Creating Gladly Tasks from TypeForm

Overview

TypeForm is online form building and survey software that is loved for how easy it is to create and distribute forms and surveys online. Some of our customers use it to create a simple way for their Customers to reach out to them for help. Fortunately, integrating Gladly and TypeForm has never been easier thanks to Zapier.

This tutorial will lead you through the process of connecting TypeForm to Gladly so that when a Customer fills out a Form on TypeForm, a new Task will automatically be created in Gladly.

Getting started

To successfully complete this tutorial, you will need:

Creating a Gladly Task from TypeForm Entries

Step #1: Create a new Zap

If you're new to Zapier, don't worry! Zapier provides a wonderful guide on how to get started creating Zaps.

Step #2: Choose the TypeForm app

For the first Action of your new Zap, search for and choose TypeForm as the App and New Entry as the Trigger Event. This means that every time a Form is completed, this Zap will be triggered.

You will need to link your TypeForm Account in this step.

Hint: Don't forget to give your Zap a descriptive name!

Step #3: Select a Form

Choose a Form from your TypeForm account to use as the Trigger. Be sure that the Form has a field to collect either the Customer's email address or phone number so it can be linked to their Gladly profile in a later step.

Step #4: Format the Timestamp and Choose a Due Date

Since Gladly Tasks require a due date, you must choose one and format the timestamp.

To do this, add a next Action in your Zap. Choose Formatter by Zapier as the App and Date / Time as the Action Event.

Select Add/Subtract Time for the Transform field so that you can add however many hours or days in the future that you want the Task to be due.

We recommend using the Submit date from the TypeForm payload as the Input value. Under Expression, add the amount of hours or days in the future for the Task to be due. Select Use A Custom Value as the To Format. Use YYYY-MM-DDTHH:mm:ssZZ as the Custom Value for To Format.

Step #5: Create the Task in Gladly

For the next Action, search for and choose Gladly (1.0.1) as the App and Create Task as the Action Event. This will create a new Task in Gladly.

Authenticate: At this point, you will be asked to authenticate with your Gladly account. This is where you need your Gladly username and API token. If you need help generating an API token, check out the developer docs.

Step #6: Customize the Gladly Task

Populate the Task in Gladly with data from the TypeForm in order to provide useful information to the Agents.

Customer Email Address: If you collected the Customer's email address in the Form, you can include it here to help with matching it to a Gladly Customer.
Customer Mobile Phone: If you collected the Customer's phone number in the Form, you can include it here to help with matching it to a Gladly Customer.
Assignee Inbox Id: Use the id of the Inbox in Gladly where you want to route this Task. You can get a list of Inboxes from the Inboxes API.
Task Body: Include any relevant information from the TypeForm payload.
Task Due At: Use the date that you formatted in the Formatter by Zapier step earlier.

Step #7: Test your Zap!

You're all done with setup! How easy was that?

Make sure to test your Zap by creating a submission for your form. When you navigate to the Customer's profile in Gladly, you should see a new Task in the timeline. You can also check that everything went through your Zap by going to the Task History menu on Zapier.