Zapier Create New Leads When File Uploaded to Google Drive

This feature is available to organizations on the Pro, Team, and Enterprise plans.

Zapier is a web automation platform that makes it easy for non-developers to connect their web services together, saving fourth dimension and improving productivity. With Zapier, you can connect your Cognito Forms to over 400 apps; including Google Drive, Trello, QuickBooks, DropBox, and more than!

Tips

Key terms

• App – An app is a web service or application, such equally Cognito Forms, Trello, or Google Docs.
• Zap – A Zap is a link between your applications.
• Task – A job is an action that your Zap performs. For each action your Zap performs, one task volition be used. In the example below, ane job would be used for each subscriber Zapier sent to MailChimp for you.

Triggers

A trigger is the result that starts a Zap. For example, if you wanted to create a new subscriber in MailChimp whenever a new class is submitted, the new form entry is the Trigger. Cognito Forms triggers include:

• New Entry – Triggers when someone submits your course.
• Update Entry – Triggers when someone updates an entry (excluding entries with a status of Incomplete, such as entries that accept not yet been submitted, or entries saved via Save and Resume).
• Entry Deleted – Triggers when an entry is deleted from your form. This notification contains all relevant entry data, excluding file links and entry links.
• New Lodge – Triggers when an society is created.
• New Payment – Triggers when a payment is collected.
• New Refund – Triggers when a refund is issued.

Actions

An Action is an event a Zap performs. For instance, when a form is submitted, a new subscriber being added in MailChimp is the activeness. Or, you lot can perform deportment in Cognito Forms:

• Create Entry – Creates a new course entry.
• Update Entry – Updates an existing form entry (excluding entries with a condition of Incomplete or entries with a payment status of Paid).
• Gear up Class Availability – Sets the availability of a form.
• Get Certificate – Retrieves documents generated past Cognito Forms, such as custom documents and free standard documents.

Notes

• When yous send file attachments (such as uploaded files and generated documents) through Zapier, your documents will appear listed according to their template ID (located in the top right mitt corner of the Manage Dialog Templates dialog).
  

• Zapier does not fully back up sending repeating section data from Cognito Forms. Alternatively, you can transport data to an cease point by setting upwardly the terminate bespeak url directly on the form using the JSON/webhooks feature. You can too set up a connectedness using Microsoft Power Automate, which does back up sending repeating department data to other systems.

• Using Zapier to create a new entry in Cognito Forms volition trigger any notifications enabled on the grade (including electronic mail notifications/confirmations) to exist sent.

Tutorials

Check out our Zapier web log serial for in-depth tutorials about how to integrate your forms with other services:

• Add subscribers to MailChimp from Cognito Forms
• Create custom documents and save them to Google Drive
• Create new customers and estimates in QuickBooks
• Keep your form data in sync with Google Sheets
• Instantly update your CRM software
• Create sophisticated workflows using Multi-Step Zaps
• Connect your Cognito Forms to ProjectManager.com
• Create email digests with Zapier
• Create new accounts, leads, opportunities, and campaigns in SharpSpring

Getting started

First, yous need to ready an account on Zapier. You take the option of remaining on a free plan (which allows upwardly to 100 tasks per calendar month), or choosing from ane of their paid plans. Once you log in, you'll be taken to your Dashboard. This page includes Zaps that are turned on or off, likewise as drafted Zaps that have not yet been completed. At the top of the folio, you can select Make a Zap! to start creating your own Zaps, or you can select the Explore tab to find some inspiration!

When you start making your Zap, you lot'll exist prompted to connect your Cognito Forms business relationship when yous choose information technology as your trigger or action. When that stage comes, you lot will need to first click to connect:

1. Click your avatar in the top correct corner and select Connect Accounts from the dropdown menu.
2. Select Connect new account and find Cognito Forms in the app list.
3. Next, you volition exist prompted to login to your Cognito Forms business relationship.
4. Equally the last footstep, select the organization you wish to connect and Cognito Forms will confirm that you desire to give Zapier access to your account. Just click "Qualify Arrangement" to continue.
5. Your business relationship will now exist connected, and yous can finish setting up your Zap!

For more general information on setting upward your Zap, check out the guide on making a Zap.

Cognito Forms has several pre-created Zaps for you to use, available on our Zapbook folio.

For additional help and more specific assistance with Zapier's overall interface, refer to Zapier'due south help documentation.

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Source: https://www.cognitoforms.com/support/68/data-integration/zapier

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