Zapier Forms: Capture data and instantly trigger workflows

Every workflow needs a starting point, a way to capture the right details at the right time. Whether you're collecting customer feedback, routing support requests, or gathering data for a complex process, the input is what sets everything in motion. But too often, forms are just data collection tools, leaving you to manually bridge the gap between submission and action. An automation-first form can change the game.

By layering in Zapier Forms, you can immediately connect replies to your existing workflows, turning input into actions—without code or context-switching. Anyone on your team, technically inclined or not, can build forms that start automated workflows securely and at scale. To learn how, keep scrolling.

What you'll find in this guide

• What is Zapier Forms?

• When should I use Forms?

• Get started with Zapier Forms

What is Zapier Forms?

Forms is a drag-and-drop form builder that lets you collect data like leads, internal requests, and feedback, then route responses to the right app automatically. You can also customize various field types—including text, dropdown menus, checkboxes, and file uploads—so your forms always include the appropriate input type for your purposes.

With Forms, you can:

• Reduce tool sprawl. Standalone form builders require additional tooling. Because Forms is native to Zapier, it connects to automated workflows with tools you already use at no extra cost. Plus, there's no submission-based pricing—no matter what Zapier plan you're on, all Forms triggers and actions are free.

• Act on form submissions immediately. Forms has its own Zapier integration, so you trigger workflows and even Zapier Agents from submissions. You can also link Forms to Zapier Tables (to store your data) and embed Zapier Chatbots (to engage prospects). 

• Co-create with AI. Right from the Forms dashboard, you can access our AI assistant Zapier Copilot. Chat with it using natural, everyday language to have it propose form fields, conditional logic, and Zaps, or even outright build those things for you.

• Build and launch fast. You don't need to be a technical wizard or a design pro to create customized, branded forms. The drag-and-drop builder lets anyone at your org set up secure intake tools that look great.

You can personalize your form and its landing page with your brand colors, use a custom domain, or even embed your form on an existing website.

To start building now, try one of these ready-to-use templates:

Lead Generation Form

Effortlessly capture and convert leads with our intuitive form builder.

Try it

Employee Feedback Form

Effortlessly gather valuable insights with our customizable employee feedback form.

Try it

Landing Page Template

Create a simple landing page for your marketing campaign or product launch.

Try it

When should I use Forms?

Most form builders stop at collecting responses. When you need more, like user-friendly, baked-in automation, and the ability to add multiple action steps and conditional logic—that’s when you should turn to Forms.

Still wondering if it's right for your team? Use these signs as guidance:

• You're frustrated with expensive form tools that charge per submission, or scale based on usage rather than value. You've tried other form builders, but costs balloon as your team grows. Or you're managing multiple intake tools that create data silos. For example, you might use one form for customer inquiries and another for internal requests, but now your data lives in disconnected places and you're paying for both tools separately.

• You need to launch intake workflows quickly without technical help. Building complex logic or multi-step routing in other tools requires developer resources, which can cost time and money. With Forms, anyone in your org can launch workflows in minutes, with Copilot building logic and automated workflows for you automatically.

• You want form submissions to trigger automated workflows across your entire tech stack instantly. Relying on external tools means your form data sits disconnected from your automations, forcing you to manually export, copy, or route submissions between platforms. With Forms, you capture data once and have it automatically flow to the right apps and workflows—whether that's your CRM, project management tool, or notification system—giving you a centralized solution for intake that eliminates data silos and connects directly to your business processes.

Get started with Zapier Forms

Before you start building, it helps to understand the basic structure of Forms projects: pages and components.

Pages are individual landing pages in your Forms project. Each page can have different forms or combinations of components, depending on what your project is for.

Components are the building blocks you add to pages. They can be interactive elements that collect information or display elements that organize your content. Here are some of the types of components you can add:

Interactive components collect input and enable actions:

• Forms collect user input through fields like text boxes, dropdowns, and file uploads.

• Buttons let users navigate between pages or trigger specific actions.

• Link cards provide navigational links in a card-style layout.

Data and display components help you present information:

• Text adds headings, paragraphs, and formatted text to your page.

• Tables display structured data in rows and columns.

• Kanban boards visualize projects with customizable columns.

And advanced components extend functionality:

• Zapier Chatbots add AI-powered assistants that users can interact with.

• Embed displays content from external websites using iframes

• Stripe payment enables secure payment processing

How to set up a form

Now that you understand what Zapier Forms can do, I'll show you how to create one.

To begin, head to zapier.com and log in to your account. On the Member Home page, click Form.

You'll be presented with three ways to build:

• With Zapier Copilot

• From an existing Zapier table

• From scratch

I'll walk you through setting up a basic form and its corresponding page with each of the three ways to build. Later in this post, you'll learn how to automatically send form responses to other apps, customize the design, manage users, share your form, or embed your form on another site.

Creating a form with Zapier Copilot

Zapier Copilot is an AI assistant that helps you brainstorm, build, configure, and maintain systems across Zapier's ecosystem of products. 

To start building with Copilot, click into the chat window.

Now type in the kind of form you want to build, just like you would if you were prompting another AI tool. (If you need help with this step, check out these prompting tips.)

When you're ready, click Generate form. This will take you to a form editor. On the left-hand side, you'll see a new conversation with Copilot, which will look something like this.

Give Copilot feedback on its proposed plan, or give it the green light to start building. A draft of your new form will appear on the right side of the form editor.

Creating a form from an existing Zapier table

If you're already using Zapier Tables to automate your data, you can get a head start on building a form by creating a new one from an existing table. On the Forms page, click Start from a table.

