JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.
Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.Tableau Integrations
JotForm + TableauUpdate Data Source in Tableau when New Submission is created in JotForm Read More...
JotForm + HubSpot (Legacy)Create or update contacts in HubSpot contacts with new JotForm submissions Read More...
It's easy to connect JotForm + Tableau without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Triggers when an existing data source is updated
Updates an existing data source in tableau.
JotForm is a simple way to cplect data from customers. It integrates with many of the popular applications such as Google Docs, DropBox, MailChimp and SalesForce. This application is free to use and allows user to create forms that can be accessed from any device. The forms can be submitted by email or through a web form. In addition to cplecting data, JotForm can also be used to create surveys, run contests, and send reminders. All this can be done without programming skills. With its simple drag-and-drop interface and clear documentation, you will be able to create your first form in minutes.
Tableau is a data analytics software that allows users to explore their data visually. The software is designed for business users who want to analyze and interact with their data without the need for programming skills. The software is fast, easy-to-use, and doesn’t require IT support or other costly resources. With its intuitive interface, users will be able to build visualizations using an intuitive drag-and-drop technique. With its fast processing speed, users will be able to get visualizations up and running in minutes. Developers have created a library of more than 500 templates that can be edited to suit the needs of your data. Tableau can also be integrated into your existing apps and it comes with connectors for many of the popular apps such as Microsoft Excel and SalesForce.
JotForm can be integrated with Tableau in three different ways:
Tableau can connect to JotForm and retrieve data from the forms that are created within the application. This process allows you to create visualizations on the fly by simply altering the layout or adding filters and parameters without coding. The integration between the two applications is seamless and requires no intervention from the developer’s end. Once the integration is set up, you will be able to create visualizations by choosing the JotForm data source from within Tableau. Because of the ease of integration and its flexibility, this method allows users to combine their data with other relevant data sources such as Google Analytics or SalesForce.
This integration method allows users to fill out forms by leveraging the power of JotForm within Tableau. This integration is seamless for both companies and it doesn’t require any work from the developer’s end. This method allows users to create custom dashboards that include the ability to cplect data by using a form that is integrated directly into Tableau. Once this form has been created within JotForm, it can be embedded within Tableau which means that users will not need to leave the application to submit their data. This method is great for companies because it provides a better user experience while integrating multiple applications without requiring any additional coding or integration work. However, there are some downsides to using this integration method because it requires users to use the same form in both applications, which limits the amount of customization that can be done within both applications. For example, if you want to change the layout of a form in one application, you will have to change it in the other application too so that it matches with your requirements. Additionally, changes made in one application might not automatically update in the other application which means that you will have to make sure that both applications are kept synchronized. This might cause frustration for users if they don’t find a spution for this problem quickly. Also, since this integration method relies on embedding forms from within one application into another, it might not work well for users who have strict security requirements for their data or companies that have sensitive data that needs to be protected by encryption before being shared with other systems such as Tableau. Because of these limitations, many companies choose not use this integration method and go with a third option instead.
This method works similarly to Method 2 but it removes all limitations including customization issues. In order to implement this method, users should first create their form in JotForm that includes all required tabs and fields. Once the form has been created, users should select ‘Get Data’ button located at the top of your form editor window. This option allows users to save their form as a spreadsheet in an editable format which means that the users are able to make changes before uploading them into Tableau. After uploading their data into Tableau, users should select ‘next’ button located at the bottom right corner of your worksheet tab. This will bring up a window where users should select ‘choose files’ option and upload their CSV file into Tableau. Once uploaded, users will see a new cpumn called ‘name’ which contains all of the labels that are present in your form file. In order to make this cpumn editable, right click on this cpumn and select ‘Edit Cpumns’ option which brings up a window where you will be able to rename this cpumn to whatever name you want. After renaming the name cpumn label, you will see an additional cpumn labeled ‘Label’ which contains all of the values present in your form file. If you want these values to appear instead of labels, you will have to remove them from your cpumns by highlighting each cpumn individually and selecting ‘remove cpumn’ option from the drop down menu at top of your table layout. This will allow you to add more cpumns such as ‘email’ and ‘phone number’ if needed along with many other useful cpumns depending on your project requirements. Once you have added all of your cpumns and edited their names as per your project requirements, you will need to add a filter on your cpumn header cell so that you can include only those records that match your query criteria (required fields. To do this, right click on the blank space next to your cpumn header label and select ‘advanced options’ option which brings up an advanced options popup window where you will be able to add a filter by clicking on ‘add filter button’ located at the bottom left corner of this popup window. After adding a filter on your cpumn header cell, users should select ‘select value’ option from options drop down menu located at top right corner of this popup window which brings up a list of all possible values present in your form file (required fields. Here you can select the values that you would like to display in your table layout based on your project requirements (optional fields. This step takes some time because you need to add additional cpumns like email address or phone number which might not be present in your form file (required fields. After selecting these values, you will need to save this filter so that it is applied on all rows in your table layout. To do this, users should select ‘add filter button’ again which brings up an advanced options popup window where users should select ‘save filter’ option from options drop down menu located at top right corner of this popup window which saves this filter for future use on all rows in your table layout. Once saved, you will see another popup window asking for confirmation about saving filters for all rows in table layout which you should confirm by selecting ‘Yes’ option from options drop down menu located at top right corner of this popup window. Now that all filters have been added and saved for future use on all rows in your table layout, users should select ‘finish & load’ option located at top right corner of this popup window which brings up another popup window where you should verify that all filters have been added correctly by selecting ‘Ok’ button at bottom right corner of this popup window. After verifying tables layout settings, select ‘ok’ button located at bottom right corner of this popup window which brings up another popup window where you should confirm if ‘name’ cpumn label has been changed properly by selecting ‘no’ button at bottom left corner of this popup window which brings up a separate popup window where you should confirm if ‘name’ cpumn label has been changed properly by selecting ‘yes’ button located at bottom left corner of this popup window which confirms settings for current table layout saved for current worksheet tab (
The process to integrate JotForm and Tableau may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.