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Connect Formstep to Zapier

Zapier signs in to one Formstep workspace. You do this once; every Zap 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. Zapier lists unpublished forms too, marked (not published), but only a published form sends events and can be requested.
  • A Zapier account. Any plan works for connecting.

1. Add Formstep to a Zap

In Zapier, click Create › Zaps, then click the trigger or action step and search for Formstep. Pick any event for now; you can change it later. The list shows what the app can do:

The Formstep trigger events. Request Completed, Expired and Canceled are further down the list.

2. Sign in to Formstep

Under Account, click Sign in (or Change › Connect a new account if you already have one). Zapier opens a window; click Connect.

If you are not signed in to Formstep in this browser, Formstep asks you to sign in first. Then it shows what Zapier may do and asks which workspace to connect.

3. Pick the workspace and authorize

Choose the workspace under Workspace and click Authorize. The window closes and the account appears in the step, named after your Formstep email.

The connection reaches only the workspace you pick here.

One connection, one workspace

To use a second workspace, connect a new account and pick the other workspace on this screen. Zapier then shows both connections, and each Zap step uses the one you choose.

4. Check the connection

Pick an event and continue to Configure. The Form dropdown lists the forms of the connected workspace:

If a form is missing, click Refresh. Forms from other workspaces never show here.

Disconnect

In Zapier, open App connections, find Formstep, and remove the connection. Zaps that use it stop until you connect Formstep again and pick the new connection in each of them.

Removing it in Zapier does not end Zapier’s access on the Formstep side. In Formstep, open OAuth and API Keys and click Disconnect next to Zapier under Connected apps as well.

Next steps