How to automatically send a message via ClickSend for a new form received in Jotform

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "Form submission received" under Jotform. This will allow your playbook to automatically detect each newly received form in Jotform and initiate necessary actions.

If this is your first time using a Jotform integration in Relay.app, a prompt will guide you through the connection process.

Integrate the ClickSend automation into your playbook to ensure the prompt creation of a new text message via ClickSend when a new form has been received in Jotform.

Click the "Add step" button, then locate the "Send text message" automation for ClickSend and input the mandatory and relevant details.

If your ClickSend account isn't already 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 ClickSend account.

Activating your playbook is the final step to automate the creation of a new text message via ClickSend. Once turned on, it will respond to each newly received form in jotform by creating a text message in ClickSend without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.