Jotform integration
Arkeo agents for Jotform
Arkeo agents work in your Jotform account alongside your team. They check new intake forms are complete, make sure waivers and consent forms are signed before the day, send each request to the right person, and report on submissions each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Jotform
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Checks each new intake form is completeas it comes in
- ✓Asks the client for anything missingsame day
- ✓Creates the client in your CRMright away
New clients set up without retyping the form.
Jotform
HubSpot
Gmail- ✓Matches signed forms to the day's bookingsevery day
- ✓Reminds anyone who hasn't signedday before
- ✓Tells your team who is still missingevery morning
Guests show up with their forms signed.
JotformGmail
Checkfront- ✓Reads each new request formas it comes in
- ✓Sends it to the person who owns itright away
- ✓Follows up if no one repliessame day
Form requests don't sit in an inbox.
Jotform
Slack- ✓Counts submissions per formevery Monday
- ✓Compares it to last weekevery Monday
- ✓Sends it to your teamMonday morning
Know which forms are working without counting.
Jotform
Google SheetsWorks with the rest of your software
Agents carry the work from Jotform into the other software your team uses, so nothing waits for someone to copy it over.
Airtable
Stripe
Square
DropboxBusinesses that run on Jotform
How it connects
You make the key in your own Jotform account. Nothing to install on your computers, and nothing to wait for.
Where
In Jotform under Settings, then API. You select Create New Key and give it a name.
Who can do it
The person who owns the Jotform account.
Plan
Any Jotform plan, including Free. Each plan has a daily limit on how many requests agents can make.
Agents can see
- Form submissions and answers
- Files uploaded to your forms
- Your forms and their questions
- Your form reports
Agents can change
- Edits to submission answers
- Questions on your forms
- New forms, when your process needs one
Agents can't
- See forms in other Jotform accounts.
- Change your plan or billing.
- Get back in after you delete the key.
What this looks like at your business
New client intakeComplete forms become a client record. Missing items asked for.
Designed for businesses that use JotformSigned formsForms matched to bookings. Anyone missing gets a reminder.
Designed for businesses that use JotformRequest formsEach request goes to the person who owns it, then followed up.
Designed for businesses that use JotformIs this you?
- You collect intake, waiver or request forms in Jotform
- Your team checks or retypes forms by hand
- You want to grow without more staff
✕Just a few forms a month: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do with your Jotform forms?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Jotform
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Form answers never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid Jotform plan?
No. Agents work on any plan. Busy accounts may need a higher plan for more daily requests.
Will the agents change my forms?
They make the changes your process allows, like fixing a submission, and send the rest to your team.
Can I turn it off?
Yes. Delete the key in Jotform and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.