Zapier allows end users to integrate the web applications they use and automate workflows.
"Send to Zapier" Action
The Zapier integration is available through a Send to Zapier action, which can be selected for the form submission button.
After selecting the action, a field titled Zapier will appear below. Here, you will need to add the custom webhook URL, which we’ll discuss shortly.
Creating a ZAP
Next, you need to go to your Zapier account and hit the MAKE A ZAP button in the upper left corner.
In the app event search bar, look for the Webhooks by Zapier app and select it.
Then, select Catch Hook as a Trigger Event and hit Continue.
In the following step, you’ll get a Custom Webhook URL, which you need to copy and add it back in the Zapier field of your button action.
Entering the URL back in Softr Studio
Navigate back to Softr Studio, enter the copied URL as a value in the Zapier field.
Now, you can click to send test data to make sure it's working.
Checking the Results in Zapier
After sending test data, go back to your Zap setup and proceed to the next step. There you should see a Test trigger button.
If after hitting the button your request is found, as shown in the screenshot below, then the integration has been successful, and the only thing left is to click Continue to go to the next step in your Zap setup and configure the application to which you want your data to be sent to.
Sending Data to Google Sheets
In the next step, you need to define the action that the zap needs to accomplish. Let's assume, we want to send the form data to Google Sheets, creating a new row within the sheet for every submission. If for instance, we use the Simple Contact Form, we should have corresponding columns in the sheet to map the fields.
So, in the next Action step, we need to choose the Google Sheets app, set Create Spreadsheet Row as an Action Event, and hit Continue.
In the next step, you need to add your Google account (if it hasn't been added yet) to get access to Google Sheets.
In the next step, you need to add the Google drive where your spreadsheet is located, and select the spreadsheet and worksheet you want to send the data to. Lastly, you need to map the form fields to the corresponding worksheet columns, as shown below.
Testing the integration
Proceed to the next step, and you're almost done. You just need to test the action to make sure it's working correctly.
If the test was successful, you should see a success message in the next step and your spreadsheet should be updated with the test data, as shown below.
The form is now linked to the spreadsheet and you can start receiving submissions.
Last updated on December 6, 2022