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Miscellaneous#

Miscellaneous integrations are one of the provided integrations with Formie, and are used for a variety of different needs. These are integrations that don't otherwise fit into any other category.

Formie uses Craft‘s Queue system to send data to third-party providers. When a submission is successful a job is added to the queue so that it can be processed asynchronously.

You can create Miscellaneous integrations by going to Formie → Settings → Miscellaneous. You can pick from a list of providers Formie supports, and provide details for connecting to their respective APIs. You can also create multiple Miscellaneous integrations, in case you need to connect to multiple, different providers.

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Supported Providers#

Formie integrates with the following providers:

• Google Sheets
• Monday
• Recruitee
• Slack
• Trello

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Google Sheets#

Follow the below steps to connect to the Google Sheets API.

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Step 1. Create the Integration#

1. Navigate to Formie → Settings → Miscellaneous.
2. Click the New Integration button.
3. Select Google Sheets as the Integration Provider.

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Step 2. Connect to the Google Sheets API#

1. Go to the Google API Console.
2. Select an existing project or create a new one.
3. Go to the APIs & Services → Library and enable the Google Drive API and Google Sheets API for the project.
4. Next, go to the APIs & Services → Credentials section.
5. Click Create Credentials → OAuth client ID.
   1. On the following page, select the Application Type as Web application.
   2. Provide a suitable Name to you can identify it in your Google account. This is not required by Formie.
   3. Under the Authorized JavaScript origins, click Add URI and enter your project's Site URL.
   4. Under the Authorized redirect URIs, click Add URI and enter the value from the Redirect URI field in Formie.
   5. Then click the Create button.
6. Once created, a popup will appear with your OAuth credentials. Copy the Client ID and Client Secret values and paste into the fields in Formie.

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Step 3. Test Connection#

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Google, where you must approve Formie to access your Google account.

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Step 4. Form Setting#

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.

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Monday#

Follow the below steps to connect to the Monday API.

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Step 1. Create the Integration#

1. Navigate to Formie → Settings → Miscellaneous.
2. Click the New Integration button.
3. Select Monday as the Integration Provider.

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Step 2. Connect to the Monday API#

1. Go to Monday and login to your account.
2. Click on your profile dropdown on the bottom-left of the screen, and select Admin.
3. In the left-hand sidebar menu, click on API.
4. Copy the API v2 Token from Monday and paste in the API Key field in Formie.

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Step 3. Test Connection#

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

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Step 4. Form Setting#

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.

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Recruitee#

Follow the below steps to connect to the Recruitee API.

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Step 1. Create the Integration#

1. Navigate to Formie → Settings → Miscellaneous.
2. Click the New Integration button.
3. Select Recruitee as the Integration Provider.

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Step 2. Connect to the Recruitee API#

1. Go to Recruitee and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Profile Settings.
3. In the left-hand sidebar sub-menu, click on Apps and Plugins → Personal API Tokens.
4. Click the New Token button and provide a name.
5. Copy the API Key from Recruitee and paste in the API Key field in Formie.
6. Copy the Subdomain from Recruitee and paste in the Subdomain field in Formie.

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Step 3. Test Connection#

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

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Step 4. Form Setting#

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.

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Slack#

Follow the below steps to connect to the Slack API.

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Step 1. Create the Integration#

1. Navigate to Formie → Settings → Miscellaneous.
2. Click the New Integration button.
3. Select Slack as the Integration Provider.

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Step 2. Connect to the Slack API#

1. Go to the Slack App Center.
2. Create a new app, by entering an App Name and Development Slack Workspace.
3. In the left-hand sidebar, under Settings, click Basic Information.
4. Under the App Credentials section, copy the Client ID and Client Secret values and paste into the fields in Formie.
5. In the left-hand sidebar, under Features, click OAuth & Permissions.
6. In the section Redirect URLs, click the Add New Redirect URL button and enter the value from the Redirect URI field in Formie.
7. Then click the Add button, then click the Save URLs button.

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Step 3. Test Connection#

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Slack, where you must approve Formie to access your Slack account.

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Step 4. Form Setting#

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.

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Trello#

Follow the below steps to connect to the Trello API.

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Step 1. Create the Integration#

1. Navigate to Formie → Settings → Miscellaneous.
2. Click the New Integration button.
3. Select Trello as the Integration Provider.

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Step 2. Connect to the Trello API#

1. Go to the Trello API Key page.
2. Under the Developer API Keys heading, copy the Key value into the Client ID field in Formie.
3. Under the Allowed Origins heading, enter the value from the Redirect URI field in Formie into the text field under New Allowed Origin and hit Submit.
4. Under the OAuth heading, copy the Secret value into the Client Secret field in Formie.

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Step 3. Test Connection#

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Trello, where you must approve Formie to access your Trello account.

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Step 4. Form Setting#

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.

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Local Testing Proxy#

Some integration providers are configured through OAuth, which involves a round trip from your Craft install, to the providers' authentication servers, and back again. For some providers - like Google - they require your Craft install to be on a public domain with SSL enabled. In practice, you might like to test out the integrations locally on your testing environment, which may not be on a publicly accessible domain.

Formie can help with this, by providing a Proxy Redirect URI for some integrations. What this does is modify the URL for the redirect to Verbb servers, to redirect back to your install.

For example, you might have a Redirect URI like the following:

http://formie.test/actions/formie/integrations/callback

Using this URL for providers won't work, as it'll detect .test is a non-public domain name. Using the Proxy Redirect URI will change the redirect URL to be:

https://formie.verbb.io?return=http://formie.test/actions/formie/integrations/callback

Here, it routes the request through to our Verbb servers, which forwards on the request to the URL in the return parameter (which would be your local project).

You can also set this option via a .env variable to either true or false.

FORMIE_INTEGRATION_PROXY_REDIRECT="true"