- How to send an auto-email via Microsoft Outlook when a new Jotform submission is received
- 1. Create your playbook and set the Jotform trigger as "Form submission received"
- 2. Add the "Send email" in Outlook automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Jotform and Outlook Mail
- Related blog posts
- More how-to guides featuring Jotform and Outlook Mail
How to send an auto-email via Microsoft Outlook when a new Jotform submission is received
Create your playbook and set the Jotform trigger as "Form submission received"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Form submission received" under Jotform. Then, select the form. This will allow your playbook to automatically detect the newly submitted 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.
Add the "Send email" in Outlook automation
Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook whenever a new form submission is received in Jotform.
Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.
If your Outlook 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 Outlook account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond whenever a new form submission is received in Jotform by sending an email via Outlook 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.