Creating Shareable Forms and Connecting Apps and Integrations
This guide is designed to help you create interactive sharable forms that can be easily shared and integrated with various messaging apps and integrations such as - Email, Telegram, Notion, Google Sheet, Zapier etc.
Creating a Form and converting the response into insights, and ideas into action is quite challenging, right? But no more, with FormBold 2.0. Its powerful Form Builder with drag-and-drop functionality makes it super easy to create a form, and the seamless app integration functionality makes your responses instantly transformed into actionable insights.
In this guide, we'll go through a journey on the art of creating interactive, shareable forms. We’ll help you design forms for feedback submission, the recruitment process, and even a photography contest.
Also, show you the step-by-step process of integrating these forms with popular apps like Email, Zapier (using Webhook), Slack, Telegram, and Notion.
So, Are you ready to create a shareable form using FormBold with seamless app integrations? Let's create forms that don't just sit there, they interact, they inform, and they empower.
let's get started…
Shareable Form Creation
Imagine creating forms that not only collect data but seamlessly communicate with the tools you use daily like sending emails, updating spreadsheets, or even notifications on your phone. Sounds powerful, right?
In this section, we’ll create three such interactive from using powerful drag and drop functionalities of the FormBold Form builder.
- Feedback Submission Form
- Recruitment Submission Form
- Photography Contest Form
By creating different forms our goal would be to showcase the usage of all the elements and features of FormBold.
Feedback Submission Form
Let's create a Feedback Submission Form step by step using this guide. Before we proceed, ensure you've set up your FormBold account.
If you haven't done so yet, let's go ahead and create one for a seamless form-building experience.
Step 1: Once you log in to your FormBold account, you will be redirected to the dashboard page, Then click on the Form Tab.
Step 2: For creating a form we will use the Form Builder. So, Click on the Create Form with Builder Button.
Step 3: To begin creating the Feedback form, simply drag the 'Heading' element from the sidebar and drop it into the dropzone area. (Follow Image.)
Step 4: Next, click on the 'Heading' element in the dropzone. A property editor panel will appear on the right side. Enter the heading for the Feedback Form, for instance, 'Feedback Submission Form.'
You can make it bold or italic, just by ticking the options. Don't forget to click on the 'Save' button to finalize.”
Step 5: Similarly, drag the 'Paragraph' element into the dropzone to provide a brief description of the form.
Step 6: Now, let's create input boxes for collecting user information. Simply drag the 'Text Input,' 'E-mail,' and 'Phone Number' elements into the dropzone.
Click on each element to open the property editor and customize as needed.
Don't forget to enable the 'Required' option for each input box to ensure users provide their necessary information.
Step 7: Now, let's give users the choice of feedback type they want to submit - whether it's a 'Suggestion,' 'Problem,' or 'Question.'
Drag the 'Radio' element into the dropzone to provide these options.
Refer to the image for a clear understanding. Use the '+' and '-' signs to add or remove options according to your preference.”
Step 8: Now, let's allow users to provide their feedback by dragging the 'Text Area' element into the dropzone, To provide a specified space for the input.
Don’t forget to enable the Required option.
Note that there's no need to add a submit button as it's automatically provided by default.
We have successfully added all the required elements to our feedback submission form.
Now explore the action section.
The action section contains 5 options:
- Save Changes: To save the changes.
- Form Settings: Make form name changes.
- Preview: To preview to live form.
- Theme: To change the colour of the form.
- Publish: To publish the form publicly.
Step 9: Please refer to the image above and click on option 2, 'Form Settings,' to set the form name accordingly. And use option 3 to preview the form.
Click on the Update Form button to save changes.
Step 10: Now, let's proceed by clicking on Option 5 (refer to the image above) to publish the form and obtain the shareable link, as shown in the image below.
Voila! You've successfully created a shareable Feedback Submission Form. Copy the link and start accepting responses.
Now, let’s create a Recruitment Submission Form to explore additional elements and functionalities.
Recruitment Submission Form
Let's begin creating the recruitment submission form. This is crucial for effectively managing applications and selecting suitable candidates.
Follow these steps to create a Recruitment Submission Form:
Step 1: Click on the “Create Form With Builder” Button on the forms dashboard to create a new form.
Step 2: Now, let's drag and drop the 'Heading' and 'Paragraph' elements into the drop zone to create the heading and paragraph for the Recruitment Submission Form.
