Connect Formstep to Make
Make signs in to one Formstep workspace. You do this once; every scenario that uses Formstep can then pick the same connection.
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Before you start
- A Formstep account that is a member of the workspace you want to connect.
- At least one published form in that workspace.
- A Make account. Any plan works.
Beta
The Formstep app for Make is shared by invitation until Make approves it for its app directory. When you connect it, you tell it which Make zone your organization is in.
1. Install the app
Open the Formstep invitation in Make and install the app in your organization. You can also open it from Formstep: Integrations › Make › Open in Make.
If you skip this step, Make asks for it the first time you run a scenario with a Formstep module: confirm the installation there.
2. Add Formstep to a scenario
Create a scenario, click the big +, and search for Formstep. The app lists its modules:
Watch public link submissions and Watch requests: triggers that start the scenario the moment something happens in Formstep.
Create a request, Get a request, Cancel a request, Remind a request and Search requests: actions on your requests.
Make an API call: any other method of the Formstep API.
3. Sign in and pick the workspace
Pick any module. Next to Connection, click Create a connection (in a trigger, first click
Create a webhook) and give it a name. Under Make zone, pick the zone of your Make organization: the
start of the address you use Make at, such as eu1 in eu1.make.com or us2 in
us2.make.com. Click Save. Make opens a window.
If you are not signed in to Formstep in this browser, Formstep asks you to sign in first. Then it shows what Make may do and asks which workspace to connect. Choose the workspace and click Authorize. The window closes and the connection appears in the module. In Credentials, Make shows the workspace name under the connection.
The window ends on "Resource not found"
The Make zone does not match your organization. Close the window, create the connection again and pick the zone in your Make address.
One connection, one workspace
To use a second workspace, add another connection and pick the other workspace on Formstep’s screen. Each module then uses the connection you choose.
4. Check the connection
Open the Form dropdown of the module. It lists the forms of the connected workspace. Forms from other workspaces never show here. If a new form is missing, click Refresh next to the field.
Disconnect
In Make, open Credentials, find the Formstep connection and delete it. Scenarios that use it stop until you add a new connection and pick it in each module.
Deleting it in Make does not end Make’s access on the Formstep side. In Formstep, open OAuth and API Keys and click Disconnect next to Make under Connected apps as well.