{"id":4358,"date":"2024-04-15T02:40:38","date_gmt":"2024-04-14T18:40:38","guid":{"rendered":"https:\/\/webflow.tenten.co\/?p=4358"},"modified":"2024-04-15T02:40:38","modified_gmt":"2024-04-14T18:40:38","slug":"link-webflow-to-external-applications-via-zapier","status":"publish","type":"post","link":"https:\/\/webflow.tenten.co\/en\/link-webflow-to-external-applications-via-zapier\/","title":{"rendered":"Link Webflow to external applications via Zapier"},"content":{"rendered":"\n
\n
Smart tip: <\/strong>You can also automate tasks and integrate external applications with Webflow using Logic.\u00a0<\/h6>\n

Zapier enables you to link more than 1000 applications with the Webflow API. Once your Webflow account is connected to Zapier, you can automate various actions related to CMS and Ecommerce on Webflow. You can even create Zapier actions that trigger after receiving a form submission, a new order, or an updated order on your website.\u00a0<\/p>\n

Prior to starting:<\/strong> If you haven\u2019t done so yet, register for a Zapier account<\/a>.\u00a0<\/h6>\n

In this guide, you\u2019ll understand:\u00a0<\/p>\n

    \n
  1. The functioning of Zapier<\/li>\n
  2. How to establish a connection between your Webflow account and Zapier<\/li>\n
  3. How to forward Webflow form submissions to another application<\/li>\n
  4. How to create backups of form file uploads with Zapier<\/li>\n
  5. How to import content from Collections using Zapier<\/li>\n
  6. How to troubleshoot issues with Zapier\u00a0<\/li>\n<\/ol>\n

    Understanding the Operation of Zapier\u00a0<\/h2>\n

    In Zapier, a connection is referred to as a \u201cZap.\u201d Each Zap commences with a Trigger, denoting an event in an application, and is followed by an Action \u2013 an automated task performed by Zapier in another application.\u00a0<\/p>\n

    For instance, if you wish to import items from a CMS via a spreadsheet, the Zap Trigger could be \u201cWhenever a new row is added to the spreadsheet\u2026\u201d with the subsequent Action being \u201cZapier generates a new CMS item in Webflow.\u201d\u00a0<\/p>\n

    Find out more about Zapier’s functionality<\/a>.\u00a0<\/p>\n

    Establishing the Link between your Webflow Account and Zapier<\/h2>\n

    To connect your Webflow account to Zapier, follow the steps outlined in Zapier\u2019s documentation on connecting app accounts<\/a>. You have the option to restrict Zapier’s access to specific websites and\/or Workspaces.\u00a0<\/p>\n

    OAuth is used by Zapier to interact with your Webflow account. If you are already logged into your Webflow account during the integration with Zapier, re-entering your password won’t be necessary, and an authorization screen will be presented immediately by Webflow.\u00a0<\/p>\n

    Zapier does not gain access to any of your account details, including passwords.<\/p>\n

    Transferring Webflow Form Submissions to another Application\u00a0<\/h2>\n

    By linking Webflow form data to Zapier, you can efficiently direct form submissions to numerous applications like Mailchimp, Salesforce, Google Drive, and others.\u00a0<\/p>\n

    \u200dRemark: <\/strong>For successful connection of the form to your Zap, at least one form submission needs to be received via your Webflow form.\u00a0<\/h6>\n

    To forward form submissions to another application via Zapier:\u00a0<\/p>\n

      \n
    1. Visit your Zaps<\/a><\/li>\n
    2. Press Create<\/strong>\u00a0<\/li>\n
    3. Select New Zap<\/strong><\/li>\n
    4. Pick Webflow<\/strong> as your Trigger<\/strong><\/li>\n
    5. Choose Form submission<\/strong> from the Event<\/strong> dropdown<\/li>\n
    6. Click Continue<\/strong>\u00a0<\/li>\n
    7. Select your Webflow account<\/li>\n
    8. Click Continue<\/strong>\u00a0<\/li>\n
    9. Choose your site from the Site Name<\/strong> dropdown<\/li>\n
    10. Choose your form from the Form Name<\/strong> dropdown<\/li>\n
    11. Click Continue<\/strong><\/li>\n
    12. Press Test trigger<\/strong><\/li>\n
    13. Select Continue with selected record<\/strong><\/li>\n
    14. Opt for an action app (e.g., Mailchimp, Gmail, Slack, etc.)\u00a0<\/li>\n
    15. Refer to Zapier\u2019s documentation to configure your Zap\u2019s Action<\/a>\u00a0<\/li>\n
    16. Click the \u201cpencil<\/strong>\u201d icon to assign a name to your Zap\u00a0<\/li>\n
    17. Press Publish<\/strong>\u00a0<\/li>\n<\/ol>\n

