Popular automations
What you can automate with Plutio + Jotform
When someone submits a Jotform form, Zapier picks up the data and sends it to Plutio. You choose the trigger (which form), the action (create a contact, task, or project), and the field mapping (which form fields go where in Plutio). Here are the most common automations freelancers and agencies build with this connection.
Create contacts from form submissions
When someone fills out a contact form on your website, the integration creates a new person in Plutio with their name, email, phone number, and any other fields you mapped. You don't need to check Jotform for new entries or type anything into Plutio by hand.
Build tasks from intake questionnaires
If you use Jotform for project intake, each submission can create a task in Plutio with the scope, timeline, and budget pulled directly from the form fields. Your team sees exactly what the client submitted without anyone forwarding emails or copying text between tabs.
Start projects from order forms
When a client places an order through a Jotform payment form, the integration creates a new project in Plutio with the client name, service type, and order details attached. The project is ready to work on as soon as the order comes through.
Route leads by form type
If you run different forms for different services, you can set up a separate Zap for each one. A web design inquiry goes to one task board, a branding request goes to another, and a consulting question gets assigned to a specific team member. Each lead lands in the right place without any sorting on your end.
Track where your leads come from
Because each Zap ties to a specific Jotform form, you can see which form generated which contacts in Plutio. Having a separate Zap per form gives you a way to measure which pages on your website bring in the most clients without a separate analytics tool.
Chain multiple actions from one submission
You can add multiple Plutio actions to a single Zap. One form submission can create a contact, add a follow-up task with a due date, and log the submission details in a project note. All three happen within seconds of the form being submitted.
How do I turn Jotform submissions into Plutio contacts?
Set up a Zap with Jotform's "New Submission" trigger and Plutio's "Create Person" action. Every time someone submits your form, a new contact appears in Plutio with the fields you chose.
The Jotform trigger fires instantly through a webhook. As soon as someone hits submit, the data is on its way to Plutio. You pick which form triggers the Zap, and Zapier shows you every field from that form so you can decide what goes where.
On the Plutio side, the "Create Person" action lets you fill in the contact's name, email, phone, company, and any custom fields you've set up. If the form collects a project description or budget range, you can store that in a note on the contact record.
Jotform sends every field from the form, including hidden fields and calculated values. If your form uses conditional logic to show different questions based on answers, only the fields the person actually filled in will have values. Zapier handles empty fields cleanly, so you don't end up with broken records in Plutio.
What gets synced
- Name and email mapped from form fields to Plutio contact properties
- Phone and company if your form collects them
- Custom field values like budget, service type, or timeline
- Submission timestamp so you know when the form was filled out
- Form name stored as a source tag so you can track which form generated the contact
How do I create projects from Jotform intake forms?
Use Jotform's "New Submission" trigger with Plutio's "Create Task" or "Create Task Board" action. Each intake form submission becomes a project or task in Plutio with the scope, timeline, and client details already filled in.
This works best when your Jotform intake form collects structured information like project name, deadline, budget, and a description of what the client needs. The more structured the form, the cleaner the data flows into Plutio.
If your intake form is detailed (5 or more fields about the project), use the "Create Task Board" action to generate a full project. For simpler forms that just capture basic requirements, the "Create Task" action adds the submission as a task inside an existing board.
You can combine this with the "Create Person" action in a multi-step Zap. Step 1 creates the contact, step 2 creates the project, and the new contact is linked to the new project automatically. The client record and the project are connected from the start.
Mapping form fields to project details
- Project name pulled from the form's title or service field
- Description pulled from the form's "Tell us about your project" field
- Due date mapped from the form's deadline or target date field
- Budget and notes stored in the project's custom fields or description
How do I connect Plutio to Jotform?
The connection runs through Zapier. You pick Jotform as the trigger, Plutio as the action, map your form fields, and turn the Zap on. The whole process takes about 5 minutes.
Before you start, make sure you have accounts on Jotform (the free plan works), Zapier (the free plan works for single-step Zaps), and Plutio (the free trial gives you full access). You also need at least one published Jotform form with a test submission so Zapier can pull sample data during setup.
Step by step
- Step 1: Log into Zapier and click "Create a Zap"
- Step 2: Search for Jotform and select the "New Submission" trigger. Connect your Jotform account when prompted. You'll need your API key from Jotform's Settings > API page.
- Step 3: Pick the specific form you want to connect and pull a test submission so Zapier can see the field names.
- Step 4: Search for Plutio as the action app and choose your action: "Create Person" for contacts, "Create Task" for tasks, or "Create Task Board" for full projects.
- Step 5: Connect your Plutio account, map each form field to the matching Plutio field, test the Zap, and turn it on.
Start with one form and one action. Once you've confirmed that contacts show up correctly in Plutio, add more Zaps for other forms or chain additional actions onto the same Zap.
How much does Plutio + Jotform + Zapier cost?
You can run this entire integration on free tiers. Jotform's free plan includes 5 forms and 100 submissions per month, Zapier's free plan supports 100 tasks per month, and Plutio offers a 14-day free trial with full access.
Jotform pricing
Jotform's Starter plan is free and includes 5 forms, 100 monthly submissions, and 100 MB of storage. If you need more forms or higher submission volume, the Bronze plan starts at $34 per month (billed annually) and gives you 25 forms with 1,000 submissions. The Silver plan at $39 per month bumps you up to 50 forms and 2,500 submissions. Most freelancers stay on Starter or Bronze unless they run high-volume lead campaigns.
Zapier pricing
Zapier's free plan includes 100 tasks per month and supports two-step Zaps (one trigger, one action). If you need multi-step Zaps (for example, creating a contact and a task from the same submission), the Starter plan costs $29.99 per month and includes 750 tasks. Jotform is not a premium Zapier app, so you don't need a paid Zapier plan just to use this trigger.
Plutio pricing
Plutio's Core plan starts at $19 per month and includes CRM, projects, tasks, invoicing, contracts, and proposals. The Pro plan at $49 per month adds time tracking, client portals, and custom automations. Both plans support the Zapier integration. Plutio also offers a 14-day free trial with full access to every feature.
Bottom line: you can test the full Jotform-to-Plutio workflow for $0. Jotform Starter (free) + Zapier Free + Plutio trial costs nothing to start. If you need more volume after that, expect around $53 per month total (Jotform Bronze at $34 + Plutio Core at $19).
What if my Jotform sync breaks?
Check your Zapier task history first. Every Zap run shows up in the history tab with a status (success, error, or filtered). If a submission didn't make it to Plutio, the error message tells you exactly which step failed and why.
Most failures come from expired authentication, changed form fields, or hitting the free plan's task limit. Here's how to fix the most common issues.
Common issues and fixes
- Expired API key: If you changed your Jotform password or rotated your API key, the Zapier connection stops working. Open the Zap, click the Jotform step, and reconnect your account with the new key.
- Form fields changed: If you renamed, deleted, or reordered fields in your Jotform form, the field mapping in Zapier may point to the wrong data. Re-select your form in the Zap and re-map the fields.
- Task limit reached: On Zapier's free plan, you get 100 tasks per month. Once you hit the limit, Zaps pause until the next billing cycle. Upgrade to a paid plan or reduce the number of active Zaps.
- Duplicate contacts: If the same person submits your form twice, Zapier creates two contacts in Plutio. Add a Zapier "Filter" step to check if the email already exists before creating a new person.
Disconnecting the Zap doesn't delete any data already in Plutio. Contacts, tasks, and projects stay exactly where they are. You can reconnect anytime by turning the Zap back on.
