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Zapier

Zapier is a web automation app. It automates tasks between web apps. With Zapier, integrate your web apps and pass data between apps to get more done efficiently. With Zapier for weForms, you have another reason to use this productivity tool.

How weForms works with Zapier

With weForms plugin and a Zapier account, you can send data from weForms to 300+ web apps. The possibilities of what you can do are almost endless. Here are some examples:

  • Send form data to Google Sheets
  • Send text messages
  • Get Slack notifications

Prerequisites

  1. Activate Zapier Module
  2. Make sure you have a Zapier account (the basic version is free).

Activate Zapier Module

The Zapier module needs to be activated to see the features mentioned in this documentation.  To activate Zapier module, navigate to wp-admin > weForms > Modules, now find and activate Zapier Integration module using the Enable button.

Create New Form to Activate Zapier

In order to activate Zapier, you are required to create the form for which you want to activate the Zapier for. To create a new form simply get to wp-admin > weForms > All Forms. Click on Add Form button, add some fields to that blank form and save it in the form editor as shown below.

Once you created your desired form, now get to ‘Integrations' tab to toggle on the Zapier from the listed available integrations.

Activate Zapier Api

Setting up Zapier with weForms App

Once the form has been created, now to make the integration of weForms-Zapier work, you will require to setup weForms account and add action step in Zapier. For that, you will need to tailgate the following steps.

Step 1: Login to the Zapier website and click on ‘Make a Zap' located at the top right corner.

Make a Zap

Step2: Choose a Trigger App i.e. weForms in this case.

Choose trigger app

Step 3: Click on Connect an Account to connect with the weForms account.

Connect account

Step 4: Input your website link and API key acquired from the Integrations tab of your form. Press Yes, Continue.

Input API in Zapier

Step 5: Once the weForms account is added, select it and press Save + Continue.

 

Choose weForms account

Step 6: Now select the form for which you want to set up weForms entry.

Choose contact forms from list

Step 7: Now create an entry to pull in a sample for Zapier.

Forms sample pull in

Step 8: Select Entry A to pull in that sample and press Continue.

sample to set up Zapier

Step 9: To complete the integration setup of weForms, now you will have click on the blue marked link to add an action step as shown below.

add action

Step 10: Now choose and action App. You can choose a number of action apps to complete your Zapier settings. Gmail was chosen in this case.

Choose Gmail action

Step 11: Choose Send Email option and press Save + continue to create and send a new email message.

 

Action with Gmail setup

Step 12: Select your Gmail account and click on Save + Continue

Select GMail account

Step 13: Now set up your Gmail email filling up all the required fields. You can also add optional information if you want.

 

Gmail setup for Zapier

Gmail name and subject setup

Gmail body setup for zapier

Step 14: Now send a test email to see whether the setup is working or not.

Send test email

Step 15: Check your email inbox for the test email sent to it.

Test email success message

Step 16: Name the Zap you have created to activate it. Now the Zap will run automatically when any new entry through weForms will trigger.

Name you Zap to turn on

Step 17: Submit the form from the frontend

Form submission of new user

Step 18: Check your email inbox for the submitted form. If you get the email, this means your weForms-Zapier integration setup is done correctly.

Email of new user from zapier

Now your weForms-Zapier integration is complete.

Web Hook Method of Integrating weForms-Zapier

Activate Zapier Module

The Zapier module needs to be activated to see the features mentioned in this documentation.  To activate Zapier module, navigate to wp-admin > weForms > Modules, now find and activate Zapier Integration module using the Enable button.

Create a new contact form:

Now create a new form by navigating to wp-admin > weForms > All Forms. Click on Add Form button, add some fields to that blank form and save it.

From the Integrations tab activate Zapier.

Configuring weForms – Zapier:

Add Zapier Webhook to Contact Form: To configure Zapier with weForms:

  • login to your Zapier account,
  • make a Zap,
  • copy the webhook, and
  • insert the webhook in the form Zapier Webhook URL field.

Please have a look at this video tutorial.

Verify Webhook: After adding webhook to a contact form, you have to verify your contact form with Zapier. Please check the steps in this video tutorial.

Final Step: Connect Applications & Send Form Data

To send your form data to Zapier integrated applications (e.g: Google docs, Slack),  you have to connect your created Zap to those external applications. During the connection process, you have to configure your form fields with the destination application properly. So that your connected application recognize the form fields and send data properly.

In this video tutorial, you will get an example of how to connect Zap with Google docs and configure the form fields.

Like the example given in the video, you can connect more applications with a single Zap. As we have already added Zap’s webhook URL in a contact form of weForms the form data will be sent to your Zap’s connected applications, no matter how many applications are connected with a single Zap.

Walk-through of the module

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