In the pop-up window, select the table you want from the dropdown menu.

Then click Create form. You'll be taken to the form editor, where you'll see a form with fields that correspond to your table's columns.

Creating a form from scratch

On the Forms page, click Blank form.

You'll be directed to the form editor. On the left, you'll see a window where you can chat with Copilot if you want help during the building process. On the right, you'll see a barebones form.

For a more focused view, click the left-pointing arrow in the Copilot chat window to collapse it. (You can reopen Copilot anytime by clicking the icon in the bottom-left corner of the window.)

Now it's time to edit the form title, description, and fields. To edit a section, hover over it and click Edit.

This will open a menu with options to adjust the content, width, and alignment of your title. Using Markdown—a lightweight language for formatting text—you can do things like bold or italicize text, or choose a heading style.

When you're done adjusting your title, click the description text and edit it to your liking.

Next, you'll want to adjust your fields. Click the form area to open the Settings menu. From here, you can adjust various aspects of the form style. For now, just click the field you want to change.

You'll be taken to the Field Settings menu.

From here, you can change details like the field type, the field's label (what actually appears on the form), and whether people are required to fill out this field. 

When you're done customizing your first field, hover over it and click Add field to add more.

Customize the settings, then click Insert field to see it appear in your form preview.

Now repeat for as many fields as you need.

AI Content Idea Generator Template

Submit content ideas and have OpenAI generate additional and related ideas automatically.

Try it

Advanced Video Course Template

Create an 10-part online video course with feedback forms and workflows.

Try it

Document Approval Template

Upload and store documents for approval with automatic notification emails.

Try it

When you create a form, it automatically creates a landing page that houses that form. By clicking Page Options, you can edit your page name, meta title, and URL.

If you want to add more pages to your overall project, you can click the plus sign (+) at the top of the screen. To add additional components to a page—like, say, a Stripe payment component or a chatbot—click the plus sign (+) under your form.

What if you want to store your submissions somewhere other than a Zapier table, or send them to an app? That's when you'll want to integrate your form with other apps.

Connect your form to other apps

Your form won't work unless you connect it to another app—because form submissions have to go somewhere. With Zapier Forms, you have three choices: connect it to Zapier Tables, connect it to your spreadsheet or database app of choice, or set it to trigger an automated workflow.

To connect your form to a Zapier table, click on your form and go to the Data tab. You'll have an option to pick an existing table or create a new one.

If you want your data to flow into, say, a Google sheet or a Notion database instead—or any other app—go to the Actions tab. Then click Add action.

On the following screen, Run Zap will be pre-selected as the action. Click Create Zap to open the Zap editor. This is where you'll build an automated workflow to connect your form to your table or spreadsheet app of choice.

In the Zap editor, your Zapier Forms trigger will already be selected for you. Click the plus sign (+) under the trigger to add an action. I want to send form submissions to a Google sheet, so I'm going to pick Google Sheets as my action app and Create Spreadsheet Row as my action event. Then I'll connect my account. 

When you're done setting up whichever action event you want, click Continue.

In the Configure tab, populate whatever fields you need to. Then test your step to make sure it works.

You could very well stop there—or you can continue adding actions. For example, you could add actions to send yourself an email with the form submission, kick off follow-up communications, or create tasks in Asana. 

Whenever you're done adding actions, click Continue, then test and publish your Zap.

Adjust the theme and branding

With paid plans, you can customize your form and its corresponding page to match the look and feel of your brand. I'll briefly cover the fun part: making your form pretty. Click on the Theme icon in the left sidebar.

If you have preset brand colors (or you just enjoy choosing colors yourself), you can change almost anything—from page background to text color and even the shades of gray you prefer. As you change your theme, you'll be able to see how it looks on the right-hand side of your screen. 

The Branding icon also allows you to use your own logo and favicon (the icon that appears on the browser tab or window when you visit a website).

Manage access and users

You can control who can view the landing pages and their corresponding components you build with Zapier Forms by clicking on the Access & Users icon in the left-hand sidebar.

When you click into the Access field to expand the dropdown menu, you'll see four options to choose from: 

• Anyone with the link: This is the default option. Your form will be accessible to anyone who has the link. 

• Anyone with the password: Only users who have access to a password you share will be able to access the form.

• Managed users only (one-time password): Only specific users you set up with a one-time passcode will have access.

• Managed users only (advanced login): Only specific users you set up with a magic link or a Google account will have access.

Share and embed your form

You can also invite coworkers from your Zapier account to edit your forms, and view any connected Zaps. That's great news if you're collaborating on a process with members from your team, as you can work on building out different components together. 

To invite someone from your team, click Share at the top-right corner of your dashboard.

Click into the dropdown menu to select someone from your team.

If you want to share a page by its URL, click into the Link tab, then copy the URL to your clipboard.

To embed a form on another site, click the Embed tab. From the dropdown menu, select the form you'd like to embed into your site.

You can adjust the height and width of your embed code, and adjust other settings like including the page background. Once you've done that, select the code snippet type from the dropdown menu, then copy the embed code to your clipboard.

Initiate workflows from Zapier Forms 

Zapier Forms is the no-code, automation-powered form builder that lets you create your own custom solution for data collection—regardless of the tools you use or your technical skills. When you use Zapier Forms, you can focus on your most important work and spend less time fighting your apps.

If you're ready to get started, head to the Forms page, or visit the template library to see more examples to choose from.

This guide was originally published in September 2023 by Krystina Martinez. It was most recently updated in December 2025.