Jotform integration with Solargraf
How to Create new Solargraf leads from incoming 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 Solargraf leads from incoming 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 Solargraf integrations
Solargraf actions
Nekton can use any feature that is available in Solargraf API.
Using our advanced AI, you can easily create custom automations for Solargraf.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a Lead in SolarGraf
Project Update
Triggers when a project is created or updated.
About Solargraf
Solargraf is the #1 tool for solar panel installers. Enter any address, draw and send a professional estimate under 1 minute. Easy to use on all devices.