Yearly Archives: 2020

Integrate Microsoft Office 365 with Online Forms

Formsite Office 365

Formsite’s integrations search allows for browsing our native integrations and those provided by Zapier. Using one of Zapier’s 2,000+ services with Formsite lets form owners collect form results to start their custom process. One of the most popular tools available is Office 365, Microsoft’s suite of communication and document applications.

Microsoft Office 365 allows Zapier users to create contacts, trigger emails, and create new calendar events. Our Zapier integration connects Formsite with Office 365 to trigger actions after each new submission.

Send Notifications with Outlook using the Office 365 Integration

Form owners can send Notification emails using Outlook with the integration with Zapier. The steps begin with building the form, then connecting the accounts at Zapier, then making the Zap.

Start with the Form

The process for connecting Formsite to Office 365 starts with the form. Use the form builder to create the form, with Short Answer items for text-based questions like ‘Name’ and ‘Address’.

Be sure to use the ‘Email Address’ item to validate the formatting of email addresses. Use Radio Button, Dropdown, and Checkbox items for multi-select questions.

When the form is complete, click the View Form button to complete a test result. This test result provides sample data for Zapier during the setup process.

Connect Formsite and Office 365 in Zapier

  1. Log in to Zapier or make a new account, and click the Make a Zap button.

Trigger (Formsite):

  1. Choose App & Event: Type Formsite into the search box, then click the Formsite logo
  2. Trigger Event: New Form Result
  3. Choose Account: If this is your first time using Zapier with Formsite, you will need to click the ‘add a new account’ link. Select your Formsite account.
  4. Customize Form Result: Click the dropdown to choose the form you made earlier
  5. Find Data: Click the Test Trigger button to retrieve the test result from the form
Formsite Office 365 Zap

Action (Office 365):

  1. Choose App & Event: Type Office 365 in the search box and click the logo
  2. Action Event: Choose from Create Contact, Send Email, or Create Event
  3. Choose Account: If this is your first time using Zapier with Office 365, you will need to click the ‘add a new account’ link. Select your Office 365 account and allow Zapier to use your account.
  4. Set up Action: Click the dropdowns to choose the email settings and content from the form

Zapier retrieves the email settings from Office 365 and lists them in the Zap. This step requires that you choose or type the data to include. For example, for the ‘To email(s)’ I click the field and select the Email Address item from the form. I can include more email addresses here or enter as CC or BCC addresses, too.

The Subject Line can include any form information by selecting the appropriate data in the test result. For the email Body, I can choose either Text or HTML as a format, then include any result data to include.

  1. Test Action:

Click the Test and Review button to send the sample form result to Office 365 and confirm in the email that the settings are correct. If all is working as expected, click the button to turn on the Zap.

Create Contacts and Create Events

Creating new contacts and events uses the same steps as sending email. Use Zapier to format the new contact or event, then submit tests to make sure everything works as expected.

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Data Privacy and GDPR, CCPA, Privacy Shield & more

Formsite data privacy

We receive many questions from customers and form visitors about data privacy and protection. Some ask if the data collected is secure, and others ask about programs for residents of certain areas.

For example, GDPR stands for General Data Protection Regulation and covers residents of the European Union (EU). CCPA is the California Consumer Privacy Act for customers residing in California. Privacy Shield provides protection for data between EU and Switzerland and USA.

Formsite’s data privacy policy makes it easy to follow these programs. See how Formsite protects customer information and all collected data.

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Integrate Basecamp with Online Forms

Formsite’s integration with Zapier gives form owners ways to send form data to thousands of other services. Our integrations search area allows for searching by service name or type, then quickly enabling the integration. An example is Basecamp, awesome online project management software for keeping teams on the same page.

Formsite Basecamp integration

Basecamp lets teams view schedules, to-do lists, chats, contribute files, and so much more. See statuses and daily schedules, configure notifications, and set up recurring reminders. With Formsite, the productivity opportunities have never been greater.

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Integrate Online Forms with HubSpot

Formsite connects with thousands of online services to make custom integrations. Using Zapier with Formsite lets form owners collect data then pass the data to continue the workflow. One of the most powerful tools available is HubSpot, software for online sales, marketing, and customer service.

HubSpot is a place to track online sales and marketing efforts to help grow your business. Their CRM system helps to control leads and contacts, too. Their customizable dashboard and report system is an awesome tool to use with Formsite forms.

Formsite HubSpot contact updated

Building the system with Zapier to connect Formsite with HubSpot is a snap.

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Integrate Formsite forms with Airtable

Formsite Airtable example form

Formsite’s new integrations area allows for browsing 2,000+ possible destination services. Using Zapier with Formsite lets form owners collect data to start their custom process. One of the most powerful tools available is Airtable, a database system for keeping track of anything.

Airtable is an online service that is like a spreadsheet and like a database, but also much different. When you first start with a new Airtable account, the templates seem to be familiar with columns and rows. The deeper you get, the more you see how to connect records to each other beyond normal spreadsheets.

Our Zapier integration connects Formsite with Airtable to create an awesome workflow process. Let's see how it works.

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New Feature: Search Formsite’s 2,000+ Integrations

Formsite integrations search

Formsite’s integrations let form owners create custom connections with other online services. As the form collects data, the integrations use the data to perform other actions. Use the new integrations search tool to find new services to use with Formsite forms.

The integrations search tool lets visitors view how other online services can connect with Formsite’s online forms. As a result, our built-in integrations plus Zapier’s most popular Zaps offer connections to over 2,000 services.

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Show Real-time Charts with Results Reports

Surveys and quizzes can sometimes benefit from showing the form visitor how others answered. For example, consider a survey or voting form with a few options. The survey owner may want to display each option’s status after each result as a pie chart or bar graph. Formsite’s Results Reports let form owners show charts in real-time.

Formsite real-time charts vote results

Quiz results can also display immediately to show how the quiz-taker performed. For instance, the Results Reports can show each question as a chart showing the results for each answer. Another option uses Scoring to calculate the overall score and a percentage to assign a grade.

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Stripe Payment Methods for Global Customers

Formsite’s payment integrations allow form owners to collect credit card payments with their online forms. Our Stripe integration is a popular way for form owners to collect payments online from credit cards. In addition to credit cards, Stripe payment methods includes support for other global processors.

These extra settings allow for methods and currencies not supported by the default integration. Targeted primarily to European customers, these settings enable electronic transfers and/or specific regions and banks.

Formsite Stripe payment methods
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Custom Scheduled Export Days & Times

Formsite custom Scheduled Export

Formsite now supports setting custom days and times for sending Scheduled Exports. Scheduling results exports lets form owners receive periodic exports of form results. Previously, all Scheduled Exports ran at times convenient to the servers. Now form owners set custom Scheduled Export days and times for maximum convenience.

Scheduling exports continues to provide monthly, weekly, and daily options. The new settings also allow for setting specific days and times for each export.

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Custom File Names for Results Docs in Notifications

A new feature recently published is the ability to set custom file names for Results Docs attached to Notifications. The Results Docs feature creates PDF or Word docx documents for each form result. These generated documents are received as Notification attachments, manually exported, or through a file integration.

When files accompany form results, the file names get extra characters to prevent overwriting files with the same names. For example, a job application form would receive many ‘resume.pdf’ files.

Formsite custom file names Notifications settings

Random file names can pose a problem for some form owners, so this new feature lets form owners establish naming conventions in Notifications.

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Billions of forms submitted