How to Connect DataScope Forms as Data Source
The integration will allow you to get form responses from DataScope Forms, passing them to other systems. For example, you can transfer new responses to CRM or GoogleSheets, send them as notifications to a group of managers, so as not to miss a single response. You can also send data in the form to the SMS or Email mailing service. So you can automate the process of processing responses to forms as efficiently as possible using the different services that you use.
Let's go through the entire DataScope Forms setup steps together!
Navigation:
1. What data can be get from DataScope Forms?
2. How can I connect my DataScope Forms account to ApiX-Drive?
3. Link to get data.
4. An example of data in the form.
Answers to frequently asked questions:
1. How to generate test data in DataScope Forms?
To start setup a new connection, click "Create Connection".
Select a system as the Data Source. In this case, you must specify DataScope Forms.
Next, you need to specify the action "Get DATA".
The next step is to select the DataScope Forms account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Specify the name of your account (if necessary) and click "Save".
After that, the page will reload and the saved account will be automatically selected.
If this does not happen, select the created account in the list.
Copy the link in the "URL for receiving data" field and go to your personal DataScope Forms account.
Go to your DataScope Forms personal account in the Integrations section to the WebHooks tab and click New Webhook.
Select the form by which you will get data, paste the previously copied Webhook link in the Url field and click "Save". Webhook transmission connection completed.
Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.
It is necessary to perform an event, for example, to fill out a form.
After that, at the Test stage in the Data Source, fields with data will displayed.
If this does not happen, click "Load test data from DataScope Forms" or repeat the generation of test data, or wait for a while, the data does not come immediately, but within 1 minute.
If necessary, you can set up a Data Filter, or click "Continue" to skip this step.
To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter
Now you can see the test data on the Form.
If the test data does not appear automatically, click "Load test data from DataScope Forms" or try to generate actions in your DataScope Forms using testing.
If you are satisfied with everything, click "Next".
Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.
It is necessary to perform an event, for example, to fill out a form.
After that, at the Test stage in the Data Source, fields with data will displayed.
If this does not happen, click "Load test data from DataScope Forms " or repeat the generation of test data, or wait a while, the data does not come immediately, but within 1 minute.
To generate test data, click next to the Configure form, select Share and on the Computer tab, copy the link by clicking "Copy link", paste it in the search bar of your browser and follow it.
Fill out the form and click "Submit".
The answers will appear in the "Resume" section at the end of the list.
This completes the entire Data Source setup! See how easy it is!?
Now you can start setup the Data Destination system.
To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.
Good luck!
