Work Flow - Form Efficiency, Help Needed!

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    RogerYelvington01
    Asked on March 16, 2017 at 07:46 PM

    Hi Guys!

    GOAL:
    I'm hoping you guys can help me create a more managable, efficient and stable workflow to get my Data from JotForm to AirTable, without having to create an extra form for each of my current forms (which is the only way I've found to Generate and Post a PDF/Link to AirTable).  If there is a clear strategy that is more efficient, please suggest - and I have some technical help available if assistance is needed.

    I know Post Data URL's, WebHooks, and PHP's are different ways to work with, and also maybe there is also a way to get Jotform and AirTable API's working together on this?

    Current Work Flow

    1. Employee Start Form
    https://youtu.be/hxak-T_rzHU
    -embedded on employee wordpress website atfgyms.com
    -there are hidden conditional fields that populate when an employee name is selected
    -this allows for field consistency when completing our work forms
    -this allows us to update our employee list with one form, and the data can flow through
    -the Employee Data (Name, Position, Email, Club) is sent to the selected form
    -Using a Post Data URL, the information is transferred to the 2nd form selected

    2. The Employee then completes the remaining fields on the second form and clicks "Next"
    https://youtu.be/dG2phE81eUM
    -Next is actually a "submit" button and email notifications are sent
    -Using a Post Data URL, select fields are transferred into hidden fields in the 3rd and final form
    -One of the fields is also a PDF of the 2nd form that has been generated

    3. Final form submit & Zapier connect to AirTable
    https://youtu.be/Udqx-2hOBNQ 
    -When the final form is submitted, the Hidden fields selected that have been filled are sent to AirTable
    -This is done with a Zapier setup, which connects the forms in my JotForm.com account, and the Databases in my AirTable accounts together

    Thank you!

    Roger

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    Chriistian
    Answered on March 16, 2017 at 11:23 PM

    I'm currently checking your requirements. Please allow me some time to further investigate. I'll get back to you once I've found results.

    Regards.

  • Profile Image
    RogerYelvington01
    Answered on March 16, 2017 at 11:58 PM

    Appreciate the response- will look forward to your reply!

  • Profile Image
    Chriistian
    Answered on March 17, 2017 at 01:19 AM

    Hi again,

    If I understand correctly, you want to make it easier to pass the data to your Airtable account so that instead of sending the data from the second form into a third form, you can directly submit the data from the second form (ie. Member Update form).

     

    After further checking, I believe a possible workaround would be to use the Email Parser application

    (https://parser.zapier.com/) from zapier. You can setup the second form's autoresponder to send an email to Parser's email address. Then let parser 'parse' the data from the email (data such as pdf link and employee info) to pass it onto Airtable via the Parser to Airtable zap. (https://zapier.com/zapbook/zaps/7321/create-airtable-records-from-parsed-emails/)

     

    If this does not fit your requirement, please do let us know.

    Regards.