Use forms in Zapier Interfaces

The form component in Zapier Interfaces allows you to collect information from visitors and store it in a table. The form component uses Zapier Tables to store the information.

Add a form component

To add a form to a page:

  1. From any interface page, click the plus sign + at the bottom of the page.
  2. In the Add Component sidebar, click, or drag and drop, the Form component.
  3. Click: 
    1. The name of an existing table in your Zapier Tables account. Existing table fields will appear in your form.
    2. Create table to start with a blank one. A new table will be created in your Zapier Tables account.
    3. I'll do this later to create a form before connecting it to a table.
miscEye icon Note
  • If you click the I'll do this later button, your form will have no storage option associated with it. Visitors can still submit a form that has no table associated with it, but no information will be stored.
  • You can select any tables you own or have been given "Builder" permission to. Learn more about Zapier Tables permissions

To edit or add new fields to a form:

  1. In an interface page, hover over the form component.
  2. Click the Edit button in the component.
  3. The right sidebar will open. Click + Add field.
  4. Give the field a name.
  5. Select the field type.
  6. Fill out any required fields. 
  7. Click Insert field.

 

Add actions to a form

By default, a form will show a confirmation message when the visitor submits the form. You can use different actions to send the form contents to another app by running a Zap, or continue the visitor's experience to another page. 

To add an action:

  1. In an interface page, hover over the form component.
  2. Click the Edit button in the component.
  3. The right sidebar will open. Click the Actions tab. 
  4. Click + Add action.
  5. In the Action dropdown menu, you can select:
    1. Navigate to page: send the visitor to a different page when the form is submitted.
    2. Show notification: this is the default. Show a message letting the visitor know the form was successfully submitted.
    3. Run Zap: create a Zap that triggers when the form is submitted.
  6. Fill out the required fields.
  7. Click Create action.
miscEye icon Note

If you select Run Zap, the button will say Create Zap instead of Create action. A new page or tab will open with the Zap trigger already created, and you can set up your actions.

 

Fill form fields in advance for visitors

You can prefill form fields for your visitors by using URL parameters for each field in a form. Form fields have unique references, which can be used to fill out certain fields by default for visitors. Learn how to prefill form fields.

 

Use conditional logic to show fields

Note

This feature is available on paid Zapier Interfaces plans.

 

You can decide which fields to display on a form based on the user's answers in previous fields. 

Example

You'd like to ask more questions if the person selects the "Owner" option from the Role field in your form.

To create conditional logic for a field, you must first create all necessary conditional and non-conditional fields. Once all fields are ready:

  1. From the component editing screen, click the field you want to make conditional.
  2. A sidebar will open. Click the Logic tab in the top right.
  3. Click + Add condition.
  4. From the Field dropdown menu, select the field you want to use as the condition.
  5. From the Field options dropdown menu, select the rule that the field will follow.
  6. In the text field below Field options, enter a value for the field.
  7. Click Save.

The form will now display the field only when the content of the other field matches the rule you created.

Conditional logic rules

You can select one of the following rules:

  • Is exactly
  • Contains (case sensitive)
  • Contains
  • Is one of
  • Starts with (case sensitive)

These rules are based on Zapier Tables filter rules

 

Provide feedback and get help

You can make a feature request, provide feedback on existing features and get help from the Interfaces team.

 

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