Zapier is a web-based application to connect and automate the data flow between apps and services, such as Google Sheets, Salesforce – and now, Heyflow.
There are more than 3,000 apps in Zapier's library, so there's a good chance the app you want to connect your heyflow with is one of them.
Webhook vs App
You can skip this section if you haven't previously connected your heyflow with Zapier via Webhook.
Before the launch of the Heyflow app in the Zapier library, we relied on the Webhook integration. This will continue to work. Still, we would advise you to set up future connections using the new Heyflow. First, because it's easier, and second, because the Webhook integration is not available in Zapier's Free plan.
Now, let's get to it!
Step 1: Create a Zap
The setup takes place only in Zapier itself – there's no need to set anything up in Heyflow, except the flow itself, of course.
When you log into your Zapier account, you'll see a hard-to-miss button labeled Create Zap. Click it.
Step 2: Select & Configure Heyflow
For The Trigger, search for Heyflow and click on the first result.
As the Trigger Event, choose New Response and continue.
Next, you need to authorize Zapier to access your Heyflow account to 1) see the list of your flows to choose from, 2) to get the latest response to detect the data structure and 3) to set up a new subscription to new responses.
Even authenticated, Zapier has no way to write or delete any data to your flows or responses.
Click Choose an account… and + Connect a new account (if you haven't connected one already). A new window should open, asking you to authorize Heyflow.
Enter the emails address and password you use with Heyflow and click Login and authorize Zapier. One your next visit, you should already be authenticated.
Back in Zapier, click continue. For the next step, we define the flow on which new responses should trigger this Zap. Click Test trigger.
If it says We couldn’t find a response, simply go to your heyflow and submit a response. Will out all fields for Zapier to best detect the flow's data structure.
You should see a Response A with your flow's fields and some meta-information. Click Continue.
Step 3: Set up an Action
In the next step, you can set up an action as you know it with any app in Zapier. Let's set up Slack.
As an action event, I choose Send Channel Message.
After logging into my Slack account, I have a bunch of options to define. I pick a channel from the list I want to send the message to.
In the Message Text field, I can now use the values from my (last) heyflow response to define the content. When I click into the field, a dropdown appears with all data available for me to select. In the field itself, I can also just write any text.
For all other Slack options, I leave the default and hit Continue.
In the next step, I can see a preview and I can test my action. I click Test & Continue and magically, a new message appears in the Slack channel I chose.
Lastly, I click on Turn on Zap.
Now for every new response my heyflow receives, this Zap is triggered and I receive a Slack notification.
You can now set up another action, chain multiple apps, and automate a whole lot without ever leaving Zapier.