Zapier makes it easy to connect websites and applications together. Submittable’s Zapier integration lets you connect new submission events to other applications, such as Google Sheets, SMS, Gmail, Slack, Mailchimp, and many others.

How to integrate Zapier with your Submittable Account:

  1.  Log in to your Submittable account and go to More > Account > API access.

  2. If your API access is not yet enabled, click the Enable API Access button.

  3. Note that if you are wanting to enable Submittable's V3 read/write API, you will need to request this by writing to support@submittable.com. If you don't need the write capability, simply copy the V2 API key, which is instantly available once enabled.

  4. Go to Zapier.com and either sign-in to your existing account, or create a new Zapier account by choosing the Sign-Up option. You can also simply click on one of the popular Zap use cases (the blue buttons that say Use this Zap) to go directly to the Zapier page for that particular Zap.


  5. Once you have an account and are signed into Zapier, click the Create Zap button.

  6. Search and select the application you want to use with Zapier. For new Zaps connecting with Submittable, the correct selection will appear as Submittable Beta. You can find this by entering Submittable into the Search bar.


  7. Select the Submittable trigger you would like to use, then select a trigger event from the drop down menu. The trigger is the action within Submittable that will start your automated workflow. For example, you could choose for a workflow to trigger when a submission is received or when a new team member is added to your organization. Here is a list of trigger events you can choose from to initiate your Zap.

    • New Note - Triggers when a new note is added to a submission.

    • Internal Form Updated - Triggers when a new Internal Form is submitted.

    • New Submission - Triggers when new submissions arrive in your Submittable account

    • Submission Status Change - triggers when a submission's status changes

    • Reference Form Received - Triggers when a reference form is received for a submission

    • Fund Awarded - Triggers when a submission is awarded money from a fund.

    • Fund Paid - Triggers when awarded money is marked as paid in a submission.

    • New Team Member - Triggers when a new team member is added to your Submittable account. If the new team member does not already have an account, the event triggers when the invitation is accepted

  8. Choose the Submittable account that you want to be connected to your Zap.

  9. Select the specific Projects from within your account that you want to function with this Zap. When a submission comes in to any of these projects, the trigger will be activated.



  10. Zapier will ask you to test your trigger. You should see the following dialog box when this happens. Click the Test Trigger Button.

    A successful test will look like this, and will show data about the found submission just below.

  11. Select an action that you want to occur after a successful trigger. You can connect trigger events to different possible actions in a wide variety of applications such as Google Sheets, Slack, SMS, Gmail, Google Calendar, Mailchimp, and others. The example below creates an action to record the submission in Google Sheets.


  12. Choose the account that you would like to tie your action to (in the example above, you would want to tie the action to the appropriate Google/Gmail account.

  13. Depending on the action you select, Zapier will walk you through remaining steps necessary to complete your Zap.

  14. Once finished, you will be prompted to test your action, the same way as you tested your trigger.

    You will have the option to either Test and Review the outcome, or Test and Continue.

  15. Once you've completed the test successfully, you'll be prompted to to turn on the Zap.

    Note: If you run into any issues that prevent a successful test, follow the troubleshooting prompts to correct any issues.

  16. Once your Zap is successfully activated, you'll see it the following image, with check marks beside the trigger and the action. You may edit the Zap trigger at any time by clicking on the Edit button to the right of the trigger description.



Some additional available Submittable Zaps:

Salesforce:

Slack:

Gmail:

MailChimp:

Google Sheets:

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