--- title: "Connect JotForm and Streak - APIANT.ai" description: "When \"New Form Submission\" fires in JotForm, your agent runs \"Create Task\" in Streak, or \"Task complete\" in Streak to \"Edit Submission Data\" in JotForm." canonical: "https://apiant.ai/connect/jotform-to-streak" --- # Connect JotForm and Streak When **New Form Submission** fires in [JotForm](https://apiant.ai/connections/jotform), your agent runs **Create Task** in [Streak](https://apiant.ai/connections/streak), or **Task complete** in Streak to **Edit Submission Data** in JotForm. Describe the whole flow and it is built, tested on every scenario and kept running. JotForm **2** triggers JotForm **21** actions Streak **12** triggers Streak **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want JotForm and Streak to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Streak keeps your pipelines and boxes in Gmail, while JotForm collects the answers from clients and prospects. Connecting them means a form submission can find the right Streak box, fill in its fields and add a task, and a change in Streak can push a submission or a stage update back the other way. Example flows ## What JotForm and Streak can do together ### From JotForm to Streak - When **New Form Submission** in JotForm then **Create Task** in Streak - When **New Form Submission** in JotForm then **Create Comment** in Streak ### From Streak to JotForm - When **Task complete** in Streak then **Edit Submission Data** in JotForm - When **New Box** in Streak then **Add or Edit a Single Question Properties** in 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 Streak ## Triggers and actions 14 triggers · 42 actions - Trigger **New Form Submission** Polling trigger: fires when a new submission is received for the specified form. - Trigger **New Form Submission (instant)** Triggers instantly when someone submits the chosen form. - Action **Add or Edit a Single Question Properties** Add or edit a single question properties - Action **Add Submissions to the Form** Add Submissions to the Form - Action **Create or Replace Form** Create new forms - Action **Edit Submission Data** Edit Submission Data - Action **Get Details About a Question** Get Details About a Question - Action **Get Form** Get the details of a specific form. - Action **Get Form Files** List files uploaded to a form's submissions. - Action **Get Form Questions** Get a list of all questions on a form. - Action **Get History** Get History - Action **Get Label Resources** Get Label Resources - Action **Get Report Details** Get Report Details - Action **Get Submission** Get details of a specific submission. - Action **Get User Reports** Get User Reports - Action **List Account Submissions** List all submissions across all forms on the account. - Action **List Folders** Get a list of form folders on the account. - Action **List Form Reports** List all reports for a specific form. - Action **List Forms** List all forms on the account. - Action **List Form Submissions** List submissions for a specific form. - Action **Remove Resources from Label** Remove Resources from Label - Action **Replace Form Properties** Add or edit properties of a specific form - Action **Set Form Properties** Add or edit properties of a specific form - Trigger **New Box** Triggered when a new box is added to the specified pipeline. - Trigger **New email thread** Triggered when a new email thread is added to the specified box. - Trigger **New event** Triggered when a new event occurs within any pipeline. - Trigger **New event in box** Triggered when a new event occurs within the specified box. - Trigger **New event in pipeline** Triggered when a new event occurs within the specified pipeline. - Trigger **New file** Triggered when a new file is added to the specified box. - Trigger **New Pipeline** Triggered when a new pipeline is added. - Trigger **New snippet** Triggered when a new snippet is added. - Trigger **New Stage** Triggered when a new stage is added to the specified pipeline. - Trigger **New Task in Box** Triggered when a new task is added to the specified box. - Trigger **New task in pipeline** Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key. - Trigger **Task complete** Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key. - Action **Create Box** Adds a new box to the specified pipeline. - Action **Create Comment** Adds a new comment to the specified box. - Action **Create Pipeline** Creates a new pipeline. - Action **Create Stage** Adds a new stage to the specified pipeline. - Action **Create Task** Adds a new task to the specified box. - Action **Delete Box** Deletes a box by its key. - Action **Delete Stage** Deletes a stage from the specified pipeline. - Action **Delete Task** Deletes a task by its key. - Action **Get Box** Gets a single box by its key. - Action **Get Current User** Returns the user associated with the API key. - Action **Get Pipeline** Gets a single pipeline by its key. - Action **List Boxes in Pipeline** Lists all boxes in the specified pipeline. - Action **List Fields** Lists all fields in the specified pipeline. - Action **List Pipelines** Lists all pipelines the user has access to. - Action **List Stages** Lists all stages in the specified pipeline. - Action **List Tasks in Box** Lists all tasks in the specified box. - Action **Move Box to Stage** Moves a box to a stage in the specified pipeline. - Action **Search** Searches boxes, contacts, and organizations across Streak. - Action **Update Box** Updates a box's name, notes, or stage. - Action **Update Box Field Value** Sets the value of a custom field on a box. - Action **Update Task** Updates a task's text, due date, or completion status. ## Each app on its own - [ **JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connections/jotform) - [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak) Reviews ## What our customers say ## More from JotForm - [ **JotForm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/jotform-to-salesforce) - [ **JotForm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/jotform-to-slack) - [ **JotForm to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/jotform-to-quickbooks-online) - [ **JotForm to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/jotform-to-trello) - [ **JotForm to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/jotform-to-zoom) - [ **JotForm to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/jotform-to-twilio) ## More into Streak - [ **HubSpot to Streak** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-streak) - [ **Salesforce to Streak** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-streak) - [ **Slack to Streak** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-streak) - [ **Gmail to Streak** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-streak) - [ **Mailchimp to Streak** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-streak) - [ **Shopify to Streak** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-streak) Questions ## JotForm and Streak, answered ### ### Can a JotForm submission update a deal we already have in Streak? Yes. The agent can take a new form submission, run a Search in Streak for a matching box, and then use Update Box, Update Box Field Value or Move Box to Stage on the record it finds. If nothing matches, it can create a box instead. ### ### Does the form submission have to arrive before anything happens? Not always. JotForm submissions can start a scenario through either the polling or the instant trigger, but Streak events such as a new box in a pipeline or a task marked complete can also start one and write to JotForm through Create Submission or Edit Submission Data. ### ### 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 Streak when something happens in JotForm? Any of Streak's 21 actions, including Create Comment, Move Box to Stage, Search and Create Box. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Streak to JotForm? Yes. When something happens in Streak, your agent can act in JotForm too. This page covers both directions: Streak's triggers and JotForm's actions are listed here as well. ### ### Do I have to build a connector for JotForm or Streak? 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 Streak 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.