A Zap is a formula for a task you want to do automatically, over and over. In other words, a Zap looks like this: When something happens on my website, do this thing in my other application. The first part—the part that happens on your website—is the Trigger and the second part is the Action.
Before you begin:
- Ensure you are using the Engage level of service for your website, which includes Webhooks.
- Know the task that you want to automate; identify your Trigger and your Action. Examples might be: When I get a donation through my website, create a new lead in Salesforce. --or-- When I get a new order from a catalog, create an invoice in Quickbooks. --or-- any number of other combinations.
- Go to your website and submit the form (perform the trigger action), to have a fresh sample in your Springboard Message Center. If you know your trigger is when a Donation is received, then submit a sample donation. If you know you want something to happen when an order is placed, place a sample order. As you create your Zap, you'll use this sample data to choose which fields from your website forms should go into the application.
- Make a note of your Website ID. Log into your Springboard and find it in the URL. When you first reach your dashboard, look at the URL. Your website ID is the 4 or 5 digit number at the very end.
Anywhere else in your Springboard, the website ID is the 4 or 5 digit number that appears after "my.firespring.com/website/"
Ready to get started? Here are the steps:
1. Sign up for your Zapier account.
Go to: zapier.com/sign-up.
2. Use our App on Zapier to connect your Springboard Account to make a Zap.
Click this invitation link for the Firespring Zap.
Click Accept Invite & Build a Zap
3. Make your Zap.
On your Zapier dashboard, click Make a Zap!
4. Create your Trigger step.
Choose the Trigger app: Click Firespring.
The zap contains four triggers:
Choose the type of message you want to use for the trigger, then click Save + Continue.
5. Connect your Firespring Account
Now click Connect an Account and enter your Website ID from your Springboard URL. Click Yes, Continue.
Next, you'll be prompted to enter your Springboard login credentials. Do this, then click Save & Continue.
NOTE: Your Springboard user account access must include Webhooks, so if you have trouble authenticating, check your Springboard user group settings.
6. Pick a Sample of Data to set up your Zap
Zapier automatically pulls in Sample messages from your Springboard. Select one, and click Continue. (Click Get More Samples to have more to choose from).
7. Create your Action step.
Pro Tip: If you want to bring in data from multiple website forms, and do different things with the data based on the form, you can add a Filter. A filter lets you specify the form and data that should be used in the Action step.
See: Setting up a Filter in Zapier
Type the name of an App into the Search bar (or scroll down the page and browse popular apps). Choose your App and choose from the available Actions related to the app. Choose what happens in the application when data is sent from your website.
8. Edit the Template.
Choose the fields of data from the website form that you want to go into the fields of the App. Click Continue. Then click Send Test if you want to send the sample to your App and see how it looks in there.
9. Give your Zap a name and turn Zap ON.
Congratulations! Your Zap is On and will run as soon as the Trigger occurs.
Pro Tip: You can Copy your Zap to make another one with the same Trigger, but a different Action based on the form that is submitted. Go to the My Zaps screen, click the arrow next to the Zap and select Copy.
Continue with the steps to Create a filter, and complete your Zap.