Connect Jotform and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
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
Ready to use Jotform and TidyHQ automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a new submission has been added to a specific form.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Get Submission Data
Get an existing submission data.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
Delete Form
Delete an existing form.
Get form Submission
Retrieve submissions for the selected Jotform form. Optionally limit how many submissions are returned.
Create form
Create a new form.
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Step by step guides to integrate Jotform and TidyHQ
Frequently Asked Questions
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.
About Jotform
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 MoreAbout TidyHQ
When 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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