Step 3: Next, let's drag and drop the 'Link' element into the drop zone to create a link for additional information.
Step 4: Now, let's proceed to create input boxes for collecting user information. Drag the 'Text Input,' 'E-mail,' and 'Phone Number' elements into the drop zone to create fields for 'First Name,' 'Last Name,' 'Email,' and 'Phone Number.'
As we did earlier, click on each element to open the property editor and customize them.
Step 5: Now, let's drag and drop the 'Date' element into the drop zone to collect the date of birth of the candidate. Don't forget to turn on the 'Required' option.
Step 6: Let's add an option for choosing a batch. Drag the 'Radio' element into the drop zone to provide options. add options like 2021,2022,2023,2024
Step 7: Next, create a dropdown menu for branch selection by dragging the 'Dropdown' element into the drop zone. Open the property editor to customize them.
Step 8: Now, let's create a checkbox for the roles they want to apply for. This allows them to select multiple options. Drag the 'Checkbox' element into the drop zone.
Step 9: Now, to allow candidates to upload their resume and CV, we need to add the 'Upload File' element if we want to specifically accept PDF files. If we want to allow any file format for CV, we'll use the 'Attach File' element.
So, let's drag and drop the 'Upload File' and 'Attach File' elements into the drop zone. Customize the file type for the 'Upload File' element as PDF.
Step 10: Now, let's allow users to provide extra info by dragging the 'Text Area' element into the dropzone, To provide a specified space for the input.
Don’t forget to enable the Required option.
Congrats, you have successfully created a Recruitment form.
Now, please follow the steps discussed in the Feedback Submission Form to save, publish and share…
Photography Contest Form
Let's design a Photography Contest Form using FormBold. This form will allow photographers to submit their masterpieces for an exciting contest.
In this section, we will guide you to create a photography contest form using Formbold Form Builder.
However, we won't discuss each and every step for this form. I encourage you to follow the above form creation steps to enhance your proficiency in creating forms.
Let's check out this process.
Just providing a basic overview to guide you in creating a Photography Contest Form. I encourage you to try it out on your own.
Step 1: Create a Heading and give a short description using the “Heading” and “Paragraph” elements.
Step 2: Now add an image at the top using the “image” element.
Step 4: Next, add an option to submit an image file using the “Upload File” element.
Step 5: Utilize the 'Date' element to prompt users to provide the date on which the image was taken. Additionally, include a 'Text Area' element to allow users to describe their submissions.
That's it! We've covered all the essential elements needed for a photography contest form. Feel free to add more if needed.
Happy form creation!
Now, go through the step-by-step guide on the different integrations to receive responses on different channels.
Integration with Email
We've successfully created various forms such as the Feedback Submission Form, Recruitment Submission Form, and Photography Contest Form, utilizing every element of the Form Builder. Now, it's time to see these forms in action.
FormBold seamlessly integrates with email by default, ensuring you receive timely notifications upon form submission.
However, let's go through the integration steps in case you'd like to customize this process or make any modifications.
For this purpose and all upcoming app integration demonstrations, we'll utilize the Feedback Submission Form we created earlier.
Let's go through the steps to integrate.
Step 1: Navigate to the Form Dashboard and click on 'Settings' in the action section for the Feedback Submission Form. You can do the same for other forms as well.
Step 2: In the 'Submission Process' section, as shown in the image for reference, you can manage various email notification settings.
You can toggle email notifications on or off, update the target email for receiving notifications, add CC to send a copy of the response, and even customize the email subject.
PS: We suggest you turn the email notification OFF, In case you don't wish to fill your mailbox with notifications for each and every response.
Step 3: For testing purposes, let's enable the email notification for now.
Now, open the public URL of the form and submit a response. If you're unable to find the form's public URL, check the form creation section above…
Once you submit a response to the form, you'll receive an email notification like this (below image) for the response.
Integration with Apps
FormBold offers seamless app integrations with popular channels such as Webhooks, Google Sheets, Telegram, Slack, and Notion. We've already explored the default Email Integration that comes with FormBold. However, for other App integrations, we need to follow certain steps to make them work.
To simplify this process, we'll discuss app integrations with different channels one by one, ensuring a smooth setup and understanding.
Let's start our app integration journey with Google Sheets integration, allowing us to collect all form responses in an organized spreadsheet.
