Can this be done with a combination of Jotform and integrations with partners? If so, how?

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    Jill 
    Asked on June 19, 2020 at 05:38 PM

    Hello,

    I work for a nonprofit where organizations can sign up as paying members with us.  Their fees for this membership are on a sliding scale depending on the organization's stakeholder type and overall size. 

    Nearly all the organizations who sign up for this membership are already in our database with their stakeholder type already listed in their record.  We nearly never know their size, though. 

    Therefore, this is the way our sign-up form works:

    1) Name
    A user chooses their org name from a drop down menu.

    2) Type
    The form autofills this field based on what stakeholder type we already have listed for that org in our database.  

    3) Size
    Our form uses conditional logic to show the three size ranges options for that type of org.  The user clicks on the size range their org fall sinto.

    4) Fee
    Our form uses conditional logic to display the fee for orgs of that type and size.

    5) Payment
    The user pays with a credit card.

    6) Record
    A record of all the data in form fields, plus the payment record, get stored in our database.

    If that description isn't totally clear, here's a link to the form itself so you can see all of the above in action: https://sptf.info/membership-sign-up.  

    Anyway, currently, our nonprofit is not satisfied with our database for a number of reasons, so we are researching better ones.  Whatever new database/CRM we choose, we will need to recycle or recreate this membership sign-up form to work with it.

    However, as we look at database/CRM options, none seem to natively allow for a combo of (a) conditional logic, (b) pulling data from the database (i.e., filling in the stakeholder type for the user), (c) letting people pay, and (d) storing records of all of that information in the database.

    I've always liked Jotform.  Your conditional logic and customer service are great.  I know you guys also integrate with a ton of other programs.  Is it possible to build the above form using Jotform and some combo of your other integrations?  If so, what combo would you use?

    If it matters, we're currently using Stripe for payment processing, and we are looking at but not at all married to Salesforce as a potential replacement for our bad database.  

    Thank you,

    Jill

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    BDAVID
    Answered on June 19, 2020 at 07:09 PM

    Thank you for contacting us. I believe that what you are trying to accomplish is doable. We have a widget that lets you pull data from an Excel file into the form fields. Please check this guide: https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget

    Then, you can create SHOW conditions to show specific fields(size ranges) based on a previous field value:

    https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    https://www.jotform.com/help/196-Hide-or-Show-Multiple-Fields-at-Once

    And to process payments, you can still use Stripe since we have that integration available: https://www.jotform.com/help/190-How-to-Integrate-Stripe-with-your-Form

    If the amount to be paid needs to be calculated based the organization size, then you can perform your calculations through conditions: https://www.jotform.com/help/268-How-to-Insert-Text-or-Calculation-into-a-Field-Using-Conditional-Logic

    The total can then be passed to the Stripe payment field: https://www.jotform.com/help/275-How-to-Pass-a-Calculation-to-a-Payment-Field

    If you also need to pass form data to Salesforce, please follow this guide: https://www.jotform.com/help/271-How-to-Setup-Salesforce-Integration

    Let us know if you have more questions.

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    Jill 
    Answered on June 19, 2020 at 07:28 PM
    Thank you so much for the prompt answer!
    By any chance is there an equivalent of the spreadsheet widget where it is
    pulled from a Google Sheet?
    Jill E. Greenberg
    SPTF Director of Membership
    ...
  • Profile Image
    Flavio_A
    Answered on June 19, 2020 at 09:34 PM

    Hi Jill

    Unfortunately, there is not such a feature available. I believe you could find a way to make your form read your database files using PHP and SQL or MYSQL, but that would require some coding.

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    Jill 
    Answered on June 19, 2020 at 11:28 PM
    I was afraid of that. Alas.
    ...