My direct integration isn't working, what do I do?

Not sure if your direct integration is working? Check out some common reasons why below.

Check the history

To view your action's history:

1. Head to After Submission → Integrations & Webhooks from the form editor.

2. Scroll down to your list of existing actions.

3. Click the settings icon of the desired action and then click "History" to view the action's history.

   

4. Review any displayed errors.

   

The history here only lists the most recent 20 actions. If you require history farther back, reach out to us via chat or at support@paperform.co.

If action failure looks like it relates to a permissions issue, you may have luck reconnecting the integration and trying again.

To reconnect a direct integration connection:

1. Head to your account services.
2. Scroll down to "Direct Integration Accounts".
3. Click the button for "Reconnect" for the desired account.

If there are no errors in your history, there may be a configuration issue in your setup.

Check the setup

To edit an existing action:

1. Head to After Submission → Integrations & Webhooks from the form editor.
2. Scroll down to your list of existing actions.
3. Click the settings icon of the desired action and then click "Edit" to begin editing the action.

Common issues with action setup

1. Conditional logic is on, but not set up correctly.

   Check if the logic makes sense (e.g. maybe you're using Or where you should use And).

2. Columns or fields are mapped incorrectly or not at all.

   Ensure you have set a value for the desired columns or fields (depending on the integration). You can manually input a value or use answer piping here.

   For example, Google Sheets requires that you name your columns in the worksheet before you can map anything to those columns in the action's configuration.

If you have made any changes to your action, you can use the "Send Test" button to test out the action with the latest submission on your form.

Gotchas

Saving an edited action

Actions save differently than saving the form. You must scroll to the bottom of the action and click "Finish Setup" (new actions) or "Save Changes" (existing actions).

Failure to do this will result in your action not saving.

Still not working?

Reach out to us via chat or at support@paperform.co and we'll see what's going on for you.