Typeform + PROCESIO +Airtable

In this article I'll show you step-by-step how to automatically send Typeform responses to a base in Airtable using Procesio.

To begin, create and sign in to your accounts on Procesio, Airtable and Typeform.

Typeform

1. In your Typeform workspace create a form. I used the Candidate Experience Survey template with the following entries:



2. Publish the form and add at least one entry to test.

Mark the fields that you want to export as mandatory. In the Create tab click the field and from the left side panel check Required.

3. From the upper right corner navigate to Settings.

4. Select Personal tokens and generate a new token. Save the token as it will only be displayed once.

Airtable

1. Create the table where you'd like to import the data.

2. Navigate to your Airtable account to find you API Key.

Procesio

I. Create the credentials

In your Procesio account navigate to Credentials Manager and click Create new.

1. Typefom

a. Name the credential, select Rest API Configuration from the credential type dropdown. and click Next step.

b. Configurations:

• URL*: The base URL for making a request - https://api.typeform.com/.
• Method* - GET
• Test endpoint: /me (endpoint that provides information about your account)
• Authentication method: API key authentication
• Key: Authorization
• Value: Bearer <the token generated in the Typeform section>

c. Click Test connection and when you receive the Successfully tested! message, Save the connection.

2. Airtable

a. Provide a Name for you credential and select Rest API Configuration from the credential type dropdown. and click Next step.

b. Add the necessary configurations.

• URL*: The base URL for making a request - https://api.typeform.com/.
• Method* - GET.
• Test endpoint: Replace the Test endpoint with a Get endpoint from your project found here.
• Authentication method: API key authentication.
• Key: Authorization.
• Value: Bearer <the token generated in the Airtable section>.

c. Click Test connection and if you receive the Successfully tested! message Save the connection.

III. Create the webhook

1. In Procesio go to Navigation, select Webhooks, and click Create Webhook.

2. Give your webhook a name, copy the Webhook url* and click Start listening.

3. In your Typeform account select the form and navigate to Connect -> WEBHOOKS.

4. Click Add a webhook and add the link you copied from Procesio. Click Save webhook.

5. Make sure the webhook is set to ON.

6. Add a new test entry in your form and check that Procesio received the confirmation.

7. Click Save.

II. Create the process

1. Navigate to the Process Designer and click Create new.

2. Name the process, drag a Call API Action (to connect to Airtable) and a JSON Mapper action for each data field that you wish to retrieve from Typeform.

3. Click the webhooks widget in the upper right corner, select the webhook that we created in the previous section, and add the condition to determine whether the process will run or not.

4. Create the process process variables:

• <%Typeform%> - the input variable generated when we add the webhook to store the Typeform data.
• <%department%>, <%name%>, <%punctual%>, <%email%>, <%rating%> - the variables that will store the form inputs in Procesio.
• <%status%>, <%body%> - the helper variables that will help us diagnose the Airtable API Call in case of an error.

5. Configure the JSON Mapper actions.

• give the action a name that will make it easier to recognize.
• click the action to select it and access its configurations.
• add the <%Typeform%> variable as the Input Json*.
• In Query* add the corresponding JQuery expression (keep in mind that the data you search in is stored in the <%Typeform%> variable):
  • Get Department -> $..answers[0].text
  • Punctuality -> $..answers[1].choice.label
  • Get Name -> $..answers[2].text
  • Get Email -> $..answers[3].email
  • Interview Rating -> $..answers[4].number

6. Configure the Airtable action.

• select the Airtable connection you created and click Configure Request.
• select the Post verb.
• enter the endpoint for your table (you can find it here), I used /app1tmHLNGYKcrQxE/InterviewerFeedback.
• enter the query parameter Content-type: application/json.
• for our example we used the following Body.



Test

1. Add new data in a form.

2. From the Process Designer section select the three dots on the right of you screen that correspond to the proce you wish to check and click View Instances.

3. Expand the last one to see the results in Procesio.

4. Navigate to Typeform and check your form responses.

5. Navigate to Airtable and check your table.