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How to create a Trigger that performs an action when new responses are received

Adding a trigger to your survey forms means you are assigning an action to take place when a new response is received.

Some of the Trigger features described below are only available based on the subscription package you have chosen, this is explained in the table towards the end of the help page.

Depending on your subscription, you can choose separate trigger types.

For instance, you can choose options like receiving a summary email for all responses received during the day. Or you can save a new response into your Google drive account as soon as it is created and many other options.

Create new trigger

create new trigger
In order to assign a trigger to one of your forms, just click on Triggers in the submenu on your Dashboard. This will bring you to the list main Triggers page, from here you can edit your existing triggers or add your first trigger by clicking on the “Add Trigger” button.

When you have clicked on the “Add Trigger” button, you can create your trigger by following these steps below:

Give a name to the new Trigger
Select the Trigger type (Webhook, Email, external storage etc. explained below)
Select the Trigger frequency (Instant, Hourly, Daily)

Associate the specific forms:

associated forms You can select which forms your trigger is associated with. You can also easily set all forms by clicking to “Select/Deselect All”.
Finally, when you tick the checkbox “Apply to new forms”, any newly created form in your account will be automatically added to this trigger.

Understanding Trigger Types

There are multiple Trigger types that you have at your disposal based on your subscription:

Email: You can choose between Daily, Hourly and instant updates and you will only receive notification emails when there are new responses.
(Please note standard users can choose daily updates, Advanced users can choose daily or hourly, and Premium can choose Daily, hourly and instant)
Make sure to verify the email address that is going to receive the notifications when setting up your trigger, you will be asked to do this when saving the trigger.
There is already a pre-written email message that is sent with the trigger notifications, you can see it when editing your new trigger, but it should cover your needs by default and you should only need to edit this mail if you really need to add some more personalised information into the email.

If you want an email to be sent to the user that was entering the data, for example with a final PDF of the collected data, just select the Email to Responder field.

Email Daily - The most often used trigger - you can just get a notification on how many forms were filled during the previous day (Available to all paid subscriptions).
Email Hourly - Similar notification to daily, except it is sent on the hour. Which allows you review these responses within the same day if required (Available to advanced users only).
Email Instant - You get one email for every response for your form in real time (Available to Premium users).

Webhook: Informs an external web application to process the data or to perform some additional action. We believe that this will be mostly used as the Instant option when the trigger is automatically called whenever the response reaches the server.
It is even possible to join the webhook to the Nest Forms application, so that your website can perform more actions afterwards.
The Webhook trigger is only available on the premium plan.

For developers, Webhook data is sent in standard HTTP POST format.

 

For advanced and Premium users, we also provide triggers to send your data to the following storage options. 
When you want to use the trigger for any of the options below, just try the first export manually (on the reports page). This will then setup a communication with your third party provider. Then there are no special settings needed in triggers if you create one later.

Google Doc
Will automatically sync all new responses with your designated Google spreadsheets account. Please remember that all responses are sent (including pending responses).

Google Drive
Will automatically sync all new incoming files with your designated Google Drive Account
Please remember that all responses are sent (including pending responses).

Drop Box
Will automatically sync all new incoming files with your designated Drop Box Account
Please remember that all responses are sent (including pending responses).

 

 

 

Trigger Rules

If you only want to be informed by trigger for certain responses, you can set rules for this. Just tick the form on the right hand side, then mouseover and click on the lightning icon 

Select the question, then set the condition and the value.

There are many different filter conditions that you can apply. 
Some examples are: empty, not empty, equal and not equal. 
For text questions you can also use the filter contains text.

Some condition examples include:
Empty - No answer received,
Not empty - Answer received,
= (Equal) - If the answer is the same as your specified value (usually used for dropdowns, single answer, multiple answer)
!= (Not equal) - If the answer is different to your specified value

For dropdowns, single answer, multiple answer components, you can choose the values from the dropdown.

For numbers, you can also compare by greater than and lower than.

 

You can easily add an additional question by clicking to Add new Rule.
When you have multiple questions, you can specify whether the trigger will be sent when any or at least one of the rules is met.

For example: If you want to receive emails only when the user chooses a specific flavour of ice cream “Pistachio”, then set the following: Question: Favourite ice cream, Condition: Equal, Value: Pistachio

 

Trigger Email answers

When you are receiving trigger emails and you want to see certain answers directly in the email content, you can specify the answers in the “Email answers“ tab.

Just choose the form on the right hand side, then mouseover, click on the lightning icon and click to the second tab called “Email Answers”.

Here you can specify which answers you want to to display directly in the content of the email.

And you will see it in the email similar to following:

 

Trigger options subscription summary

  • Free - No Triggers available.
  • Standard - Allow daily triggers including standard exports.
  • Advanced - Allows the email advanced export options + google drive, google sheets, dropbox, also allow for hourly triggers.
  • Premium - allows the webhook and instant triggers.