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Connect Jotform to MCA Pilot

What to do when you add a new rep and want to integrate their Jotform to make sure their deals come into MCA Pilot and are assigned to them.

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Written by Victor Fteha

Connect a Jotform application form to MCA Pilot so merchant submissions automatically create deals with the correct rep and file attachments. This guide covers first-time setup, switching a form to a new rep, and what to check when a submission does not create a deal.

Deals will not appear until our team activates your integration. Adding the webhook URL to your form is only the first step. Every application form has different fields, so our team builds a custom field mapping for your form before submissions can create deals. Send us your form link through the blue chat icon and we will usually have your integration live within a few hours on business days, and always within one business day. We will confirm in chat as soon as it is live.

Before you start

You need an existing Jotform application form with fields for merchant details. First-time setup requires support to generate a webhook URL and map your form fields. If your form is already connected, you can copy the existing webhook URL when adding new reps.

If you are using DocuSeal, Fillout, or another platform, see How to integrate your application form with MCA Pilot instead.

First-time setup

Share your form with MCA Pilot support to get a webhook URL and field mapping, then add the webhook to Jotform and provide your API key.

  1. Share your Jotform form link or builder access with support via chat or email.

  2. Support will generate a unique webhook URL and map your form fields to MCA Pilot deal fields.

  3. In Jotform, open your form and click Edit Form.

  4. Switch to the Settings tab, then click Integrations.

  5. Search for Webhooks and paste the webhook URL that support provided.

  6. Save the webhook settings.

Jotform webhook settings

Provide your Jotform API key for file attachments

MCA Pilot needs a Jotform API key to download bank statements and other files from submissions.

  1. In Jotform, click your profile icon and select My Account.

  2. Go to API in the left sidebar (or visit jotform.com/myaccount/api).

  3. Click Create New Key and enter a label like "MCA Pilot Integration".

  4. Set the Permissions to Read Access and copy the key.

  5. Send the key to support via chat or email.

You only need to do this once per Jotform account.

Switch a form to a new rep

Clone the existing integrated form so the field structure stays the same, then assign the new form ID to the rep in MCA Pilot.

  1. In Jotform, clone the original form that is already connected to MCA Pilot.

  2. On the original form, click Edit Form → Settings → Integrations → Webhooks, and copy the webhook URL.

  3. On the new form, go to the same Webhooks integration and paste the URL.

  4. On the new form, click Publish → Copy Link. The URL looks like https://form.jotform.com/789234567812345. The number after the last slash is the Form ID.

Jotform Publish link

For example, if the link is https://form.jotform.com/789234567812345, the Form ID is 789234567812345.

Find the Form ID if you use custom URLs

If your form uses a custom URL, the Form ID is not visible in the link.

  1. Open the form in your browser and right-click anywhere on the page.

  2. Select Inspect, then click the Console tab in the developer pane.

  3. Hover over the red error and right-click the link.

  4. Select Copy Link Address and paste it into a note. The link contains events.jotform.com/form/NUMBER/. The number after form/ is your Form ID.

If this is too complicated, contact Jotform Support for the Form ID, or send the form link to MCA Pilot support and we will find it for you.

  1. In MCA Pilot, go to Settings → Workspace, click the new rep, then click Edit in the top right.

  2. Paste the Form ID into the Unique App ID field and click Done.

MCA Pilot Unique App ID field

When a merchant submits this new form, the deal is created in MCA Pilot and assigned to this rep.

What happens to the application PDF

New fields appear on the application PDF by default. If you want a phone or email to flow into MCA Pilot but not show on the PDF, you must design the Jotform PDF to exclude those fields. The values still land on the deal record in MCA Pilot regardless of what the PDF shows.

What to check when a submission does not create a deal

If a merchant submitted a Jotform but no deal appears in MCA Pilot, work through these checks in order.

Check that our team has activated your integration

If this is a first-time setup and you added the webhook URL but we have not yet built and confirmed your field mapping, submissions will not create deals. Message us through the blue chat icon to check the status of your integration.

Check the webhook URL format

Older integrations use https://n8n.mcapilot.com/webhook/ or https://n8n.fundmore.io/webhook/, which no longer work. The current format is https://webhook.mcapilot.com/nln4oez113cp7t/{GUID}.

  1. In Jotform, open the form and go to Edit Form → Settings → Integrations → Webhooks.

  2. Confirm the URL starts with https://webhook.mcapilot.com/nln4oez113cp7t/. If it starts with an old base URL, replace the base URL but keep the same GUID at the end. For step-by-step instructions, see How to update your webhook URL to the new Hookdeck format.

Check the form is published and the webhook is saved

Make sure the form is live and the webhook integration is active.

  1. Confirm the form status is Published in Jotform.

  2. Re-open the Webhooks integration and verify the URL is still present and saved.

Check the form ID is mapped to a rep

Deals are only auto-assigned when the form ID is linked to a rep profile.

  1. In MCA Pilot, go to Settings → Workspace and check that the rep has the correct Form ID in the Unique App ID field.

  2. Submit a test application and confirm the deal appears in that rep's pipeline.

Check for missing file attachments

If the deal appears but bank statements or other files are missing, see Why did a deal from Jotform appear in MCA Pilot without bank statements?

Make changes to your form

Any change to your Jotform form — adding, deleting, reordering, or renaming a field — can affect how submission data maps into MCA Pilot. A deal can still be created even when a changed field stops populating, so reach out to support after every change so we can verify the mapping and confirm everything is coming in correctly.

  1. Make your change in the Jotform form builder.

  2. Share the current form link or builder access with support through the blue chat icon.

  3. Tell us what you changed — which fields you added, removed, renamed, or reordered.

  4. Submit a test application and confirm the affected fields land on the new deal's Details tab.

Mapping updates apply to future submissions only and do not backfill deals already created. For deals created before the change, enter the missing values manually on the Details tab (see Edit deal fields after an application form generates a deal).

Need more help?

Reach out via the blue chat icon in MCA Pilot, email [email protected], or WhatsApp wa.me/15559026222.

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