Concept of the Zapier Integration
Our Zapier Integration allows you to capture data in Reflective without relying on the Reflective Form to collect that data. Zapier has access to countless other app platforms that you may want to use to collect data.
For example, you may want to generate a Submission Card in your Reflective work flow with data from an email you received. As another example, you may want a Submission Card created in your work flow every time you get a new Calendar Event in your Google Calendar.
The Zapier integration serves as the middle man, stream-lining your Email or Calendar data into a concise, organized submission card in Reflective.
How does it work?
Make a Zapier Account
To start connecting Zapier and Reflective, go to the Zapier homepage. Sign up with Google or your work email, using the same email or Google account you used to create your Reflective account. Go through their Set Up Account process, selecting your Role and Company Size as well as apps you tend to use.
Connect to your Reflective Account
Click 'My Apps' on the left hand panel of the homepage. This will take you to a page with all of your connected apps and you can easily add new app connections.
Search for Reflective
Search for Reflective in the Apps page. Click Connect or Add Connection.
Get API Key
Once you hit Connect, a new Zapier window will open asking you for your Reflective API key.
Your API key can be found under 'Account Settings' in Reflective. Click here to access Account Settings: https://ui.reflective.co/account/settings. Scroll down on the Settings page to the place that says 'API Access'. Copy the hidden API key. Return to the Zapier access window and paste the API Key in the key field. Hit 'Yes, Continue'.
Now Reflective has been connected and will be displayed in your App Collection. Return to the homepage to start building your first integration.
Search for Reflective to start building your first Reflective Zapier Integration
In the upper right of the Zapier homepage, you'll find the Search feature. Search for Reflective in their App collection.
You can also click on this link to immediately reach the Reflective Integration page: https://zapier.com/apps/reflective/integrations.
Choose App to Connect with Reflective
Now that you have navigated to the Reflective app in Zapier, choose what app you want to connect with Reflective. You can either search for a target app, or select from the example connections provided below.
- Create Reflective submissions with new records in view in Airtable
- Add Reflective submissions from new rows in Google sheets
- Produce Reflective submissions from new database items in Notion
- Create Reflective submissions from new Typeform entries
- Generate Reflective submissions from new responses in Google Forms
For this example we're going to use Google Calendar.
Once you've chosen the app you would like to connect with Reflective, you need to connect the two with a trigger and an action.
Select Trigger: The trigger is related to the app you've chosen to connect with Reflective. Zapier will automatically provide you with several triggers to choose from, describing them under 'All Triggers & Actions'.
For our Google Calendar example, we're going to choose New Event as our trigger. This means that every time a New Event is generated in a Google Calendar of our choosing, a Reflective action will be triggered.
Select Action: The action refers to the action that will be taken in Reflective when the trigger occurs. Since we are using Zapier as the middle man to collect data in Reflective without a Reflective form, the action we want triggered is 'Create Submission'.
For our Google Calendar example, scroll to the last option in the action dropdown menu and select 'Create Submission' with the Reflective logo. This means that every time a New Event is generated in our Google Calendar, we will take data from that event to generate a new form submission in the Reflective app.
Begin by choosing an account in the app you've specified to connect to Reflective. In our example, connect to your Google account to gain access to your Google Calendar.
Set Up Action
Since you are syncing data from another app into Reflective, you need to have a Reflective form where the data will land. For example, with our Google Calendar case, we may want to sync the Event Creator, Date of Event, and Time of Event from a New Calendar Event. To this end, you want to have a form in Reflective with fields for this data.
If the form you would like to connect has already been created in Reflective it should be an option in the Form drop down menu. Otherwise, go create a form with associated fields in Reflective and come back to Zapier.
For information regarding creating a new form, visit Create a Form.
When you select the Reflective form in the Set Up Action stage, all of the form fields should appear in Zapier. You then want to choose what data you want to land where. For example, Zapier has access to many data points regarding my Google Calendar New Event: Summary, Description, Organizer Email, etc. For each Reflective form input, select what data you would like to sync with it from your Calendar Event.
Once you have set up your action, Zapier allows you to test it with existent data. You can use Test & Review to send a Reflective Submission. If it worked successfully and you received a submission in your Reflective environment, then hit Turn On Zap to use this Zapier integration on all future connections between your app of choice and Reflective forms.