How to Integrate Jotform With

February 26, 2024

The platform is a visual collaboration tool that helps transform how teams work together. It’s a simple but intuitive tool that enables people to manage work, meet deadlines, and build a collaborative culture.

Jotform’s integration with sends information from Jotform to your account as soon as someone fills out and submits a form.

When you add the integration to one of your forms, preselected data is exported to fill in key details for boards, groups, or items in your account. This exchange of information eliminates the need for manual data entry or a third-party software tool to connect Jotform and

Selecting Preferred Action and Connecting Account integration requires you to select an action first and connect/select your account. Here’s how:

  1. In the Form Builder, go to the Settings tab.
  2. Click Integrations on the left.
  3. Search and select
  1. Select your desired action from the list. You can choose from the following:
    • Create an Item — Select this to create an item on a board/group.
    • Create an Update — Select this to create an update to an item. The “update” is a term that uses to describe a feature that is similar to a comment.
Choose an action selector in monday
  1. Enter your API Key, then click Authenticate if you haven’t connected an account yet.
API Key box and Authenticate button in monday

If you’ve already connected your account previously, select it from the account selector and click the Add Action button. If you wish to connect to a new account that isn’t listed, click the New Account button to authenticate.

Account selector, New Account button, and Add Action button in monday

Creating an Item to Board/Group

You will be required to match your form fields when choosing to create an item. After connecting/selecting your account, do the following:

  1. Select a board.
  2. Choose a group.
  3. Next, match your form fields accordingly. The Name field is required and cannot be deleted.
Board and group selector and match fields in monday

If you’re matching a Phone Number field with, you must ensure that the Country Code is enabled and the Input Masking disabled, as shown below:

Phone Number field with Country Code is forcing the phone number entered to have a Country Code. Without it, the integration will not send any data to Visit – The Phone Column to learn more.

  1. Set up the other optional settings:
    • Select update fields — You can include your form fields as updates to your Airtable board/group. Visit – The Updates Section to know more.
    • Create a new record when a submission is edited — By checking this option, you opt to create a new record when you or the submitter edits the submission.
Update fields and create new record conditions in monday
  1. Finally, click the Save button to save the integration.

Creating an Update to Board/Group

With the Create an Update action, you can push an update to a specific item in your board/group. This is useful if you assign a specific item to someone, such as a prefill.

  1. Similar to when you create an item, select and set up the following:
    • Select a board
    • Select a group
    • Select an item — The item from the selected group and board.
    • Select update fields — Select the fields you wish to include as the update to the chosen item.
    • Create a new record when a submission is edited — Checking this option creates a new update on the chosen item when you or the submitter edits the submission.
Create an update options in the monday
  1. Click the Save button to finish and complete the integration.

Viewing All Actions and Action Options

Your Actions are listed in the integration. Each displays the status, name, and the account connected to the action.  If you hover your mouse over the created action, you’ll see the Edit Action (pencil icon) and the More (thee-dotted vertical icon) options to the right. The More option includes the following:

  • See Action Logs — This section will display your integration’s successful and failed runs. It’s useful when troubleshooting issues.
  • Rename Action — If you want to personalize the action’s title.
  • Disable Action — This option is useful to temporarily stop the integration from sending files.
  • Delete Action — If you want to remove the integration from your form.
How to Integrate Jotform With monday

The action logs window will look like the following:

Action Logs window of the monday
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