ZAPIER INTEGRATION

Zapier is extremely easy to use and currently is the most popular method to interconnect your favourite applications. With only a few clicks, the tools you use most frequently will hook up and data will flow through from one to the other in an automated manner. Now, we are excited to let you know that PlatoForms is officially integrated with Zapier as well. It brings the full power of PlatoForms to more than 1,000 applications! When the submission of your form is successful, PlatoForms simply creates an afferent PDF and triggers a Zapier flow (which is called a “zap” by Zapier). Also, don’t be afraid to use your imagination and create your own zap, according to your needs, when it comes to automating your work. For example, you can send a Slack message to your team, import data into a Google Sheet, and upload a PDF to your CRM system!

Do you already know how to use Zapier? Then connect to Zapier here.

Zapier Integration

Here is a step-by-step guide that will show you how to create a zap for uploading the submission data into Google Sheets or upload PDF files to Amazon S3. You can start everything we talked about free of any charge!

Save form submission data to Google Sheets

Before you create this zap, you must create a google sheet with column headers. The headers are the title in your form data. For example, email, address, phone, submit date etc.

  • Make sure you have a Zapier account and click in this link
  • Search and Select “Google Sheets”.
  • At the first step, “Select PlatoForms Trigger”, save and continue.
  • Connect by your PlatoForms account.
  • At “Set up PlatoForms Submission” step, select the form you want to receive data. Please ensure that form is published and it has at least one submission so that Zapier can get sample data in next step.
  • At “Pick A Sample To Set Up Your Zap”, press “Pull in Samples”. It will return up to 3 submissions.
  • Select Google Sheets to create an “Action”.
  • At “Select Google Sheets Action” step, select “Create spreadsheet row”.
  • Connect Google Sheets by your account.
  • At “Set up Google Sheets File” step, select the Spreadsheet and Worksheet you created in advance. The fill the data by its column name.
  • In test step, press “Send Test to Google Sheets”. After it shows a success message, you can find the data in that google sheet file.
  • At last step, give a name and turn on your Zap, done!

Setup Google Sheets File

Upload PDF to Amazon S3

  • Make sure you have a Zapier account and click in this link
  • Search and Select “Amazon S3”.
  • At the first step, “Select PlatoForms Trigger”, save and continue.
  • Connect by your PlatoForms account.
  • At “Set up PlatoForms Submission” step, select the form you want to receive data. Please ensure that form is published and it has at least one submission so that Zapier can get sample data in next step.
  • At “Pick A Sample To Set Up Your Zap”, press “Pull in Samples”. It will return up to 3 submissions.
  • Select Amazon S3 to create an “Action”.
  • At “Select Amazon S3 Action” step, select “Upload File”.
  • Connect Amazon S3 by your IAM Access Key.
  • At “Set up Amazon S3 Upload File” step, Select the S3 Bucket; Key - in this example, we use “PDF 0 Display Name” as the key; File - it must be “PDF x File”, that “x” is a number that depends how many PDFs created in your form. For Master Form, your form can link multiple PDFs. In this example, it is “PDF 0 File”.
  • In test step, press “Send Test to Amazon S3”. After it shows a success message, you can find that file in your S3 bucket.
  • At last step, give a name and turn on your Zap, done!

Setup Amazon S3 Upload File

Dig into the details

Because we want to help you connect different apps with ease, allow us to dig into some details. The data that PlatoForms passes to Zapier can be categorized as follows:

  • Submission metadata
  • Files
  • Submit Data
  • Data

The submission metadata includes submission ID, submitted date, form URL, etc.

The files includes the PDFs (more than one if you are using Master Form to link multiple PDFs), the attachments and signature in a PNG image format (if your form has a signature).

The submit data is a list consisting in submission raw data.

The data is a dictionary of submission data that is polished to improve the easiness of reading. For example, the data fields are concatenated to a human-readable format, e.g., ‘YYYY-MM-DD’; likewise, in raw data there could be multiple fields in this sector.

A sample payload looks like this:

{
        "id": "srf9c4436bdd4e40b0be913236e1c99342",
        "submit_date": "2018-10-19T05:17:17Z",
        "submit_revision": 1,
        "published_form_revision": 4,
        "submit_form_url": "https://form.platoforms.com/fr3uffwodvi/?sid=srf9c4436bdd4a40b0be913236e1c99342&pver=4",
        "form": {
            "id": "fr3uffwodvi",
            "name": "sample.pdf"
        },
        "pdf": [
            {
                "id": "181019017",
                "file": "__THE CREATED PDF FILE___"
                "template_id": "pdwdt2zb1rp",
                "display_name": "sample-181019017.pdf",
                "name": "sample.pdf",
                "url": "https://api.platoforms.com/v4/download/submission/pdf/srf9c4436bdd4ed0b0be913236e1c99342/pdwdt2zb1rp",
                "sharing_creator_url": "https://api.platoforms.com/v4/sharing/submission/pdf/srf9c4436bdd4e40c0be913236e1c99342/pdwdt2zb1rp"
            }
        ],        
        "attachments": [
            {
                "id": "sf8v45fiop8",
                "file": "__THE UPLOADED FILE___"
                "field_name": "fid16",
                "file_name": "gray.pdf",
                "url": "https://api.platoforms.com/v4/download/submission/attach/srf9c4436bdd4s40b0be913236e1c99342/sf8v45fiop8",
                "sharing_creator_url": "https://api.platoforms.com/v4/sharing/submission/attach/srf9c4436bdd4e40b0be913236e1c9934f/sf8v45fiop8",
                "size": "4155"
            }
        ],
        "data": {
            "Postcode": "123",
            "State": "NSW",
            "Date of Birth": "1980-12-06",
            "Signature": "__THE SIGNATURE PNG FILE___"
        },
        "submit_data": [
            {
                "id": "fid9",
                "type": "number",
                "label": "Postcode",
                "value": "123",
                "raw": null
            },
            {
                "id": "fid8",
                "type": "text",
                "label": "State",
                "value": "NSW",
                "raw": null
            },
            {
                "id": "fid5",
                "type": "date",
                "label": "Date of Birth",
                "value": "1233-12-12",
                "raw": [
                    {
                        "id": "0",
                        "value": "1233"
                    },
                    {
                        "id": "1",
                        "value": "-"
                    },
                    {
                        "id": "2",
                        "value": "12"
                    },
                    {
                        "id": "3",
                        "value": "-"
                    },
                    {
                        "id": "4",
                        "value": "12"
                    }
                ]
            },
            {
                "id": "fid16",
                "type": "FileUpload",
                "label": "Upload Attachments",
                "value": "sf8v45fiop8",
                "raw": [
                    {
                        "id": "0",
                        "value": "sf8v45fiop8"
                    }
                ]
            },
            {
                "id": "fid13",
                "type": "Signature",
                "label": "Signature",
                "value": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAcgAAACwCA...",
                "raw": null
            }
        ]
    }