- How to automatically add a new record in Attio every time a form submission is received in Jotform
- 1. Set the Jotform trigger as “Form submission received”
- 2. Add the “Add record” step in Attio
- 3. Activate your playbook
- Learn more about integrating with Jotform and Attio
- Related blog posts
- More how-to guides featuring Jotform and Attio
How to automatically add a new record in Attio every time a form submission is received in Jotform
Jotform > AttioForm submission received
Add recordSet 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.
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.
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.
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