      Creating Backups of Form File Uploads with Zapier\u00a0<\/h2>\n

      Zapier allows you to gather form file uploads from your website’s forms and store them directly in your online storage system.<\/p>\n

      Important: <\/strong>To effectively implement this Zapier workflow, you should deactivate login security for uploaded files. Visit Site settings<\/strong> > Forms<\/strong> tab > Restrict uploaded file access<\/strong> and toggle the setting from \u201cLogin is required<\/strong>\u201d to \u201cLogin is not required<\/strong>.\u201d<\/p><\/blockquote>\n

      For this instance, we will demonstrate sending form file uploads to Google Drive:\u00a0<\/p>\n

        \n
      1. Navigate to your Zaps<\/a><\/li>\n
      2. Click Create<\/strong>\u00a0<\/li>\n
      3. Opt for New Zap<\/strong><\/li>\n
      4. Select Webflow<\/strong> as your Trigger<\/strong><\/li>\n
      5. Choose Form submission<\/strong> from the Event<\/strong> dropdown<\/li>\n
      6. Click Continue<\/strong>\u00a0<\/li>\n
      7. Choose your Webflow account\u00a0<\/li>\n
      8. Click Continue<\/strong><\/li>\n
      9. Select your site from the Site Name<\/strong> dropdown<\/li>\n
      10. Choose your form from the Form Name<\/strong> dropdown<\/li>\n
      11. Click Continue<\/strong><\/li>\n
      12. Press Test trigger<\/strong><\/li>\n
      13. Select Continue with selected record<\/strong><\/li>\n
      14. Opt for Google Drive as your Action app\u00a0<\/li>\n
      15. Incorporate an Upload file<\/strong> event in the Event<\/strong> dropdown\u00a0<\/li>\n
      16. Click Continue<\/strong>\u00a0<\/li>\n
      17. Connect your Google account to Zapier<\/a> (if you haven\u2019t already)\u00a0<\/li>\n
      18. (Optional) Nominate a folder for Zapier to upload files to<\/li>\n
      19. Choose your Webflow form file upload field in the File<\/strong> field<\/li>\n
      20. (Optional) Express if you wish to convert form file uploads into documents\u00a0<\/li>\n
      21. (Optional) Specify a name for your form file uploads in the File Name<\/strong> field. You can opt for a form field to establish a dynamic name (i.e., a name that varies based on the data in the form field)<\/li>\n
      22. (Optional) Indicate a file extension in the File Extension<\/strong> field<\/li>\n
      23. Click Continue<\/strong>\u00a0<\/li>\n
      24. Press Test action\u00a0<\/strong><\/li>\n
      25. Click the \u201cpencil<\/strong>\u201d icon to provide a name to your Zap\u00a0<\/li>\n
      26. Press Publish<\/strong>\u00a0<\/li>\n<\/ol>\n
        Smart tip: <\/strong>We suggest specifying a filename in your Zap template using dynamic data from your form for easy identification of your files.<\/h6>\n

        Importing Content from Collections with Zapier\u00a0<\/h2>\n

        You can supplement content to the Webflow CMS from external origins by configuring a link in Zapier. In this scenario, we\u2019ll present how to attach a new blog post to your Collection whenever a new row is appended to a Google Sheet.\u00a0<\/p>\n

        Remember: <\/strong>Ensure you have set up a CMS Collection (e.g., \u201cBlog Posts\u201d) for Zapier connection. The CMS also accommodates a Blog Posts template to guide you in arranging your Collection. Additionally, you must form a Google Sheet mirroring your Collection\u2019s structure (e.g., your spreadsheet should possess a corresponding column for every Collection field). For certain fields, you may necessitate referring to our CMS API documentation<\/a> for format guidelines. For instance, dates should adopt this format: 2023-07-28T19:41:52.325Z. The<\/p>\n
        Initial section denotes the calendar date, while the subsequent section denotes the time of day.<\/h6>\n

        To generate a Zap that appends fresh entries to your Blog Posts Collection whenever a new row is inserted into your spreadsheet:<\/p>\n

