Send contracts for signature upon survey completion

When a client submits a completed response in Jotform, send a signature request in FYI using the submitted details.

Try:

See all FYI + Jotform integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

FYI Explore FYI →

Triggers

New note created

Fires when a new note or document is created in FYI.

Note updated

Fires when an existing note or document changes in FYI.

Document viewed or shared

Fires when a document in FYI is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in FYI from a saved template.

Create or append to a note

Creates a note in FYI or adds text to an existing one.

Convert a document to PDF

Converts a file in FYI to PDF.

Publish or share a document

Publishes a document from FYI or shares it by link.

Jotform Explore Jotform →

Triggers

New form response

Fires when a form is submitted in Jotform.

Survey completed

Fires when a respondent finishes a survey in Jotform.

Response updated

Fires when an existing response is edited in Jotform.

Actions

Create or update form

Creates or updates a form or survey in Jotform.

Retrieve a response

Looks up a specific form response in Jotform.

Add a respondent

Adds a respondent or contact to a form in Jotform.

Generate custom documents from form submissions When a user completes a survey or form in Jotform, automatically build a document from a template in FYI pre-filled with their answers. See details

Append form answers to ongoing project notes When a form response is updated in Jotform, append the new information directly to an existing note in FYI. See details

See all FYI + Jotform integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send contracts for signature upon survey completion” between FYI and Jotform?

Yes — describe it in the box above and Knit's Integrations Agent researches FYI and Jotform's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do FYI and Jotform work together to automate document creation?

When clients complete forms in Jotform, their submitted information instantly populates structured notes or custom templates in FYI for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in FYI, you can automatically update respondent information in Jotform.