4 ways to automate Softr with Zapier

Softr is a super flexible no-code app builder. With an intuitive drag-and-drop editor, Softr makes it easy for non-technical folks to whip up custom-made business tools, like customer portals and internal databases. 

But once your app is live, managing users, forms, emails, and data across platforms can cost you valuable time. And that's where automation can help. With Zapier, you can build automated workflows (we call them Zaps) that connect Softr to your other tools in minutes, safely and securely. 

Want Zaps that connect your data, send emails for you, and handle your busywork automatically? Then keep reading for some handy pre-made workflows and inspiration.

Table of contents

• Onboard new Softr users from form submissions

• Create Softr users from new sales and subscriptions

• Remove users after cancellations or unsubscribes

• Use new database records to create or remove users

Onboard new Softr users from form submissions

When you're building with Softr, there's a good chance you have a form—for, say, signups or orders—that collects information. Manually transferring that information into Softr is tedious and an easy way to make mistakes. It's also unrealistic to keep up with as your business scales. 

With the Zaps below, every new submission from Typeform, Google Forms, or Jotform automatically creates a user in Softr. (And Zapier connects to tons of other form builders, too, if you'd rather pull submissions from another source.) The result? Your users get instant access to your app, so you and your team can stay focused on other high-leverage tasks, like marketing, product development, or customer support.

Create new Softr users from sales and subscriptions

Customers appreciate immediacy. When someone buys a product or service of yours—whether it's a course, software product, or even a private community—they expect the handoff from payment to be snappy. The problem is, manually setting up user accounts tends to be anything but, and it's easy to make data entry mistakes when you're rushing.

Luckily, Zapier can streamline the whole onboarding process. Every time there's a new purchase or subscription in Stripe, Shopify, or PayPal, the Zaps below will automatically create a user in Softr for you. That means your customers can start using your service immediately without waiting for someone on your team to manually key in data.

Pro tip: Want to connect with a different payment processor or build a more complex automation with various tools? With Copilot, our AI-powered Zap builder, you don't have to whip up a new workflow from scratch. In the Zap editor, just describe your setup, and Copilot will suggest the right triggers, actions, and field mappings for your specific combination of apps. Read our guide to using Copilot.

Remove users after cancellations or unsubscribes

As your business grows, staying on top of user access can feel overwhelming. It's especially tricky to manually deactivate accounts if someone cancels their subscription or removes themselves from your email list. 

You're up against a coordination challenge: You need to make sure the right access changes occur across multiple (probably) disconnected systems—all while you're focusing on getting other work done. All that chaos and context switching can easily lead to errors—including billing customers in error or providing access to people who shouldn't have it. 

The following Zaps make this easy by removing users from Softr the moment they're flagged for cancellation or removal. Whether you're tracking users in Stripe, Mailchimp, or a simple Google sheet, these automated workflows ensure your user lists remain accurate without any extra hassle.

Use new database records to create or remove users

Another reality of a growing business is that your data will end up in multiple places, like CRMs, spreadsheets, custom databases, and internal systems. But if your Softr app isn't linked up to these sources, you're stuck constantly importing data or manually typing in user record updates. Which is repetitive, easy to mess up, and honestly, not the most efficient use of your time.

Delegate the work to computers by connecting Softr to your database with Zapier—you'll turn your existing data into a single source of truth for your app, making user management so much smoother. Every time a customer record is created or updated in Airtable, MySQL, or Google Sheets, these Zaps make sure Softr reflects the latest information. This way, you and your users don't need to worry about duplicate data.

Pro tip: With Formatter by Zapier, you can clean up messy database records before creating Softr users. Split full names into first and last name components, extract just email addresses from a record that contains other text, or standardize phone number formats. Set up the step just once, and all your user accounts will be created with consistently formatted details. Read our guide to using Formatter.

Build a better Softr app with Zapier

Automating Softr with Zapier lets you build a powerful, reliable app that works effortlessly with your other tools. Whether you're building for customers, your team, or your entire business, Zaps can help you spend less time managing and more time on the creative work that actually needs human attention.

And this is just the start of what you can do when you automate Softr with Zapier. What will you automate first?