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Look up Jotform submissions and form details from your AgentCalls agent.

Connect Jotform Sign to AgentCalls with your own Jotform credentials from the tool's settings. During a call, your agent can read the form fields a caller needs, look up a specific submission by ID, and check the status of a workflow that is already in progress. Your agent can also create a plain Jotform submission from answers it collects on the phone, and delete one when it is no longer needed. Dedicated Jotform Sign document creation, signer management, and document download are not available through Jotform's public API, so your agent does not send or sign documents.

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What your agent can do with Jotform Sign

  • Look up a submission by ID and read its answers and workflow status during a call
  • Read a form's fields so the agent can ask the caller the right questions
  • Create an ordinary Jotform submission from answers collected on the phone
  • List a form's uploaded files and webhook registrations on request

Jotform Sign exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks a signed intake form

  1. Caller

    Hi, I filled in your new patient form last week. Did it come through?

  2. Agent

    Let me check. Can you give me the reference number from your confirmation email?

  3. Caller

    It's 6184720.

  4. Agent

    Thanks, Maria. I found your submission from Tuesday. It shows as complete, and the clinic has your details on file.

Phone intake for a service request

  1. Caller

    I need someone to look at my boiler. My name is Daniel Okafor.

  2. Agent

    Thanks, Daniel. What is the address and the best number to reach you?

  3. Caller

    14 Harcourt Road, and 07700 900123.

  4. Agent

    Got it. I've saved your request on the service form. A technician will call you tomorrow between 9 and 11.

Confirming a submission removal

  1. Caller

    I sent the wrong form by mistake yesterday. Can you remove it?

  2. Agent

    I can help with that. Which reference number is it?

  3. Caller

    Reference 5520913.

  4. Agent

    Done. That submission is deleted. Your team can send a new one whenever you are ready.

How to connect Jotform Sign

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Jotform Sign

    From Integrations in the dashboard, choose Jotform Sign and enter the connection details from your Jotform Sign account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Jotform Sign actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up submissions and form details while the caller is on the line, and it can create a submission from answers it collects during the call.

What do I need to connect Jotform Sign?

You need a Jotform account and your own credentials from the tool's settings. Sign in to the AgentCalls dashboard, open Integrations, and connect Jotform Sign.

Which plan includes this integration?

Integrations are included from the Growth plan onward.

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Put your agent to work with Jotform Sign.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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