You can also use an external form service like JotForm or Google Forms to design custom forms and link them to Atom. You do this by setting up a webhook in your form that sends the data to Atom.
Step 1 – Set up the webhook
In Jotform, edit your form, click Settings, then Integrations, and search for “webhooks”
Click on the Webhooks panel, and enter your Atom webhook URL (from your Utilities, Forms page), into the webhook field (make sure you replace “yoursite” with your own Atom site name):
Click Complete Integration.
Step 2 – Set up the form mapping
Submit a sample entry from Jotform, which should send the submission to Atom.
In Atom, go to Utilities, Forms, and click “External Form Mappings”
If you don’t see the form listed here, check to be sure your Atom webhook is set up correctly in Jotform.
Click the edit button to set up the form mapping:
Here you are simply mapping the Jotform fields on the left to the corresponding Atom field on the right.
Also, specify how you want new submissions to be processed by specifying “Auto” or “Manual” – Auto means Atom will automatically process the submission and add the person to the database. Manual means you can review the submissions first, then click the “Process” button to manually process them.
Notes:
JotForm may create some fields like phone numbers with multiple parts like “area” & “phone” in the example above. In these cases, just map both parts to the same Atom field, say HomePhone, and they will be combined into the one HomePhone field.
If the form is a request for more info, map the field to Atom’s “InfoRequest” field. (see the Automation example above on how to direct the info request to the right person)
If you want to add a Person Step from a form field, map a date field to the “AddStep=” field. For example, AddStep=Salvation
If you want to add a Tag from a form field, map a Yes/No field to the “AddTag=” field. For example, AddTag=Bulletin