Zapier Integration

Connect Axiforms with 3000+ apps and services through Zapier. Automate workflows without writing code.

Overview

The Zapier integration allows you to trigger Zapier workflows (Zaps) whenever a form is submitted. This enables powerful automations like:

• Sending form data to Google Sheets
• Creating records in CRMs (HubSpot, Salesforce, etc.)
• Sending notifications via Slack, Discord, or email
• Updating databases and spreadsheets
• And much more with 3000+ supported apps

Setting Up Zapier

Step 1: Create a Zapier Zap

1. Go to Zapier.com and create a new Zap
2. Search for "Webhooks by Zapier" as your trigger
3. Select "Catch Hook" as the trigger event
4. Copy the webhook URL provided by Zapier

Step 2: Configure Axiforms

1. Navigate to your form's Settings → Integrations
2. Click on Zapier
3. Enable the integration
4. Paste the Zapier webhook URL from Step 1
5. (Optional) Configure additional settings:
   • Secret Key: For HMAC signature verification
   • Custom Headers: Additional HTTP headers if needed
   • Timeout: Request timeout (default: 30 seconds)
   • Retries: Number of retry attempts (default: 3)
6. Click Create Integration

Step 3: Test Your Zap

1. Use the Test Webhook button in Axiforms to send a test payload
2. In Zapier, check that the test data appears correctly
3. Complete the Zap configuration by adding actions
4. Turn on your Zap

Webhook Payload Format

Zapier receives the same standardized payload as regular webhooks:

{
  "event": "form.submitted",
  "projectId": "clx123...",
  "responseId": "clx456...",
  "submittedAt": "2024-01-15T10:30:00.000Z",
  "metadata": {
    "ip": "192.168.1.1",
    "userAgent": "Mozilla/5.0...",
    "referer": "https://example.com"
  },
  "responses": [
    {
      "blockId": "block_123",
      "blockType": "text",
      "label": "Full Name",
      "value": "John Doe"
    },
    {
      "blockId": "block_456",
      "blockType": "email",
      "label": "Email Address",
      "value": "john@example.com"
    }
  ],
  "form": {
    "id": "clx123...",
    "name": "Contact Form",
    "slug": "contact-form"
  }
}

Common Zapier Use Cases

Send to Google Sheets

1. Trigger: Webhooks by Zapier → Catch Hook
2. Action: Google Sheets → Create Spreadsheet Row
3. Map form fields to sheet columns using the responses array

Create CRM Contact

1. Trigger: Webhooks by Zapier → Catch Hook
2. Action: HubSpot (or your CRM) → Create Contact
3. Map responses to contact fields (name, email, etc.)

Send Slack Notification

1. Trigger: Webhooks by Zapier → Catch Hook
2. Action: Slack → Send Channel Message
3. Format the message using Zapier's formatter to extract relevant fields

Email via Gmail/Outlook

1. Trigger: Webhooks by Zapier → Catch Hook
2. Action: Gmail → Send Email
3. Use form responses to populate email content

Working with Form Responses

The responses array contains all form field values. To access specific fields in Zapier:

1. Use Zapier's Formatter → Text → Extract Pattern to extract values
2. Or use Code by Zapier to parse the JSON structure
3. Map fields using Zapier's field mapper

Example: Extracting Email from Responses

In a Zapier "Code by Zapier" step:

// Find the email field
const emailResponse = inputData.responses.find((r) => r.blockType === "email");

return {
  email: emailResponse ? emailResponse.value : null,
};

Security: HMAC Signatures

For production use, enable HMAC signature verification:

1. Set a Secret Key in Axiforms's Zapier integration settings
2. In Zapier, use Code by Zapier or Formatter to verify the signature
3. This ensures only Axiforms can trigger your Zaps

Best Practices

1. Test thoroughly - Use the Test Webhook feature before going live
2. Error handling - Configure Zapier error notifications
3. Field mapping - Document which blockId corresponds to which field
4. Rate limits - Be aware of Zapier's rate limits on your plan
5. Monitoring - Check Zapier's task history for failed runs

Troubleshooting

Zap not triggering

• Verify the webhook URL in Axiforms matches the Zapier Catch Hook URL
• Check that the integration is enabled in Axiforms
• Review Zapier's task history for error messages
• Ensure your Zap is turned on in Zapier

Data not appearing correctly

• Use Zapier's built-in webhook tester to inspect the payload
• Check that you're accessing the correct fields in the responses array
• Use Zapier's Formatter to transform data if needed

Rate limits

• Zapier has rate limits based on your plan
• Free plan: 100 tasks/month
• Paid plans: Higher limits
• Consider batching or using multiple Zaps if needed

Early Access

The Zapier integration is currently in Early Access. Some features may be limited or subject to change. We're actively improving the integration based on user feedback.

If you encounter issues or have suggestions, please contact support or check our community forums.