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Guide - How to setup a Zapier Webhook Integration (Example - Google Sheets)

You can easily integrate FastField to your other services by using a webhook. You need to first have an account with Zapier. Zapier is a third party software that specializes in connecting software together. You can connect up to, and automatically send your collected data to Google Sheets, Gmail, Amazon S3, Dropbox, MySQL, and Quickbooks to name a few.

You need to make sure that you setup a zapier account before going into the steps below

 

Setting up your Zapier Trigger

1. Login to your Zapier Account and click on Dashboard. Then click on "Make a new zap". It will bring you to a page where you can search for your trigger action. This is where you will search and select "Webhooks by Zapier"

 

2.  Next you will will choose "Catch Hook". Basically the trigger will look for new submissions every 15 minutes (you can upgrade your zapier account to decrease the amount of time). Click Save + Continue

 

3. Next screen it will ask you to Pick off a Child Key. This step is completely optional. I end up skipping this but basically this works very similar to our "Display Mask" feature which allows you to pick a field to display as the name of the submission. It works basically the same way.

 

4. The next screen it gives you a url that you will want to paste in FastField. Do not click the next button until you are finished with step 5. The next step will outline where to paste the url in FastField. Obviously, your url will be different than mine or anyone else's. Please paste the specific url that you have on your screen. Make sure you copy the url in preparation for step 5.

5. Login to the Admin FastField Portal and go to the form that you wish to add the webhook url to. NOTE: You will need to setup a separate zap for each form that you want to integrate with zapier. Go to Setup, then go to Form Delivery Options / Workflow. You will want to add HTTP to your stage. Then paste the url that you copied from zapier into FastField. JSON is the only format available for webhook. Save and Publish your form.

 

6. Next you will need to open up the FastField app, completely fill out your form, and submit. This is absolutely crucial that you fill out all of the fields in your form. In the next few steps you will need to tell your Zapier Action where to map the data. If you do not completely fill out your form, then zapier will not import data that you haven't mapped in the action.

 

7. Once you have completely filled out your form and submitted, go back to your zapier account and click the button "Ok, I did this" to move onto the next step.

 

8. In the next step the trigger will go out and try to find the submission that you recently submitted from the FastField app. You will know the trigger found it when the green "Test Successful!" screen shows up. Next click the continue button and follow the next steps to add an action.

 

Setting up your Zapier Action

 You can setup any number of Actions, but for this example I will be setting up a Google Sheets action.

 

9. Very similar to setting up your trigger; you will need to search, find and select the action that you want. I have selected Google Sheets and I want to add a new row into my spreadsheet each time that a submission is comes through with the trigger.

 

10. Next you'll need to login to your google account. This is all done within the zapier system. Once you've added your google account, you can save and continue. Next it'll scan your google sheets account and give you a list of all your spreadsheets on your account. You will also need to choose a workbook within your selected spreadsheet. After you've selected your workbook, it'll come up with all the columns that you have on your spreadsheet, and you'll need to map your columns with the fields on your form. This process may take a bit to make sure that you map all your fields and that you have all the columns that you need on your spreadsheet. Feel free to play around with it and make sure that you have everything the way you want it. Remember that if you made a mistake, it is very easy to go back and resubmit a form and map those fields.

 

11. After you are finished mapping to your google spreadsheet, click continue. The next screen shows a summary of the mappings that you've done. Click Create & Continue to finish making your zap. After pressing continue, it creates a zap and sends a test though to your Google Sheet. Check your Google Sheet to make sure that everything mapped correctly.

 

12. After you are done confirming your Google Sheet, press Finish to complete your zap and name it. It is important that you turn your zap on to activate it.

 

Congratulations! You have successfully created your first webhook zap.

 

When using Zapier's Webhook, the trigger process should always stay relatively the same, but the actions will differ depending on which service you are wanting to connect up to. I used Google Sheets as an example, but you can choose whatever service that you'd like. It is very easy, just remember to read their dialogue boxes and take each step at a time, making sure to follow the directions.

 

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