Automate follow-up work with Zapier

Use Zapier to pass collection events to another application, or create a Workflow request from information in another system. API access and Zapier features depend on your respective plans.

Connect File Request Pro

  1. Create a dedicated API token in File Request Pro.
  2. Open the File Request Pro integration invitation in Zapier, then select File Request Pro in your Zap.
  3. Connect your account using the token and choose the event and collection offered by the integration.
  4. Test with sample data before enabling the Zap.

If the invited integration is unavailable to your account, contact support or use the webhook method below. Event names and availability follow the version shown in Zapier.

Send submissions through a webhook

Create a webhook trigger in Zapier, copy its receiving URL, then add it under the collection's Webhooks settings. The dashboard registers new-submission notifications. Send a sample submission. Use the received field IDs and values to map your action.

Test the destination action

Choose the app and action that should receive the data. Check the sample output, filters and destination account before enabling the Zap. A file-upload event can run once per file, while a submission event groups the form response; select the event that matches the result you want.

If your action creates a Workflow request, test with your own recipient address first. Creating a request can send its enabled invitation and schedule reminders. Confirm the Workflow, recipient, due date and email settings before using live client records.