Seize information and immediately set off workflows

Each workflow wants a place to begin, a method to seize the fitting particulars on the proper time. Whether or not you are accumulating buyer suggestions, routing help requests, or gathering information for a fancy course of, the enter is what units every part in movement. However too typically, varieties are simply information assortment instruments, leaving you to manually bridge the hole between submission and motion. An automation-first type can change the sport.

By layering in Zapier Types, you’ll be able to instantly join replies to your present workflows, turning enter into actions—with out code or context-switching. Anybody in your crew, technically inclined or not, can construct varieties that begin automated workflows securely and at scale. To find out how, maintain scrolling.

What you may discover on this information

What’s Zapier Types?

Types is a drag-and-drop type builder that allows you to accumulate information like leads, inside requests, and suggestions, then route responses to the fitting app robotically. It’s also possible to customise numerous area sorts—together with textual content, dropdown menus, checkboxes, and file uploads—so your varieties at all times embody the suitable enter kind on your functions.

With Types, you’ll be able to:

• Cut back software sprawl. Standalone type builders require extra tooling. As a result of Types is native to Zapier, it connects to automated workflows with instruments you already use at no additional value. Plus, there isn’t any submission-based pricing—it doesn’t matter what Zapier plan you are on, all Types triggers and actions are free.

• Act on type submissions instantly. Types has its personal Zapier integration, so that you set off workflows and even Zapier Brokers from submissions. It’s also possible to hyperlink Types to Zapier Tables (to retailer your information) and embed Zapier Chatbots (to interact prospects). 

• Co-create with AI. Proper from the Types dashboard, you’ll be able to entry our AI assistant Zapier Copilot. Chat with it utilizing pure, on a regular basis language to have it suggest type fields, conditional logic, and Zaps, and even outright construct these issues for you.

• Construct and launch quick. You do not should be a technical wizard or a design professional to create personalized, branded varieties. The drag-and-drop builder lets anybody at your org arrange safe consumption instruments that look nice.

You may personalize your type and its touchdown web page together with your model colours, use a customized area, and even embed your type on an present web site.

To start out constructing now, attempt one in every of these ready-to-use templates:

Lead Technology Kind

Effortlessly seize and convert leads with our intuitive type builder.

Worker Suggestions Kind

Effortlessly collect invaluable insights with our customizable worker suggestions type.

Touchdown Web page Template

Create a easy touchdown web page on your advertising and marketing marketing campaign or product launch.

When ought to I take advantage of Types?

Most type builders cease at accumulating responses. If you want extra, like user-friendly, baked-in automation, and the power so as to add a number of motion steps and conditional logic—that’s when it is best to flip to Types.

Nonetheless questioning if it is proper on your crew? Use these indicators as steering:

• You are pissed off with costly type instruments that cost per submission, or scale primarily based on utilization somewhat than worth. You have tried different type builders, however prices balloon as your crew grows. Otherwise you’re managing a number of consumption instruments that create information silos. For instance, you may use one type for buyer inquiries and one other for inside requests, however now your information lives in disconnected locations and also you’re paying for each instruments individually.

• You might want to launch consumption workflows rapidly with out technical assist. Constructing advanced logic or multi-step routing in different instruments requires developer sources, which may value money and time. With Types, anybody in your org can launch workflows in minutes, with Copilot constructing logic and automatic workflows for you robotically.

• You need type submissions to set off automated workflows throughout your whole tech stack immediately. Counting on exterior instruments means your type information sits disconnected out of your automations, forcing you to manually export, copy, or route submissions between platforms. With Types, you seize information as soon as and have it robotically stream to the fitting apps and workflows—whether or not that is your CRM, venture administration software, or notification system—providing you with a centralized answer for consumption that eliminates information silos and connects on to your small business processes.

Get began with Zapier Types

Earlier than you begin constructing, it helps to know the fundamental construction of Types tasks: pages and elements.

Pages are particular person touchdown pages in your Types venture. Every web page can have completely different varieties or mixtures of elements, relying on what your venture is for.

