Make (formerly Integromat)
Make allows you to visually create, build, and automate workflows.
"Send to Make" Action
The Make integration is available through a Send to Make action, which is available as a Form submit button action.
After selecting the action, a field titled Make will appear below.
Here, you need to fill in a Custom Webhook URL to connect to Make. So, let's switch to Make to configure our automation and get the Webhook URL.
Creating a Scenario in Make
In your Make account, you should create a new Scenario, set up a Webhooks app, and choose the Custom Webhook trigger. As soon as the Custom Webhook is ready, you need to hit Copy address to clipboard to get the Webhook URL. Below you can see how that's done.
Adding the Webhook URL in Form Settings
Now, you need to run your Make scenario and go back to your Softr form to enter the Webhook URL. After entering the URL, use the link below to Send test data. Further on, if you go back to your Make scenario, you should see a notification on top of your webhook icon. Click on it to see the content of the bundle that has been received. If your test data has arrived successfully, you can now add new modules to your webhook to receive the data on other services.
Sending Data to Trello
Now, you need to connect another service to send the data to. Let's assume you've set up the Simple Contact Form and want to send the form submissions to the Trello task management tool, creating a new card on the board for each submission.
Therefore, you need to click Add another module on your custom webhook and search for Trello within the new module.
Configuring Trello Account and Mapping the Fields
After selecting Trello in the list, scroll down and choose Create a Card action.
In the next step, you need to connect your Trello account, clicking the Add button under Connection. Afterwards, under Enter a List ID you can either enter your Trello List ID manually or choose Select to be provided with the list of your current boards and their lists to choose from.
After setting the board and list you want the cards to be created on, you need to scroll down and map the form fields. In the example below, we've mapped the Email field to the card Name, and the form Name and Message fields to the card's Description.
Testing the integration
That's it. Now, let's run our Scenario and do a test submission from our Softr form to make sure the data is being received on Trello.
Last updated on December 6, 2022