An active subscription to the Form Builder AND the Automation Platform is required to integrate them with Zapier. If you have subscribed to both the platforms, and have been onboarded, you can now connect the forms to the automation builder.
Step 1: Log into your InterFace account and select Automation Platform. Then click on Create a New Workflow and Select InterFace forms as the trigger.
Step 2: Once the form is selected, create a test entry in the form. Once that is done, click on Test Trigger.
Step 3: Check the Trigger Data to ensure your most recent test entry appears.
Step 4: Select Webhooks step within Zapier.
Step 5: Select Catch Hook in Trigger Event
Step 6: In configure, type "body" in Pick off a Child Key field
Step 7: Click on Continue. You should be able to see a URL. Copy this URL.
Step 8: Switch to your InterFace Account's Automation workflow. Click on Webhooks to Zapier action step.
Step 9: Paste the URL and hit test action.
Step 10: Once the test is successful, switch over to Zapier and hit Test trigger
Step 11: You should be able to see an entry with the data from the automation platform. This could contain the event data (from the event that triggered this), trigger data (additional information from FUB) and Opp data (data stored in InterFace).
Now you can proceed in setting up the zap to send the email through Gmail App or Email by Zapier or any third party application of your choice.
You could use the form data or FUB Person Data into the email like this:
When done, publish and turn on the zap.
Don't forget to turn on the workflow in InterFace's automation platform!
Drop an email to support@interface.re if you have any questions!