily and quickly perform JetFormBuilder and Notion integration using our online connector ApiX-Drive.

Content:
1. JetFormBuilder and Notion Integration – the Highest Level of Automation
2. How to Set Up JetFormBuilder and Notion Integration
3. Set Up the Data Source – JetFormBuilder
4. Set Up the Data Receiver – Notion
5. Set Up Auto-Update
6. About the Results
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JetFormBuilder and Notion Integration – the Highest Level of Automation

Notion and JetFormBuilder integration facilitates increasing the accuracy and speed of work processes in e-commerce. By implementing it, you can take your business automation to a higher level. When these platforms work together, data from each form filled out by a lead is automatically transferred to Notion and becomes new database elements there.

JetFormBuilder and Notion integration | Result of the data transfer to Notion


How does this help business? Here are two case studies of the real effectiveness of this integration:

  • A construction company uses JetFormBuilder integration with Notion to manage repair requests. It receives numerous repair requests via forms on the website. Information about each client from JetFormBuilder is automatically sent to Notion, where cards with project details are created. This allows the team to instantly distribute tasks between specialists, track the status of work, and store all project information in one place. The integration helps improve communication between departments, speed up request processing, and enhance customer service.
  • A real estate agency uses integration to automate work with clients. The company places forms on the website to collect data on interested buyers. Information about each new request from JetFormBuilder is automatically sent to Notion, where personal client profiles are created. This helps agents respond to requests faster, send selections of suitable options, and monitor communication with each client. Integration improves client base management and helps increase the speed of response and closing deals.

How to Set Up JetFormBuilder and Notion Integration

To integrate JetFormBuilder with Notion, you don’t need to delve into programming or learn the intricacies of working with APIs. You don’t have to ask IT specialists for help, either. The main process will be performed for you by the online ApiX-Drive connector. Its functionality will allow you to set up the integration of systems quickly and easily. Thanks to the intuitive interface of the connector, you can complete the setup process in just ten minutes. We suggest using detailed text instructions and video tutorials that will help you connect and set up integration without errors.

Let's get started right now. First, register on the ApiX-Drive website if you haven't done so yet. Now let's move on to setting up the JetFormBuilder + Notion integration.

Set Up the Data Source – JetFormBuilder

To set up the JetFormBuilder integration with Notion, first, create a new connection.

JetFormBuilder and Notion integration | Create a new connection


Select the data source system. You need JetFormBuilder. Click “Continue”.

JetFormBuilder and Notion integration | Select JetFormBuilder as the data source system


Choose the "Get DATA" action. Click “Continue”.

JetFormBuilder and Notion integration | Choose the "Get DATA" action


Connect your JetFormBuilder account to ApiX-Drive.

JetFormBuilder and Notion integration | Connect your JetFormBuilder account to ApiX-Drive


Here, you can change the connection name, or just click "Continue".

JetFormBuilder and Notion integration | Change the connection name, or just click "Continue"


When the connected account appears in the list, select it and click "Continue".

JetFormBuilder and Notion integration | Select the connected account


Now, you see the URL for receiving data. It is to this URL that new leads from JetFormBuilder will be sent. To continue setting up, copy the URL.

JetFormBuilder and Notion integration | Copy the URL


Go to the settings of the JetFormBuilder plugin for WordPress. First, find the JetFormBuilder plugin.

JetFormBuilder and Notion integration | Find the JetFormBuilder plugin


Click “Edit”.

JetFormBuilder and Notion integration | Click “Edit”


Find the item "Post Submit Actions".

JetFormBuilder and Notion integration | Find the item "Post Submit Actions"


Add a new action.

JetFormBuilder and Notion integration | Add a new action


Select the "Call Webhook" item.

JetFormBuilder and Notion integration | Select the "Call Webhook" item


Click on the pencil icon to edit the action and paste the URL for receiving data.

JetFormBuilder and Notion integration | Click on the pencil icon


Paste the copied URL from ApiX-Drive and click "Update".

JetFormBuilder and Notion integration | Paste the copied URL from ApiX-Drive and click "Update"


Don't forget to click on the "Update" button in the upper right corner of the window.

JetFormBuilder and Notion integration | Click on the update button


After a successful update, you need to go to the JetFormBuilder page.

