
When this happens...
New Submission

Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new submission is added to a specific form.
Triggers when a contact has been created manually or automatically.
Triggers when two contacts are merged.
Triggers when a Contact is updated.
This trigger activates when a contact group is added.
This triggers when a contact is removed from a group.
Action is the task that follows automatically within your Jotform integrations.
Create a new form to collect responses.
List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.
Create a Jotform submission from provided responses and return the submission ID and URL.
Lists all questions from a Jotform form using its form ID.
Adds a new question to a form.
Creates a new contact.

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To start, connect both your Jotform and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Jotform data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Jotform and TidyHQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Jotform and TidyHQ. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn MoreWhen your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
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