How To Automate Business Flow With Zapier And WPForms?

Zapier is an automation tool by which you can connect different online apps and you can automate the business workflow. Zapier supports more than 2000 apps.

Suppose you want to automatically save your email attachment to Dropbox or any other cloud storage platform which Zapier supports.

You can connect Gmail and Dropbox to Zapier. Choose the trigger when you want to perform the action and select the action after triggering the event.

Now let’s see how we can use the Zapier in WPForms.

WPForms is a free WordPress form plugin, you can create different types of forms like donation form, multi-page form, order form, also WPForms supports payment gateways like Stripe and PayPal by which you can easily accept the payment.

WPForms has introduced the Zapier addon by which you can connect your WordPress forms with 2000+ apps.

In this article, I will explain how we can connect the Zapier addon to WPForms and automate the different tasks using it.

NOTE- WPForms is free WordPress plugin but if you want to use the Zapier addon you need to purchase the pro license of WPForms.

wpforms pricing

Install And Activate WPForms

The first step is to purchase the WPForms pro and activate it.

Once activated, go to WPForms » Settings and click on the Integrations.

zapier api key

You will see the Zapier integration, expand it and there you will get the Zapier API key for your site.

You need this API key in your Zapier account to connect WPForms with Zapier. Don’t close this window.

Nows, let’s start connecting WPForms to Zapier.

Create Zap In Zapier

Log in to your Zapier account, if you don’t have an account then you can create the Zapier account.

You have to connect the WPForms app to Zapier, for this, we need to create the Zap.

Once login to Zapier account, to create the Zap click on the black + sign. This will open the setup page for app integration.

create zap in zapier

You will have to search the WPForms in the Choose App & Event search box and click on the WPForms app.

Once select the WPForms, then you will have to Choose Trigger Event, here we can select New Form Entry.

On the next screen, you will need to connect the WPForms and Zapier. For this, login to your WPForms account.

If you click the sign-in to WPForms, you need to put the API key. You will get the API key from the WordPress dashboard. We kept the window open for API Key in first step.

Enter the API key and website address.

Click on the Continue.

Now, Zapier will allow you to choose the WPForms account.

In the next step, you will have to choose the form on which you are going to perform the operations.

The last step for this integration is Find data.

In order to test this integration, we can click on the Test & Continue or the Test & Review. This will pull some of the sample entries for validating the integration.

If you have Test & Review then you should see your form entries populate and you can validate the entries. Click the Done Editing button.

If you have chosen the Test and Continue then Zapier will automatically take you to the next step if everything is working properly.

Next What?

The next step is to process the WordPress forms data in Zapier. This action depends on the requirements.

Zapier is a free tool for 5 Zaps but if you are a business then you can upgrade your Zapier account to create more Zaps to automate your business flow.

Once you have upgraded your account, you can do many things with your WPForms data. Below are a few sample automation ideas.

  • WPForms allows you to create the file upload forms, you can send the uploaded forms to Dropbox, Google Drive, Amazon S3, etc.
  • WPForms allow us to create contact forms, subscription forms you can send email addresses to Marketing Services/CRMs like Convertkit, Zoho, HubSpot, and many more.

There are many ways by which you can process and automate your business flow with WPForms+Zapier integration.

Final Words

The WPForms is a free WordPress plugin but if you are a business then you can upgrade your plan to pro in order to get more benefits with WPForms addons. With Zapier Addon you can easily automate manual things of your business.

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Amit Kharbade

Editor & Writer at ScrollBucks
Engineer, Blogger, Writer, and the man behind ScrollBucks. Amit has been contributing to ScrollBucks since 2014. He is writing about Blogging and his practical blogging experiences. You can connect with him at amit@scrollbucks.com

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