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.

1. Click on "Make a Zap!"

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2. In the Trigger Step, select the app you want to integrate.

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The next steps will be the same for any app chosen.

3. Select 'New Entry - Trigger when someone fills out your form'

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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. Click 'Connect Account'.

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A pop-up will appear to login and authorize your account with whichever app you selected.

5. Click 'Test' to make sure your account was connected correctly.

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6. From the dropdown, select the Form you would like to post to Captorra.

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7. Submit a test post to the form you chose on the previous step.

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After submitting a test post, click Fetch + Continue. You should see Test Successful and be able to view the entry you submit.

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Click 'Continue' and the 'Trigger' step of the 'Zap' will be complete.

The following steps will setup the 'Action' step of the 'Zap'. These steps will be the same no matter what app you choose to integrate with Captorra.

8. For the 'Action' step, Select 'Webhooks'

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9. Select 'Custom Request' then 'Continue'

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10. Select 'Post' from the Method dropdown; Enter the URL as shown and select 'No' for 'Data Pass-Through?'

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https://captorraapi.captorra.com/api/captorraapi/create is our posting endpoint. This must be entered exactly as shown.

11. Enter the below code into the 'Data' section


{
"CaptorraId": "",
"Referrer": "",
"First": "",
"Last": "",
"Primary": "",
"Email": "",
"Zip": "",
"Details": ""
}

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Note: The "CaptorraId" will be unique to the firm you are the posting to and the "Referrer" unique to your posting group. Both can be provided from Captorra support. The above data structure is format sensitive.

For this example, we are only capturing and posting basic form fields. Additional fields types are available to post. These fields and other information can be found in our Captorra API Posting Instructions.

12. Place your cursor between the empty double quotes next to "FirstName". Then click the button in the top right corner of the Data text box. Then drop the menu that appears select the field that maps to "First Name" on your form.

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Completing the above step correctly will add a 'slug' to where ever your cursor was placed. This 'slug' represents the data that will be submit to Captorra when a entry is submit from your form. Repeat this process for each field you would like to post to Captorra. The end result should look like below.

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13. Select 'Yes' from the Unflatten dropdown; Leave Basic Auth blank and Add Headers as shown in the image below (case sensitive). Then click 'Continue'.

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14. Review that all the settings are correct and that the Data structure is correctly formatted; the click 'Send Test to Webhooks by Zapier'

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If everything was setup correctly you should receive a success: true response and it will say the test was successful.
Click 'Finish'.

15. Name your 'Zap' and click the toggle to turn is on.

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If everything was setup correctly, you should see this screen. Now, whenever a new entry is posted from your form it will automatically be posted to Captorra!