Zapier is yet another Destination to which you can send your forms. For those who are unfamiliar with it, Zapier is a way to easily transfer data between different apps.
Some popular zaps using Device Magic are:
Zapier also pairs with a number of Analytics and Dashboard platforms to further analyze your Device Magic data.
This tutorial will show you how to set up your Device Magic Zapier Destination (which has to be done via setting up a Device Magic Zapier Trigger).
To start, you will have to create a Zapier account. Once you have logged in, you will be taken to the Zapier dashboard. To the left, you will see the Make a Zap button.
Click this to get started with making your Device Magic Zapier Trigger.
The next page on which you will find yourself is the Create New Zap page. Here you can create and edit your zaps.
Search in the menu that says Choose app... and select Device Magic.
Another drop-down menu will appear beneath it. Open it, and click on the option that says New Submission.
Once your trigger is chosen, you will be asked to select or sign into your Device Magic account.
Once you have done so, click Continue. You will be given a screen that says Set Up Web Hook. Leave this screen, open a new browser window or tab, and log in to your Device Magic account.
To set up this destination, go to your Forms page and locate your form. Then, click the settings icon to view the menu and select Destinations. On the following page, click New Destination.
Note: By default, two destinations are added every form created.
Note: Depending on the subscription package you have, your available destination options will vary.
Select Zapier as your destination and choose the XML delivery format.
In Steo 3 you will be given the option to save any images, signatures or sketches to another service. See this help article for more information.
Step 4 will give you the option to add a Description to your destination. You can also set your destination to be Active or not here.
In Step 5, you will be able to download a sample XML.
In Step 6, you will be asked for a Zapier Webhook URL. Go back to the Zapier tab in your browser with the Webhook URL. Copy and Paste it into the space provided on the Device Magic page, in Step 6.
Step 7 will give you Binary Device Magic options. It can be set to Public or Private.
Destination Rules will give you the opportunity to stipulate rules for when it should deliver.
Now click Create Destination.
You will then be directed to the Destinations page for your form where you will see the Destinations you've made for it - now including the Zapier one you have created.
You will need to go back to the Zapier page to finish creating the trigger. Go there now and click Continue.
A second box labeled Do this... will appear. Hover over the box and select Edit to set up your action.
After you have selected one (in this example Email by Zapier was chosen), another menu will appear asking you to choose the action event, (in this example, Send Outbound Email has been chosen), and click Continue.
Next you will fill in the details that outline the email and how it will look once received. All fields will give you the opportunity to enter static information, or to use fields from your form.
To can be filled in with your email address or the address of the person to whom you want the email sent.
Subject is straight forward, too, and can be filled in with anything from the name of the form to your own personal subject.
When it comes to the Body of the email, you can insert the different form fields. Click the body field and select Insert data.
Note: The integration only supports answers to questions, so you will not see the option in Zapier to insert geostamp/timestamp data at this time. If you need to send geostamp/timestamp values, they will need to be referenced in a Calculated Question, using functions found in this help article.
Once the fields have been filled out, you will be asked to test the Zap. Once the submission has been received, click Done Editing, and turn your Zap on.
You will then see your newly made Zap sitting on your Zapier Dashboard.
Your new Zapier Destination has been created and is ready to receive submissions!
This concludes our walkthrough of adding the Zapier Destination. If you have any questions or comments feel free to send us a message at firstname.lastname@example.org.