Integrating Zapier

When configured, our Zapier integration allows you trigger a Zap based off of the submission of an Unstack form on one of your pages.

Connecting Zapier

1. Log into your Zapier account and select Create Zap. From there, search for Unstack within the "Connect this app..." field and set the "When this happens..." field to Form Submit. Integrate with the app of your choosing and select Try It.

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2. Next, Zapier will prompt you to sign into Unstack. Clicking the sign in button will open a second window which asks you for two values: an API Key and a Site ID. Both of these values can be found in your Unstack account.

   
   
   

   

3. To find the values for API Key and Site ID you'll first need to activate the Zapier integration in your Unstack account. This can be done by clicking the (+) symbol next to the Zapier integration under Settings > Integrations. Upon doing so a slide-in with the Site ID will appear from the right. Your API Key is also found here, but doesn't exist until you hit the Generate API Key button. 

   Armed with both values, paste them into the fields in the pop-up window that appeared during the last step.

   
   
   

   

4. Once you save both values in Zapier, you'll be prompted to select both an Unstack Account and Form Name.
   As a reminder the only trigger that is currently available through our Zapier integration is the submission of an Unstack Form. Therefore we require that you specify which form you'd like to use as the trigger. 

   
   
   

   

5. If you've reached this step; congratulations! Your Unstack account should now be integrated with Zapier. As a reference, below are the various values from Unstack that you should use defining an action in Zapier that's using Unstack as the trigger.

   Built-In Fields Custom Fields

   If your Unstack form is using the built-in fields that are provided in the form editor, then the table below should help you to map those fields to the values you can use to reference them in Zapier.

   Unstack Field	Zapier Value #1	Zapier Value #2
   First Name	Data First Name	Contact First Name
   Last Name	Data Last Name	Contact Last Name
   Full Name	Data Full Name	-
   Email	Data Email	Contact Email
   Phone Number	Data Phone	Contact Phone
   Street Address	Data Address1	Company Address1
   City	Data City	Company City
   State/Region	Company State	-
   Country	Data Country	Company Country
   Company Name	Data Organization	Contact Organization

   If you've used custom field and want to reference it in your Zap, you'll need to first open your form in the editor to ensure that any custom fields you're using have been given a custom value as their name. It's this name that will help you to identify the custom field in Zapier. 

   An important note, this name in Zapier will be prefaced by the word "Data" as shown below.