How to send partial submissions to Zapier from Youform

You can use Youform's submission API to get the partial submissions. Here let's say we need to send an email for every submissions which are partial and were started more than 12 hours ago. This can also be called the "Follow up feature" where you can follow up with your responders who didn't complete the form.

You can use Zapier to fetch partial submissions older than 12 hours and send an email with the refill link. Here's how you can set this up:

Create a Zap in Zapier

You'll need a Schedule, Webhook, and Email integration in Zapier.

Step 1: Trigger - Schedule by Zapier

• App: Schedule by Zapier

• Trigger Event: Every 12 hours (or once a day, depending on how frequently you want to send emails)

• Set Frequency: Choose "Every 12 hours"

Step 2: Action - Webhooks by Zapier (GET Request to Fetch Partial Submissions)

• App: Webhooks by Zapier

• Action Event: GET

• URL: https://www.postman.com/navigation-cosmologist-99507396/youform/request/5nxgdxl/submissions

• Headers: (Authentication is needed, add headers accordingly. Check the docs )

• Query Parameters:

  • You may need to pass a filter for is_complete=false and filter submissions older than 12 hours using the timestamp field.

Filtering isn't available via the API directly, Zapier can filter data in the next step.

Step 3: Filter (Only Continue If Submissions Are Older Than 12 Hours and Email is available)

In this step we will filter only submissions which are older than 12 hours and where we have collected the email (This is optional as your use case may vary).

• App: Filter by Zapier

• Condition: Compare the created_at timestamp in the API response with "now - 12 hours". Also check if email field has a value.

• Logic: Keep only records where created_at is more than 12 hours ago.

Step 4: Loop Over Partial Submissions

Since the API returns multiple partial submissions, you'll need to use Looping by Zapier to process them one by one.

• App: Looping by Zapier

• Set Iteration: Loop through each submission individually.

Step 5: Get the Refill Link for Each Submission

• App: Webhooks by Zapier

• Action Event: POST

• URL: https://www.postman.com/navigation-cosmologist-99507396/youform/request/z2slykb/refill-link

• Query Parameters:

  • Pass the uid or submission_id to generate the refill link.

Step 6: Send an Email to the User

• App: Gmail / SMTP by Zapier / Mailgun (or any email service)

• Action Event: Send Email

• To: Email field from the partial submission.

• Subject: "Complete Your Submission"

• Body: Whatever message you want to send to the user.