How to connect your form to other apps using Zapier

This guide provides step-by-step instructions for setting up and configuring the Zapier integration for Formsly to send new entries to a Google Sheets spreadsheet.

Step 1: Access Zapier and Create a New Zap

  • 1. Log in to your Zapier account.
  • 2. Click on 'Create Zap' to start a new Zap

    Step 2: Select Formsly as the Trigger App

    • 1. In the Zap editor, search for 'Formsly' in the 'Choose App & Event' section.
    • 2. Select 'Formsly' as the trigger app.

    Step 3: Configure the Formsly Trigger Event

    • 1. After selecting Formsly, choose the specific trigger event, such as 'New Entry.'
    • 2. Click 'Continue' to proceed.

    Step 4: Connect Formsly Account

    • 1. Click on 'Sign in to Formsly' to connect your account.
    • 2. Enter your Formsly API key and click 'Yes, Continue.'

    Step 5: Configure the Action App

    • 1. Search for and select the desired action app, such as 'Google Sheets.'
    • 2. Choose the specific action event, like 'Create Spreadsheet Row.'

    Step 6: Map Data Fields

    • 1. Map the data fields from the Formsly trigger to the corresponding fields in the Google Sheets action.
    • 2. Use the dropdown menus to select the appropriate fields for each column.

    Step 7: Test and Activate the Zap

    • 1. Click on 'Test & Continue' to test the Zap with sample data.
    • 2. Review the test results to ensure the data is correctly transferred to Google Sheets.
    • 2. Use the dropdown menus to select the appropriate fields for each column.

    Troubleshooting

    1. Internal Server Error: If you encounter an internal server error while integrating Formsly with Zapier, try the following steps:
      - Ensure you have a stable internet connection.  
     - Check if the Formsly service is operational.  
     - Re-authenticate your Formsly account in Zapier.  
     - Contact Formsly support for further assistance.


    2. Data Not Transferring: If data is not transferring correctly:
     - Verify the mapping of data fields in Zapier.   
    - Ensure the form submission meets the criteria set in Zapier.
    - Test the Zap with sample data to confirm functionality

    Conclusion
    Integrating Formsly with Zapier streamlines your data management and automation processes. By following this guide, you can efficiently set up and activate Zaps to automate tasks. If you encounter any issues, refer to the troubleshooting section or reach out to support for assistance.