Table of Contents
To start automating form responses, you’ll need to link your Jotform account to Workload. This guide walks you through two simple connection methods—either from the dashboard or directly inside a workflow. Both take less than a minute and unlock powerful integrations instantly.
🎛️ From the Dashboard #
Connect Jotform before building your automation.
- Click the Connections tab in the left-hand menu and press the blue + Add Connection button
- In the popup, select Jotform from the app list
- In the authorization pop-up window, enter your Jotform API Key and select whether your account is a regular Form account or a HIPAA-compliant account, then click Yes, Continue
- Your account will now appear in your active connections list
Need to find your API key?
- Go to Jotform.com, click your avatar, then choose Settings
- In the sidebar, select API
- Copy your existing key or click Create New Key
🪜 From a Workflow Step #
Already building? Connect Jotform from a step.
- Add a Jotform trigger or action in your workflow then navigate to the Account tab and click Sign in
- In the authorization pop-up window, enter your Jotform API Key and select whether your account is a regular Form account or a HIPAA-compliant account, then click Yes, Continue
- Enter a connection name and then click OK
- Your account will now appear in the workflow’s Account dropdown, then click Continue
Need to find your API key?
- Go to Jotform.com, click your avatar, then choose Settings
- In the sidebar, select API
- Copy your existing key or click Create New Key
🚀 What You Can Do Once You Link Your Jotform Account to Workload #
Once connected, Jotform becomes a powerful trigger or action in any Workload automation. For example:
- Log new form submissions in Google Sheets or Airtable for tracking and reporting
- Send Slack alerts when someone submits a form or selects a specific option
- Update your CRM when a Jotform entry matches key customer criteria
- Trigger follow-up emails when forms are submitted or leads convert
You can even combine Jotform with tools like Notion, Outlook, or Twilio to build multi-step workflows that save time and keep your data flowing.
