Zapier Integration

What is Zapier?

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Zapier is a third-party application that provides the technology to easily integrate data between web apps or applications with web based integration points. Zapier calls this configuration a “Zap”. Every individual form, application or endpoint requires a unique “Zap” to be configured. “Zaps” consist of Triggers and Actions. When a “Trigger” initiates the event, Zapier will automatically post the data into Captorra with an “Action”. To learn more about “What is Zapier” you can read more here.

Using Zapier you are able to post Form Submissions from such apps as; Formstack, Facebook Pages, Gravity Forms and Unbounce; to Captorra.

Below is a step-by-step guide for integrating an app with Captorra. This guide assumes you have a Zapier account and working knowledge of the app you are planning to integrate with Captorra. For this example, we will integrate a Cognito Forms form with Captorra.

Alert! In order to use our Zapier integration, please follow the directions below.

To use the Captorra Zapier integration, please follow the link below while logged in to your Zapier account. This will allow access to our integration.

CLICK HERE TO GET ACCESS TO OUR INTEGRATION!

1. Click on "Make a Zap!"

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2. Select the Trigger app.

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3. Select the Trigger event, in this case we will choose 'New Entry'

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Note: This choice my be worded differently depending on the app you are integrating. It may be 'New Submission' or 'New Form Submission'.

4. Choose Account.

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You may need to connect the account, simply follow the instructions as they may vary between apps.

5. Choose the form you want to integrate.

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6. You can test & review the form data. It will pull the most recent form post to use as placeholder data.

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7. If you selected Test & Review, the latest form data submitted will be shown.

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8. Click 'Done Editing'

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9. For the Action app, search for Captorra and select the latest version if multiple exist.

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If the Captorra does not show you may need to activate it via the link at the top of the this page.

10. The first two fields are unique Id's given by Captorra that identify the firm and posting source. Fill in the other fields using the dropdown on the right side of the fields.

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The CaptorraId and Referrer GUID will be given by Captorra upon request. Contact support@captorra.com for more information.

11. Fill in as many fields as possible.

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Details for each field can be found via our API posting instructions here.

12. After entering data into all fields, you can post a test submission to Captorra.

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13. If the test was successful, you will see the following screen.

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If you receive an error at this point, contact support@captorra.com and include the error message.

14. Your Zap is now Ready! Name it and Turn is on.

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Once turned on, any form posts will automatically be populated in Captorra.!