How to Connect JetFormBuilder as Data Source
Integration will allow you to get form responses from JetFormBuilder, 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 JetFormBuilder setup steps together!
Navigation:
1. What data can be get from JetFormBuilder?
2. How to connect your JetFormBuilder account to ApiX-Drive?
3. Link to get data.
4. Example of data on the form.
Answers to frequently asked questions:
1. How to generate test data in JetFormBuilder?
To start setup a new connection, click “Create connection”.
Select the system as the Data Source. In this case, you must specify JetFormBuilder.
Next, you need to specify the action “Get DATA”.
The next step is to select the JetFormBuilder 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, go to the admin panel of your WordPress site.
Find the JetFormBuilder plugin, go to the Forms section, select the form from which you will receive data and click "Edit".
On the right side of the screen, open Settings, expand the Post Submit Action section and click New Action.
From the drop-down list, select Call Webhook
Next, click on the pencil and in the WEBHOOK URL field, paste the Webhook link that you previously copied in the ApiX-Drive system and click Update. Also click Update inside the form itself to save the settings.
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 JetFormBuilder" or repeat the test data generation, 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 JetFormBuilder" or try generating actions in your JetFormBuilder 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 JetFormBuilder" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.
To generate test data, add a form to your WordPress page and click View next to the form.
Fill out the form and click "Submit".
The answers will appear in the "Form Records" 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!
