Generate custom flows with Zapier AI

Use Zapier AI to create zaps directly from the Connect panel in Typeform by entering a prompt describing your flow and the tools you want to connect.

Zapier AI lets you get started with connecting apps by simply describing the flow you want to generate using non-technical language. You can find out more about Zapier AI here.

For the best results, try to include information about the type of tools you want to use when certain conditions are met. You can mention a specific tool, for example, Mailchimp, or be more general and just say that you want to send data to a marketing automation tool.

An example prompt could be something like the ones below:

- When someone responds with Yes to question 3, send their response to Google Sheet and send an email to the team.

- When someone responds to the email question, send them an automatic reply that we received their response.

Feel free to get creative and play around with your prompts! You can use Zapier AI to build complex workflows by connecting several tools.

Here’s how you can start using Zapier AI to generate custom flows:

1. Log into your Typeform account, open up the form you want to use in your Zapier AI flow, and navigate to the Connect panel.

Now you’ll see the Zapier AI option with a text field that includes a simple example flow in the Connect panel.

2. Describe the flow you want to create with Zapier AI and click Generate flow when you’re done. In this example, we want to connect our form to HubSpot and Slack.

You don’t need to use technical language in your description, and you don’t even need to mention specific apps if you’re not sure what tools you’ll need to get the desired results. However, you can get better results if you include which apps, triggers, or actions you want to use.

3. Now you’ll see the workflow suggested by Zapier AI. You can click Reset to create a new flow, or Create workflow to get started with the suggested workflow.

4. Now you’ll be taken to your Zapier account. Select the account you’ll be using, and click Authorize to grant Typeform permissions to connect to your Zapier account.

5. You’ll be taken directly to the Zapier editor. Click Continue or click Change next to your email address if you want to use a different Typeform account.

6. Search for or scroll down to find that form you want to include in your workflow, and click the radio button next to the name of the form.

7. Click Continue.

8. Click Test trigger to check that everything is working correctly.

9. In this example, the integration has found some existing records from Typeform. You can select the radio button next to an existing entry and click Continue with selected record.

If your form doesn't have any responses yet, a test record will be created for you that you can select to continue building your flow.

Alternatively, you can search for a different record and select the Find new records button to do so.

10. The HubSpot Action event field has been pre-populated to Create Contact based on your prompt. You can also search for or scroll down to select a different HubSpot event from the dropdown list.

In this example, we’re creating a new contact in HubSpot when someone submits a response in Typeform. When you’re done with selecting your Action event, click Continue.

11. Populate the information about the properties you want to retrieve, and click Continue.

12. Click Skip test if you don’t want to test this step, or Test step to get some test results in your HubSpot account.

13. Click Continue to move on to setting up the connection with Slack.

14. Search for or select a Slack Action event from the dropdown list.

For example, a Slack Action event can be sending a direct message to a single user or a channel, or even setting a channel topic or removing a user from a channel. You can browse through the available options and select the one that fits your needs here.

15. After selecting your Action event, click Continue. In this example, a direct message will be sent in Slack when someone submits their responses in Typeform.

16. Select who will be receiving a Slack message when the form is submitted. Type the message you want to send in the Message Text field, and click Continue when you’re done.

You can send messages to more than one user if you select the radio button next to the Yes option in the Send Multi Message dropdown list.

17. Click Skip test if you don’t want to send a test message to Slack, or Test step if you do.

18. Click Publish when you’re done with setting up your Zap.

Your Zap is now live! You can toggle the Turn Zap off switch to turn it off, or click the Edit Zap button to update your settings.

In the example above, we’ve generated a flow where a new HubSpot contact is created, and a Slack message is sent to the selected user every time someone submits their responses in Typeform, all with the help of a simple prompt fed to Zapier AI.

When someone submits their responses to your form, a new contact will be created in the HubSpot account you’ve selected.

The user you’ve specified will also receive a direct message in Slack with the custom message text you’ve added while setting up your zap.

Zapier AI is currently a beta feature. You can find out more about the latest updates to the feature on the Zapier help center.