Step 1: Log in to Zapier
Firstly, log in to your Zapier account or make one if you don’t already have one, the version you need is free!
Step 2: Choose the application and trigger
You will first need to choose the application you want to use, for this example, it will be Plugnotes. Zapier will then ask for a trigger. In this example, it’ll be the submission of a new form. When someone submits a new form, Zapier will receive a trigger that will notify you.
Step 3: Connect to your Plugnotes account
You will then need to use your login and password to connect your Plugnotes account to Zapier. Once this is done you can begin to make Zaps.
Step 4: Choose a form to create a zap for
Next, you need to specify the form you to use the trigger for. This is done by looking at the different options or searching for the name of it in the search bar of the Customized response section.
Step 5: Test whether the form can be found
Zapier will then allow you to test whether it has found the right form or not.
After this you have completed the first part!
Step 1: Choose the application and login
To add an action, you will need to choose the application you wish to use. This can be done by using the search bar or clicking it if you see it right away.
If you have already used Zapier, you will likely be able to connect to the apps automatically. If not, you will need to sign in in order to use these.
For this example, we will be connecting Gmail to be able to have an email each time a new submission comes in. I can search for Gmail and click on that.
Step 2: Choose the customization
Then comes the customization. First, you must choose the action you wish to accomplish. For this example, it’ll be to send an email.
Step 3: Define which account the email is sent from and to whom
Then you choose the account from which you want to send the email. And then set up the action. This is to whom you wish to send the announcement a submission has been made. You will have the option of sending a direct message and CC or BCC.
Step 4: Define details about the body of the email
Then you can choose the body type, the message, and the signature for the email as well as which inbox it is sent to. Then you will need to choose if you want any information from the form to be sent in the email. For example, if you want the detailed description written out.
Step 5: Choose the attached data
In the “Attachments” section choose which data entries you would like included in the email. This will allow you to see specific details immediately rather than having to log in to your account. For this example, I want to know the item reference number, the delivery number, the description of the issue, and the supplier of the good,
Step 6: Test the Zap
From then you simply need to test if it works. An email will be sent out to the email, and you can check if everything is in order.
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As you can see the email was sent and there was an attachment with the name of the data that would be sent if it was not a test.
Step 7:
Then all there is left to be done is to turn on the Zap and try it by writing out a form entry.
And now you are done! You can receive emails each time a new submission is made rather than constantly checking Plugnotes.
Many more connections can be made with Zapier, each as easily done as this one.
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Customer Success
If you have any questions, please contact our Customer Success Team