The following article walks you through the setup process of a basic Google Sheets integration with Zapier triggering off a CommCare form submission. Workflows based on cases, or integrations with other Zapier apps, follow a very similar pattern.
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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.
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a. If you have not created an account, proceed to www.zapier.com and sign up for one.
2. Once logged in, select Make a Zap Create>Zaps at the top of the page.
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3. On the next page, you will be prompted to ‘Choose a Trigger App.’ Search for and select CommCare.
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4. For ‘Select CommCare’ trigger, choose the action you wish to capture, Confirm that you have the latest version of the CommCare integration.
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4. Choose a ‘Trigger event’: ‘New Case,' 'New Form Submission,' 'New or Updated Case' ,’ or 'Updated Case.' Select continue. This article will reference New Form Submissions.
5. When on the page that asks you to ‘Connect an Under Account, ’ select create a new account. click ‘Sign in.’
6. A new window should pop up asking for your username, and API key, and host.
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a. The user name should be a web user account that you login to CommCareHQ with.
b. You can create a new API key on the Account Settings API Keys page. Copy and paste the key that you create as you will only be able to see it once.
c. The default host is https://www.commcarehq.org/ but you can update it to wherever your project is hosted.
7. You should now be on the Set up CommCareHQ Form. Select the Domain first, followed by the Application and then the Form that you would like to trigger the action for. Select continue once you choose the form.
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