Many businesses and organizations rely on Moxo forms to collect valuable information from clients, customers, or team members.
With this integration, you can automate the task of pushing the form responses from a specific flow template in Moxo to Google sheets using Zapier as the facilitator.
This article will guide you through the process of setting up a Zapier integration to achieve this task.
The pre-requisites required to get started are:
- A Zapier Account.
- A Moxo account with the appropriate plan.
- Moxo flow template with at least one form step.
- A Google Sheet for collecting the responses.
Implementation
Step 1: Login to Zapier Account & Create a New Zap
- Login to your Zapier account with your credentials.
- Click on Create a Zap from scratch option in your Zapier dashboard.
Step 2: Configure the Trigger
- A Zap begins with a trigger, an event that sets the automation process in motion. In the Zap editor screen, click on the 'Trigger' tile to launch the change trigger popup.
- Within the popup’s search bar, select Moxo as the trigger app. This will open a slide panel for further trigger configurations.
- In the App & Event section, choose Flow Updates from the event dropdown.
- Click Continue to proceed. This event informs Zapier to initiate your Zap whenever.flow-related updates occur, such as the start of a step or completion.
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You'll be prompted to sign into your Moxo account if you haven't connected it before.
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Once you've connected your app, select the Moxo account you want to use with your Zap and click Continue.
Step 3: Selecting the Flow Template and Form Step
- Choose the relevant flow template from the Moxo Flow Template dropdown. This template should contain the form step you wish to monitor.
- Once you select the flow template, the steps from the selected template would be populated in the trigger dropdown. Choose the specific form step for which you want to retrieve responses.
- In the Status dropdown, choose Completed to indicate that the Zap should only trigger when the form step has been completed. Click Continue to proceed.
Step 4: Testing the Trigger and Examining the Sample Payload
- Click on the Test trigger to test the trigger. Allow Zapier a few seconds to load the sample flow update payload.
- The sample payload provides a detailed view of the key-value pairs associated with the form data. This information will be utilized in subsequent steps of this implementation guide.
- Once the payload has loaded, click Continue with selected record to proceed.
Step 5: Configure the Action
- A new popup will appear, prompting you to select the action app. Utilize the search bar to search and select Google Sheets as the action app. This will open a slide panel for further action configuration.
- In the App & Event section, choose Create Spreadsheet Row from the event dropdown. This action will generate a new row in your specified Google Sheets spreadsheet. Click Continue to proceed.
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You'll be prompted to sign into your Google account if you haven't connected it before. Once you've connected your app, select the Google account you want to use with your Zap, which has access to the spreadsheet.
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Click Continue.
Step 6: Configuring the Google Sheets Action
- Select the drive from the drive dropdown where the spreadsheet resides. Additionally, select the appropriate spreadsheet and worksheet from the corresponding dropdowns. This will be the destination for the form response data.
- Once you select the above values, input fields will appear, each labeled with the corresponding column headers from the chosen spreadsheet. Click on any field to see the payload key-value pair mapping from the sample payload in step 4.
- Map the input fields accordingly with the keys which correspond to form response payload.
- Finally, click Continue to proceed.
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Click on the Skip Test in the test section to skip testing the action.
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Then click Publish. Zapier will take a few moments to complete the publishing process.
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Once published, your Zap will begin monitoring the form responses within the selected flow template.
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To review past Zap runs for a specific time frame, click the clock icon located in the left navigation bar of the Zap editor screen.
Conclusion
This integration using Zapier between Moxo and Google Sheets may help you to record the responses of all the users filling your Moxo form in one place.
If you come across any challenges or have further questions, please contact our support team.