Connect Jotforms to Create Custom Forms

Sensr Portal's integration with Jotform allows you to create beautiful form experiences in your investment software for your contacts and sync that information back to your Sensr Portal software.  These are just a few advantages of using Jotform with Sensr Portal:

  • Create beautiful, customized forms for viewing right within your investor's login
  • Pre-populate forms based on CRM details
  • Sync entered details back to your Sensr Portal database for use in other areas, such as the DocuSign integration

Setup Jotform with Sensr Portal

If you haven't already, first sign up for a Jotform account.  Once you have created an account, you can connect it to Sensr Portal.

  1. Navigate to the Functions and select Integrations from the dropdown menu.

  2. On the Integrations page, scroll down to the JotForm section and click Re-Authorize/Authorize Jotform Access.


  3. This allows Sensr Portal to access your Jotform account 
  4. Once completed, a green banner appears to notify the JotForm successfully connected.

Create Forms

You can begin building your first form by clicking Create Form. 

TIP: Jotform has a knowledge base to support you in fully setting up and customizing your form.

  1. Once you create your form, be sure to navigate to Form Functions > Thank You Page.

  2. Select Redirect to an external link after submission. 
  3. In this section, paste the link found on Sensr Portal in Functions > Integrations, under Jotform.

Jotform for Contact Actions

Once you have created your form, you can begin connecting it to Update Capital. 

  1. Start by navigating to Sensr Portal.
  2. From the Functions click on Actions from the menu. 

  3. Click on the +Add button to create a new action and select  Jotform (user).

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  4. When creating the action, you will be shown some initial options, please enter:
    • The internal Name of the action
    • Verb you would like investors to see when multiple actions are assigned to them
    • Select the form you would like to assign to the action, the form dropdown will show all forms in your Jotform account 
    • Check Restore last submissions when available to prepopulate the form with user details

    • For User Jotforms, choose to store submissions on User.

  1. Once you create the action, Sensr Portal will show you a list of fields for the form that can be synced with the portal.  To modify how to sync the fields, scroll to the bottom of the list located below the Shared Fields table and click Edit Fields. Then select which fields to sync and click Update.

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  1. Once you have selected the fields to sync, the action is ready to be assigned.  In the Contacts section, assign the action to either all contacts, specific contacts, or using tags.


  1. Alternatively, you can assign an action to a specific investment on the Funds Page: Actions tab.

Once the action is assigned, the contact will be able to see this action upon login to the portal: