Jotform Integration
Portal extensionAgencyPro has a Jotform portal extension. Paste a Jotform URL and the form appears as its own page in the client portal menu. Submissions, file uploads and any payments are handled by Jotform; with Zapier on the Plus plan, a submission can create a request in AgencyPro.
Why connect Jotform with AgencyPro
Jotform handles long forms with conditional logic and file uploads. If your intake or approval process already runs on Jotform, the extension puts it in the portal next to the client's requests and files.
Submissions stay in Jotform. To create work in AgencyPro from a submission, use a Zap on the Plus plan with Find or Create Client and Create Request.
Key features
Benefits for your agency
How agencies use Jotform with AgencyPro
Detailed intake
A long intake form with conditional questions collects everything before kickoff.
Asset collection
Clients upload logos and brand files through a Jotform upload field.
Submission to request
With Zapier, each submission becomes an AgencyPro request.
How to set up Jotform
- In Jotform, open Publish and copy the form's link.
- In AgencyPro, go to Workspace Settings > Extensions and click Add extension.
- Choose Jotform, enter a navigation label and paste the URL.
- Pick the scope, enable it for the client portal and save.
- Submit a test entry as a client and check it in Jotform.
Frequently asked questions
Are submissions saved in AgencyPro?
No. They stay in Jotform. Use a Zap on the Plus plan to create AgencyPro requests from them.
Where do uploaded files go?
To Jotform's storage, under your Jotform plan's limits. Files uploaded directly to AgencyPro use AgencyPro's file storage instead.
Which plan do I need?
Portal extensions are on the Pro and Plus plans. Zapier is on Plus.
More Extensions integrations
Google Sheets
Show a live Google Sheet as a page in your client portal, one sheet per client if you want (Pro). Log events to Sheets with Zapier (Plus).
Airtable
Show an Airtable shared view or form as a page in your client portal with AgencyPro's Airtable extension (Pro and Plus plans).
Calendly
Let clients book calls from your portal. AgencyPro's Calendly extension shows your booking page as a portal page (Pro and Plus).
Ready to get started?
See how Jotform fits into your AgencyPro setup, or ask us which plan you need.