Integrate RepCard with Jotform to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate RepCard with Jotform - no code necessary. See how you can get setup in minutes.

Select a trigger from RepCard

A trigger is an event that starts your Zap and runs the workflow. For example, with RepCard, a trigger could be "Appointment Outcome."

A trigger is the event that kicks off your automated workflow.

Setup an action from Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected RepCard to Jotform

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect RepCard to Jotform with a Zapier template.

Our most popular template

Create new RepCard contacts from new Jotform submissions
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Jotform + RepCard
Assign forms in Jotform when new appointment outcomes occur in RepCard
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RepCard + Jotform

Create new RepCard contacts from new Jotform submissions

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Jotform + RepCard

Assign forms in Jotform when new appointment outcomes occur in RepCard

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RepCard + Jotform

Make work flow with AI

Level up your RepCard to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect RepCard and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect RepCard and Jotform to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- First Name
  Required
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Phone Country Code
- Phone Number
- Status
  Required
- Company Name
- Appointment Title
- Address
- State
- City
- Zip Code
- Latitude
- Longitude
- Notes
Action
Write

- First Name
  Required
- Last Name
- User Email
  Required
- Phone Country Code
- Phone Number
- Role
  Required
- Job Title
  Required
- office Id
- Team
Action
Write
- Contact
  Required
- First Name
  Required
- Last Name
- Type
  Required
- Email
- Phone Country Code
- Phone Number
- Company Name
- Appointment Title
- Status
  Required
- Notes
- Address
- State
- City
- Zip Code
Action
Write

- Document
  Required
Trigger
Scheduled
Try It
- Select a form
  Required
- Email
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write
- Trigger when any user registered to the Event below
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Job Title
  Required
- Company Name
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
  Required
- First Name
  Required
- Last Name
- Phone Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write
- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Email
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write

Learn how to automate RepCard on the Zapier blog

Learn how to automate Jotform on the Zapier blog

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more

Related categories

Sales & CRM

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

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Integrate RepCard with Jotform to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.