Automations

Automations are one of the provided integrations with Formie, and are used to forward on a payload of data to a specified URL. This can be useful to send to submission data to third-parties when a form is submitted. The third-party can then perform any number of actions.

The URL can be set at the plugin-settings level, or customised per-form. When editing a form, you can trigger a test payload to be sent, with random-generated data to test your connections to your endpoint URL.

Supported Providers

Formie integrates with the following providers:

• IFTTT
• Make
• n8n
• Web Request
• Zapier

IFTTT

Follow the below steps to connect to the IFTTT API.

Step 1. Create the Integration

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

Step 2. Connect to the IFTTT API

1. Go to the IFTTT Create page.
2. Click If This → Add, then search for and select Webhooks.
3. Choose Receive a web request and enter an Event Name (e.g. form_submission). Make a note of Event Name for later.
4. Click Then That → Add, and choose an action like sending an email, Slack message, Google Sheets, etc.
5. Complete the applet and click Finish.

Step 3. Get Your Webhook Key

1. Visit https://ifttt.com/maker_webhooks.
2. Click Documentation.
3. Copy your Webhook Key from the URL shown (https://maker.ifttt.com/use/XXXXX).
4. Paste it into the Webhook Key field in Formie.
5. Enter the same Event Name you used in IFTTT.

Step 4. Form Settings

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.
6. Click on the Send Test Payload button to send dummy content to the URL.

Make

Follow the below steps to connect to the Make API.

Step 1. Create the Integration

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

Step 2. Connect to the Make API

1. Go to the Make Dashboard.
2. Click the Create a new scenario button.
3. Click Build from scratch.
4. Click the canvas and choose the Webhooks module.
5. Select Custom webhook, then click Add and give your webhook a name.
6. Click Save, then copy the generated Webhook URL.
7. Click Run once to listen for the webhook.

Step 3. Form Setting & Test Payload

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.
6. Click on the Send Test Payload button to send dummy content to the URL.

n8n

Follow the below steps to connect to the n8n API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → Automations.
2. Click the New Integration button.
3. Select n8n as the Integration Provider.

Step 2. Connect to the n8n API

1. Go to the n8n Dashboard or your self-hosted instance.
2. Create a new workflow from scratch.
3. Add a Webhook trigger node to your canvas.
4. Set the HTTP Method to POST.
5. Click Save, then copy the Test URL or Production URL from the Webhook node.

Step 3. Form Setting & Test Payload

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.
6. Click on the Send Test Payload button to send dummy content to the URL.

Web Request

A general-purpose web request that can be used to send any URL you provide with the payload of content. This can be used to POST-forward content to a URL you choose.

Step 1. Create the Integration

1. Navigate to Formie → Settings → Automations.
2. Click the New Integration button.
3. Select Web Request as the Integration Provider.
4. Save the integration.

Step 2. Form Setting & Test Payload

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.
6. Click on the Send Test Payload button to send dummy content to the URL.

Zapier

Follow the below steps to connect to the Zapier API.

Step 1. Create the Integration

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

Step 2. Connect to the Zapier API

1. Go to Zapier and create a new Zap.
2. For the Choose App & Event value, enter Webhooks by Zapier.
3. For the Choose Trigger Event value, enter Catch Hook.
4. Click Continue.
5. Copy the Custom Webhook URL into the Webhook field in Formie.

Step 3. Form Setting & Test Payload

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.
6. Click on the Send Test Payload button to send dummy content to the URL.

Payloads

Data sent to these nominated URL‘s is in the form of a JSON payload, and contains information about your form and submission.

An example payload would look something like:

{
    "json":{
        "submission":{
            "id":123,
            "formId":1025,
            "statusId":null,
            "userId":null,
            "ipAddress":null,
            "isIncomplete":false,
            "isSpam":false,
            "spamReason":null,
            "uid":null,
            "title":null,
            "dateCreated":{
                "date":"2020-08-14 22:33:48.000000",
                "timezone_type":3,
                "timezone":"Australia\/Melbourne"
            },
            "dateUpdated":{
                "date":"2020-08-30 11:40:38.000000",
                "timezone_type":3,
                "timezone":"Australia\/Melbourne"
            },
            "text":"Natus ex sint aut et. Laudantium aut voluptas necessitatibus mollitia. Dolorum aut officiis ea.",
            "email":"[email protected]",
            "multiName":"{\"prefix\":\"Prof.\",\"firstName\":\"Catherine\",\"middleName\":\"Erling\",\"lastName\":\"Padberg\",\"name\":null,\"isMultiple\":true}",
            "checkboxes":[
                "Option 2"
            ],
            "datetime":"2008-01-10 22:01:29",
            "address":"{\"autocomplete\":null,\"address1\":\"9812 Adolfo Street Apt. 382\\nKassulkeburgh, AZ 14824\",\"address2\":\"1206\",\"address3\":\"Well\",\"city\":\"Adahberg\",\"state\":\"Michigan\",\"zip\":\"73546-4092\",\"country\":\"French Guiana\"}",
        },
        "form":{
            "settings":{
                "displayFormTitle":"",
                "displayPageTabs":"",
                "displayCurrentPageTitle":"",
                "displayPageProgress":"",
                "submitMethod":"page-reload",
                "submitAction":"message",
                "submitActionTab":null,
                "submitActionUrl":"",
                "submitActionFormHide":"",
                "submitActionMessage":"[{\"type\":\"paragraph\",\"content\":[{\"type\":\"text\",\"text\":\"Submission saved.\"}]}]",
                "submitActionMessageTimeout":"",
                "errorMessage":"[{\"type\":\"paragraph\",\"content\":[{\"type\":\"text\",\"text\":\"Couldn\u2019t save submission due to errors.\"}]}]",
                "loadingIndicator":"",
                "loadingIndicatorText":"",
                "validationOnSubmit":"1",
                "validationOnFocus":"",
                "submissionTitleFormat":"{timestamp}",
                "collectIp":"",
                "collectUser":"",
                "storeData":null,
                "availabilityMessage":null,
                "availabilityMessageDate":null,
                "availabilityMessageSubmissions":null,
                "defaultLabelPosition":"verbb\\formie\\positions\\AboveInput",
                "defaultInstructionsPosition":"verbb\\formie\\positions\\BelowInput",
                "progressPosition":"end"
            },
            "handle":"contactForm",
            "submitActionEntryId":null,
            "requireUser":"0",
            "availability":"always",
            "availabilityFrom":null,
            "availabilityTo":null,
            "availabilitySubmissions":null,
            "defaultStatusId":"1",
            "dataRetention":"forever",
            "dataRetentionValue":null,
            "userDeletedAction":"retain",
            "fieldLayoutId":241,
            "id":1025,
            "uid":"67c09dce-c4ec-4be8-8dbe-4154708c6443",
            "title":"Contact Us",
            "dateCreated":{
                "date":"2020-08-14 22:33:48.000000",
                "timezone_type":3,
                "timezone":"Australia\/Melbourne"
            },
            "dateUpdated":{
                "date":"2020-08-30 11:40:38.000000",
                "timezone_type":3,
                "timezone":"Australia\/Melbourne"
            }
        }
    }
}