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Integration

Automate with JotForm

JotForm captures your data through custom forms. NVS automates the entire post-submission workflow — routing to CRMs, starting email sequences, creating tasks, and notifying teams instantly.

Use Cases

01

Lead Capture Form — CRM + Sequence

Every JotForm lead capture submission creates a HubSpot contact, starts the correct email sequence based on the form submitted, and notifies the sales team in Slack.

Trigger
Form Submitted
jotform.trigger
Fires on every new JotForm submission.
Extract Contact Fields
nvs.set
Name, email, company, phone, and qualifying answers extracted.
Create HubSpot Contact
hubspot.contact
Contact created with form source, submission date, and qualifying data.
Start Outreach Sequence
activecampaign.automation
Contact enrolled in the form-specific email sequence.
Output
Notify Sales Team
slack.message
Slack alert: new lead name, company, source form, and CRM link.
02

Payment Form — Invoice and Receipt

When a JotForm payment submission is received, a QuickBooks invoice is created, marked paid, and a receipt is emailed to the customer automatically.

Trigger
Payment Received
jotform.trigger
Fires when a JotForm payment form submission is completed.
Extract Payment Data
nvs.set
Customer name, email, product, amount, and payment reference extracted.
Create and Mark Paid Invoice
quickbooks.invoice
QuickBooks invoice created with payment details and immediately marked as paid.
Output
Email Receipt to Customer
gmail.send
Receipt email sent with transaction details and invoice PDF link.
03

Support Request — Helpdesk Ticket

When a JotForm support request is submitted, a Zendesk ticket is created automatically with the form data, assigned to the correct team based on issue category.

Trigger
Support Form Submitted
jotform.trigger
Fires when the support request JotForm is submitted.
Classify Issue Category
nvs.set
Issue category from the form dropdown mapped to Zendesk group.
Create Zendesk Ticket
zendesk.ticket
Ticket created with submitter info, description, and correct group assignment.
Output
Notify Support Team
slack.message
Slack alert: new ticket ID, customer, category, and Zendesk link.

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