Zapier Integration

Connect Flow Forms to over 8,000 apps with Zapier integration. Automate workflows without writing any code.

Getting Started with Zapier

What You Can Do

With Flow Forms + Zapier, you can:

• Send submissions to Google Sheets
• Create tasks in project management tools
• Add contacts to your CRM
• Post to Slack channels
• Send data to 8,000+ other apps

Setting Up Your First Zap

1. Log in to your Zapier account
2. Click "Create Zap"
3. Search for "Flow Forms" as your trigger app
4. Connect your Flow Forms account
5. Choose your action app
6. Map form fields to your destination

Available Triggers

New Form Submission

Triggers when a new form submission is received:

• Includes all form field data
• Submission metadata
• Real-time updates

Updated Submission

Triggers when a submission status changes:

• Status updates
• Assignment changes
• Completion events

Connecting Flow Forms to Zapier

Authentication

1. In Zapier, select Flow Forms
2. Click "Connect Account"
3. Enter your API token from Flow Forms
4. Test the connection

Generating API Tokens

1. Go to Admin → Account in Flow Forms
2. Click "API Tokens"
3. Create a new token for Zapier
4. Copy and save securely

Common Zapier Workflows

Form to Google Sheets

Automatically log submissions in a spreadsheet:

1. Trigger: New Form Submission
2. Action: Create Spreadsheet Row
3. Map each form field to a column

Form to Slack

Get instant notifications in Slack:

1. Trigger: New Form Submission
2. Action: Send Channel Message
3. Customize message with form data

Form to CRM

Add leads automatically:

1. Trigger: New Form Submission
2. Action: Create Contact (Salesforce, HubSpot, etc.)
3. Map form fields to CRM fields

Form to Email

Send custom emails:

1. Trigger: New Form Submission
2. Action: Send Email
3. Use form data in email content

Field Mapping

Available Fields

All form fields are available in Zapier:

• Text fields
• Email addresses
• Dates and times
• File upload URLs
• Calculated values
• All custom fields

Mapping Best Practices

• Use descriptive field names
• Test with sample data
• Handle optional fields
• Format dates consistently

Advanced Features

Filters

Add conditions to your Zaps:

• Only process certain submissions
• Filter by form values
• Route based on conditions

Multi-Step Zaps

Create complex workflows:

1. Receive form submission
2. Look up existing records
3. Update or create as needed
4. Send notifications

Troubleshooting

Common Issues

• Missing fields: Ensure fields have data
• Connection errors: Refresh API token
• Delayed triggers: Check Zapier plan limits

Testing Your Zaps

1. Submit a test form
2. Check Zap history
3. Verify data mapping
4. Monitor for errors

Best Practices

• Name your Zaps clearly
• Document field mappings
• Test thoroughly before activating
• Monitor Zap performance
• Use Zapier's built-in error handling
• Keep API tokens secure