06.09.2022
555

How to Connect Jotform as Data Source

How to Connect Jotform as Data Source

The integration will allow you to get form responses from Jotform, passing them to other systems. For example, you can transfer new responses to GoogleSheets or send them as notifications to a group of managers, so as not to miss a single response. You can also post data to the SMS or Email Distribution service. So you can automate the process of processing responses to forms as efficiently as possible.

Let's go through the entire Jotform setup steps together!

Navigation:
1. What data can I get from Jotform?
2. How to connect a Jotform account to ApiX-Drive?
3. Choice of form.
4. An example of data on filling out the form.

To start setup click "Create Connection".

How to Connect Jotform as Data Source | Create connection

Select a system as the Data Source. In this case, you must specify Jotform.

How to Connect Jotform as Data Source | System selection

Next, you need to specify the action, "Get LEADS (new)".

How to Connect Jotform as Data Source | Action selection

The next step is to select the Jotform account from which will get the data.

If there are no accounts connected to the system, click "Connect account".

How to Connect Jotform as Data Source | Account connection

Fill in the  field with the appropriate values, where:

The API key is the key to connect to your personal Jotform account.

The API key is located in the profile section "Settings - API".

How to Connect Jotform as Data Source | Account connection
How to Connect Jotform as Data Source | Access to the API key
How to Connect Jotform as Data Source | Access to the API key
How to Connect Jotform as Data Source | Account selection

Select a Jotform account from the list if it's not automatically selected.

Select the form by which the system will get the completed data.

How to Connect Jotform as Data Source | Form selection

If necessary, you can set up a Data Filter, or click "Continue" to skip this step. 

To find out how to set up the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

How to Connect Jotform as Data Source | Data Filter

Now you can see the test data.

If the test data does not appear automatically - click "Load test data from Jotform" or try to generate test data in your Jotform. In this case, you need to fill out the form on the site.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

How to Connect Jotform as Data Source | Data Test
How to Connect Jotform as Data Source | Data Test
How to Connect Jotform as Data Source | Data Test

This completes the entire Data Source setup! See how easy it is!?

Now you can set up the Data Destination system.

To do this, set up it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!

How to Connect Jotform as Data Source | Go to the setup Data Destination