How to use Zapier with Nelio Forms

Would you like to add more integration options to your forms? With Zapier, a connector service, you can easily connect your forms to numerous web applications to add even more functionality to Nelio Forms.

In this tutorial, we’ll show you how to use Zapier with Nelio Forms.

Setting up Zapier in Nelio Forms

You will need a premium license to access the Zapier integration in Nelio Forms. Also, Zapier requires a secure connection. Make sure your site loads over HTTPS and has an up-to-date SSL certificate installed before you continue.

Once everything is ready, go to Nelio Forms and create a new form if you don’t have one yet. After that, in the right sidebar of the form editor in WordPress, go to the Submission Actions panel and add a Zapier integration action.

Submission actions' panel of Nelio Forms.
Submission actions’ panel of Nelio Forms.

Note that you need admin credentials in WordPress in order to use the Zapier integration. After adding the Zapier integration action, a dialog appears with the following data:

Zapier submission action.
Zapier submission action.

You will need this data when creating a Zap in Zapier. In the dialog, set up a custom action name (if you want) or just leave the default one and then click the Add button.

Remember to save the form before continue. You can always check the data to use in Zapier by opening the dialog selecting the Edit action option.

Creating a Zap in Zapier

In Zapier, the integrations you create are called “zaps.” The next step is to create a zap that sends information from your forms to another service.

First, you’ll need to log in to your Zapier account. If you don’t have one yet, then you can sign up for free.

After you’ve logged in to your account, you can create a new Zap by selecting the trigger and action apps in Zapier:

User interface to create a zap with Nelio Forms in Zapier.
User interface to create a zap with Nelio Forms in Zapier.

In the following example, we select Nelio Forms as the trigger app and Google Sheets as the action one, because we want to automatically send new form entries in a form defined with Nelio Forms to a spreadsheet in Google Sheets.

Zap between Nelio Forms and Google Sheets in Zapier.
Zap between Nelio Forms and Google Sheets in Zapier.

Now we need to set up the zap settings. First, click on the trigger to set up Nelio Forms in Zapier.

Setting up a new Zap between Nelio Forms and Google Sheets in Zapier.
Setting up a new Zap between Nelio Forms and Google Sheets in Zapier.

Zapier will display your trigger options under Event. Nelio Forms only has one trigger option (New Form Entry). Select it from the dropdown, then click the Continue button to proceed.

Choosing the Nelio Forms event in Zapier.
Choosing the Nelio Forms event in Zapier.

In the next step, you’ll connect Zapier to Nelio Forms on your website. To do this, click the Sign in button.

Authenticating Nelio Forms in Zapier.
Authenticating Nelio Forms in Zapier.

This will cause an overlay dialog to appear. Here, you’ll need to add your API Key and Website.

To find your API key, go back to the browser tab or window with your previous form in Nelio Forms and open again the Zapier submission action we created before. Then copy and paste the API key for Zapier into the zap setup page.

Next, you’ll need to fill out the Website field. Be sure to enter the full URL of your website and include the trailing slash (i.e., https://www.example.com/). If you’re creating a zap for a site in a WordPress multisite network, you’ll need to enter the full path URL (i.e., https://sitename.com/subsite/) to create your zap.

When you’re ready, click the Yes, Continue button.

Setting up Nelio Forms credentials in Zapier.
Setting up Nelio Forms credentials in Zapier.

Once your site is connected, Zapier will prompt you to choose which account to use for your zap. Select your site from the dropdown, then click Continue.

Nelio Forms' account connected in Zapier.
Nelio Forms’ account connected in Zapier.

Next, type the form identifier you’d like to use (you can find the identifier in the same dialog where you find the API Key and the Website information about your form) and click Continue again.

Setting up Nelio Forms' form identifier in Zapier.
Setting up Nelio Forms’ form identifier in Zapier.

Zapier will then give you a chance to pull in sample entries to test your connection.

Test the zap trigger in Zapier.
Test the zap trigger in Zapier.

Click the Test Trigger button to load available entries. Zapier will then show you the entries it was able to pull from your form. You can select any available entry from the dropdown to view its data and make sure everything looks correct. If the form you selected in the previous step does not have at least one entry, an example entry will appear with dummy data.

Examples of form entries for the selected form in Zapier.
Examples of form entries for the selected form in Zapier.

When you’re happy with the trigger test’s results, click the Continue button to proceed.

Setting up your action event

After checking your sample entries, Zapier will ask you to select an App Event for the action you want to take place in response to the trigger.

This app is the service you’d like to send your form entry details to. Zapier has over 3,000 apps and services available. You can find out more about the available integrations on Zapier’s site.

After selecting an app, Zapier will walk you through the steps to pass form data to your chosen service. These steps will depend on which service you integrate with.

In the following example, we will describe the steps to integrate with Google Sheets, so that you form entries are transferred into rows of a Google Sheets spreadsheet.

Now, we’ll set up the action we want Google Sheets to perform when a new form entry is created on our site. Select Create Spreadsheet Row to create a new row for each form entry.

Selecting the Google Sheets event in Zapier.
Selecting the Google Sheets event in Zapier.

Zapier will then ask you to sign in to Google. Press the Sign in to Google button and sign in with your usual Google account and allow access to Zapier. Then, click Continue once again.

Connecting your Google Sheets account in Zapier.
Connecting your Google Sheets account in Zapier.

Now you need to select your Google Drive, the particular spreadsheet there, and the worksheet where Zapier will create the new rows with the form entry data. The other input fields represent each column of the first row in that worksheet, which are the heading columns in the table.

We recommend here to create the spreadsheet beforehand with the column names you want to fill so that when you reach this step, all fields appear in Zapier:

Setting up Google Sheets integration with Nelio Forms in Zapier.
Setting up Google Sheets integration with Nelio Forms in Zapier.

In the previous screenshot you can see the field Nombre (name, in Spanish) which is the heading name for the first column in the worksheet of the spreadsheet. After clicking on that input, all the fields of the selected Nelio Form will appear. Select the values you want to fill that column in the field. In this example, we created a Nelio Form with just one text field. And we mapped its value into the Nombre column.

Zapier is now ready to test your Google Sheets action event. Click on Test & Continue to proceed.

Testing the new zap.
Testing the new zap.

If everything went well, a new row will appear in the worksheet with the data of the test entry. You should instantly see a confirmation message stating that your entry data was sent to Google Sheets.

Now click on Publish Zap to complete your Nelio Forms Google Sheets integration.

After everything is ready, publish the zap.
After everything is ready, publish the zap.

That’s it! Now you can send a copy of your Nelio Forms form submissions to your Google Drive whenever a user fills in an entry.

Publishing the zap.
Publishing the zap.

Following similar steps, you can now connect your forms to hundreds of web services through the Zapier integration in Nelio Forms.