Creating 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.

1. Setting up integration forms

1.1 Integration form creation flow

1.2 See how to configure

1.3 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.

2. Limitations

Only one integration form can be created per module of the service in an application.
The Role hierarchy and data sharing rules will not be applicable for the integrations forms.
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.

3. Related topics

What's next

After creating an integration form, you can view its records in its default list report (for supported services).

Check the Understanding integration forms help page to learn more about integration forms.