Jotform Integration with Pronnel - A Complete Guide
Streamline your form management workflow by connecting Jotform with Pronnel. This comprehensive guide will walk you through setting up Jotform integration, managing form submissions, tracking form performance, and automating data processing between your forms and project management processes.
Steps To Follow
Step 1: Access App Integration in Pronnel
Log into your Pronnel account and navigate to the main dashboard. Look for the "Apps" section in the left sidebar or top navigation menu. Click on it to access the app integration marketplace where you can connect various third-party services including Jotform.
Step 2: Connect Your Jotform Account
In the app integration section, find and click on the Jotform integration card. Click it to start the integration process. Use the private or shared instance to connect your Jotform account to Pronnel.
Step 3: Configure Form Settings
After successful creation of instance, Configure the URL of the Jotform form you want to integrate with your Pronnel boards.
Step 4: Steps to Follow for Jotform Configuration
Follow the steps to configure the Jotform form in Pronnel. First, go to the Jotform form and click on the "Settings" icon. Then, click on the "Create New key" button. Give a name to the key and click on the "Create" button and give access as "Full Access". Copy the API key and paste it in the Pronnel form configuration.
Step 5: Create Automation Rule to Create Item on Form Submission
Create a new automation rule to create an item on form submission. For example, you can create a rule that automatically creates an item on form submission and moves the item to the next bucket and applies the appropriate labels and tags.
Conclusion
Jotform integration with Pronnel creates a powerful bridge between your form management and project management workflows. By following this guide, you can seamlessly connect your forms, track submissions, and automate routine form processing tasks.
The integration allows you to maintain visibility into your form performance directly from your Pronnel boards, ensuring that form managers and project teams stay aligned. With automated workflows, you can reduce manual data entry and focus on what matters most - collecting and processing valuable data.
Remember to regularly review and update your integration settings as your forms evolve. For additional support, visit Pronnel Support or check out our YouTube channel for more integration tutorials.
Frequently Asked Questions About Jotform Integration with Pronnel
What permissions does Pronnel need to access my Jotform forms?
Pronnel requires necessary permissions to access your Jotform forms to track submissions, responses, and form data. You can control which forms are accessible through Jotform's authorization settings.
Will Jotform integration affect my form performance?
No, the integration uses Jotform's API efficiently and won't impact your form performance. Pronnel only reads data and doesn't modify your forms or submission data.
How do I disconnect Jotform integration if needed?
You can disconnect Jotform integration anytime from the Apps section in Pronnel. You can also revoke access from your Jotform account settings under "Connected Apps".
Can I set up different automation rules for different forms?
Yes, you can configure unique automation rules and workflows for each form, allowing you to customize the integration based on your form requirements.