How to send data to other apps in Jotform Tables

February 26, 2022

With the functions of new Action Buttons – you can send your data from your submissions right to 3rd party services.

First of all, open your Jotform Table from what you want to send additional forms, scroll right to the right border of your table and click on the +Add button:

In the opened window, follow these steps: 
1. Select the Buttons tab. 
2. Choose the option Send Data to Other Apps
3. Click the Next button for the next steps.

Next, you need to enter the name for a column where the buttons will be placed. 

After creating a column step, time to integrate your forms with your favorite apps and services. In this step, you can choose current integrations or integrate new apps that will be triggered by clicking on the button.

Here is the list of guides for currently available 3rd party apps and services:

(Google Drive, OneDrive, MailerLite, Slack, Dropbox, Mailchimp, Google Calendar, Hubspot, Trello, monday.com, Box, Asana, Salesforce, Constant Contact, Zendesk, FTP, WebHooks)

Once you select the app for the integration, you will need to authenticate the selected app.

After the successful integration – you will see the newly created column with the buttons, once you click on the button – the selected submission will be sent to the connected apps. 

In this column, you can see: 
(a) Send Form button for sending data. 
(b) Time when the data has been sent. 
(c) Option to resend data. Click the down arrow button and select the Resend option if needed.

You can always edit your column preferences if you want to choose integrations’ settings. Click on the down arrow on top of the column and select Edit column preferences.

If you have questions, suggestions, or having difficulty setting up the prefill, kindly comment below or contact us through our available support channels.

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