Integrations / Signatures

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Connect Jotform Sign to WhatsApp: submissions by chat

Flann is an AI agent your business talks to on WhatsApp. Connect Jotform Sign once, then ask Flann to look things up in it or get work done in it, by text or voice note. Think of Flann as the assistant who knows where everything in Jotform Sign is filed. You ask on WhatsApp, by text or voice note, and it searches, opens and reads.

10 actions in Jotform Sign. 6 only look things up, and 4 create, update, send or delete. You connect with your API key.

What you can ask Flann to do in Jotform Sign

Send any of these on WhatsApp, in your own words. Flann finds the right Jotform Sign action and fills in the details from the conversation.

FlannWhatsApp
  • “Show me my forms in Jotform Sign.”

  • “Show me my form files in Jotform Sign.”

What Flann can work with in Jotform Sign

Jotform Sign gives Flann 10 actions across 3 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Submissionscreatedeletelook up4

There are three ways to get submissions work done in Jotform Sign. Side by side:

CompareOpening Jotform SignLog in, find it, do itA rules toolRuns the steps you wired upJotform Sign through FlannAsk and get it done
Getting started on a jobOpen the app and find the right pageOnly what was wired up in advanceA WhatsApp message, typed or spoken
Finding answers about submissionsFilters and searches you run yourselfOnly the look-ups someone built6 look-ups, answered straight away
Making changesTyped in by handRun unchecked once built4 changes, made from a message
Jotform Sign recordsAll of them, one screen at a timeOnly the ones you wire up3 kinds, from one chat
Getting connectedNothing new to set upSomeone builds and maintains each flowYour Jotform Sign API key, once

YesPartlyNo

Step by step: Jotform Sign jobs you can hand to Flann

Each step below names the Jotform Sign action Flann actually runs.

Change

Create a submission from a voice note

  1. You message Flann on WhatsApp: “Create a submission in Jotform Sign with these details.”
  2. Flann runs List Submissions in Jotform Sign and shows you what it found.
  3. Flann runs Create Submission in Jotform Sign.
  4. Flann creates it in Jotform Sign and confirms in the chat.
Look-up

Get answers about your forms

  1. You message Flann on WhatsApp: “What is the latest on our forms in Jotform Sign?”
  2. Flann runs List Forms in Jotform Sign and shows you what it found.
  3. Nothing in Jotform Sign is changed: these are look-ups, so they run straight away.
Look-up

Check your form files from WhatsApp

  1. You message Flann on WhatsApp: “Show me where our form files in Jotform Sign stand.”
  2. Flann runs List Form Files in Jotform Sign and shows you what it found.
  3. Nothing in Jotform Sign is changed: these are look-ups, so they run straight away.

Repetitive Jotform Sign work Flann takes off your plate

These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.

Chasing the unsigned agreements

Today

Every week a few agreements sit unsigned in Jotform Sign. Working out who has not signed, and writing a polite nudge to each person, quietly eats the end of your Friday afternoon.

With Flann

“Which agreements in Jotform Sign are still waiting for a signature?”

Open envelopes in Jotform Sign come back as one list: who each is waiting on and how long it has been out. A short reminder is drafted for each signer, in the tone you use with customers and suppliers, and checked against what was already sent so nobody is nagged twice in a week.

What you stop doing: Keeping a mental list of who still owes you a signature stops being your job.

Writing up a site visit

Today

After a visit to a client, the details live in your head or on the back of an envelope. Proper notes in Jotform Sign get pushed to tomorrow.

With Flann

“Voice note from the Greenway visit. Make it a proper note in Jotform Sign under that client.”

Your voice note is transcribed, sorted under headings such as what was agreed, measurements and next steps, and matched to the right client in Jotform Sign. It reads like notes written at a desk.

What you stop doing: Writing up visits from memory the next morning is no longer necessary.

How Flann connects to Jotform Sign

  1. Search for Jotform Sign in Flann’s Connectors.
  2. Paste your Jotform Sign API key into the secure form Flann opens. You will find the key in your Jotform Sign account settings.
  3. Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Jotform Sign action itself.

Look-ups run as soon as you ask and change nothing in Jotform Sign. You can disconnect Jotform Sign from Connectors at any time.

Ways to use Jotform Sign with Flann

Start a document by voice

Send Flann the gist in a voice note. It prepares the document in Jotform Sign for you to check.

Share without the hunt

Ask Flann for the file a customer needs. It finds it in Jotform Sign so you can send it on.

Summarise before you read

Ask what a long document says. Flann reads it in Jotform Sign and gives you the points that matter.

Everything Flann can do in Jotform Sign

The full list of Jotform Sign actions available to Flann once you connect it.

Looks up 6

  • Get Form Schema
  • Get Submission
  • List Form Files
  • List Form Webhooks
  • List Forms
  • List Submissions

Changes 4

  • Create Submission
  • Delete Form Webhook
  • Delete Submission
  • Register Form Webhook

More Signatures apps Flann works with

See all integrations

Common questions

What can Flann do with submissions in Jotform Sign?

Flann can create, delete and look up submissions in Jotform Sign, using 4 actions (Create Submission, Delete Submission, Get Submission, List Submissions). Looking up runs straight away and changes nothing. The other actions create or change submissions in Jotform Sign.

How does Flann connect to Jotform Sign?

Open Connectors in Flann, choose Jotform Sign and paste your Jotform Sign API key into a secure form. You will find the key in your Jotform Sign account settings. Once it is connected, Flann can use 10 actions in Jotform Sign.

Can I use Jotform Sign from WhatsApp?

Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Jotform Sign for you. You do not need to open Jotform Sign.

Is Jotform Sign included in my Flann plan?

Yes. Every Flann plan includes every app, Jotform Sign included.

Put Jotform Sign to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Jotform Sign and ask for what you need. Live in 24 hours.