Brivity + Jotform

Create Brivity leads from new signed Jotform documents

Streamline your lead generation process with this Jotform and Brivity integration. Whenever a new document is signed in Jotform, a lead is instantly created in Brivity, saving you time and ensuring every potential customer is seamlessly tracked. Amplify efficiency and improve customer management with this easy-to-use workflow.

When this happens...
New Signed Document
Triggers when a signed document is received.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Trigger
Instant
Try It
- Primary Agent ID
- Lead Intent
- First Name
- Last Name
- Email Address
- Phone Number
- Company
- Job Title
- Street Address
- City
- Locality
- Postal Code
- Country
- Description
- Tags
Action
Write

About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more