Don't leave Typeform to annotate relevant stuff in your Context dashboards
With Context API you can integrate in minutes and automatically send relevant business events to your Context dashboards. With our API and some coding skills, you have full control over what you send to Context.
However, if you don't have the needed coding skills, you will also be able to do it with just a few clicks, taking advantage of tools such as IFTTT and Zapier.
Other examples that may be interesting for you
Here you have a couple of previous examples:
- Track your competitors' Twitter activity with Context API and IFTTT
- Connect Context and Mailchimp with Zapier
In this example, we're going to see how to add annotations in your Context dashboards with Typeform.
Context meets Typeform, thanks to our API & Zapier
We want you to do less repetitive and useless tasks, eliminating the need for adding manual annotations forever.
However, we don't want to tell you which tool or channel you should be using if you still need to log your annotations manually in Context. We'd love you to do so using your favorite tools.
That's why we think that integrating Context and Typeform could be very useful. Keep reading if you are interested :)
So, let's see how can we add annotations in Context reports from Typeform without writing or coding.
First things first: what is Zapier?
Zapier is a very easy to use automation service that allows you to move info between your web apps automatically
Basically, it's a platform that helps you connect most of the apps you use every day, automating many tasks without development skills.
A few examples of what you could do with Zapier:
- Save new Typeform entries to a Google Spreadsheet
- Create Trello cards from new Google Sheets rows
- POST new MailChimp campaigns to a webhook URL
- POST new Typeforms to a webhook URL
Let's see the last example in details: If a new Typeform is completed, send an annotation to my Context dashboard.
1. Create your Context account
We're still in private beta mode. So, if you didn't make it up to this stage, feel free to request free early access for our public beta. Coming soon...
2. Create your Zapier account
Go to Zapier and create your account. It's free.
3. Create a new Zap
Click on the big and red "Make a Zap" button in the navigation menu:
4. Choose a trigger app
Time to select the trigger for our action. In our example, we will use Typeform as the service that will trigger our desired action. So let's filter by "Typeform" and select the service.
5. Go on with the "New Entry" option, the only one you have :)
6. Connect your account and test that everything works fine
Time to connect your Zapier and Typeform accounts so everything runs smoothly:
7. Set up Typeform entry
Specify the "Form" you want to use to send annotations to Context.
This means that you have already created your Typeform, as explained before.
8. Pick a sample message to set up the Zap
This step will be useful for the next configuration requirements:
9. Time to create the action step
Choose the only option available at this moment:
10. Filter by "Webhooks"
11. Select "Post" option
Copy the URL from Context:
Paste the URL in Zapier:
Choose "json" as "Payload type"
On the data section, do as follows:
- title: it's the annotation title you will see in your Context reports. This field is mandatory. We'll use the title that the user filling up the Typeform uses.
- category: it's an attribute you can use to categorize your annotations in a way that fits your needs. This field is mandatory. We'll let the user select the option in the Typeform.
- description: you can use this field to add additional details about the annotation. This field is mandatory. We'll use the message that the reporter uses to describe the annotation.
- publishDate: This field is mandatory. You have two option: using a specific question in your Typeform to ask about the date when the event took place, or you can use the timestamp when the Typeform was sent.
- url: if you want to match your annotation with a given URL for further details, you can add it here. This field is optional. We used a field type in Typeform to ask the reporter for one URL.
The rest of the fields will remain as they are. We can continue.
12. Name your Zap and turn it on
14. You're done!
And that's it. Next time you or anyone fill up your selected Typeform...
... you will see an annotation in your context reports: