Jotform

Jotform is an online form builder. Many MSPs give their clients a form for each kind of request: a new starter, a leaver, a new device. Connect Jotform, and Neo agents read each submission with every answer matched to its question, then do the work it asks for with the rest of their tools.

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What Neo can do with Jotform

• Find the submission behind a ticket, by the submission id in the ticket, the form it names, or a value such as the new starter’s name
• Read every answer of a submission against its question, and the links to files uploaded with it
• Do the request with the agent’s other tools, such as Microsoft 365, your RMM and your PSA, and write on the ticket what it did and which answers it used
• Mark a submission read or flagged once it is handled
• Open a ticket for each new submission of a form on a schedule, with the submission id in its title, so a later run sees the submission already has one
• Read and manage forms, questions, reports, webhooks, folders and labels, as your permission groups allow

See Jotform API for the permission groups and profiles.

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How a submission starts an agent

Set the form’s notification email to go to the address your PSA turns into tickets. Each submission then opens a ticket, and an agent triggered on new tickets reads the submission and does the work. Connecting Jotform shows how. A form or a submission names none of your clients by itself, so there is no company mapping to set up: the agent reads the client from the answers and the ticket.

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Next steps