Zapier: How to create a Zap for your form

Zapier is a robust platform that lets you easily connect and automate your forms with over 2,000 apps. For example, you can:

  • Add new QuestionScout Submissions to Google Sheets as rows
  • Send Slack messages for new QuestionScout submissions
  • Create PandaDoc documents from new QuestionScout submissions
  • Create Salesforce Leads from new QuestionScout submissions

A Zap is an automated workflow in Zapier that connects two or more apps to perform a specific task. Each Zap consists of a Trigger (an event that starts the workflow) and one or more Actions (tasks that Zapier performs automatically as a result of the trigger)

Step 1: Get the API key 

Open the form for which you want to set up a Zap. Go to Integrations and look for Zapier. Select Get API Key and copy it. It is recommended to use the API key from the owner account.

Step 2: Search for the desired app

Open Zapier and search for the app you want to pair with your QuestionScout form, or select a template if it’s available.

Step 3: Set up the Trigger

A Trigger is an event that starts your Zap. For example, if you want to create a new row in Google Sheets whenever someone fills out a form, the trigger would be a New Submission. 

Next, you will be prompted to sign in to your QuestionScout account.

Paste your API key to connect. 

Once your account is connected, select the form you want to connect with and test the trigger. Refresh the page if you don't see your forms.

Now your Trigger is ready.

Step 4: Set up the Action

Actions are what your automation does when it's triggered. If your trigger is a New Submission, the Action can be 'Create Spreadsheet Row in Google Sheets'. Follow similar steps as above to set up the Action and click on Publish.

That’s it! You’ve created a Zap.

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