bookmark_borderSetting Up the Zapier Zap

If you haven’t downloaded and installed your Zapier Add-On, visit Downloading and Installing the Zapier Add-On.

Setting up Your Zapier Zap

Zapier is an Add-On that allows you to trigger an action upon submission of a form. Unlike some other plugins, Zapier does not require an API key to be configured, making this one of the easiest plugins to set up. All that is needed to be done is create a form and map a feed.

  1. If you would like to use a pre-existing form, you may skip to step 3. However, if you have not already created a form, you will need to create one in order to integrate the Zapier Add-On with Gravity Forms.

  2. Zapier_test You will now want to create your form. No specific fields are required for this form.

  3. Next, you need to create your Zap. First, login to your Zapier account. (If you do not have an account, you can sign up for one here).

  4. make a zapAfter you have successfully logged in, click the button Make a Zap! located in the header of Zapier’s site.

  5. select gravity formsOnce you have selected Make a Zap! you will then want to select Gravity Forms as your trigger application. After you have selected Gravity Forms, you will want to select New Form Submission as the trigger. Click the Save + Continue button to proceed to the next step.

  6. test triggerYou are now presented with the step to test your Gravity Forms trigger by sending a form submission. Directions on how to do this are displayed on the page and in the next few steps of this article.

  7. create zapier feedBefore you can click the “OK, I did this” button from the previous step, you must set up your feed and add the displayed URL to your feed as the Webhook URL. To do this, go to the Settings for your form and select Zapier.

  8. fill out feedClick the Add New button and you are presented with the feed setup page. Enter a Zap Name, copy the URL displayed on Zapier’s website into the Webhook URL, mark the Zap as Active and click the Save Zapier Feed button. Once you save the feed, the form fields and sample data are sent to Zapier which populates the fields available for use with the application to which you choose to send your data. For more information on setting up the feed, please see the Setting Up the Zapier Feed.

At this point, return to your setup on Zapier’s site and click the OK, I did this button.

  1. test successfulIf testing Gravity Forms were successful, the screen presented will display Test Successful!. If not, you will see a failure message and can click the Re-test Gravity Forms to get another form submission button. Otherwise, click the Continue button.

  2. select action appSelect your Action App and which action you wish to use. The action app is simply the application with which you want your submitted data to interact. In this example, we will be using Gmail. Each application has its own actions and steps to configure. If additional help is needed setting up the trigger or action application, check out Zapier’s documentation page

  3. turn on zapOnce you have completed configuring your Action App and testing was successful, click the Finish button, name your Zap, and turn it on.

Last modified: March 27, 2018