{"id":5270,"date":"2016-04-14T01:07:59","date_gmt":"2016-04-14T01:07:59","guid":{"rendered":"https:\/\/www.process.st\/templates\/introduction-to-forms-automation\/"},"modified":"2024-02-28T16:55:03","modified_gmt":"2024-02-28T16:55:03","slug":"introduction-to-forms-automation","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/introduction-to-forms-automation\/","title":{"rendered":"Introduction to Forms Automation"},"content":{"rendered":"<section id=\"intro-to-forms-video\">\n<h2> Intro to forms Video <\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/fast.wistia.net\/embed\/iframe\/g9dov2a7bb\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"forms-automation-example-video\">\n<h2> Forms Automation Example Video <\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/fast.wistia.net\/embed\/iframe\/frwvim9qtl\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"using-forms-in-your-templates\">\n<h2> Using forms in your templates <\/h2>\n<div class=\"text-content\">\n<p>Forms let you collect data as you go through processes. They also let you send that data to other apps via Zapier and the API.&nbsp;<\/p>\n<p>To add forms to a process, just select the forms widget when editing a template as shown below.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pyLEM36AM93FR38hkt5JjA.png\" alt=\"Using forms in your templates\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pyLEM36AM93FR38hkt5JjA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"how-we-built-the-integration-using-zapier\">\n<h2> How we built the integration using Zapier <\/h2>\n<div class=\"text-content\">\n<p>In this video we take a behind the scenes look at how we configured Zapier to make the integration between Close.io and HelloSign in the videos above. If you are interested in how it actually all works, check out the below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/fast.wistia.net\/embed\/iframe\/yjn4li3q8x\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"learn-more-about-zapier\">\n<h2> Learn more about Zapier <\/h2>\n<div class=\"text-content\">\n<p><strong>&gt;&gt;&nbsp;<a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\" target=\"_blank\" rel=\"nofollow noopener\">Click here to download<\/a>&nbsp;&lt;&lt;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sEJXzNZQKyLcXT9Ar3tG2g.png\" alt=\"Learn more about Zapier\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sEJXzNZQKyLcXT9Ar3tG2g.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong><a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\" target=\"_blank\" rel=\"nofollow noopener\">&gt;&gt; Click here to download &lt;&lt;<\/a><\/strong><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Intro to forms Video Forms Automation Example Video Using forms in your templates Forms let you collect data as you go through processes. They also let you send that data to other apps via Zapier and the API.&nbsp; To add forms to a process, just select the forms widget when editing a template as shown [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":5271,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"5","template_description":"","template_id":"hMHta9lw9hv6u_AQSo5CYg","task_0":"Intro to forms Video","task_slug_0":"intro-to-forms-video","task_1":"Forms Automation Example Video","task_slug_1":"forms-automation-example-video","task_2":"Using forms in your templates","task_slug_2":"using-forms-in-your-templates","task_3":"How we built the integration using Zapier","task_slug_3":"how-we-built-the-integration-using-zapier","task_4":"Learn more about Zapier","task_slug_4":"learn-more-about-zapier","task_5":"","task_slug_5":"","task_6":"","task_slug_6":"","task_7":"","task_slug_7":"","task_8":"","task_slug_8":"","task_9":"","task_slug_9":"","task_10":"","task_slug_10":"","task_11":"","task_slug_11":"","task_12":"","task_slug_12":"","task_13":"","task_slug_13":"","task_14":"","task_slug_14":"","task_15":"","task_slug_15":"","task_16":"","task_slug_16":"","task_17":"","task_slug_17":"","task_18":"","task_slug_18":"","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7],"tags":[],"class_list":["post-5270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/5270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=5270"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/5270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/5271"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=5270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=5270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=5270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}