          \n
        1. Navigate to your Zaps<\/a><\/li>\n
        2. Tap on Create<\/strong><\/li>\n
        3. Opt for New Zap<\/strong><\/li>\n
        4. Select Google Sheets<\/strong> as your Trigger<\/strong><\/li>\n
        5. Pick New or updated spreadsheet row<\/strong> from the Event<\/strong> dropdown<\/li>\n
        6. Hit Continue<\/strong><\/li>\n
        7. Establish a connection between your Google account and Zapier<\/a> (if not done previously)<\/li>\n
        8. Click Continue<\/strong><\/li>\n
        9. Choose your Blog Posts spreadsheet from the Spreadsheet<\/strong> dropdown<\/li>\n
        10. Select your worksheet (e.g., the worksheet tab in Google Sheets) from the Worksheet<\/strong> dropdown<\/li>\n
        11. Click Continue<\/strong><\/li>\n
        12. Press Test trigger<\/strong><\/li>\n
        13. (Optional) Select a record from your spreadsheet. Zapier will choose one automatically if you skip this step<\/li>\n
        14. Tap Continue with selected record<\/strong><\/li>\n
        15. Pick Webflow<\/strong> as your Action<\/strong><\/li>\n
        16. Choose Create Item<\/strong> from the Event<\/strong> dropdown<\/li>\n
        17. Click Continue<\/strong><\/li>\n
        18. Select your Webflow account<\/li>\n
        19. Click Continue<\/strong><\/li>\n
        20. Choose your site from the Site<\/strong> dropdown<\/li>\n
        21. Choose your Blog Posts Collection from the Collection<\/strong> dropdown<\/li>\n
        22. Associate your Collection fields in Zapier with the columns in your Blog Posts spreadsheet<\/li>\n
        23. Specify whether your post is archived (e.g., False<\/strong> or True<\/strong>) in the Archived<\/strong> dropdown<\/li>\n
        24. Specify whether your post is set to draft (e.g., False<\/strong> or True<\/strong>) in the Draft<\/strong> dropdown<\/li>\n
        25. Click Continue<\/strong><\/li>\n
        26. Press Test action<\/strong><\/li>\n
        27. Hit Publish<\/strong><\/li>\n<\/ol>\n
          Nota Bene: <\/strong>This Zap doesn\u2019t publish the Blog Posts it generates in the CMS \u2014 it merely supplements the content to your CMS Collection for subsequent review and publication. To publish content, you can formulate a Zap utilizing the Create Live item<\/strong> command.<\/h6>\n

          Need to know: <\/strong>Currently, you cannot map CMS reference and multi-reference fields to Zapier fields. Additionally, any video link transferred to the CMS via the API (including Zapier) will not be immediately rendered. You must access the new Collection item, enter the video field, and exit. Upon doing so, the video preview will load as expected. Our team acknowledges this limitation and is strategizing to enhance this interaction in the future.<\/p><\/blockquote>\n

          How to deal with Zapier problems<\/h2>\n

          Given the diverse applications of Zapier, troubleshooting your Zap to function correctly might necessitate experimentation.<\/p>\n

          In case you encounter challenges with your Webflow to Zapier integration, you can rectify your connection settings from your Zapier Connections page<\/a>. There, you can analyze, rename, re-establish, or sever the connection with your existing Webflow account(s). If necessary, you can also link a new Webflow account. Explore further on linking and deleting accounts from Zapier<\/a>.<\/p>\n

          If you’re facing other difficulties with Zapier or your Zaps, refer to Zapier\u2019s troubleshooting manual<\/a>. For solutions to common issues with apps, visit Zapier\u2019s App directory<\/a>, locate the problematic app, and browse solutions under the Help section.<\/p>\n

          Critical: <\/strong>Our support team cannot directly assist with Zapier or other third-party integration issues, as they are beyond the scope of our customer support policy. Should you face challenges with your Zapier integration, kindly inform us through the Webflow Forum<\/a>, where the entire Webflow community (inclusive of staff) can extend additional aid and resources.<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"Use Zapier to share data between Webflow and third-party apps.","protected":false},"author":2,"featured_media":5330,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"csco_display_header_overlay":false,"csco_singular_sidebar":"","csco_page_header_type":"","footnotes":""},"categories":[296],"tags":[],"class_list":{"0":"post-4358","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-integrations","8":"cs-entry"},"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/posts\/4358","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/comments?post=4358"}],"version-history":[{"count":0,"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/posts\/4358\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/media\/5331"}],"wp:attachment":[{"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/media?parent=4358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/categories?post=4358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/webflow.tenten.co\/en\/wp-json\/wp\/v2\/tags?post=4358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}