Save Form Responses From Pupsai to Google Sheets

To get started, you must have:

• A Pupsai account. If not, please refer to Creating an Account on Pupsai.
  • You’ll also need to be subscribed to Pupsai. Please refer to Subscribing to Pupsai.
• A Zapier account. If not, please refer to Sign-up for Zapier.
• A Google sheet with the following column headings:
  • Your spreadsheet should have three (3) column headings:
    • Question
    • Answer
    • Date Created

• If you need help creating a Google Sheet, please refer to Creating the Google Sheets.

Creating a Form Response in Pupsai

• Login into your Pupsai account. Click here for reference.
• From the left navigation menu, select the “Customer Service” menu option.
• Select the “Forms / Requests” menu option.
• Click the “Add New Forms / Request” button. A form will pop-up.
• Enter the required, as demonstrated below:

• Click the “Add button”.
• Click the eye icon on the form response you just created.
• Click the “ADD NEW QUESTION” button. 
• Fill in the required fields of the pop up form.

• Click the “ADD” button.
• Click the back arrow in the top left of the window.
• Select the “Test Your Questions With The Web Widget” tab.
  • You’ll be redirected to the widget preview page.
• Click the widget located in the bottom right of the screen.

• Enter the question used to create the form response, or a question containing the keywords defined.
  • Pupsai will ask the second question you defined.
  • Give an answer to the question

Connecting Pupsai to Pull the Data

• In a new tab, login into your Zapier account. Click here for reference.
• From the left navigation menu, select the “Zaps” menu item.

• Click the “Create Zap” button. You will be redirected to a page resembling the one below:

• In the top left of the window, click in the “Name your zap” section and type a meaningful name for zap.
• In the “When this happens …” section, start typing “Pupsai” in the “Choose App & Event” search bar.
• Select the Pupsai icon when it appears on the screen.
• From the “Choose Trigger Event” drop down list, select “New Form Response”.
• Click the “Continue” button.

• From the “Pupsai (1.0.0) account” drop down list, select your Pupsai account.
  • If you are not seeing your account that means you are not signed into your Pupsai account. To do so, select “+ Add a New Account” from the bottom of the drop down list.
  • You will be redirected to sign into your Pupsai account. Click here for help logging in.
  • Once logged in, you’ll be redirected to your Pupsai dasboard. Close the tab and head back to the create a new zap page.
  • For a second time, select “+ Add a New Account” from the bottom of the drop down list.
  • You will be redirected to Pupsai.com, where Zapier will request permission to access your account. 
  • Click the “Authorize” button to continue. You’ll be redirect back to the create a new zap page.
• Click the “Continue” button.
• From the “Request Process Form” drop down list, select the desired form response.
  • If you are not seeing the desired response, select the “LOAD MORE” button.
• Click the “Continue” button.
  • You’ll be redirected to the “Find Data” section to test that your form response was created successfully pulled from your Pupsai account.

• Click the “Test trigger” button.
  • If the form response was successfully pulled from your Pupsai account, you should see a “We found a formresponse!” message onscreen.
• At the bottom of the screen, you’ll see a box with “Zap is ready – now turn it on!”
• Click the toggle button to turn the zap on. 
• To exit, use the back arrow in the top left of the window.

Connecting Google Sheets to Save the Data

• In the “Do this …” section, start typing “Google Sheets” in the “Choose App & Event” search bar.
• Select the Google Sheets icon when it appears on the screen.
• From the “Choose Action Event” drop down list, select “Create Spreadsheet Row”.
• Click the “Continue” button. 

• From the “Google Sheets account” drop down list, select the Google account you wish to use.
  • If you are not seeing your account that means you are not signed into your Google account. To do so, select “+ Add a New Account” from the bottom of the drop down list.
  • You will be redirected to sign into your Google account, or select one from a list of accounts and follow the instructions on screen to complete the login. 

• Once signed in, Zapier will request permission to access your google drive.
• Click the “Allow” button to continue. You’ll be redirected back to the create a new zap page.
• Click the “Continue” button.
• From the “Drive” drop down list, select “My Google Drive”.
• From the “Spreadsheet” drop down list, select the name of the spreadsheet with the information.
• From the “Worksheet” drop down list, select the name of the worksheet with the information.
• From the “Question” drop down list, select the desired question + answer form response. If you are not seeing the desired form response details, select “Show All Options”.
• From the “Answer” drop down list, select the desired question + answer form response. If you are not seeing the desired form response details, select “Show All Options”.
• From the “Date Created” drop down list, select the response time received. If you are not seeing the desired form response details, select “Show All Options”.
• Click the “Continue” button. You’ll be redirected to the “Send Data” section to test that your spreadsheet was connected successfully.
• Click the “Test & Continue” button.
• If successfully connected, you should see a “Test was successful!” message onscreen.
• At the bottom of the screen, you’ll see a box with “Zap is ready – now turn it on!”
• Click the toggle button to turn the zap on. 
• To exit, use the back arrow in the top left of the window.

Verifying the Form Response was Saved in Google Sheets

• Open the Google Sheet you used to create the zap.
  • You should see the information on the sheet.

Automatically Populating the Google Sheet
Now that the zap is activated, once a form response was triggered in your Pupsai account, Zapier will automatically update the Google Sheet