Sending an email after a Form submission

[bernhara]

We would like to have a formatted email been sent to a predefined address after having submitted the the From.

 

Is this possible?

 

If so, how to do it?

[Daniel]

It's unfortunately not something that is possible with the current version, but you could use Zapier or Make with the Webhook action to send an email to a predefined address.

[bernhara]

I've seen in your "evolution suggestions" that you are planing to work on a clean Zapier integration. Do you have any idea when this may be available?

 

I tried an integration between "Database record creation" and Zapier. Since I'm new to Invision and Zapier, it took me some time to understand how this works and, at the end of the day, I managed to make some working tests.

 

But without any further hint for the Forms integration with WebHooks, I'm afraid that the task may be a bit time consuming for me😅

 

 

[Daniel]

Yea, we have one already, but it's tricky to set up and requires too many manual steps, the IC5 version will have a better, public one!

Have you tried to use the forms webhook with Zapier?

Where had you problems/What was the problem with trying to utilize the Zapier WEbhook integration

[bernhara]

On 11/13/2023 at 8:51 AM, Daniel said:

Have you tried to use the forms webhook with Zapier?

Not with Forms, but for a standard post to a forum.

I'm going to replicate my test to a From submission. I will come back as soon as I will have some results.

On 11/13/2023 at 8:51 AM, Daniel said:

Where had you problems/What was the problem with trying to utilize the Zapier WEbhook integration

Lack of experience😇 I'm completely new to Invision, so I need to discover everything.

[Daniel]

Unfortunately I’m really lacking time to create the essential guides and documentation for  especially for the powerful forms webhooks and haven’t found anybody in my budget to create it for me 😂

[bernhara]

So, I started to test the Zapier integration.

So far I understood, in the "Zap" "event" choice, I should see something mentioning ".... forms ....". But I haven't seen anything more that what is displayed without Forms installed.

I check my API key on Invision, all access to the "Forms" API are allowed.

The logs for the "connection Hello" is:

Quote

REQUEST DATA

[]

RESPONSE

{
    "communityName": "PLANETE-CITRO\u00cbN",
    "communityUrl": "https:\/\/test.planete-citroen.com\/",
    "ipsVersion": "4.7.14",
    "ipsApplications": [
        "core",
        "cms",
        "calendar",
        "blog",
        "convert",
        "gallery",
        "forums"
    ]
}

 

Is it normal that the Forms application is not listed in the response? 

[Daniel]

When you want to send the data from the form submission you'll need https://help.zapier.com/hc/en-us/articles/8496288690317-Trigger-Zaps-from-webhooks

and once you've set up the webhook in Zapier, you'll need to paste the URL which you got from Zapier here into the Webhook URL field

 

[bernhara]

🤪I will try it, but it seems to me to be an unfriendly architecture. If I would write it myself in Python, I would probably converge faster.

For the moment, I will change completely my test strategy:

• a Form submission will post a new message in some dedicated forum
• Zapier is able to forward each new post in the give forum by an email. This mail format can be configured in Zapier, since I have access to all the post content in the Zap

 

[Daniel]

On 11/17/2023 at 7:38 PM, bernhara said:

🤪I will try it, but it seems to me to be an unfriendly architecture. If I would write it myself in Python, I would probably converge faster.

For the moment, I will change completely my test strategy:

• a Form submission will post a new message in some dedicated forum
• Zapier is able to forward each new post in the give forum by an email. This mail format can be configured in Zapier, since I have access to all the post content in the Zap

 

Is it working this way for you?:)

[bernhara]

On 11/23/2023 at 11:11 AM, Daniel said:

Is it working this way for you?:)

Not yet.

I'm still working on it, since I have a lot of things to discover and test.

[Daniel]

Just a small teaser of the upcoming release🙂