JetFormBuilder and Notion integration | Go to the JetFormBuilder page


Fill out the form so that the data is sent to the specified URL. Click “Submit”.

JetFormBuilder and Notion integration | Fill out the form and click “Submit”


After successfully filling out the form, return to ApiX-Drive and click “Edit and continue”.

JetFormBuilder and Notion integration | Return to ApiX-Drive and click “Edit and continue”


Here, you can set up a data filter. In our case, this is not necessary, so just click "Continue".

JetFormBuilder and Notion integration | Just click "Continue"


Now, you see the data we just filled out in the form. Click "Continue".

JetFormBuilder and Notion integration | Data we just filled out in the form


Setting up the JetFormBuilder data source has been successfully completed.

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Set Up the Data Receiver – Notion

Now, you can start configuring the data receiver.

JetFormBuilder and Notion integration | Start configuring the data receiver


To set up the Notion integration with JetFormBuilder, select the data receiver system. You need Notion. Click “Continue”.

JetFormBuilder and Notion integration | Select Notion as the data receiver system


Select the action "Add DATABASE ITEM". Click “Continue”.

JetFormBuilder and Notion integration | Select the action "Add DATABASE ITEM"


Connect your Notion account to ApiX-Drive.

JetFormBuilder and Notion integration | Connect your Notion account to ApiX-Drive


Specify the login (email) of your Notion personal account. Click “Continue”.

JetFormBuilder and Notion integration | Specify the login of your Notion account


Specify the password of your Notion personal account. Click “Continue with password”.

JetFormBuilder and Notion integration | Specify the password of your Notion account


Provide access to your Notion databases. For this, click “Select pages”.

JetFormBuilder and Notion integration | Provide access to your Notion databases


We recommend providing access to all databases at once in order to be able to work with them in the future. Make sure all the boxes are checked and click “Allow access”.

JetFormBuilder and Notion integration | Make sure all the boxes are checked and click “Allow access”


When the connected account appears in the list of active accounts, select it and click "Continue".

JetFormBuilder and Notion integration | Select the connected account


Select the database in which new items will be created.

JetFormBuilder and Notion integration | Select the database


Now, you see Notion fields for adding new database items. You can assign variables from JetFormBuilder to these fields. To do this, click in the field and select a variable from the drop-down list.

JetFormBuilder and Notion integration | Assign variables from JetFormBuilder to these fields


Please note that you can use not only variables but also enter values manually.

JetFormBuilder and Notion integration | You can enter values manually


When all required fields are filled in, click "Edit and continue".

JetFormBuilder and Notion integration | Click "Edit and continue"


Here, you see an example of the data that will be sent to Notion with each new lead from JetFormBuilder. If you are not satisfied with something, click "Edit", and you will go back a step. To check the correctness of the settings, click "Send Test Data to Notion".

JetFormBuilder and Notion integration | Click "Send Test Data to Notion"


After successful sending, go to Notion and check the result.

JetFormBuilder and Notion integration | Go to Notion and check the result


Then, return to ApiX-Drive and continue setting up.

JetFormBuilder and Notion integration | Return to ApiX-Drive and continue setting up


This completes the configuration of Notion as a data receiver.

Set Up Auto-Update

In order for data transfer to occur automatically, configure auto-update. Click “Enable update”.

JetFormBuilder and Notion integration | Click “Enable update”


Click on the gear button.

JetFormBuilder and Notion integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. Moreover, here you can change the name of the connection and assign it to the required group. Click “Continue”.

JetFormBuilder and Notion integration | Select the interval for the operation of the connection


That's all. The Notion + JetFormBuilder integration was completed. Congratulations!

About the Results

Once you have completed the Notion & JetFormBuilder integration setup according to our instructions and enabled the automatic update mode, you can begin to reap the benefits of successfully connecting the systems. Most likely, you have already been able to appreciate them by seeing the automatic data transfer.

With the Notion integration with JetFormBuilder, there is no need to manually transfer lead data – this process is fully automated. Our online connector ApiX-Drive will take care of all the routine work, making it easier to run your business. Now you have the opportunity to focus on improving customer service, developing new business strategies, and other key tasks that will help your company grow and develop.

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