How to Connect Bit Form as Data Source

Integration will allow you to get form responses from Bit Form, transferring them to other systems. For example, you can transfer new responses to CRM or GoogleSheets, or send them as notifications to a group of managers so as not to miss a single response. You can also send data using the form to an SMS or Email mailing service. This way, you can automate the process of processing form responses as efficiently as possible using the different services you use.

Let's go through the entire Bit Form setup steps together!

Navigation:
1. What data can be obtained from Bit Form?
2. How to connect your Bit Form account to ApiX-Drive?
3. Link to get data.
4. Example of data on the form.

Answers to frequently asked questions:
1. How to generate test data in Bit Form?

To start setting up a new connection, click “Create Connection”.

Select the system as the Data Source. In this case, you must specify Bit Form.

Next, you need to specify the action "Get DATA".

The next step is to select the Bit Form account from which will get the data.

If there are no accounts connected to the system, click “Connect account”.

Enter the name of your account (if necessary) and click "Save".

After this, the page will reload and the saved account will be automatically selected.

If this does not happen, select the created account from the list.

Copy the link in the "URL for receiving data" field and go to the admin panel of your WordPress site.

Find the Bit Form plugin, go to Form Settings, to do this, next to the form on the right, click on the three bars and select Settings.

Go to the Integrations section and click + to add a new integration.

Find and select Web Hooks.

Specify the connection name if necessary, then in the Link field paste the previously copied link from ApiX-Drive.
In the Add Url Parameter: (optional) section, fill in the key and value fields for which you want to receive data via Webhook, then click Test Webhook if you want to send the fields to the Webhook link.
Next, click Next and Finish & Save to save.

After that, go to the Conditional Logic section and open the settings. Make the settings according to the example, you should have selected:
- Action Run When - Record Create/Edit;
- Effect - Only on form Sumbit;
- Action Behavior - Always;
Next, in the Additional Actions section, check the boxes next to:
- Success Message, select Form Success Message from the drop-down list;
- Integration, select the created Webhook in the drop-down list.
To save, click Update in the upper right corner.
The Webhook transfer connection is completed.

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, fill out a form.

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from Bit Form" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

Now you can see the test data for the Form.

If the test data does not appear automatically, click "Load test data from Bit Form" or try generating actions in your Bit Form using testing.

If you are satisfied with everything, click “Next”.

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, fill out a form.

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from Bit Form" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

To generate test data, go to Form Settings in the Landing Page section and check the box to enable it. Next, copy and paste the link to your form into your browser's search bar and click on it. Or fill out the form in another way convenient for you.

Fill out the form and click "Submit".

The answers will appear in the form in the "Responses" section.

This completes the entire Data Source setup! See how easy it is!?

Now you can start setup the Data Destination system.

To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!