How do I integrate my forms with another platform?

Modified on Tue, 2 Sep at 12:26 PM

The Integrations tab inside the Workflow Editor lets you connect Droplet to your favorite platforms. With just a few clicks, you can sync data, trigger actions, or extend your workflows beyond Droplet.


Here’s what you can do inside the Integrations tab:


Google Sheets
Automatically log form submissions to a connected Sheet for reporting or analysis.  Perfect for teams who love spreadsheets and want a real-time record.

 
Zapier
Connect Droplet with thousands of apps.  Build “Zaps” to automate repetitive tasks, like creating tasks in Trello, sending notifications in Slack, or updating a CRM.

 
Power Automate
Tie into Microsoft’s automation platform to build flows with Outlook, Teams, SharePoint, and more. A great option if your district is Microsoft 365-based.

 
Webhooks
For advanced users, webhooks let you send Droplet submission data to any endpoint.  Build custom integrations, trigger internal scripts, or push data to a third-party system.

 

Create a Connection

To connect an integration:

1

Open the Workflow Editor for any form

2

Select a workflow step, click Edit Step, and select the Integrations tab.

3

Add an Integration as either the submission enters or exits the step.

4

Select the platform you want to connect and follow the on-screen instructions.

5

Save your workflow and test it with a sample submission.

Pro Tip!
Start with Google Sheets if you’re new to integrations. It’s the fastest way to see your submission data flow out of Droplet and into a system you already use.

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