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extract information from custom form in cart before checkout

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I have created a custom form in my store checkout. This has details like Firstname,Surname, Projectname, Start date , review date end date. I want to connect a zap hat will extract this data into an excel spreadsheet. I want to automate this process. How do I find the unique form ID within Squarespace. That will allow me when using zapier to identify the correct form rather than the test one as shown. I have no idea how to do this ?

 

Thanks

 

AndrewScreenshot2023-10-28at02_32_34.thumb.png.fba59739b564c1235dc49d43d749ce11.pngScreenshot2023-10-28at02_31_44.thumb.png.89b4220199c440a1df61d38491471bbc.png

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5 hours ago, aheron147 said:

I have created a custom form in my store checkout. This has details like Firstname,Surname, Projectname, Start date , review date end date. I want to connect a zap hat will extract this data into an excel spreadsheet.

The form in your screenshot is a Custom Product Form. It's not possible to connect Zapier to this type of form as the data is only available in:

  • Order Notification emails
  • Order Summary in the Orders panel
  • Order Exports (single product exports only)

Zapier can only connect to Form Blocks, Newsletter Blocks, and Cover Page forms (7.0 only).

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Thank you so much for this information. What I am trying to achieve is the following functionality

When a customer places an order is the cart. The type of order is digital services. The type of services a consultant would go to a client site to deliver. For this to be successful there are detail that are required like those shown in the custom form, Name Surname, Project Name, Commencement Date, Review Date , Termination date, Authoritative person.

This key information will need to be lifted from this form are Name, Surname, Project Name, Commencement Date, Review Date , Termination date, Authoritative person this information will be used to create a booking in MS Project, MS Planner, create an outlook Calender block booking for 30, 90, 180 day or longer.

 

My question is as far as a process flow is concerned I envision that the the customer places an order in the cart this form must be completed before the order is processed. If the custom form cannot achieve this, how can this be achieved without compromising the order fkow

 

Many Thanks

Andrew

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Hi Andrew

Unfortunately, there isn't a way to automate this as part of the order workflow reliably.

If you are using the method you described above, the only way to reliably copy this information is to manually extract the custom product information for each confirmed order by copying it and pasting it into the other tools you are using to manage your order flow.

The data in a Custom Product Form can only be accessed programmatically using the Orders API when Physical products are purchased. It isn't possible to capture this information for Service products like yours.

Even if you extracted the data at the cart stage (which is tricky and would require the code to be maintained or it will break) you'd have no way of knowing if the transaction completed through the checkout.

Edited by paul2009

Me: I'm Paul, a SQSP user for >18 yrs & Circle Leader since 2017. I value honesty, transparency, diversity and good design ♥.
Work: Founder of SF.DIGITAL. We provide high quality original extensions to supercharge your Squarespace website. 
Content: Views and opinions are my own. Links in my posts may refer to my own SF.DIGITAL products or may be affiliate links.
Forum advice is completely free. You can thank me by selecting a feedback emoji. Buying a coffee is generous but optional.

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Sir, 

Thank you so much for clearing this up. Is there a way to trigger a form block before entering the store  / cart function. it is vital that this information is captured before the checkout process. If thin formation cannot be captured within cart as a custom form. Is it possible to do it this way

1) Store items can be viewed without prices. (So a customer knows what they are purchasing).

2) When they click on an item they are presented with a form block with required information (fields) they have to complete before it allows actual entry to the store. Once complete and submitted the store content and the prices for each item are now viewable and selectable to add to the cart.

 

Am I thinking about this the right way ?

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@paul2009 is correct that there is no official way to intercede between the cart phase of the user flow and the checkout phase.

However it is possible to capture the cart and it's form data and use it in other ways. It is not easy and takes a fair amount of time to implement. It is also fragile as at anytime SS can make changes that break things. More so than if SS provided an official API of some sort.

In this case the client is providing weddings. The customer picks out the various elements of the wedding. Fills out a custom product form with standard wedding info, names, desired dates, and etc. On the cart page the customer is required to make a deposit (SS does not provide a deposit mechanism so we get into shenanigans) we divert the normal flow at this point, the customer clicks on Pay Deposit and a copy of the cart is emailed to the client and the customer is diverted to the deposit process and eventually back into the normal flow at the cart and they proceed to checkout. The important part of this description is not the deposit part other than the copy of the cart which is emailed to the client so that they can arrange details with the customer before finalizing the transaction. We use a Zapier webhook to handle the emailing part.

Find my contributions useful? Please like, upvote, mark my answer as the best ( solution ), and see my profile. Thanks for your support! I am a Squarespace ( and other technological things ) consultant open for new projects.

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