How to create new SmartSuite records for Jotform submissions

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

Click "Add trigger" and select "New form submission" under Jotform. Then, select the specific form. If this is your first time using a Jotform integration in Relay, you'll be prompted to connect your Jotform account.

Now, every time a new form is submitted in Jotform, your playbook will run automatically.

Now you can create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details like table and fields. You can reference fields from Jotform to automatically pass along the right data.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a new form is submitted in Jotform. You can also click "Check now" to do a manual check whenever you'd like.