What is Zapier?
Zapier is an online automation tool that connects various web applications and services to automate workflows, significantly saving time and increasing productivity.
It allows you to create Zaps, automated workflows that start with a trigger (e.g., form submission) followed by one or more actions (e.g., adding the email gathered in the form to a MailChimp list).
Follow these steps to create an integration:
Step #1 - Create an item
Create an Opinion Stage item (form/survey, knowledge quiz or personality quiz) and Publish it.
Step #2 - Create the Opinion Stage Trigger
Create an account on Zapier if you don't already have one, and go to the Zap builder.
Choose an app you'd like to connect with Opinion Stage.
The following screen will be displayed: give your zap a name.
4. Make sure that Opinion Stage is added as the trigger (If you're starting from scratch, add Opinion Stage by clicking the Trigger box and searching for Opinion Stage in the app search popup that is displayed).
5. In the sidebar opened on the right, select New Response in the Trigger event drop-down.
6. Add your Opinion Stage account and click on the Continue button.
7. In the Configure tab, choose the Opinion Stage item you'd like to use in this Zap.
8. In the Test tab, you can test your item to see that the submission data is received in Zapier. When done testing, click the Continue with selected record button.
Step #3 - Configure the Action app
You can now select the Action app to which you want to send the information by clicking the Action box and searching for the app. In our example, we chose MailerLite in the first step, but you can select any of the 8000+ apps supported by Zapier.
2. You can now select the event; in our case, we will choose to add an email subscriber based on the email we gather in the Opinion Stage item.
3. Connect your MailerLite account and click the Continue button.
4. In the Configure tab, we'll map the fields received in the Opinion Stage form (e.g., name, email, etc.) to the corresponding fields in the MailerLite list.
5. In the Test tab, we'll test the integration and publish it by clicking the Publish button.
From this point on, every time the Opinion Stage form is submitted, an email subscriber will be created on MailerLite.