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Overview ​

RapidForm is a powerful tool designed to collect input from end users as part of the Integrated account connection flow It streamlines the process of gathering necessary data and preferences from users after they have connected their accounts, enabling more personalized and efficient integrations.

Key Features ​

  • Supports Unified and Proxy APIs: RapidForm can fetch data using both Unified APIs and Proxy APIs (directly proxying requests to the service's API), offering flexibility in how you access data.
  • Dynamic Field Types: Use various field types such as Single Select, Multi Select, Text, Password, Checkbox, and Hidden fields to collect different types of input.
  • Dependency Management: Fields can depend on the values of other fields, enabling dynamic form behavior (e.g., loading projects based on a selected workspace).
  • Custom Validation and Transformation: Implement custom validation logic and data transformations using JSONata expressions to ensure data integrity and meet specific business rules.

Use Cases ​

Here are some scenarios where RapidForm can significantly enhance the integration experience:

1. Syncing Specific Tickets ​

Example: Syncing Tickets from Zendesk with Specific Tags

  • Scenario: You want to allow users to sync only tickets that have certain tags from their Zendesk account.
  • Solution with RapidForm:
    • After the user connects their Zendesk account, RapidForm fetches the list of tags using Zendesk's API.
    • The form presents a Multi Select field populated with the user's tags.
    • The user selects the tags they are interested in.
    • The integration later on uses this selection to filter tickets. The selections are stores as variables in the Integrated Account.

2. Selecting Specific Workspaces or Projects ​

Example: Syncing Data from a Specific Workspace in Asana

  • Scenario: Users may have multiple workspaces in Asana but only want to sync data from one.
  • Solution with RapidForm:
    • After connecting their Asana account, RapidForm fetches the list of workspaces via the Asana API.
    • A Single Select field displays the available workspaces.
    • The user selects the desired workspace.
    • Subsequent data synchronization is scoped to the selected the Projects corresponsing to the Workspace.