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Plaid + JotForm Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and JotForm

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

About JotForm

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.

JotForm Integrations

Best ways to Integrate Plaid + JotForm

  • Plaid Trello

    JotForm + Trello

    Create cards on Trello form new new JotForm submissions Read More...
    Close
    When this happens...
    Plaid New Submission
     
    Then do this...
    Trello Create Card
    If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.
    The Method of Action
    • JotForm has received a new submission
    • Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
    What You Will Need
    • JotForm account
    • Trello account
  • Plaid Google Sheets

    JotForm + Google Sheets

    Add new rows in Google Sheets on JotForm responses Read More...
    Close
    When this happens...
    Plaid New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    You can have your JotForm submissions immediately added to Google Sheets with this integration, making it easy to share findings with colleagues. After you set this up, every time a new JotForm answer is received, a new row will be added to the Google Sheets spreadsheet you specify.
    How Does This Integration Work?
    • A new submission is received on JotForm
    • Appy Pie Connect creates a new row on Google Sheets
    What You Require
    • JotForm account
    • Google Sheets account
  • Plaid HubSpot

    JotForm + HubSpot

    Create or update contacts in HubSpot contacts with new JotForm submissions Read More...
    Close
    When this happens...
    Plaid New Submission
     
    Then do this...
    HubSpot Create or Update Contact
    There's no need to manually maintain track of JotForm submissions for new clients or information updates if you don't want to. Simply turn on this JotForm HubSpot integration, and Appy Pie Connect will capture any new JotForm submission and either establish a contact in HubSpot or update an existing match, keeping everything for you so you can focus on other things.
    How This Integration Work
    • A new submission in JotForm
    • Appy Pie Connect creates or updates new contact in HubSpot
    What You Require
    • JotForm account
    • HubSpot account
  • Plaid Gmail

    JotForm + Gmail

    Create Draft to Gmail from New Submission in JotForm Read More...
    Close
    When this happens...
    Plaid New Submission
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    JotForm + Gmail

    Send Email in Gmail when New Submission is created in JotForm Read More...
    Close
    When this happens...
    Plaid New Submission
     
    Then do this...
    Gmail Send Email
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + JotForm in easier way

It's easy to connect Plaid + JotForm without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Submission

    Triggers when a new submission has been added to a specific form.

    Actions
  • Create payment recipient

    Create a new payment recipient

How Plaid & JotForm Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick JotForm as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to JotForm.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.