Connect and Integrate
Jotform with Vitally

Connect Jotform to Vitally and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Jotform and Vitally

Select a trigger in Jotform

Choose an event in Jotform like “New event in Jotform,” to set off your automation.

Automate an Action in Vitally

Connect your Vitally account and select an action like “Take action in Vitally” to make your work flow.

Customize the Workflow

Build your Jotform - Vitally automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Jotform and Vitally
to Automate these Workflows

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Send emails via Outlook when a document is signed in Jotform

Ready to boost productivity? Let Jotform + Outlook take over.

Create Freshdesk tickets for Jotform entries

Why struggle? Jotform + Freshdesk make every task easier to manage.

Add new Google Calendar events from Jotform submissions

Let Jotform and Google Calendar handle the details—you focus on the big picture!

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Connect Jotform and Vitally

About Jotform

Jotform is an intuitive online platform that lets users design forms, apps, and collect data without needing to write any code. Its drag-and-drop form builder allows for easy form creation of forms for payments to surveys. is widely used by over 25 million users globally, it’s favored for simplifying data collection and enhancing workflow efficiency using templates, mobile app creation, e-signatures, and customization with logos and themes.

About Vitally

Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.