Zapier: How to connect Jotform to Process St

  • Profile Image
    Sevana
    Asked on October 29, 2021 at 03:22 PM

    I have two issues:

    Issue #1: In my jotform:

    I have a question that gets asked:

    1635534608_617c4710298f4_

    When a person answers 'yes', I have two conditions set:

    1635534543_617c46cfb3f17_

    and:

    1635534680_617c47582fce7_

    This is supposed to stop the form, send them the message, and notify us that the person did not want to continue and wanted to fill the form out over the phone.

    Problem: it's not doing that. What happens as it stands is that the person answers 'yes' and the form keeps going. What have I done wrong?


    Issue #2: I'm also trying to connect Jotform to Process Street through Zapier. What's supposed to happen is that Zapier pulls the Company Name from the Jotform and names a Process in Process Street and triggers a Process in Process Street. Simultaneously, I'm also trying to and I'm unable to get the fields to populate from Jotform. This is where it starts:

    1635534487_617c46976e0f6_

    And this is where it seems the problem is:

    1635535017_617c48a98da74_

    The information is pulled from Jotform, but I'm not sure what I'm doing wrong in Jotform that Zapier keeps giving me an error message. Any idea?


  • Profile Image
    Laura_L
    Answered on October 29, 2021 at 06:10 PM

    Hi,

    Regarding the conditions, the current condition changes the Thank you page, but it does not skip the pages.
    You can add a "Skip to" condition on your form. Set the condition to skip on the last page of the form, when the user answers "Yes".

    1635544889_617c6f39b4e1d_skipp.png

    I've also cleared your form cache. May I ask you to try to re-create the Zap, and see if it works?
    If you would still receive the same error, please let us know.

  • Profile Image
    Sevana
    Answered on October 30, 2021 at 11:20 AM

    So, I am able to do that, but it's still not giving me what I need it to. I know there's a simple solution! I'm just not aware of it. These are my conditions:

    1635607090_617d6232cbf6f_


    This is what I did based on your recomendation:
    1635607120_617d6250c51df_


    What I want is for when someone says they want to fill this out with our Client Relations Manager, she gets a notification:

    1635607165_617d627d652b5_


    and the person filling out the form gets this message, concluding the jotform:

    1635607203_617d62a3e4758_

    Can you show me what I've done wrong, and how I can get that result?

  • Profile Image
    Sevana
    Answered on October 30, 2021 at 11:23 AM

    Also, to speak to my second issue, I asked Zapier as well about my problem connecting the jotform to Zapier:

    1635607297_617d6301a5063_

    And they responded that I need HIPPA?

    1635607339_617d632b5418d_


    I don't believe that's the case, as I've had no problem connecting Jotform to ActiveCampaign. Can you help me figure out why I can't connect Jotform to Process Street via Zapier?

  • Profile Image
    Anthony_Evans
    Answered on October 30, 2021 at 02:24 PM

    Howdy Sevana,

    In regard to the conditional logic, it is working as it should. When I select "Yes" for the first question, I'm taken immediately to the last question.

    1635617888_617d8c604091f_

    However, I understand that this question does not make sense in the context of the answer provided. In this case, I recommend adding a new last page with a more generic message, like "Don't forget to Submit after reviewing your answers", then you can update your condition to skip to the new last page, this way you're not asking for feedback when the user hasn't completed the form.

    1635617961_617d8ca9cc0e0_

    In regard to the Zapier issue: I'm not sure why they have brought up HIPAA Compliance. I apologize for any inconvenience. In the screenshot you initially provided, there are error messages stating that the Workflow and Workflow Run Name fields cannot be empty, yet they are, please try filling those fields and testing the Zap again.

    Thank you for your patience and understanding!

  • Profile Image
    Sevana
    Answered on November 01, 2021 at 10:01 AM

    Thank you for your suggestion! I made that change, and you're right, the new page makes a difference!


    So, speaking to Zapier, seems there is a disconnect here somewhere. Here is what they say:

    When Jotform is sending us a form submission, we're receiving notification that the submission has come through but the fields are all empty which you can see here https://zapier.com/app/history/005afc76-d5c2-ab3a-bb99-b3c3687e2211?root_id=136943989#0=output

     

    ddb9ebf1df11879e05ee8a8d253e7451.png 

    (view larger)

     

    From our logs, we can see you have connected your account using HIPAA. One thing to note, if your Jotform account has HIPAA compliance, it needs to be enabled in the settings first. Could you try the following for us: ensure HIPAA compliance is enabled here: https://www.jotform.com/help/500-How-to-upgrade-to-HIPAA-Compliance


    You can also get to that by clicking on your initials/image in the top right corner > Settings > Data.




    If HIPAA Compliance is enabled, can you share a screenshot of this with us and we can dig in a bit further?


    _____

    What are your thoughts on this? I know this connection CAN work, because I connected this jot form to ActiveCampaign. I didn't do anything special. So, it's curious why it's not working together with Process.St. Any ideas?

  • Profile Image
    Richie_P
    Answered on November 01, 2021 at 11:02 AM

    To clarify, did you connect your Zapier with HIPAA?

    Currently, your form is under the free plan and HIPAA is not enabled.

    You can try creating a new Zap connection with your Jotform account.

    firefox_CiBPZBU7fl.png

    Please make sure you don't enable HIPAA in your Zapier connection if you don't have a HIPAA account.

    firefox_HH0zJmuOyL.png

    Please give it a try and let us know how it goes.