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To begin setting up your integration you will need the following:
An account with Zapier
A project space on CommCareHQ with an application.
Have submitted a form with the application you want to setup the integration for.
A google sheet setup to collect your data.
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These are the basic fields we will be collecting data for in this integration. You can create headers for any piece of data that your form collects. During the setup of the Zap, you will be given the option to map data collected by your form to the headers you set up in your google sheet. Be sure to name the sheet something you can easily remember or find, as you will need it later in the setup.
Now that our sheet is set up to collect data, we can set up our zap!
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Proceed to your Zapier and log in to your account.
If you have not created an account, proceed to www.zapier.com and sign up for one.
Once logged in, select Make a Zap at the top of the page
On the next page, you will be prompted to ‘Choose a Trigger App.’ Search for and select CommCare.
For ‘Select CommCare’ trigger, choose Form Submission. This should be the only option you can choose. Select continue.
When on the page that asks you to ‘Select CommCare Account,’ select create a new account.
A new window should pop up asking for your username and API key.
The user name should be a web user account that you login to CommCareHQ with.
The API Key can be found by proceeding to My Account Settings of CommCareHQ. Select the Gear icon in the top right, followed by My Account Settings:
On the My Information page, you should see the API key. Copy and pate this string into the corresponding field:
You should now be on the Set up CommCareHQ Form
Select the Domain, Application and Form that you would like to trigger the action for. Select continue once you choose the form.
NOTE: You need to have submitted a form for the application you are setting the zap up for. It does not matter when this form was submitted, just that the application has been used before.
After selecting the Domain, Application and Form, you will be brought to a page where you can test the setup. Select ‘Fetch and Continue’
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