Integrating Toolset Forms with Zapier: Seamless Data Automation

Step-by-Step Guide to Connecting Toolset Forms and Zapier

Streamlining business processes is pivotal, and combining the power of Toolset forms with Zapier can significantly enhance workflow automation. This integration allows you to connect your website forms to numerous applications, fostering unprecedented productivity. Below, we outline the process to send Toolset form submissions to Zapier.

Create Your Toolset Form

1. Begin by designing your Toolset form within your WordPress site. Ensure all necessary fields are included to capture the desired information.

Setup Zapier for Integration

1. Go to Zapier and create a new Zap. Choose Webhooks by Zapier as the trigger.


2. Select Catch Hook and copy the provided webhook URL.

Integrate with Toolset

1. Within your WordPress dashboard, navigate to the Toolset form you wish to integrate.


2. In the form settings, locate the Action after submission section.


3. Add a Custom Action and insert the Zapier webhook URL in the appropriate field. Ensure the method is set to POST.

Map Your Form Fields

1. Forward a test submission from your Toolset form to establish the connection.


2. In Zapier, match the sample data from your form to the corresponding fields in the action you wish to automate.

Test and Refine

1. Execute multiple tests to validate that the data is being sent and received accurately.


2. Once confirmed, your Toolset forms are now fully integrated with Zapier, allowing you to automate tasks with precision.

By following these steps, you not only streamline your data collection but also unlock the automation capabilities of connecting Toolset forms to over 2,000+ web services via Zapier.

this guide assumes basic knowledge of WordPress and Zapier platform.