Integration with Google Sheet
Google Sheets serves as a central hub, effectively managing and organizing data in a structured format. When you integrate your forms with Google Sheets, you simplify the process of gathering and analyzing form responses. It helps in easy visualization and real-time collaboration with team members.
We'll utilize the Feedback Submission Form for integrating with Google Sheets.
Let's integrate ForBold Form with Google Sheets.
Step 1: Navigate to the Form Dashboard page and click on the 'Apps' tab to discover all the available integration options. Then, click on the 'Google Sheets' option.
Step 2: Next, a login page will open. Log in with your Google account and allow the required permissions to proceed.
Step 3: After granting all the required permissions, a pop-up with the Google Sheets link will appear. You can either copy this link or open it directly to see the response.
The great advantage of Google Sheets integration is that you can access all your previous form responses directly in the sheet, ensuring a complete record of all submissions.
Voila! You've successfully integrated Google Sheets with FormBold. Easy, isn't it?
Let's now explore integration with the Telegram app.
Integration with Telegram
Integrating your forms with Telegram is like having a direct and always active communication channel.
FormBold Telegram bot provides instant notifications as soon as a response is received in your inbox, ensuring timely updates and rapid communication. Whether you're in a meeting or out and about, your form's messages reach you wherever you are.
Let's explore how to set a connection between FormBold Form with Telegram with easy steps:
For this integration process, we'll utilize the Feedback Submission Form.
Step 1: Click on the 'Apps' tab on the Form Setting Dashboard Page, locate the 'Telegram' option, and click on it.
Step 2: Next, a pop-up will appear, prompting you to log in to Telegram and grant permission for the Telegram Bot to send you messages.
Just log in with the Telegram account where you wish to receive the notifications.
Step 3: In this step, you'll need to send a 'Hello' message to the Telegram bot.
Done! You have successfully integrated the Feedback Submission Form with the FormBold Telegram Bot. Now, you will receive a notification for each form submission directly into your Telegram inbox.
Let's now explore integration with Slack.
Integration with Slack
Integrating your forms with Slack is like having a dedicated messenger for your team. It ensures everyone receives the response instantly.
When your forms are linked with Slack, the entire team can receive real-time updates and engage in discussions about responses, ensuring seamless communication and collaboration.
Here's how you can integrate FormBold Form with Slack with easy steps:
For the integration with Slack, we'll use the Feedback Submission Form.
Step 1: Click on the 'Apps' tab on the Form Setting Dashboard Page, locate the 'Slack' option, and click on the Connect button.
Step 2: Log in with your Slack account and choose the Slack channel where you want to receive notifications for form responses.
Then, click on the 'Allow' button to proceed.
Step 3: Congratulations! You've successfully integrated the form with the Slack channel. Now, it's time to proceed with testing.
Just open the public URL of the Feedback Submission Form, submit a dummy response, and observe it being received in the Slack channel.
Upon submitting the response, you'll receive a submission notification like this ( Check the below image) in your Slack channel.
Voila! You have successfully integrated and tested FormBold Form with a Slack channel.
Let's now explore integration with Notion.
Integration with Notion
Notion is an all-in-one workspace and collaboration tool that allows users to organize, plan, and collaborate on projects in a unified and customizable platform. We will use Notion databases to get responses, that can be customized to fit various needs.
With Notion integration, responses are neatly organized in the Notion database, offering a smooth retrieval and analysis process. You have the flexibility to structure your data in Notion in a way that best suits your specific needs.
Here's how you can integrate FormBold Form with Notion with easy steps:
Once more, for the integration with Notion, we'll use the Feedback Submission Form.
Step 1: Click on the 'Apps' tab on the Form Setting Dashboard Page, locate the 'Notion' option, and click on the Connect button.
Step 2: Log in with your Notion account and Select the specific page with the database where you'd like to receive data for form responses.
Then, click on the 'Allow' button to proceed.
Step 3: Navigate back to the 'App' page, then click on 'Notion' in the connected Apps section. A pop-up will appear, allowing you to choose the Notion database. Select the appropriate database and click on 'Update,' or you can manually map the table with responses.
Key considerations for Notion integration:
- Configure Database Connection: Set up the connection by choosing the Notion database where you want your form responses to go.
- Map Form Fields to Database
Done! You have successfully integrated a Notion page (database) with FormBold, allowing you to receive data directly in a structured format within the database. Now, you can utilize response data in any way that suits your needs.
