Using the Jotform Connector

Zoom's Jotform Connector enables users to access and manage form data directly in Zoom. Users can retrieve forms and submission data, view form metadata, access limited account information, and create or update forms from their connected Jotform account to support AI-powered form management and workflow automation.

Key features available with the Jotform connector:

• Forms and Form Metadata – Access forms created by the connected Jotform user, including form IDs, titles, structure, and related configuration details.
• Form Submissions – Retrieve submission data from connected forms, including responses and associated submission metadata.
• User Account Data – Access limited account-level information associated with the authenticated Jotform user, as permitted by the Jotform API token.
• Form Management Actions – Create, update, or manage forms and related resources depending on the enabled API permissions and Connector implementation.

Requirements for using the Jotform Connector

• A Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
• Custom AI Companion License 
• Account owner or admin privileges
• AI Companion panel in Zoom Workplace must be enabled
• A Jotform account
• Pre-approval of the Jotform Connector app in Zoom App Marketplace
  Note: If the app is not pre-approved, please contact your Zoom admin.

How to add the Jotform Connector

1. Sign in to the Zoom App Marketplace with your Zoom account.
2. In the top right of your screen, enter Jotform Connector in the search box to find the app.
3. In your search results, find the Jotform Connector app and click it. Note: If the app is not pre-approved, please contact your Zoom admin to approve the app for your account.
4. Click Add.
5. Confirm the permissions the app requires, then click Allow.
   You will then be redirected to Jotform to authenticate your Jotform Account and authorize Zoom. Once completed, you will return to the configuration page.

How to configure the Jotform Connector

After installing the app from the Zoom App Marketplace, you can configure the Jotform Connector within AI Studio.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then click Tool Templates.
3. Click the MCP tab.
4. Click Sync to verify your applications are synced.
5. Go to Custom Agents and create a new custom agent from scratch or select a template.
6. Once your agent is created, navigate to Tools.
7. Click Add Tools, and search for Jotform Connector.
8. Click Next to authorize your account.
9. After successful authorization, select some or all of the tools offered by the MCP server and click Save.
   You're now ready to start chatting with your agent.

How to use the Jotform Connector

After setting up the Jotform Connector, users can interact with it directly through AI Companion using natural language commands to access Jotform's features.

1. Sign in to the Zoom Workplace desktop app.
2. Click the Home tab or click the AI Companion icon from your active tab.
3. In the Write a message or type field, you can:
   • Enter /Jotform to show available prompts that you can use
   • Click the add icon and click the My Apps tab, then click Jotform.

How to remove the Jotform Connector

1. Sign in to the Zoom App Marketplace with your Zoom account.
2. In the top right of the page, click Manage.
3. In the navigation menu, click Added Apps.
4. Next to the Jotform Connector app, click Remove.
5. Confirm the dialogue and click Remove.

Data Security

Communications between this Connector and Zoom/Jotform are encrypted:

• The Jotform Connector communicates securely with the Jotform MCP server using HTTPS for encrypted data transmission.
• Authentication is handled via OAuth 2.0 with PKCE.
• Rate limits are applied to protect the service from abuse.

This Jotform Connector stores access credentials in the local data store:

• Jotform API tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.

How your data is used

This Connector has access to the following information on Jotform:

• list_forms: List forms of the user, with optional filters
• create_form: Create a new form based on the user's prompt
• edit_form: Edit a form based on the user's prompt. Use high-level natural-language instructions only (e.g., "Add a name question at the top", "Move the email question to the end")
• get_submissions: List submission IDs for a form, with optional filters
• create_submission: Create a submission for a form.
• assign_form: Assign a form to an email address