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How to connect your Formidable Forms to Scispot Labsheets using Zapier: A step-by-step guide
How to connect your Formidable Forms to Scispot Labsheets using Zapier: A step-by-step guide

A guide on how to create a Zap that uploads your Formidable Forms inputs to Scispot Labsheets.

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Written by Satya Singh
Updated over 2 weeks ago

Integrating your Wordpress site with Formidable Forms to Scispot Labsheets through Zapier provides seamless data synchronization and reduces manual entry, keeping different teams in-sync. This guide walks you through creating a Zap in Zapier to pull new records from your Formidable Forms and add them to Scispot Labsheets automatically.

Getting started: prerequisites

Before diving into the setup, here’s what you’ll need:

  1. A WordPress website with Formidable Forms Pro installed and activated.

  2. A Zapier account. If you don’t already have a Zapier account, you’ll need to create one. You can use your own or request a Scispot-owned Zapier account.

  3. At least one form created in Formidable Forms.

  4. A Scispot API key, which enables Zapier to send data into Scispot securely. Generate this from your Scispot account.

    1. Go to Scispot and login

    2. Click on the "Account" button in the navigation bar in the bottom-left corner of your screen. This button is your profile picture.

    3. Click "Personal Tokens" on the left side of the pop-up modal

    4. Click "Generate New Token"

    5. Name your token, select token access, and click "Generate"

    6. Copy the API Key and save it somewhere safe - this token cannot be retrieved once it is generated
      ​

  5. At least one Labsheet to send your form data to. You can read about how to create a Labsheet in this article.

Step-by-step guide to setting up the Zap

Step 1: Enable the Zapier add-on in Formidable Forms

  1. Log-in to your WordPress dashboard.

  2. Navigate to Formidable → Add-Ons.

Step 2: Generate an API key

  1. Go to Formidable → Global Settings.

  2. Click on API and enable API access.

  3. Copy the API key; you will need it to connect with Zapier.

Step 3: Create a Zap in Zapier and set the Trigger

  1. Log-in to Zapier and click Create a Zap.

  2. In the Trigger App, search for Formidable Forms.

  3. Choose New Entry as the trigger.

  4. Click Sign in.

  5. Enter your Formidable Forms API key and Wordpress site URL, then click Yes, continue to Formidable Forms.

  6. Select the form you want to integrate and test the trigger to fetch sample data.

Step 4: Set the Zap Action to connect to Scispot

  1. In the Action App, select Webhooks.

  2. Set the Action event as Custom Request, then click Continue.
    ​

  3. Set the required configurations:

    1. Set the Method to POST.

    2. Set the URL to https://cloudlab.scispot.io/labsheets/add-rows

    3. Set Data Pass-Through to False.

    4. Configure the Data field according to the Formidable Forms fields that you want to upload. You can read about how to structure your payload for adding Labsheet rows in our API documentation.
      ​
      Match the data fields from the form to the corresponding columns existing in your Scispot Labsheet. Use placeholders, such as {{order_id}} and {{order_type}}, to populate Scispot’s Labsheet accurately.

      1. For example:
        ​​{
        "labsheet": "Elisa Data",
        "rows": [
        [ "{{record_id}}",
        "{{record_type}}",
        "{{quantity}}",
        "{{location}}",
        "{{date}}" ]
        ]
        }

    5. Add two headers:

      1. An Authorization header with a value of Bearer YOUR_SCISPOT_API_KEY, replacing "YOUR_SCISPOT_API_KEY" with the one you generated in Scispot.

      2. A Content-Type header with a value of application/json
        ​

  4. Test your Zap by clicking the Test step button to ensure that your request configurations are set correctly.

Step 5: Activate the Zap

  1. After verifying that the test was successful, click Publish.

  2. Your integration is now active, and data will automatically transfer between Formidable Forms and the selected Labsheet.

Important notes for setting up your Labsheet and field mapping

  • Labsheet configuration: Before setting up your Zap, ensure that your Labsheet in Scispot has the exact columns you’ll need to match with your Formidable Forms data fields.

  • Field mapping accuracy: When mapping each Formidable Forms field to a column in Scispot’s Labsheet, double-check that each field aligns with the correct column in the Labsheet.

  • Changes to Labsheet structure:

    • Labsheet name: If you rename your Labsheet in Scispot, you’ll need to update the Labsheet name in the Zapier configuration as well.

    • Column renaming, deletions or rearrangements: If you rename, delete or rearrange any columns in your Labsheet, you must re-map the fields in Zapier.

Maintaining the Labsheet structure and correct field mapping ensures the data flow from Formidable Forms to Scispot remains accurate, consistent, and reliable.

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