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Jotform

Jotform is a flexible form and data collection platform used to gather requests, approvals, surveys, payments, and internal intake across teams. It’s commonly used for support intake, onboarding, HR requests, procurement, compliance, and customer feedback.

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Overview

PixieBrix connects to Jotform and turns forms into an active workflow layer across the browser. Teams can launch forms at the right moment, auto-populate fields with context, and route responses instantly to the systems where work continues. Jotform remains the collection layer; PixieBrix brings it into the flow of work.

Actions

Launch Jotform Forms From Any Tool

PixieBrix lets users open or share Jotform links directly from Zendesk, Salesforce, Slack, Gmail, or internal apps - right when information is needed.

Auto-Populate Forms With Context

Customer details, ticket IDs, deal info, user data, or project context can be prefilled automatically, improving completion rates and data quality.

Route Responses to the Right Systems

When a form is submitted, PixieBrix can push responses to CRMs, ticketing tools, task managers, spreadsheets, or databases - no manual handoffs.

Trigger Approvals and Follow-Up Workflows

Form submissions can kick off approvals, notifications, scheduling, escalations, or downstream automations immediately.

Unify Intake Across Teams

Support, sales, IT, HR, finance, and operations can all use Jotform consistently from their existing workflows.

Benefits

Forms Triggered at the Moment of Need

Teams launch forms exactly when information is required - during a ticket, review, or decision - instead of sending links later.

Cleaner, More Complete Submissions

Auto-prefilled context reduces errors, missing fields, and back-and-forth clarification.

Faster Turnaround and Routing

Responses are acted on instantly, shortening cycles for intake, approval, and execution.

Reduced Context Switching

PixieBrix eliminates jumping between Jotform and other systems, keeping teams focused.

Scalable, Repeatable Intake Processes

Forms become a reliable front door for workflows across the organization.