Jotform integration with Relatable
How to Add or update Relatable contacts 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 "Add or update Relatable contacts 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 Relatable integrations
Relatable actions
Nekton can use any feature that is available in Relatable API.
Using our advanced AI, you can easily create custom automations for Relatable.
Here are some typical actions you can do in your automated workflows.
Create or Update a Contact
Create or update a contact
Contact Removed or Added to Sphere
Triggers when a contact is removed/added to a Sphere inside of Relatable.
About Relatable
Relatable is a personal CRM that helps you be excellent with people.