At Process Street, we recognize the importance of being able to integrate our platform with the other tools you use within your company.
Wufoo is an online form builder which allows you to quickly and easily embed forms into your website to collect customer data.
Process Street is a business process management tool where you create templates of your processes and run checklists from those templates for each time you want to follow the documented process.
In this article, we’ll look at how you can integrate Wufoo with Process Street to automatically run checklists when forms are completed.
- A company has launched a new website and they want to gain feedback from visitors on the new experience.
- The company wants to analyse their responses and be able to reach out to respondents.
- We will embed a Wufoo form on the website.
- We will connect Wufoo to Process Street using Zapier.
- We will launch a checklist in Process Street when a form is filled in.
- We will import the data from the form into the Process Street checklist.
- We will assign this checklist to a member of the marketing team.
Let’s look at how we can do this.
How to run a Process Street checklist from Wufoo
We use the third party automation service Zapier to connect our platform with different webapps. Within Zapier’s community, there are over 750 different webapps and services you can connect to.
These connections are referred to as zaps.
You will only need to set the zap up one time. This gives you the time to focus on the important things rather than repetitive tasks.
We’re going to connect this form with this template:
Our Wufoo form:
Our Process Street template:
Zapier is structured so that you pick a trigger and then an action. In our integration, a Wufoo form submission is going to trigger the zap. The zap will then take the data and give that to Process Street where it will perform the action of launching a checklist.
Connecting Wufoo as your trigger
Make a new zap and select Wufoo
On Zapier’s zap building page, the first step to take is to select an app to be your trigger. Select Wufoo and move to the next step.
It should show you the trigger New Entry which we are going to use for this process.
Connect your Wufoo account with Zapier
With Wufoo you don’t need to submit API information. To connect Wufoo and Zapier you simply log in to your Wufoo account through Zapier’s pop up window.
When this is done successfully, click Test to make sure everything is connected.
Select the Wufoo form you wish to connect to Process Street
My form is called “Tell us what you think!”. You can see it in the dropdown menu in the image below.
When you’ve selected your form, you will need to fill out the form with some example data so that Zapier can test its connection.
Then move on to the next step.
Add a filter to your results
We don’t want the marketing team to be alerted every time someone fills in the form. This would create a lot of extra interruptions.
Instead, we can filter to only create checklists for respondents who consented to be contacted.
Click the plus to add a filter
Define the filter with the dropdowns
In the first box, we have specified the particular question to look for. In the second, we have determined the logic. In the third, we have entered the exact text of the positive response from the dropdown field.
Click Continue and test the filter. Now we need to create the Action to launch the checklist.
Setting Process Street as your action
Select Process Street as your action app
It should give you the option to Create Checklist.
Connect your Process Street account with Zapier
You can find the API key in your organization manager under the tab Settings & API.
Once you have your Process Street account selected, click test to check it is all working. It should tell you if your connection is a success.
Configure your zap to launch the checklist with data included
The screen should look like this, with dropdown selection boxes.
Select the template you want to launch and define how it is going to be named.
You can set a due date to the checklist by using the dropdown option and selecting the date the Wufoo form was created. You can then add “+24h” in the box to give your marketing team one day to complete the task.
To assign users, select the dropdown and view all the users and groups within your Process Street organization. Select the person or group you want this checklist to be assigned to.
Enter the customer information into the Process Street form fields
As you scroll down the Edit Template screen you will see it has been populated with all the form fields from your checklist. You can select to import Wufoo form data into these form fields so that the information is automatically included in your checklist.
- For Customer Name I selected Name:First and Name:Last
- For Customer Email I selected Email
- For Customer Feedback I selected Feedback
Test your zap to see if it was successful
Click through to the end of the process and name your zap. Then click to finish and turn your zap on.
Fill out your Wufoo form and watch your checklist launch.