Enterprise Business Use Cases
Multi-App Routing
Catch the Flex Forms payload in Zapier, and use Zapier’s multi-step logic to simultaneously send an SMS via Twilio, add a row to Smartsheet, and update an inventory count in Shopify.
Ultra-Detailed, Step-by-Step Setup Guide
Connecting Flex Forms to Zapier does not require API keys. Instead, it relies on creating a secure, unique Webhook URL inside Zapier that acts as a “catcher’s mitt” for the data.1
Step 1: Log into Zapier
Open your web browser and navigate to the Zapier dashboard. Log into your account.Note: The “Webhooks by Zapier” feature requires a paid Zapier plan. It is not available on their free tier.
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Step 2: Create a New Zap
In the top left corner of the Zapier dashboard, click the prominent orange button labeled + Create Zap. This will open the workflow editor.
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Step 3: Configure the Trigger
Click on the first step in the workflow (the Trigger).In the search bar, type exactly:
Webhooks by Zapier. Select the app with the blue icon.4
Step 4: Select the Trigger Event
In the “Event” dropdown menu on the right side of the screen, select exactly Catch Hook.Click the Continue button. (You can skip the “Pick off a Child Key” option by leaving it blank and clicking Continue again).
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Step 5: Copy the Webhook URL
Zapier will now generate a unique “Webhook URL” specifically for this workflow. It will look something like:
https://hooks.zapier.com/hooks/catch/123456/abcdef/.Click the Copy button next to this URL.6
Step 6: Inject the URL into Flex Forms
Switch to your Flex Forms administrative dashboard in a new tab.
Form-Level Configuration: Because you want different forms to trigger different Zapier workflows, you configure Zapier at the Form Level, not the Global Settings level.
- Open the specific form you want to connect in the Flex Forms Studio.
- Open the form hub and select the Integrations tab.
- Find the Zapier section.
- Paste the long Webhook URL you copied in Step 5 into the input field.
- Save your form.
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Step 7: Test the Connection
Leave Zapier waiting for a test. Go to the front-end of your website and submit a real test entry through your Flex Form.
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Step 8: Verify the Payload in Zapier
Switch back to the Zapier tab and click Test trigger. Zapier will scan the URL, find the data you just submitted, and parse all your form fields into variables you can now map to any other app in Step 2 of your Zap.
Configuration & Masterclass Usage
Once the Webhook URL is pasted into the form’s settings, Flex Forms handles formatting the payload. There is no field mapping required in Flex Forms. You handle all the mapping inside Zapier itself. Flex Forms simply packages all the form data into a clean, flat JSON object and fires it at the URL you provided.The Payload Architecture
What Zapier Receives
first_name_block: 'John'
last_name_block: 'Doe'
email_block: '[email protected]'
custom_dropdown: 'Option B'
Configuration Reference
The following advanced settings are available in the Flex Forms UI for this integration. Use this reference to understand exactly how each field impacts the API payload.Global Settings
Located in Integrations in the Flex Forms left rail.password
Zapier REST API token
Optional: If you want to use Zapier’s new “REST API” trigger instead of the standard Catch Hook, you must generate a long, secure random string (e.g., a 64-character UUID) and paste it here. Flex Forms will require Zapier to authenticate using this Bearer token before serving form data.
Form-Level Settings
Located on the form hub Integrations tab for a specific form.Webhook Connection
text
required
Zapier Catch Hook URL
The exact URL generated by your Zapier “Webhooks by Zapier (Catch Hook)” trigger.
Security Note: Flex Forms will only accept URLs originating from
hooks.zapier.com to prevent accidental data leaks to untrusted servers.text
Zap ID
Optional. If you are using the REST API feed lookup method (instead of Catch Hooks), you can enter the specific Zap ID here to link the form strictly to that Zap.
Data Formatting
select
default:"0"
Prefer admin labels as keys
Controls how the JSON payload keys are named when they arrive in Zapier.Options:
0: No — Uses the raw block names (e.g.,phone_number_1). Best for stable API integrations.1: Yes — Uses the human-readable Admin Labels you configured in the Studio (e.g.,Mobile Phone). Best if non-technical staff are building Zaps.
select
default:"1"
Include submission meta
If enabled (
Yes), Flex Forms automatically injects system metadata (Form ID, Form Title, Submission ID, and Submitted At timestamp) into the root of the JSON body sent to Zapier.Testing & Control
select
default:"0"
Send as Zapier test request
If enabled (
Yes), Flex Forms injects a special X-Hook-Test: true HTTP header into the payload. This tells Zapier to treat the submission as a sample/test record for building the Zap, rather than a live production run.