15.09.2023
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How to Connect Fillout as Data Source

How to Connect Fillout as Data Source

Integration will allow you to get form responses from Fillout, transferring them to other systems. For example, you can transfer new responses to CRM or GoogleSheets, or send them as notifications to a group of managers so as not to miss a single response. You can also send data using the form to an SMS or Email mailing service. This way, you can automate the process of processing form responses as efficiently as possible using the different services you use.

Let's go through the entire Fillout setup steps together!

Navigation:
1. What data can be get from Fillout?
2. How to connect your Fillout account to ApiX-Drive?
3. Select form.
4. An example of data in the form.

Answers to frequently asked questions:
1. How to generate test data in Fillout?

To start setup a new connection, click “Create connection”.

How to Connect Fillout as Data Source | Creating a connection

Select the system as the Data Source. In this case, you must specify Fillout.

How to Connect Fillout as Data Source | System selection

Next, you need to specify the action "Get LEADS (new)".

How to Connect Fillout as Data Source | Action selection

The next step is to select the Fillout account from which will get the data.

If there are no accounts connected to the system, click “Connect account”.

How to Connect Fillout as Data Source | Account connection

In the opening window, enter the email and password from your Fillout account for authorization and provide access to work with your account.

After this, the page will reload and the saved account will automatically selected.

How to Connect Fillout as Data Source | Data entry
How to Connect Fillout as Data Source | Access to access

If this does not happen, select the created account from the list.

How to Connect Fillout as Data Source | Account selection

Select from the list the form from which data get will occur.

How to Connect Fillout as Data Source | Choosing a form

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

How to Connect Fillout as Data Source | Data Filter

Now you can see the test data for the Form.

If the test data does not appear automatically, click "Load test data from Fillout" or try generating actions in your Fillout using testing.

If you are satisfied with everything, click “Next”.

How to Connect Fillout as Data Source | Test data
How to Connect Fillout as Data Source | Test data

To generate test data, click on the three dots next to the form, copy the link by clicking "Copy share link", paste it into the search bar of your browser and follow it.

How to Connect Fillout as Data Source | Generating test data from a form

Fill out the form and click "Submit".

How to Connect Fillout as Data Source | Generating test data from a form

The answers will appear in the form settings in the "Results" section.

How to Connect Fillout as Data Source | Generating test data from a form

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!

How to Connect Fillout as Data Source | Go to the Data Destination setup