How to leverage Jotform Tables and Workflows as middleman between client and supplier

  • Leonie Ladgrove
    Asked on June 8, 2025 at 9:00 AM

    My first question that's important is:- if I have a supplier that uses Jotform and I need to use the same form for my customers (I am in effect the middle man) is there an easy way to integrate what my client completes to pass through to my supplier?

  • Jonathan JotForm Support
    Replied on June 8, 2025 at 9:47 AM

    Hi Leonie,

    Thanks for reaching out to Jotform Support. To easily integrate customer form submissions from Jotform to your supplier, utilize Jotform's integration features. Specifically, leverage Jotform Tables, and Jotform Workflows to automate data transfer and streamline your process. 

    Here's the breakdown:

    • Jotform Tables: You can easily share your Jotform Table data with your supplier by sharing a link or inviting them as collaborators. 
    • Jotform Workflows: Use Jotform Workflows to create a workflow that triggers an action, like an email, when a new form submission is added to Jotform Tables. This action can send the data directly to your supplier. 

    Example Workflow:

    1. Customer completes the form.

    2. Submission is automatically saved in Jotform Tables.

    3. A Workflow is triggered.

    4. The workflow sends an email to your supplier with the client's data.

    There are a lot of benefits to this approach. In example, you can streamline your process by automating data transfer and reducing manual tasks. Using Jotform Tables allows you to store and manage data in a structured way. You also reduce errors and save time by automating the data transfer process.

    Give it a try and let us know if you need any more help.