How to Connect Formsite as Data Source
Integration will allow you to get form responses from Formsite, passing 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 Formsite setup steps together!
Navigation:
1. What data can I get from Formsite?
2. How to connect your Formsite 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 Formsite?
To start setup a new connection, click “Create connection”.
Select the system as the Data Source. In this case, you must specify Formsite.
Next, you need to specify the action "Get DATA".
The next step is to select the Formsite account from which will get the data.
If there are no accounts connected to the system, click “Connect account”.
Enter the name of your account (if necessary) and click "Save".
After this, the page will reload and the saved account will automatically selected.
If this does not happen, select the created account from the list.
Copy the link in the "URL for receiving data" field and go to your Formsite account.
In your Formsite personal account, go to the Settings of the form from which data will be uploaded.
Go to the Integrations section, find Server Post and click Add to create a Webhook.
Make sure that Webhook is enabled, the Enabled option should be selected "Yes". Next, in the Server URL field, paste the previously copied Webhook URL link and click Save. The Webhook transfer connection is 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 Formsite" 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 for the Form.
If the test data does not appear automatically, click "Load test data from Formsite" or try generating actions in your Formsite 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 Formsite" or repeat the generation of test data, or wait for a while, the data does not come immediately, but within 1 minute.
To generate test data, on the main page of your Formsite account, next to the form, click "Share", then click View to fill out the form.
Fill out the form and click "Submit".
The answers will appear in the form in the "Results" section.
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!
