How to use zenphi Form in your processes?

What is a zenphi Form? How to use it in your processes?

Zenphi Form is a perfect way to collect data from anyone when you need it in your process. You can use the zenphi form as a Trigger and an Action.

Zenphi Form submission Trigger

If you want to trigger your process from zenphi Form, you must choose this option when creating your Flow.

Then, click to configure the Form builder:

The look and feel of a zenphi Form are pretty similar to a Google Form, so the creation process will be familiar to you.

However, in terms of functionality, the zenphi Form is much more powerful and integrates with your zenphi Flow smoothly.

Note that wherever you see the token icon, you can insert dynamic data from the Trigger and Actions.

Let’s review the creation process together!

  1. Customize the design.

Add a header and choose your color palette to align with your brand design.

  1. Name your Form and add a description.

  1. Add questions.

On the right side, click on the plus icon to add questions. You can add images right to your questions and choose different question types.

  1. Choose a question type.

Here are the question types available at the moment:

  • Short text (Perfect for short-answer questions like Name/Email);
  • Paragraph (Long text);
  • Multiple choice;
  • Checkboxes;
  • Look-up control (allows you to display data from your zenhpi Tables as the answers to choose);

  • Drop-down (note that in some question types like Drop-down, you’ll see the “Add Dynamic options”. This option is particularly useful for the Request Data forms where it enables you to dynamically load possible answers/options from another system like HubSpot, Salesforce, Google Sheets, etc. using zenphi action on the flow.)

  • File upload;

  • Date time;

You'll see more settings in the bottom bar of each question. You can set your questions as “Readonly” and “Required.”

If you click on three dots, you’ll be able to show the description of the question, Show the default value and Validate the response.

  • Date only;
  • Time only.
  1. Add other items to your Form.

Besides adding questions, you’ll see other options from the right sidebar. You can add more “Title and description” blocks to structure your Form.

Add some fun to your Forms by inserting images. Easily customize the size with the scaling button.

Add Sections to start questions from the new page.

You can also add a Repeating Section to your form.

Repeating Section enables you to capture multiple similar information in one form. For example, you may want to capture a family’s information using a zenphi form. You can add a Repeating Section to the form to enable them to add any number of children they may have in the family.

  1. Customize the Advanced settings.

In this section, you can customize the behavior of the form after it’s submitted. For example, you can configure it to redirect the browser to a new page.

You also can set if the users need to be authenticated to use the form. Additionally, you restrict the form to only be accessed by specific user emails or by users from a specific domain.

Please note that the users need to have a Google account to be able to access an authenticated form.

  1. Save your Form.

Good job! The Form is ready.

Let’s click on the Save and Close button.

If you set up everything correctly, you’ll see a “Configured” status in your Trigger.

Optionally, you can set the Expiry Date of your Form to indicate the timelines of when this Form will be available for submissions.

  1. Share the Form

To share the zenphi Form, you need to Publish your Flow first.

Then, go back to the zenphi Form trigger and switch to the Invocation tab.

Here, you can copy the link to share and preview your Form.

Zenphi Form in Request Data Action
The same zenphi Form builder is used in the Request Data action. You can learn more about it here.

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