API templates

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 re-use them. These templates can be used to send form responses and metadata to externam 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.

How to Use the API Templates Feature

Follow these steps to set up and manage your API templates:

1. In the NeetoForm dashboard, navigate to the top menu and click on Configure. Under Message Templates choose API Templates. This will take you to the management page where you can view all the existing templates.

2. To create a new template, click on the Add New 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 would contain all of the submission's responses and metadata. Since NeetoForm does this by default, it is not configurable.

   • Additional Information: If you want to append additional data to the body, you can add those key-value pairs under the additional data section. This is useful for sending static values that aren't part of the form submission.

   Once satisfied, click Save to store your new template.

3. If you need to modify an existing template, simply select it from the list and click Edit. Make the necessary changes and save your updates.

4. 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.