Typeform Integration Guide

Typeform Integration

Typeform helps users build beautiful, engaging, and conversational online forms, surveys, quizzes, landing pages.

How Typeform users benefit from PagerTree

Typeform hosts forms that are submitted by users. PagerTree acts as the dispatcher for these submissions, determining the right people to notify based on on-call schedules. PagerTree notifies them via email, sms, voice, and/or push notifications until the incident is acknowledged or closed.

Functionality of Integration

The Typeform integration is one-way, meaning:

  • When a form is submitted in Typeform, an incident is created in PagerTree automatically.

Tutorial Overview

In this integration tutorial we will show you how to send form submission from Typeform into PagerTree. The estimated time for this integration is 5 minutes. We assume that you already have a PagerTree and Typeform account setup. We will also assume that you know how to create a form, if not please see Typeform’s documentation here.

In PagerTree

  1. Click the team you wish to add the integration to. Select Team
  2. On the team page, click the “Integrations” tab. Click Integrations Tab
  3. On the “Integrations” tab, click the “+ Integration” button. Click Plus Integration Button
  4. In the “Create Integration” box, fill out the following:
    1. Name of the Integration,
    2. Select the Integration Type to Typeform
    3. Select an appropriate urgency for when this integration is triggered
    4. Select the team member the incident will be created by (example: manager or team lead)
    5. Select the team this incident will be assigned to Click Create
  5. Click “Create”
  6. Copy the WebHook URL Copy Webhook URL

In Typeform

  1. Dashboard -> Select Desired Form Select Desired Form
  2. On the Configure Tab -> Webhooks tab
    1. Paste the PagerTree WebHook URL you copied for the box under “Destination URL”
    2. Click On/Off Toggle at the bottom of the page to enable the webhook.
    3. Click “Save Changes button Paste the PagerTree Webhook URL, toggle the webhook on, and click Create Integration
    4. Click “View my typeform” button in the upper right hand corner of the screen

You have successfully completed the Typeform Integration. Now when this form is submitted in Typeform, PagerTree will create an incident and route it to the correct team member that is on-call. If you have any questions please contact support@pagertree.com