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
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
FAQs: Create Form
This page covers creating forms and utilizing templates to import and integrate data sources, allowing you to duplicate forms effortlessly and integrate with other services seamlessly. How do I create a form from scratch? To create a form from ...Understanding form builder
What does this page cover? Learn more about the form builder and how you can customize your form and its fields according to your business needs. Availability Forms built from scratch, by importing data, and from a template can be created in all ...FAQs: Form Drafts
This page covers everything you need to know about managing form drafts in Zoho Creator, from configuration and access to troubleshooting integration issues and ensuring data privacy. What are form drafts and how are they useful? Drafts allow users ...FAQ: Stateless Form
This page covers essential insights on Zoho Creator, including stateless form creation, optimized workflows linked to submissions, and the seamless process of creating forms without reports. What are stateless forms in Zoho Creator? Stateless forms ...How to access the selected value from integration fields
The values selected in an integration field of a form can be easily accessed and utilized within Deluge workflows. By leveraging Deluge scripting, you can retrieve these values to streamline your application processes. Prerequisites Configure the ...
New to Zoho LandingPage?
Zoho LandingPage Resources