Parts are the constructing blocks you add to pages. They are often interactive parts that accumulate data or show parts that manage your content material. Listed here are a number of the kinds of elements you’ll be able to add:

Interactive elements accumulate enter and allow actions:

• Types accumulate person enter by fields like textual content bins, dropdowns, and file uploads.

• Buttons let customers navigate between pages or set off particular actions.

• Hyperlink playing cards present navigational hyperlinks in a card-style format.

Knowledge and show elements enable you current data:

• Textual content provides headings, paragraphs, and formatted textual content to your web page.

• Tables show structured information in rows and columns.

• Kanban boards visualize tasks with customizable columns.

And superior elements prolong performance:

• Zapier Chatbots add AI-powered assistants that customers can work together with.

• Embed shows content material from exterior web sites utilizing iframes

• Stripe fee allows safe fee processing

The way to arrange a type

Now that you simply perceive what Zapier Types can do, I will present you learn how to create one.

To start, head to zapier.com and log in to your account. On the Member House web page, click on Kind.

You may be offered with 3 ways to construct:

I will stroll you thru establishing a fundamental type and its corresponding web page with every of the 3 ways to construct. Later on this publish, you may learn to robotically ship type responses to different apps, customise the design, handle customers, share your type, or embed your type on one other website.

Making a type with Zapier Copilot

Zapier Copilot is an AI assistant that helps you brainstorm, construct, configure, and preserve techniques throughout Zapier’s ecosystem of merchandise. 

To start out constructing with Copilot, click on into the chat window.

Now kind within the type of type you need to construct, identical to you’ll when you had been prompting one other AI software. (In case you need assistance with this step, try these prompting suggestions.)

If you’re prepared, click on Generate type. This can take you to a type editor. On the left-hand facet, you may see a brand new dialog with Copilot, which is able to look one thing like this.

Give Copilot suggestions on its proposed plan, or give it the inexperienced mild to begin constructing. A draft of your new type will seem on the fitting facet of the shape editor.

Making a type from an present Zapier desk

In case you’re already utilizing Zapier Tables to automate your information, you will get a head begin on constructing a type by creating a brand new one from an present desk. On the Types web page, click on Begin from a desk.

Within the pop-up window, choose the desk you need from the dropdown menu.

Then click on Create type. You may be taken to the shape editor, the place you may see a type with fields that correspond to your desk’s columns.

Making a type from scratch

On the Types web page, click on Clean type.

You may be directed to the shape editor. On the left, you may see a window the place you’ll be able to chat with Copilot if you’d like assist throughout the constructing course of. On the fitting, you may see a barebones type.

For a extra centered view, click on the left-pointing arrow within the Copilot chat window to break down it. (You may reopen Copilot anytime by clicking the icon within the bottom-left nook of the window.)

Now it is time to edit the shape title, description, and fields. To edit a bit, hover over it and click on Edit.

This can open a menu with choices to regulate the content material, width, and alignment of your title. Utilizing Markdown—a light-weight language for formatting textual content—you are able to do issues like daring or italicize textual content, or select a heading fashion.

If you’re achieved adjusting your title, click on the outline textual content and edit it to your liking.

Subsequent, you may need to alter your fields. Click on the shape space to open the Settings menu. From right here, you’ll be able to alter numerous facets of the shape fashion. For now, simply click on the sector you need to change.

You may be taken to the Discipline Settings menu.

From right here, you’ll be able to change particulars like the sector kind, the sector’s label (what really seems on the shape), and whether or not individuals are required to fill out this area. 

If you’re achieved customizing your first area, hover over it and click on Add area so as to add extra.

Customise the settings, then click on Insert area to see it seem in your type preview.

Now repeat for as many fields as you want.

AI Content material Concept Generator Template

Submit content material concepts and have OpenAI generate extra and associated concepts robotically.

Superior Video Course Template

Create an 10-part on-line video course with suggestions varieties and workflows.

Doc Approval Template

Add and retailer paperwork for approval with computerized notification emails.

If you create a type, it robotically creates a touchdown web page that homes that type. By clicking Web page Choices, you’ll be able to edit your web page title, meta title, and URL.

If you wish to add extra pages to your general venture, you’ll be able to click on the plus signal (+) on the high of the display. So as to add extra elements to a web page—like, say, a Stripe fee element or a chatbot—click on the plus signal (+) underneath your type.

