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

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 we need to do is create a form and map a feed. Zapier is an Add-On that allows you to trigger an action upon submission of a form.

  1. If you would like to use a pre-existing form, you may skip to step 3. However, if you have not created a form already, 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. Screen Shot 2015-07-23 at 11.36.56 AM After you have created a form, you will now want to
    create your Zap. To create your Zap you need to first login to your Zapier account.

 
Note: If you do not have an account, you can sign up for one here.
 

  1. Screen Shot 2015-07-23 at 11.34.42 AM After you have logged into your account, migrate over to your Zapier Dashboard.

  2. make new Once you have reached the Zapier Dashboard, select the option Make a New Zap.

  3. 123 Once you have selected Make a New Zap you will then want to select Gravity Forms as your trigger application. After you’ve selected Gravity Forms, you will want to select New Form Submission as the trigger.

  4. download (5) After you have selected your trigger application, you can now select which application you would like Zapier to execute an action through. In this case I have selected Gmail as the application, and Send Email as the action that will be executed.

 
Note: All this means is that every time the selected form is submitted, an email will be sent through gmail.

  1. asdfasdf Once you have setup your trigger and action applications, select continue to move on with creating your Zap.

  2. Once you have pressed continue, you will want to copy the Webhook URL. This is a vital piece of the Gravity Forms integration. The Webhook URL is what Gravity Forms uses to trigger the Zap.

  3. Before you have finished creating your Zap, you will need to create your Zapier feed through Gravity Forms. Visit Setting up your Zapier Feed to do so.

  4. Screen Shot 2015-08-04 at 2.18.45 PM Now that you have created your feed, you can now finish setting up your Zap through Zapier. Go back to Zapier and select Continue.

  5. gmail_test Once you have selected Continue the option you have selected for Zapier to execute upon submission will appear. Pressing Continue from here will go into further detail of the service you have selected

 
 
 
 
From this point on, instructions differ depending on which service you are trying to integrate with. If you need assistance with the setup of your Zap from here, you can refer to Zapier’s documentation.