The integration between GUIDEcx and Typeform enables the storage of form responses in GUIDEcx as an internal note and the automation of task statuses when a Typeform response is received.
When a GUIDEcx project is created, the integration creates a project-specific Typeform Link and adds it to a Merge Tag configured in Recipe Builder.
When the assignee receives the task assignment email from GUIDEcx, clicks the link, and fills out the form, the integration will automatically update the task status and add the form responses to the task or project as an internal-only note.
Understanding the GUIDEcx/Typeform Integration
The GUIDEcx/Typeform integration consists of 2 recipes.
The Create Typeform URL for GUIDEcx Project recipe updates a custom merge tag to include the link that adds the GUIDEcx Project ID to a hidden field of a Typeform form.
The Update GUIDEcx Task from Typeform Response recipe adds the responses as an internal note and updates tasks within the project as configured.
Setting Up the Typeform Integration
Follow these steps to set up the Typeform Integration in Recipe Builder.
Ensure that you have a GUIDEcx Connection set up in Recipe Builder.
Install the Recipes.
In the recipes tab, search for the following recipes by name and hit enter to return the search results by recipe instead of application.
Create Google Form URL for GUIDEcx
Import Google Form Response to GUIDEcx
Typeform uses a client ID and secret for each form to authenticate.
Set up the Recipes.
Refer to the individual articles for instructions on how to set up the recipes:
Setting up your Typeform for Use in the Recipes
Context across Typeform and GUIDEcx is maintained via hidden fields
Define hidden fields when viewing a survey within TypeForm:
Top-right "Logic" --> "Personalize with Data" --> "Hidden Fields"
Add hidden fields for any data you want to send with the form submission.
When you press "Publish" you'll now see that the URL includes the hidden fields:
Hidden field population methods:
Manually fill in the values before sending the URL to a user
Have a recipe automatically edit the URL
Typeform Client ID and Secret Creation
To automate response collection and project definition, Typeform must be connected to Recipe Builder through a client ID and secret for each form.
App Registration Documentation:
Within Typeform, complete the "register a new app" process:
Top-right avatar --> "Your Settings" --> Lower-left "Admin settings" --> "Developer apps" --> "Register a New App"
The most important setting in the app registration screen is the redirect URI. This is what allows Recipe Builder to connect Typeform with GUIDEcx. Its value should be set to "https://www.workato.com/oauth/callback"
Typeform will display your app's Client ID and Client Secret.