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How to connect Formsite and Grist
Create a New Scenario to Connect Formsite and Grist
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Grist will be your first step. To do this, click "Choose an app," find Formsite or Grist, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Grist Node
Next, click the plus (+) icon on the Formsite node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Formsite and Grist Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Formsite and Grist Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formsite, Grist, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Formsite and Grist integration works as expected. Depending on your setup, data should flow between Formsite and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Formsite and Grist
Formsite + Grist + Slack: When a new form is submitted in Formsite, the data is used to create a new row in Grist. Then, a summary of the submission is sent to a specified Slack channel.
Grist + Formsite + Gmail: When a new record is created or updated in Grist, the automation retrieves data from Formsite. Then, it sends a personalized email confirmation to the form submitter using data from Formsite based on the new Grist entry.
Formsite and Grist integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Formsite and Grist
How can I connect my Formsite account to Grist using Latenode?
To connect your Formsite account to Grist on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with new Formsite submissions?
Yes, you can! Latenode’s visual editor makes it easy to sync new Formsite entries to Grist, keeping your data current without manual updates, and enabling real-time analysis.
What types of tasks can I perform by integrating Formsite with Grist?
Integrating Formsite with Grist allows you to perform various tasks, including:
- Create new Grist records from Formsite submissions.
- Update existing Grist records with Formsite data.
- Send email notifications based on Formsite responses.
- Analyze form data in Grist using custom formulas.
- Trigger different workflows based on form answers.
How easily can I filter form responses before sending to Grist?
Latenode allows you to apply complex filters using JavaScript or AI to process data before it reaches Grist, ensuring accuracy and relevance.
Are there any limitations to the Formsite and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex calculations directly within Formsite may require custom JavaScript nodes.
- Large data migrations between Formsite and Grist can be time-consuming.
- Rate limits on the Formsite or Grist API may affect the speed of data transfer.
