{"id":6591,"date":"2022-12-06T10:07:33","date_gmt":"2022-12-06T10:07:33","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/zoho-forms\/"},"modified":"2024-03-07T11:32:15","modified_gmt":"2024-03-07T11:32:15","slug":"zoho-forms","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/zoho-forms\/","title":{"rendered":"Zoho Forms + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14494\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Zohoforms-01.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><a href=\"https:\/\/www.zoho.com\/forms\/\">Zoho Forms<\/a> helps you create beautiful, functional forms for all your needs with customizable themes, situation-specific templates, and a simple user interface. You can integrate\u00a0Zoho Forms with <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>\u00a0to make your <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow\/\">workflows<\/a> super powerful and automate your work via <a href=\"https:\/\/www.process.st\/help\/docs\/webhooks\/\">Webhooks<\/a>.<\/p>\n<h2>Connect\u00a0Zoho\u00a0Forms with Process Street via Webhook<\/h2>\n<p>A Webhook integration\u00a0can bring information from\u00a0Zoho\u00a0Forms\u00a0that would trigger a new <a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\">workflow run<\/a> in your Process Street account.\u00a0<em>Webhooks are\u00a0automated messages or payloads sent from apps as a trigger to cause an action in a receiving app.<\/em><\/p>\n<p>In this example, we will create a Webhook that runs the Merch Order Request workflow when a new form response is submitted in\u00a0Zoho\u00a0Forms.<\/p>\n<h3>Process overview:<\/h3>\n<ul>\n<li>We will create a Merch Order Request workflow in Process Street<\/li>\n<li>We will create a form in\u00a0Zoho\u00a0Forms and then submit a new response. When a new response is submitted, this will act as our trigger<\/li>\n<li>We will create a webhook that listens for our desired trigger in\u00a0Zoho\u00a0Forms\u00a0and runs the\u00a0Merch Order Request workflow in Process Street<\/li>\n<\/ul>\n<p>Now, let\u2019s jump into the integration.<\/p>\n<h3>1. Preparations in Process Street<\/h3>\n<p>First, create a <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\" target=\"_blank\" rel=\"noopener\">Workflow\u00a0<\/a>in Process Street and ensure to add <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" target=\"_blank\" rel=\"noopener\">form fields<\/a> that are relevant to the data fields in\u00a0Zoho\u00a0Forms. This will help you to map the relevant information from\u00a0Zoho\u00a0Forms\u00a0to Process Street.<\/p>\n<p>This information is stored in\u00a0Zoho\u00a0Forms\u00a0when a response is submitted. So, we need to create relevant form fields in our workflow to push that information through to Process Street.\u00a0For our example, these form fields should include the customer name (short text fields), customer email (email field), customer phone (number field), and so on.<\/p>\n<p>This will mean that whoever is processing the order won&#8217;t have to look up information in\u00a0Zoho\u00a0Forms, but can instead see all the details in Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14473\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/zoho-workflow.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Preparations in\u00a0Zoho\u00a0Forms<\/h3>\n<p>Log into your\u00a0Zoho\u00a0Forms\u00a0account or <a href=\"https:\/\/www.zoho.com\/forms\/\">sign up for a new account here<\/a>. Since we want to trigger a new run in Process Street when a new form response is submitted, we will start by creating a form first. If you have an existing form that you would want to integrate with, you can just open that one.<\/p>\n<p>To create a new form, click on <strong>New\u00a0Form<\/strong>\u00a0in the top left corner, or you could choose to create one from their available templates.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14474\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/new-form.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If you&#8217;re working with a template, you can edit the form questions to suit your need.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14475\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/zoho-form.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Note:<\/strong> You want to ensure that the form fields you have in your workflow match the fields you have in\u00a0Zoho\u00a0Forms.<\/p>\n<h3>3. Create a Webhook trigger to run your workflow in Process Street<\/h3>\n<p>To get the webhook URL from Process Street, when you&#8217;re editing your workflow, click the <strong>+ icon<\/strong> above your task list on the left. Here, you can look for\u00a0<strong>Zoho\u00a0Forms<\/strong>\u00a0as a Trigger to Run this workflow.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14477\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/search-webhook2.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can name your webhook as the app name or any phrase that helps you identify the Trigger. Then copy your Webhook URL and select the event as <strong>Form submitted<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14479\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/name-webhook1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>4. Set up the Webhook Trigger in\u00a0Zoho\u00a0Forms<\/h3>\n<p>To create a webhook in\u00a0Zoho\u00a0Forms, while editing your form, go to <strong>Integrations<\/strong> &gt; then click <strong>Webhooks<\/strong> in the left panel. Then click on <strong>Configure Webhook<\/strong>\u00a0in the center of your screen and fill in the details as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14480\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/configure-webhook.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>The payload parameters are the display names for your form fields, which will be available for mapping in Process Street when you configure your webhook there. For ease of recognition, you can name your parameters the same as the field names in your form.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14481\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/zoho-form-fields.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Now you can test your webhook and when it returns as successful, <strong>Save<\/strong> it.<\/p>\n<h3>5. Finish the setup in Process Street<\/h3>\n<p>Now come back to Process Street and test your trigger. Your payload should return as a success but if it doesn&#8217;t, you might want to go back to\u00a0Zoho\u00a0Forms\u00a0and submit a new response.<\/p>\n<p>When your test returns successful, you can proceed to map your\u00a0Zoho\u00a0Forms parameters to your Process Street form fields.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14482\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/field-mapping.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Lastly, turn your webhook <strong>On<\/strong> and <strong>Save<\/strong> it. Then <strong>Publish<\/strong> your workflow and you&#8217;re all set!<\/p>\n<p>As an extra step, you can go to\u00a0Zoho\u00a0Forms, submit a new response then come back to Process Street in the Reports Dashboard to confirm a new workflow is run.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14483\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/zoho-run-via-webhook.png\" alt=\"\" width=\"100%\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Zoho Forms helps you create beautiful, functional forms for all your needs with customizable themes, situation-specific templates, and a simple user interface. You can integrate\u00a0Zoho Forms with Process Street\u00a0to make your workflows super powerful and automate your work via Webhooks. Connect\u00a0Zoho\u00a0Forms with Process Street via Webhook A Webhook integration\u00a0can bring information from\u00a0Zoho\u00a0Forms\u00a0that would trigger a [&hellip;]<\/p>\n","protected":false},"author":14,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[477,280,478,331,479],"class_list":["post-6591","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-forms","ht_kb_tag-integration","ht_kb_tag-order-processing","ht_kb_tag-webhook","ht_kb_tag-zoho-forms"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6591","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/14"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6591\/revisions"}],"predecessor-version":[{"id":6600,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6591\/revisions\/6600"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=6591"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=6591"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=6591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}