Jotform + Salesforce
Create Salesforce files from new Jotform submissions for seamless data management
Avoid the hassle of manual data transfers from Jotform to Salesforce with this efficient workflow. Every time you receive a new submission in Jotform, a corresponding file is instantly created in Salesforce, simplifying and streamlining your form submission process. Save time and ensure consistency across your platforms, all while focusing more on analyzing and using the information, rather than handling it.
Avoid the hassle of manual data transfers from Jotform to Salesforce with this efficient workflow. Every time you receive a new submission in Jotform, a corresponding file is instantly created in Salesforce, simplifying and streamlining your form submission process. Save time and ensure consistency across your platforms, all while focusing more on analyzing and using the information, rather than handling it.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create File
Creates a new File (max 25MB).
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
New Contact
Triggers when a new Contact is created.
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