Overview

If you have enabled email notifications in Customer Fields and have multiple forms, you may have realized that these notifications are currently global to the app and cannot be customized for specific forms. We're considering to add form specific notifications as a feature in a future version of the app, but in the meantime our integration with Zapier allows Customer Fields users to get notified in a variety of ways -- including Email, Slack, SMS, and more.

There are countless different ways to use Zapier with Customer Fields to streamline your workflows and make your customer data more accessible. If you haven't connected Zapier with Customer Fields yet you can find more details here:

Form specific notifications with Zapier

The purpose of this particular help article is to provide some details on how to set up notifications when a customer submits a specific Customer Fields form. Below you'll find guided examples for setting up notifications via Email, Slack, or SMS using Zapier, but with over 2,000 integrated apps on Zapier's platform there's lots of other ways to be notified as well!

Zap templates

We've created zap templates for each of the examples below to help get you started. All of the templates are configured to use the 'New Form Submission' trigger from Customer Fields, which is an "instant" trigger that works to automatically pull in data each time a specific form is submitted. ⚡

Connect your account and select a form

When configuring the 'New Form Submission' trigger for any of the zaps, you'll first need to select the proper Customer Fields account for your store's domain. Once you have connected your Customer Fields account, you can then select the specific form you want to use for the notifications. After you select a form you will need to pull in some sample submission data which will be used to configure the rest of the zap.

Email notifications

Zap template

This template uses the 'New Form Submission' trigger from Customer Fields and the 'Send Outbound Email' action from Zapier.

Use the button below to access the zap template:

Customize the Zap

When using the template above, you'll first need to select the proper Customer Fields account for your store's domain within the 'New Form Submission' trigger. Once you have connected your Customer Fields account, you can select the specific form you want to use for the email notifications. After you select a form, you will need to pull in some sample data to continue to the email step of the zap.

On the 'Send Outbound Email' step of the zap you can customize the email settings to your liking. This includes the recipient email address for the notifications, the subject and body of the email, and more. We suggest using some of the dynamic variables from the Customer Fields step of the zap to display relevant information, like so:

Save, test, and enable

Once you have configured the zap's trigger and action, you will then want to run a test in Zapier to make sure the zap is working properly. When you're done testing, make sure to save your changes and turn on the zap!

Slack notifications

Zap template

This template uses the 'New Form Submission' trigger from Customer Fields and the 'Send Channel Message' action from Slack.

Use the button below to access the zap template:

Customize the Zap

When using the template above, you'll first need to select the proper Customer Fields account for your store's domain within the 'New Form Submission' trigger. Once you have connected your Customer Fields account, you can select the specific form you want to use for the Slack notifications. After you select a form, you will need to pull in some sample data to continue to the Slack step of the zap.

On the Slack step you'll first need to select the proper Slack account. Once you have connected your Slack account, you can customize the action. We've chosen the 'Send Channel Message' action since it works great to notify multiple team members at once, but you can also use the 'Send Direct Message' action instead. Of course you are welcome to customize the message details to your liking, including the content of the message. We suggest using some of the dynamic variables from the Customer Fields step of the zap to display relevant information, like so:

Save, test, and enable

Once you have configured the zap's trigger and action, you will then want to run a test in Zapier to make sure the zap is working properly. When you're done testing, make sure to save your changes and turn on the zap!

SMS notifications

Zap template

This template uses the 'New Form Submission' trigger from Customer Fields and the 'Send SMS' action from Zapier.

Use the button below to access the zap template:

Customize the Zap

When using the template above, you'll first need to select the proper Customer Fields account for your store's domain within the 'New Form Submission' trigger. Once you have connected your Customer Fields account, you can select the specific form you want to use for the SMS notifications. After you select a form, you will need to pull in some sample data to continue to the SMS step of the zap.

On the 'Send SMS' step of the zap you'll need to connect your Zapier SMS account. If you haven't used SMS on Zapier before you'll need to verify the phone number you wish to send text messages to. After you select your Zapier SMS account, you can customize the message details, like so:

Save, test, and enable

Once you have configured the zap's trigger and action, you will then want to run a test in Zapier to make sure the zap is working properly. When you're done testing, make sure to save your changes and turn on the zap!

Advanced use-cases

You can use multi-step Zaps for even more control!

Steps for filters, paths, and more

For more advanced use-cases you may want to add extra steps into the zap to filter data by a specific data column value. You can also use Zapier's "paths" to handle multiple different actions in a single zap based on different filters or conditions.

For example, you could set up a filter using 'Filter by Zapier' to only send an email notification for customers that select 'United States' as their country:

Or, you could set up a path using 'Paths by Zapier' to send completely different notifications based on the values from a specific field or set of fields (e.g. if a customer selects 'Sales' as their inquiry type then send a Slack notification to a "sales" channel, and if a customer selects 'Support' as their inquiry type then open up a new ticket in Zendesk).


Need help with CF/Zapier?

Reach out to our Support team via chat or email and we'll be happy to assist!

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