NeetoForm's API templates feature is designed to facilitate sending the submission data to external systems or applications through predefined API requests.
Instead of manually configuring API requests each time, API templates allow you to save and reuse them. These templates can be used to send form responses and metadata to external platforms, such as CRMs, databases, or third-party services. Whether you need to sync form submissions with your internal database or trigger workflows in other applications, API templates save time, reduce errors, and enhance operational efficiency.
Setting up and managing your API templates
Visit the form and click on Settings.
Under Message templates, click on API Template.
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To create a new template, click on the Add New API Template button. You can define the structure of the API request, including:
URL: Specify the endpoint where the form data should be sent.
Body: By default, the body is pre-filled with a default payload containing all submission responses and metadata. You can customize the content by updating field names, adding custom entries, or including predefined values. Variables can also be used to dynamically reference submission data.
Custom Headers: Enable the custom headers option to include additional headers in the API request. You can add them as key-value pairs. This is useful for passing authentication tokens or other custom information required by the receiving API.
Once done, click on Save changes.
If you need to modify an existing template, click on three-dot menu and click Edit. Make the necessary changes and save your updates.
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You can mark templates as Active or Inactive depending on whether you want them available for use.
This is useful when you have seasonal or temporary templates that don’t need to be in constant use. If a template is no longer needed, you can easily remove it by selecting the delete option.