Save your survey results to Google Docs
How this automation works
Turn leads into customers in less steps by automatically creating new customers in Wave from the info a lead submits to you from your Jotform form. Pro Tip: use filter code to map the data in the trigger ingredients to the right fields.
If
New submission
Trigger ingredients
IP
FormTitle
SubmissionDateTime
TotalSubmissions
FormID
SubmissionID
RichTextData
SpreadsheetData
FilteredRichTextData
FilteredSpreadsheetData
FileUrl
Then
Create customer
Action fields
business_id
name
display_id
currency
first_name
last_name
email
phone
mobile
toll_free
fax
website
internal_notes
address_line1
address_line2
city
province_code
country_code
postal_code
shipping_name
shipping_phone
shipping_instructions
shipping_address_line1
shipping_address_line2
shipping_city
shipping_province_code
shipping_country_code
shipping_postal_code
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Related services
Create your own Wave and Jotform workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
7 triggers, queries, and actions
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is added to a business you choose.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.
Find a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an existing customer.
Find or create a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a customer matching the given email.
History of submissions
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of new form submissions.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer in a business you choose.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer in a business you choose.
Find a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an existing customer.
Find or create a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a customer matching the given email.
History of submissions
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of new form submissions.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is added to a business you choose.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Wave and Jotform
About Wave
Wave is the all-in-one financial management solution for small business and freelancers around the world. Create beautiful invoices, accept online payments, and make accounting easy—all in one place—with Wave’s suite of money tools.
Wave is the all-in-one financial management solution for small business and freelancers around the world. Create beautiful invoices, accept online payments, and make accounting easy—all in one place—with Wave’s suite of money tools.
About Jotform
Jotform builds powerful forms, moving your organization from busywork to less work. Powerful forms get it done.
Jotform builds powerful forms, moving your organization from busywork to less work. Powerful forms get it done.