How to automatically add a new record in Attio every time a form submission is received in Jotform

Relay.app is an automation tool that lets you automate actions across Jotform, Attio, and many other apps. In this guide, we'll show you how to automatically run the “add record” action in Attio for each form submission received in Jotform using Relay.app.
Jotform logoJotform > Attio
Trigger
Last triggered
Jotform logoForm submission received
Attio logoAdd record
1

Set the Jotform trigger as “Form submission received”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Jotform trigger to initiate your playbook's actions every time a form submission is received. Click "Add trigger" in your playbook and choose "Form submission received" from the dropdown menu under Jotform.

If you still need to connect your Jotform account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Add record” step in Attio

Integrate the Attio automation into your playbook to ensure the prompt addition of a new record in Attio every time a form submission is received in Jotform.

Click the "Add step" button, locate the “Add record” automation for Attio, and input the mandatory and relevant details.

If your Attio account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Attio account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically add a new record in Attio every time a form submission is received in Jotform without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Background imageBackground image