Connect SureForms To Zapier

SureForms is an AI-powered form builder for WordPress that lets you create complex yet beautiful forms using a simple drag-and-drop interface and AI capabilities.

As you start collecting more form submissions from users, managing everything manually can become time-consuming and tiring. Automating such tasks helps you save time and ensures accuracy.

With Zapier, you can connect SureForms to over 7,000 apps and automate many everyday tasks. Examples include:

• Recording form submissions in a Google Sheets file
• Adding new leads directly to your CRM system
• Sending form submission notifications via email or Slack
• Creating support tickets in your helpdesk tool when a form is submitted
• Updating contact information in a mailing list tool like Mailchimp
• Logging form entries as tasks in a project management app like Trello

And much more.

In this article, we’ll show you how to integrate SureForms with Zapier with an example so you can create effective automation workflows.

Prerequisites

Here are the prerequisites to check before you proceed:

• Make sure you’re registered for a SureForms account at: https://billing.sureforms.com/register/

• Ensure either SureForms Business or Pro plan is installed and activated on your WordPress site: https://sureforms.com/pricing/ 

• The license key must be activated on the site where the SureForms plugin is installed.

• You must have a Zapier account.

Once you set these up, you can easily start using SureForms with Zapier.

Connecting Your SureForms Account With Zapier

In the following example, we’ll create a simple workflow that helps you add the form submissions in a Google Spreadsheet file whenever a user submits your form.

Creating A Zap

Before moving forward, ensure you have a basic idea about fundamental Zapier concepts. You can read more about it in the official docs.

• Start by creating a new Zap in your Zapier account.

• Provide a name to your Zap and click “Trigger” here.

• Here, search for and select “SureForms”.

Fetching Your SureForms API Key and the Website URL

In the next step, you’ll need to connect your SureForms account with Zapier. To do this:

• Click on the “Account” dropdown and click the “Connect a new account” button.

If you already have a SureForms account connected, just select it from the available options. If you don’t, you’ll need to enter the API key and the website URL of the site where the SureForms plugin is installed.

To do this, go to your WordPress dashboard and follow these steps: 

• Go to SureForms > Settings > Integrations and click “View API Key” here.

Note: If you don’t see the “View API Key” button, ensure you have the SureForms Business installed and the license key activated on your site.

• Copy both your website URL and API key from here.

• Next, paste both of them in their respective fields on the Zapier account connect screen.

Finally, click the “Yes, Continue to SureForms” button to finish connecting the SureForms plugin to Zapier.

Setting Up Your Trigger Event

A trigger is an event that tells Zapier to start a task automatically. It happens when something specific occurs, like a new form submission or a new email. 

SureForms has the following trigger event available in Zapier: “New Form Submission”. To set it up:

• Select the trigger event “New Form Submission” from this dropdown and click “Continue”.

• Next, select your preferred form and click “Continue”. 

Note: Ensure you have published forms on the connected SureForms dashboard to see them here.

Finally, you’ll be prompted to test your trigger event. Zapier will perform the configured triggered event as a test to verify if everything is working as expected. To do this:

• Click the “Test Trigger” button.

Zapier will need data to execute the test event for the specified trigger. For example, for the trigger event “New Form Entry”, Zapier will need at least one entry data for the selected form. If you see your trigger event failing, ensure you have at least one entry available.

If the test action is successful, you’ll see the following prompt:

Once you’ve successfully tested your trigger event, simply click the “Continue with selected record” button.

Setting Up Your Action Event

An action event is what happens after a trigger. It’s the task Zapier performs, like sending an email or updating a spreadsheet after the trigger is executed.

To set it up, search for your preferred action app.

In this example, we’ll be adding the form submission data to a Google Sheets file, so we’ll search for “Google Sheets” and click on it (You can choose the action app of your choice here and follow the same steps).

• Select the action event of your choice from this dropdown for your chosen app. We’ll select “Create Spreadsheet Row”.

• You need to connect your Google Sheets account here and click “Continue”.

Note: The instructions in these steps may vary depending on the action app you choose for your workflow.

In the next step, you’ll need to configure the type of data you want to fetch from the executed trigger event along with where you want to save it. 

For the Google Sheets example, we need to specify things like: the Spreadsheet file name, its location, the worksheet, and the form submission data which we want to add to the Sheets file:

After clicking “Continue”, you can test the action step in your Zapier account to see if everything is working correctly by clicking on the “Test step” button.

If everything is working as expected, you’ll get the following success message:

That’s all for now! You can add more apps to this workflow if needed, or if you’re ready, you can move forward and publish this workflow.

Publishing Your Workflow

You can publish your Zap by clicking the “Publish” button. 

You should see a prompt like this after publishing your workflow:

Now, whenever someone submits your form, this workflow will be fired automatically and automate the configured task.

You can verify this once by submitting your form on front end and seeing if the workflow is automating everything as expected.

If you’re not able to see the changes reflected, feel free to contact our support team. We’re always here to help.