This can be especially useful for tracking responses in a spreadsheet. If a multiple choice question is based on a spectrum of values (e.g., from “not really” to “very”), it’s sometimes useful to return the choice values (such as 1 to 5) as well as the actual answer.
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Specify the full question instead.Ĭonsider including the question number as a prefix to the label as well, to make it even easier for users to find specific questions and fields. Using q_1_answer as a key name for a question is sensible, but it’s not intuitive for users. Zapier can also show the raw field ID beside the friendly name.įor example, a common use case is to log responses in spreadsheets, with each answer field mapped to different columns. Make sure to include the field’s friendly name that the user added in your app, so they’ll recognize which field to use when mapping data to action steps. Format Trigger Response Question and Answer FieldsĮach form field or survey question needs to include the same name as that form field shows in your app.įor example, in a form that asks for contact information, the question/field “What’s your email?” might internally use an ID like 1839dod38k01 or a generic label such as Question 1. Or, you could make the field optional so it would trigger for responses to any form if so, add help text to let users know what to expect if they do not select a form. You could make the form selector required, so the trigger only watches for results from this one form, which is the recommended option. Consider ordering the dropdown list by the most recently added to make it easier for users to find the form they need. Most users will have many forms or surveys in your app, so your Zapier integration needs a field where they can choose which form or survey they want to receive results from.Īdd a dynamic dropdown that retrieves the form names exactly as they are listed in your app. Using our standard “New xxx” naming pattern makes it clear to users that Zapier only retrieves new entries, not existing ones. The most common trigger for a form or survey app is a “New Form Entry/Submission” or “New Survey Response” respectively. Triggers Add a New Entry/Response Trigger
Here are things to keep in mind when adding a form-based app to Zapier. Zapier can connect that form to create new contacts, document templates, messages, and more. Whenever someone fills out the form, that new data needs to go somewhere. Here are some examples to keep in mind when designing a form, CRM, or project management app integration:įorm and Survey apps-along with similar apps for polls, applications, and mobile data collection-are ideal apps to integrate with Zapier. Project Management Integration Test ChecklistĮach app has its own unique features, but there are also a number of similarities between apps in similar categories.Add a Project Management or Tasks App to Zapier.Form or Survey Integration Test Checklist.
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