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We are trying to set up a Zap where, when a form is submitted through Forminator (Wordpress), the Zap searches our ACT! CRM for the submitted email address.

If the email address exists. it adds a note and an activity to the client's record.

If the email does NOT exist, it creates a new client record using the information submitted in the form, then adds a note and activity to the record.

The problem is that the Zap is getting stuck on the very first step, despite the fact that Copilot seems to think it’s working.

The webhook URL is configured correctly in the Forminator form settings. The field to search by is set to E-mail, but Zapier cannot, for the life of it, figure out how Forminator is passing information over, and it doesn’t know what should be placed in the Value to Search By field.

We’ve tried a hundred different ways, and literally nothing is working.

This doesn’t seem like it should be this complicated, but hours have been spent on it today with no resolution. Can anyone help?!

Thank you! 😎

Hi ​@gs120 

For us to have more info about what you’ve mentioned, post screenshots showing:

  • how your webhook is configured in Forminator
  • how your Zap steps are outlined in order
  • how your Zap steps are configured in the CONFIGURE tab while in EDIT mode with the field mappings visible

Hi Troy,

Here are the screenshots:

Webhook in Forminator:

 

Zap Steps:

 

I ended up removing the later steps until I get this webhook thing figured out.

​@gs120 

Help links for using Webhooks in Zaps: https://zapier.com/apps/webhook/integrations#help

Help links for using webhooks in Forminator: https://wpmudev.com/docs/wpmu-dev-plugins/forminator/#webhook

 

After configuring the Zap webhook URL in Forminator, did you test the Forminator Form so that real data was sent to the Zap webhook URL?

Once you do that, test the Zap trigger step to pull thru the Forminator Form submission you submitted.

Then map the variables in the Zap action step.

 

If the Zap webhook trigger is not pulling thru data, then that likely means either:

  • you did not test the Forminator Form
  • Forminator did not fire the webhook URL with the data payload
  • the Forminator Form webhook URL is not configured correctly
  • you have variables from Zap step 1 mapped incorrectly in Zap action steps

 

 

Hi Troy,

Yes I did test the form, per Copilot’s suggestion, several times in fact.

I feel like Forminator is not sending the data over somehow, but the screenshot I provided is the only “configuration” available. I can add the webhook URL, but that’s pretty much it.

​@gs120 

Post screenshots showing your Zap step 1 TEST tab.

Are there any records showing to select?

 

Make sure the webhook URL you configured in Forminator matches to the Zap webhook URL in the Zap step 1 TEST tab.

 

If you suspect the issues is with Forminator not sending the webhook URL with a data payload, then you would likely have to try one of these options:

 

 

Here is the screenshot:

 

I’ve tried selecting the records, again, at Copilot’s suggestion. Still not working. The webhook URL is the exact same.

​@gs120 

Click on the Zap trigger examples, and post screenshots showing the data points within each example.

If there are data points with values, then remap those variables to the Zap action steps.

Help for how to do that: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

 

Hey ​@gs120,

Your webhooks is not getting any data that’s why you are running in this issue. Just to be sure you are using the correct trigger that is Catch Hook as you have changed the default trigger name, it’s hard to tell. 
 


If you are using the Catch Raw Hook instead of Catch Hook it will not preparse the inputs for you automatically and you will have to use a Formatter action with it. If that’s not the issue, then it’s probably some issue with mapping the data or the way Webhook data is being received. Hope it helps!


PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

Hi ​@gs120  👋! Did you have the chance to try Troy’s and Sparsh from Automation Jinn’s suggestions? Let us know if you still need help!

So, here’s where we currently are:

I have it set so when someone fills out a form, it DOES add a note and an activity to their ACT record - IF they already exist. However, if someone who does NOT yet have an ACT record completes the form, it doesn’t create a record the way it’s supposed to. Copilot has tried about 5 different ways, each time claiming it will 100% work, but it doesn’t.

Does anyone have any suggestions for this?

 

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