Create an Integration Form
What Does This Page Cover?
Learn to create an integration form that eliminates the need to write scripts by effortlessly linking Creator to another service and enabling seamless data sync.
Learn more about
integration forms and their versatility before moving ahead.
Availability
- Integration forms can be created only in the paid plans of Creator.
- Only the super admin, admins, and developers can create and manage integration forms while other users can access, view, and edit them with relevant permissions.
Setting Up Integration Forms
Integration Form Creation Flow
See How To Configure
Steps to Create an Integration Form
1.
Navigate to the edit mode of your application.
2. Click
Create new form
if this form is your first component or click the
+
icon displayed at the top of the
Design
page and click
Form.
3. Click
View More
if the required service is not listed under
Using an Integrated
Datasource.
4. Select the service you want Creator to be integrated with. For example, here we are choosing
ZohoRecruit
(internal service).
5. Click
Add Datasource
or select an existing relevant
datasource if you have one (skip to step 12 if you're selecting an existing datasource).
6. Click the
+
icon next to the dropdown to create a new connection or choose an existing relevant connection from the dropdown under
Connection if you have one (skip to step 10 if you're selecting an existing connection).
7. Enter a
Connection Name
and click
Create and Authorize.
8. Enter the
Name of Authorizing Account
and click
Authorize.
9. You will be directed to the authorization window that requests for access to all the module-related data. Click
Accept.
10. You will be redirected to the
Add Datasource
popup. Select the required module of the target service from the dropdown menu.
Note:
- Only one integration form can be created per module of the service in an application.
-
Integration forms cannot be created for custom modules in your target service.
11. Enter a name for your datasource. Click
Create.
12. Enter a name for your integrated form in the text box that appears below the
Name form
field. Click
Create.
13. Upon successful creation, the
form builder of your new integrated form will open. You can add, manage, and customize your form's fields from here.
Limitations
- Only one integration form can be created per module of the service in an application.
-
Integration forms cannot be created for custom modules in your integrated service.
- The Role hierarchy and data sharing rules will not be applicable for the integrations forms.
- Custom fields of the selected module in the target service will not be listed in the field palette of Creator's form builder and therefore, cannot be included in the integration form.
- The fields in an integration form are predefined, so their field link name and field type cannot be altered.
- The digit and character limits for the text and number type fields are preset, and cannot be changed.
-
The report created for an integration form is a list report by default. Neither can the report type be changed nor can a new report be created as a component for the integration form.
Note: This is applicable only for Salesforce, QuickBooks, ZohoCRM, ZohoRecruit, Zoho Projects, Zoho BugTracker, and Zoho People.
- Integration report records cannot be deleted in Creator. But, when a record in the module of the integrated service is deleted, it also gets deleted automatically from the integration form's report in Creator.
Related Topics
- Understand Integration Forms
-
Understand Form Builder for Integration Forms
-
Understand Connections
- Manage Datasources
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