Jotform integration with Commusoft
How to Create new Commusoft customers from new Jotform submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Commusoft customers from new Jotform submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Commusoft integrations
Commusoft actions
Nekton can use any feature that is available in Commusoft API.
Using our advanced AI, you can easily create custom automations for Commusoft.
Here are some typical actions you can do in your automated workflows.
Create Opportunity
This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.
Create New Job
This action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
Create New Customer
This action always create a new customer in Commusoft. Before using this action please ensure the given customer is not there in Commusoft.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is created.
New Diary
Triggers when new diary event created.
About Commusoft
Commusoft is job management software.