Quill Forms TidyCal

Update client records when survey responses change

When a client updates their survey details in Quill Forms, update their customer record in TidyCal so hosts have current information.

Try:

See all Quill Forms + TidyCal integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Quill Forms Explore Quill Forms →

Triggers
New form response

Fires when a form is submitted in Quill Forms.

Survey completed

Fires when a respondent finishes a survey in Quill Forms.

Response updated

Fires when an existing response is edited in Quill Forms.

Actions
Create or update form

Creates or updates a form or survey in Quill Forms.

Retrieve a response

Looks up a specific form response in Quill Forms.

Add a respondent

Adds a respondent or contact to a form in Quill Forms.

TidyCal Explore TidyCal →

Triggers
New booking made

Fires when a new booking or appointment is made in TidyCal.

Booking rescheduled or canceled

Fires when a booking in TidyCal is changed or canceled.

New customer

Fires when a new customer books for the first time in TidyCal.

Actions
Create a booking

Creates a new booking or appointment in TidyCal.

Cancel or reschedule a booking

Cancels or moves a booking in TidyCal.

Create or update a customer

Creates or updates a customer record in TidyCal.

Add the booking to a calendar

Adds a booking from TidyCal to a connected calendar.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Quill Forms, automatically create a booking in TidyCal with their submitted contact details. See details
Send intake questionnaires when appointments are scheduled When a new customer books in TidyCal, add them as a respondent in Quill Forms so they receive a pre-meeting survey. See details

See all Quill Forms + TidyCal integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update client records when survey responses change” between Quill Forms and TidyCal?

Yes — describe it in the box above and Knit's Integrations Agent researches Quill Forms and TidyCal's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Quill Forms and TidyCal streamline appointment booking?

When clients complete intake surveys in Quill Forms, their details are passed into TidyCal to automatically create appointment bookings.

Can new bookings in TidyCal send intake forms in Quill Forms?

Yes, booking a new meeting in TidyCal can add the client as a respondent in Quill Forms so intake forms go out ahead of time.

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