Form and survey app integrations built on Zapier allow users to connect mobile data collection forms to send the responses into other apps as new contacts, document templates, messages, and more.
To add a form or survey app integration in the Platform UI:
sort_by
the create date to order the dropdown list by the most recently added form to make it easier for users to select the form they need.Form fields or survey questions must include the same name within Zapier as that form field shown in your app’s user interface.
In a form that asks for contact information, the question/field “What’s your email?” might internally use an ID like 1839dod38k01
or a generic label such as Question 1
in your app’s API. The user should also see the field’s friendly name within Zapier so they’ll recognize which field to use when mapping data to action steps. The raw field ID, the key
, can still be shown beside the friendly name.
For example, a common use case is to log responses in spreadsheets, with each answer field mapped to different columns. Showing only the key q_1_answer
for a question is not intuitive for users. Include the label with the full question.
Include the question number as a prefix to the label if possible, to help users find specific questions and fields.
Include the question title, answer and value as separate fields where possible. Use the same label to group these together in the trigger output.
When a multiple choice question is based on a range of values (e.g., from “not really” to “very”), it is useful to return the choice values (such as 1
to 5
) with the actual answer. This can be especially helpful for users wishing to track responses in a spreadsheet.
Return the timestamp when the response was completed in ISO 8601 format. Also return any dates users can select in the form or survey in ISO 8601 format.
When possible, also include a human-friendly date for the response completion and any other selected dates in the response.
When users can attach files to form responses, include those in the response data as a publicly accessible URL for the file.
You could configure Zapier to request the full file via file dehydration but you’ll need to then work in the Platform CLI.
If your app supports webhook subscriptions that can be manipulated through a REST API, use REST hooks for your trigger to send new form entries to Zapier as soon as the form is filled out.
Webhook triggers are marked as Instant in the Zap Editor.
When your user has many form entries in a short space of time, webhooks make your integration more robust, preventing the possibility that a high number of new entries will exceed the page size of polling results.
With REST hooks, Zapier won’t need to repeatedly poll your API to check for new responses.
When using a Polling trigger, and for the Perform List URL for REST Hook triggers, the Polling URL should return the most recent form entry for the chosen form.
If there are no entries for the selected form, return an empty array. Zapier will then encourage the user to create a sample then re-test their trigger in the Zap Editor to finish mapping their Zap.
Zapier requests sample results for every trigger and action when users select Skip test if the test API call returns no data.
Since a form app has dynamic fields unique to each user, it’s impossible to define sample data that work for every form.
Instead, include only the common form fields that would be present for every result, such as form ID and timestamp, for the trigger’s static sample data.
Make Zaps with the trigger for the following criteria to ensure your app integration works as expected:
Need help? Tell us about your problem and we’ll connect you with the right resource or contact support.
Form and survey app integrations built on Zapier allow users to connect mobile data collection forms to send the responses into other apps as new contacts, document templates, messages, and more.
To add a form or survey app integration in the Platform UI:
sort_by
the create date to order the dropdown list by the most recently added form to make it easier for users to select the form they need.Form fields or survey questions must include the same name within Zapier as that form field shown in your app’s user interface.
In a form that asks for contact information, the question/field “What’s your email?” might internally use an ID like 1839dod38k01
or a generic label such as Question 1
in your app’s API. The user should also see the field’s friendly name within Zapier so they’ll recognize which field to use when mapping data to action steps. The raw field ID, the key
, can still be shown beside the friendly name.
For example, a common use case is to log responses in spreadsheets, with each answer field mapped to different columns. Showing only the key q_1_answer
for a question is not intuitive for users. Include the label with the full question.
Include the question number as a prefix to the label if possible, to help users find specific questions and fields.
Include the question title, answer and value as separate fields where possible. Use the same label to group these together in the trigger output.
When a multiple choice question is based on a range of values (e.g., from “not really” to “very”), it is useful to return the choice values (such as 1
to 5
) with the actual answer. This can be especially helpful for users wishing to track responses in a spreadsheet.
Return the timestamp when the response was completed in ISO 8601 format. Also return any dates users can select in the form or survey in ISO 8601 format.
When possible, also include a human-friendly date for the response completion and any other selected dates in the response.
When users can attach files to form responses, include those in the response data as a publicly accessible URL for the file.
You could configure Zapier to request the full file via file dehydration but you’ll need to then work in the Platform CLI.
If your app supports webhook subscriptions that can be manipulated through a REST API, use REST hooks for your trigger to send new form entries to Zapier as soon as the form is filled out.
Webhook triggers are marked as Instant in the Zap Editor.
When your user has many form entries in a short space of time, webhooks make your integration more robust, preventing the possibility that a high number of new entries will exceed the page size of polling results.
With REST hooks, Zapier won’t need to repeatedly poll your API to check for new responses.
When using a Polling trigger, and for the Perform List URL for REST Hook triggers, the Polling URL should return the most recent form entry for the chosen form.
If there are no entries for the selected form, return an empty array. Zapier will then encourage the user to create a sample then re-test their trigger in the Zap Editor to finish mapping their Zap.
Zapier requests sample results for every trigger and action when users select Skip test if the test API call returns no data.
Since a form app has dynamic fields unique to each user, it’s impossible to define sample data that work for every form.
Instead, include only the common form fields that would be present for every result, such as form ID and timestamp, for the trigger’s static sample data.
Make Zaps with the trigger for the following criteria to ensure your app integration works as expected:
Need help? Tell us about your problem and we’ll connect you with the right resource or contact support.