What if you wish to retailer your submissions someplace aside from a Zapier desk, or ship them to an app? That is once you’ll need to combine your type with different apps.

Join your type to different apps

Your type will not work until you join it to a different app—as a result of type submissions need to go someplace. With Zapier Types, you might have three selections: join it to Zapier Tables, join it to your spreadsheet or database app of alternative, or set it to set off an automatic workflow.

To attach your type to a Zapier desk, click on in your type and go to the Knowledge tab. You may have an possibility to choose an present desk or create a brand new one.

If you need your information to stream into, say, a Google sheet or a Notion database as an alternative—or another app—go to the Actions tab. Then click on Add motion.

On the next display, Run Zap can be pre-selected because the motion. Click on Create Zap to open the Zap editor. That is the place you may construct an automatic workflow to attach your type to your desk or spreadsheet app of alternative.

Within the Zap editor, your Zapier Types set off will already be chosen for you. Click on the plus signal (+) underneath the set off so as to add an motion. I need to ship type submissions to a Google sheet, so I’ll decide Google Sheets as my motion app and Create Spreadsheet Row as my motion occasion. Then I will join my account. 

If you’re achieved establishing whichever motion occasion you need, click on Proceed.

Within the Configure tab, populate no matter fields you have to. Then check your step to ensure it really works.

You may very properly cease there—or you’ll be able to proceed including actions. For instance, you can add actions to ship your self an e-mail with the shape submission, kick off follow-up communications, or create duties in Asana. 

Everytime you’re achieved including actions, click on Proceed, then check and publish your Zap.

Regulate the theme and branding

With paid plans, you’ll be able to customise your type and its corresponding web page to match the appear and feel of your model. I will briefly cowl the enjoyable half: making your type fairly. Click on on the Theme icon within the left sidebar.

When you have preset model colours (otherwise you simply get pleasure from selecting colours your self), you’ll be able to change nearly something—from web page background to textual content shade and even the shades of grey you like. As you alter your theme, you can see the way it appears on the right-hand facet of your display. 

The Branding icon additionally permits you to use your personal brand and favicon (the icon that seems on the browser tab or window once you go to a web site).

Handle entry and customers

You may management who can view the touchdown pages and their corresponding elements you construct with Zapier Types by clicking on the Entry & Customers icon within the left-hand sidebar.

If you click on into the Entry area to increase the dropdown menu, you may see 4 choices to select from: 

• Anybody with the hyperlink: That is the default possibility. Your type can be accessible to anybody who has the hyperlink. 

• Anybody with the password: Solely customers who’ve entry to a password you share will have the ability to entry the shape.

• Managed customers solely (one-time password): Solely particular customers you arrange with a one-time passcode can have entry.

• Managed customers solely (superior login): Solely particular customers you arrange with a magic hyperlink or a Google account can have entry.

Share and embed your type

It’s also possible to invite coworkers out of your Zapier account to edit your varieties, and examine any linked Zaps. That is nice information when you’re collaborating on a course of with members out of your crew, as you’ll be able to work on constructing out completely different elements collectively. 

To ask somebody out of your crew, click on Share on the top-right nook of your dashboard.

Click on into the dropdown menu to pick out somebody out of your crew.

If you wish to share a web page by its URL, click on into the Hyperlink tab, then copy the URL to your clipboard.

To embed a type on one other website, click on the Embed tab. From the dropdown menu, choose the shape you’d wish to embed into your website.

You may alter the peak and width of your embed code, and alter different settings like together with the web page background. As soon as you’ve got achieved that, choose the code snippet kind from the dropdown menu, then copy the embed code to your clipboard.

Provoke workflows from Zapier Types 

Zapier Types is the no-code, automation-powered type builder that allows you to create your personal customized answer for information assortment—whatever the instruments you utilize or your technical abilities. If you use Zapier Types, you’ll be able to focus in your most necessary work and spend much less time preventing your apps.

In case you’re able to get began, head to the Types web page, or go to the template library to see extra examples to select from.

This information was initially revealed in September 2023 by Krystina Martinez. It was most just lately up to date in December 2025.