How can I filter for specific types of attachments?

DryMerge allows you to filter attachments based on file types or form criteria. Specify what types of attachments are relevant, and DryMerge will ensure only those are added to Salesforce records.

Can I specify which Salesforce records to attach files to?

Yes, you can specify which Salesforce records should receive the attachments. Provide the details, and DryMerge will configure the automation to match your requirements.

Which people use this automation? What do they use it for?

Teams handling client documentation, such as legal or administrative personnel, use this automation to ensure that all necessary files collected via forms are properly stored in their CRM for future reference.

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Jotform + Salesforce

Add Jotform Attachments to Salesforce Records

Automatically attach files from new Jotform submissions to relevant records in Salesforce. This ensures that all necessary documents are stored and accessible within your CRM. It's particularly useful for teams managing client documentation, contracts, or any files attached to Jotform submissions.

New Jotform Submission

Triggers when a new submission is received in Jotform.

Attach Files to Record

Attaches submitted files to the relevant Salesforce records.

See more Jotform to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Add Product Reviews to Salesforce Records from Jotform

Jotform + Salesforce

Create Salesforce Leads from New Jotform Submissions

Jotform + Salesforce

Send Salesforce Notifications for New Jotform Submissions

Jotform + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Jotform attachments to Salesforce records"

Add Jotform attachments to Salesforce records

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Jotform + Salesforce.

Assign Jotform Form

Assigns a Jotform form to a specified user

Create Jotform Submission

Creates a new submission for a specified Jotform form

Assign Prefilled Jotform Form

Assigns a prefilled Jotform form to a specified user

New Jotform Submission

Triggers when a new form submission is received in Jotform

New Jotform Signed Document

Triggers when a new document is signed in Jotform

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

App details

Jotform

Jotform is an online form builder for creating custom forms without writing code. Create online forms and surveys, collect submissions, and sync data with other tools.