What do you use JotForm for? Do you collect information for your loan agreement? Create a job application form for employment agreement? Collect information to populate an order form or contract? There are several ways you can use JotForm and it’s right in saying your imagination is the only thing that will limit you.
The hard part however comes when you have to transfer that data from the form for creating a document like an agreement, contract or invoice. Data entry is usually the bane of office work.
But what if it doesn’t have to be that way?
Powered by Zapier you can quickly connect JotForm with document automation software like Windward Hub to automate the form to document process.
For instance, if you wish to create a loan agreement using the information on JotForm, you can take advantage of this integration to save valuable minutes and avoid data-entry errors.
Once you’ve signed up for Zapier, you will have access to the different apps that it supports. What you have to do as a user is simply set triggers and determine the action to be taken by the apps.
For document automation, you can set up a form submission from JotForm as the trigger and the action will be for the document to be created automatically. For example, a visitor to your website may have added an item to their shopping list and indicated that they would like to purchase the item. The moment they click submit, an invoice will be generated by Hub.
All this can be set up without any coding or IT support for this kind of automation as Zapier allows you to simply specify a trigger and describe the action.
It is a no-brainer, if you want to work faster without having to put in tons of hard work, then automation is the answer.