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How Zapier works
Zapier makes it easy to integrate Jotform with Trustate - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Jotform.
Add your action
An action happens after the trigger—such as "Import Matter" in Trustate.
You’re connected!
Zapier seamlessly connects Jotform and Trustate, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- Display First NameRequired
- Display Last NameRequired
- External ID
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Client Date Of Birth
- Client Address Street
- Client Address City
- Client Address State
- Client Address Zip Code
- Decedent First Name
- Decedent Last Name
- Decedent Date Of Birth
- Decedent Date Of Death
- Decedent Last Address Street
- Decedent Last Address City
- Decedent Last Address State
- Decedent Last Address Zip Code
- Trust Name
- Trust Date
- Is Grantor Trust?
- Is Revocable Trust?
- Ward First Name
- Ward Last Name
- Ward Date Of Birth
- Ward Address Street
- Ward Address City
- Ward Address State
- Ward Address Zip Code
ActionWrite
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
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Connect Jotform and Trustate to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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