Zapier Topping

First, a tiny bit of background info to know what we are talking about. Every SaaS (software as a service) like Trello, Facebook, Twitter, Mailchimp, Instagram, JotForm, Typeform or Google Apps just to name a few, can communicate with each other thanks to their API’s (Application Programming Interface) by carrying JSON data between the client and server using code. Although it sounds complicated and only within reach of skilled programmers, with Zapier this has become something anyone can do. All you need to know is that services can talk to each other and understand the simple Trigger -> Action concept to start automating without writing a single line of code.

Sign-up with Zapier

First thing you need is a Zapier account. Zapier makes it easy to sign-up with your Google or Facebook account, but you can also create one with your email.

Next up…

Create a Zap

There are several ways to start making a new Zap, but here we’ll go with pushing the “+ create a Zap” button method. A new screen shows up with the very first step any Zap starts from, the “Trigger”. Something needs to happen somewhere in order to start an action, but where? Well in this example we’re looking for something to happen in JotForm, so let’s search for that.

At this point, it is also advisable to give your Zap a name (upper left corner) to keep everything under control as we create more Zaps in the future. Use something that defines the source and target “JotForms to Sales Pipeline”, being “Sales Pipeline” the name of your Trello board where you want Zapier to create the leads.

A new screen shows up with JotForm’s first option to set up the trigger event. Click on the Event search field and pick “New Submission” and click on continue. Zapier will ask us to log in to your JotForm account to let you pick the form we want to connect to Crmble.

Note on JotForm: Zapier will ask you a couple of questions about sensitive data collection. Basically where and how JotForm stores your form entries (you can check this in JotForm/User Setting/Data). 

Once you give Zapier permission to access your JotForm account, you can continue picking the form you want from the list. Once selected, you can run a quick test run to make sure everything works as should. Click on “Test Trigger” and if everything is correct (which should be the case) Zapier will show us a chunk of fetched JotForm data with a “We found a submission” message. All good!

In the next step, Zapier will ask what service we want to connect with JotForm. Here we search for Crmble and click on its icon to continue the process.

Lights, camera…. Action!

At this stage, we finally get to tell Zapier what action we want to take. In this case in Crmble. For now, there is only “Create a Trello Crmble Card” available which does exactly that, it creates a new Crmble Lead Trello Card and a new contact in your Crmble Team contacts database using the info collected by JotForm.

Now Zapier will ask us to Sign-in with Crmble and therefore we will need a “Token”. To generate your board token, go to the board you want to connect your JotForm to and open Crmble. Go to Toppings/Zapier and click the “Generate Board Api Token”. You can generate as many tokens as you want, so any time you want to make a new Zap, just go there and generate a new one for the board.