Zapier integration
Use Zapier with Mokaform to send form submissions to CRMs, email tools, spreadsheets, notifications, and apps without direct integrations.
Maintained by the Mokaform Product & Documentation team · Last updated
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.