Let's now explore integration with Webhooks ( Zapier).
Integration with Webhooks (Zapier)
Webhooks act like messengers, informing other applications instantly when a form is submitted. By linking the forms with webhooks, we can perform actions in your other tools, saving time and ensuring no response is delayed.
- Webhooks send responses instantly to connected apps, ensuring no delay in processing.
- The integration triggers automated actions based on form submissions—like updating a database, sending an email, or even posting a message.
- Instead of manually entering data in different applications, webhooks do the job for you.
For the integration and demonstration of Webhooks, we'll utilize the popular platform Zapier.
Zapier is like having a dedicated assistant that takes your form responses and performs a series of tasks for you. It listens for form submissions (via webhooks), and when triggered, it initiates a predefined sequence of actions across multiple applications.
We will integrate Zapier with FormBold via Webhook and capture the triggers into the Google Sheet.
Once more, for the integration with Webhooks, we'll use the Feedback Submission Form.
Here's how you can integrate FormBold Form with Webhooks (Zapier) with easy steps:
Step 1: Click on the 'Apps' tab on the Form Setting Dashboard Page, locate the 'WebHooks' option, and click on the Connect button.
Upon clicking the 'Connect' button, a pop-up will appear, prompting you to enter the Webhook response URL.
For this, let's proceed to create a Zap on Zapier.
Creating Zaps for Automation
Step 2: To create a Zap, log in or sign up on Zapier. Then, click on the 'Create a Zap' option. A similar page (Check the below Image) will appear.
Step 3: Here you need to select the following option to get a response in the sheet:
- Connect this app - Webhook by Zapier.
- With this One! - Google Sheet
- When this happens - Catch Hooks
- then do this- Create a Spreadsheet Row.
You can also select any action from the dropdown menu as per your requirement.
Step 4: Click on the Try it button to create the Zap.
Step 5: Once the Zap is created, a sidebar with 'App & Event' will appear. Here, you need to select the 'Catch Hook' option from the dropdown menu, and then click on the 'Continue' button.
Step 6: Next, in the 'Test' section, you'll find the Webhook URL. We'll need this URL in the upcoming steps to trigger the webhook, so make sure to copy it.
Step 7: Now, click on the 'Test trigger' button to listen for the response on the webhook URL.
Step 8: Now, return to FormBold and paste the copied Zapier webhook URL in the Webhook pop-up we left in Step 1. Click on the 'Add Plugin' button to proceed.
Step 9: Now, open the public URL of the form and submit a dummy response to trigger the webhook. Check Zapier to review the raw response data.
Once we receive the trigger data, we are ready to proceed to the next part (action) of this integration process.
Step 10: Now, click on 'Create a Spreadsheet Row in Google Sheets' in the main section to open up the 'Action & Event' of this action part.
Step 11: In the 'App & Event' Google Sheets section, ensure that the 'Create Spreadsheet Row' option is selected.
Step 12: Now, proceed to the Action section. Here, log in with your Google account.
Also, Create a new sheet to receive the responses with proper columns. We'll need to map it in the next step.
Step 13: Now, select the sheet where you want to store the responses.
Step 14: Next, map the Google Sheets columns with the Form response fields. Please use the refresh field button to ensure the updated columns from the Google Sheet are reflected.
Step 15: Then, click on the 'Continue' button to complete this step.
Congratulations! You have successfully completed the integration process.
Step 16: Now, it's time to test. Submit a dummy response in the Feedback Submission Form and open the Google Sheet to check the response.
Voila! You have successfully integrated and tested the Webhook (Zapier) with FormBold, capturing the Webhook trigger in the Google Sheet.
In this article, we've explored the FormBold Form builder that provides a user-friendly interface with drag-and-drop functionalities, with various integration options.
Whether you're creating a Feedback submission form, a Recruitment form, a photography contest entry, or any other form, we've demonstrated how FormBold makes the process very easy with its powerful drag-and-drop form builder.
We then proceeded to demonstrate integrations with various apps such as Email, Google Sheets, Telegram, Slack, Notion, and Webhooks via Zapier. Each integration was explained with clear step-by-step instructions (with images), showcasing how to easily connect FormBold with these apps and efficiently manage form responses.
So, go ahead, create interactive forms, integrate with your favourite apps, and let your data empower you to make informed decisions. 🚀