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“Send to Zapier” Action

The Zapier integration is available through a Send to Zapier action, which can be selected for the form submission button.
Notion image
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.
Custom webhook URL

Custom webhook URL

Please, note that if you have a File field in your form, the attached file(s) won’t be transferred to Zapier. As a workaround, we’d suggest using links (e.g. a Google Drive link) for sending files.

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Creating a ZAP

Next, you need to go to your Zapier account and hit the MAKE A ZAP button in the upper left corner.
“Make a Zap” button

“Make a Zap” button

In the app event search bar, look for the Webhooks by Zapier app and select it.
Locating “Webhooks by Zapier”

Locating “Webhooks by Zapier”

Then, select Catch Hook as a Trigger Event and hit Continue.
“Catch Hook” trigger event

“Catch Hook” trigger event

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.
Getting Custom Webhook URL

Getting Custom Webhook URL

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Entering the URL back in Softr Studio

Navigate back to Softr Studio, enter the copied URL as a value in the Zapier field.
Entering Custom Webhook URL

Entering Custom Webhook URL

Now, you can click to send test data to make sure it’s working.
Sending test data

Sending test data

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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.
Testing the trigger

Testing the trigger

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.
Test trigger success

Test trigger success

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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.
A contact form on Softr

A contact form on Softr

Corresponding fields on Google Sheets

Corresponding fields on Google Sheets

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.
Selecting Google Sheets under Action

Selecting Google Sheets under Action

Choosing an event

Choosing an event

In the next step, you need to add your Google account (if it hasn’t been added yet) to get access to Google Sheets.
Connecting Google Sheets account

Connecting Google Sheets account

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.
Adding Google Sheets details

Adding Google Sheets details

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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.
Running a test automation

Running a test automation

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.
Test submission received

Test submission received

The form is now linked to the spreadsheet and you can start receiving submissions.