Wise Agent Jotform

Wise Agent + Jotform Integrations, Built by an AI Agent

Put Wise Agent + Jotform to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Wise Agent and Jotform below — describe the exact one you want above and the Agent builds it on demand.

Wise Agent + Jotform When a new submission is received in Jotform, create a lead in Wise Agent CRM. See details
Convert form responses into CRM contacts When a prospect submits a new form response in Jotform, automatically create or update their contact profile in Wise Agent. See details
Send customer feedback surveys on closed deals When a deal is marked won in Wise Agent, automatically add the customer as a respondent in Jotform to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Jotform, automatically log the activity under their profile in Wise Agent so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Wise Agent and Jotform?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Wise Agent and Jotform

Everything Wise Agent and Jotform can do inside a workflow — the triggers that start one and the actions that run when it fires.

Wise Agent Explore Wise Agent →

Wise Agent CRM is a dedicated real estate customer relationship management system providing contact automation, marketing features, and transaction tracking.

Triggers
Create Lead/Contact Webhook by Type

Create a webhook that triggers based on lead/contact activity in your account.

Actions
Add Extra Address

Create an extra address for a lead. Most commonly used for extra owned homes or interested properties.

Add Visited Web Page

Creates a record of when a contact landing on a web site, property, etc

Create Lead Note

Creates an note for lead

Get Lead/Contact by ID

Retrieves lead/contact by ID

Get Lead by Phone

Get a leads unique identifier, ClientID, by phone

Get Lead by Email

Get a leads unique identifier, ClientID, by email

Jotform Explore Jotform →

Jotform is an online form builder that allows users to create custom forms for collecting data, payments, and signatures.

Triggers
New Submission

Triggers when a new submission has been added to a specific form.

New Signed Document

Triggers when a signed document is received.

Actions
Assign Form

Invite assignees to complete your form

Assign Prefilled Form

Invite assignees to complete your pre-populated form

Create Submission

Generate a new submission for your form

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Enterprise-grade security

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Wise Agent + Jotform

Is there a pre-built Wise Agent + Jotform automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Wise Agent and Jotform's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Wise Agent or Jotform connector?

No. The Agent works whether or not Wise Agent or Jotform already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

Can form submissions automatically create deals in Wise Agent?

Yes, inbound responses from Jotform can instantly generate new lead records or deals in Wise Agent without manual data entry.

Can I send survey invitations based on deal updates in Wise Agent?

Yes, when a deal is won or updated in Wise Agent, you can automatically add the contact as a respondent in Jotform to collect feedback.

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