Zapier integration
Use Zapier with Mokaform to send form submissions to CRMs, email tools, spreadsheets, notifications, and apps without direct integrations.
Use Zapier when you want Mokaform submissions to trigger workflows across Zapier's app catalog.
Before you connect
- Decide which app and action Zapier should run after a submission.
- Prepare a Mokaform webhook or supported Zapier entry point.
- Name important questions clearly so mapping is easy in Zapier.
- Use a test submission with realistic data.
Connect Zapier
In Zapier, create a Zap for the destination workflow.
Choose the Mokaform trigger or webhook trigger available in your setup.
Connect Mokaform by following Zapier's setup instructions.
Submit a test response from Mokaform.
Map the test data into the Zap action fields.
Turn on the Zap and run another test submission.
Good Zapier use cases
- Add leads to a CRM.
- Send data to an email marketing platform.
- Create calendar events.
- Add rows to apps without direct Mokaform integrations.
- Send SMS or transactional follow-up through another provider.
Practical tips
- Keep the first Zap simple, then add filters and branching after the base flow works.
- Use Zapier filters when only some submissions should continue.
- Update the Zap after renaming Mokaform questions.
- Check Zapier task history when a workflow does not run.