Integration
Connect JotForm and Salesforce
When New Form Submission fires in JotForm, your agent runs Create object record in Salesforce, or New object record in Salesforce to Clone Form in JotForm. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want JotForm and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Connecting Salesforce and JotForm means the forms your team publishes feed straight into the CRM, and CRM records can drive what happens on the form side. A submission can look up an existing Contact, open a Case or create a Lead, and the answer can be written back onto the JotForm submission. The agent builds the whole flow, tests every scenario and keeps it running.
Example flows
What JotForm and Salesforce can do together
From JotForm to Salesforce
When New Form Submission in JotForm
then Create object record in Salesforce
From Salesforce to JotForm
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with JotForm and Salesforce
Triggers and actions 4 triggers · 45 actions
- New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
- New Form Submission (instant)
Triggers instantly when someone submits the chosen form.
- Add New Question to Specified Form
Add new question to specified form
- Add or Edit a Single Question Properties
Add or edit a single question properties
- Add Resources to Label
Add Resources to Label
- Add Submissions to the Form
Add Submissions to the Form
- Clone Form
Clone an existing form.
- Create Folder
Create Folder
- Create Form
Create a new form
- Create or Replace Form
Create new forms
- Create Report
Create report
- Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
- Delete a Report
Delete a Report
- Delete Folder
Delete Folder
- Delete Form
Delete a form (moves to trash).
- Delete Form Question
Delete Form Question
- Delete Submission
Delete a single submission.
- Edit Submission Data
Edit Submission Data
- Get Details About a Question
Get Details About a Question
- Get Folder
Get details of a specific folder including the forms it contains.
- Get Form
Get the details of a specific form.
- Get Form Files
List files uploaded to a form's submissions.
- Get Form Questions
Get a list of all questions on a form.
- Get History
Get History
- Get Label Resources
Get Label Resources
- Get Report Details
Get Report Details
- Get Submission
Get details of a specific submission.
- Get Submission PDF
Downloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach.
- Get User Reports
Get User Reports
- List Account Submissions
List all submissions across all forms on the account.
- List Folders
Get a list of form folders on the account.
- List Form Reports
List all reports for a specific form.
- List Forms
List all forms on the account.
- List Form Submissions
List submissions for a specific form.
- Remove Resources from Label
Remove Resources from Label
- Replace Form Properties
Add or edit properties of a specific form
- Set Form Properties
Add or edit properties of a specific form
- Update Folder
Update Folder
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from JotForm
JotForm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
JotForm to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
JotForm to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
JotForm to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
JotForm to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
JotForm to SendGridSendGrid by Twilio — email delivery and marketing platform.
More into Salesforce
HubSpot to SalesforceHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to SalesforceGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalesforceGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalesforceMailchimp marketing automation and email platform.
Pipedrive to SalesforcePipedrive is a sales CRM and pipeline management tool.
Questions
JotForm and Salesforce, answered
Can a form submission update a record that already exists in Salesforce instead of making a duplicate?
Yes. The flow can use Find object records to match on a field such as the email given on the form, then use Update object record when a match comes back and Create object record when none does.
Can something in Salesforce change a form in JotForm?
Yes. A new or changed Salesforce record can trigger JotForm actions such as Clone Form, Create Submission, Add New Question to Specified Form or Set Form Properties. The agent tests each scenario before it goes live.
What can start an automation from JotForm?
Any of JotForm's 2 triggers in the catalog, including New Form Submission and New Form Submission (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in JotForm?
Any of Salesforce's 9 actions, including Create object record, Find object records, Update object record and Find most recent created or updated record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to JotForm?
Yes. When something happens in Salesforce, your agent can act in JotForm too. This page covers both directions: Salesforce's triggers and JotForm's actions are listed here as well.
Do I have to build a connector for JotForm or Salesforce?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use JotForm and Salesforce without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.