What is Zapier?
Zapier lets you connect Formo to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, here are some Zap ideas:
Setting Up Slack Integration in Zapier
Prerequisites
A Zapier account
Your Formo Workspace API Key
Get your API Key
To find your API Key, go to your workspace settings page with the 'Settings' link on the left sidebar:
Click the copy button in the 'Workspace API Key' to copy it.
You will need this in Step 2.
Step 1: Initial Zapier Setup
Log into your Zapier account.
Click "Create Zap" in the top navigation.
Step 2: Configure Formo Trigger
In the trigger section, search for and select "Formo."
Choose "New Form Event" as your trigger event.
Connect your Formo account:
Go to your Formo team settings page.
Paste your Formo API key in Zapier to authenticate.
Step 3: Configure Form Settings
Locate your Form ID:
Navigate to your form's edit page in Formo.
Copy the Form ID from your current URL (For example, the form ID of
https://app.formo.so/20uTXhGkUKCYkssRDKLtm/edit
is20uTXhGkUKCYkssRDKLtm
)
In Zapier, paste in your Form ID.
Select your desired event type:
"New Form Response" - triggers when someone submits a response to your form.
"Form Updates" - triggers when form data is modified.
Step 4: Configure Slack Action (Slack Example)
Click the plus (+) icon to add an action.
Search for and select "Slack" as your action app.
Choose your desired Slack action:
"Send Channel Message" (recommended for team notifications.)
"Send Direct Message" (for individual notifications.)
Connect your Slack account if not already connected.
Step 5: Customize Slack Message
Select the Slack channel or user to receive notifications.
Design your message format using Formo form fields.
Include relevant information such as:
Submission timestamp
Form name
Response data
Any custom fields
Step 6: Test and Enable
Click "Test & Review" to verify your setup.
Check your Slack channel to confirm the test message.
If everything looks correct, click "Publish" to enable your Zap.
Troubleshooting
If triggers aren't working, verify your API key is correct.
Ensure your Form ID matches exactly.
Check that your Slack permissions are properly configured.
Setting Up Other Integrations in Zapier
You can set up Formo to integrate with thousands of apps in the Zapier app marketplace!
Follow our Slack integration guide as an example.