Connectors

Connectors connect the form to your data and systems. A connector can fill fields with data when the transaction is created or while the recipient fills in the form, and can send the form’s data and files to your systems when the form is submitted.

Each connector uses an integration that is already set up in the project, such as a data table, a webhook or a Salesforce application. See Integrations and Data tables.

To see the connectors, open the template, click the Integrations tab, and click Connectors on the right.

Stages

The connectors are grouped by the stage of the transaction at which they run:

Stage	When the connector runs	Sources you can add
PRESET	When the transaction is created.	Data Table, Webhook, Salesforce
LIVE	While the recipient fills in the form, when a field changes or a button is clicked.	Data Table, Webhook, Salesforce, Maps
SUBMIT	When the recipient submits the form.	Webhook, Salesforce, File Storage
POST SUBMIT	After the form is submitted.	No sources are offered for this stage at present.

The Source list shows only the kinds of integration that exist in the project for that stage. Data Table needs data tables in your organization’s plan, and Maps needs maps in your plan.

The connectors list

Each stage shows its connectors, numbered in order. For each connector you see the description of its integration, its UUID and the integration’s name, and your own description, if you entered one.

The plug icon shows the connector’s state:

Icon	Meaning
Green	The connector is active.
Gray	The connector’s Status is off. It doesn’t run.
Orange, with red text	The connector has no integration, or its integration no longer exists in the project. See Fix a connector.

Implicit connectors

Connectors marked IMPLICIT are project integrations with Use implicit turned on, for example a default archive webhook or a default storage. They run for every template of the project. You can’t edit or delete them here. To change them, edit the integration in the project. See Webhooks and Storage.

Add a connector

1. In the card of the stage, click Add Preset Connector, Add Live Connector, Add Submit Connector or Add Post Submit Connector.
2. Optionally, enter a Description.
3. Select the Source and the Reference. When there is only one option, it’s selected for you.
4. For Data Table and Salesforce, select the Operation.
5. Fill in the settings of the source. See the page of each source:
   • Data Table connector
   • Webhook connector
   • Salesforce connector
   • File Storage
   • Maps connector
6. Click Save. If a setting is missing, a message tells you what to fix.
7. Save the template.

To edit a connector, click its pencil icon. To delete it, click its trash icon and then Delete.

Connector settings

These settings are at the top of every connector:

Setting	What it does
Status	The switch next to the title. On by default. Turn it off to keep the connector without running it.
Description	Your description, shown under the connector in the list.
Source	The kind of integration: Data Table, Webhook, Salesforce, File Storage or Maps. Required. Changing the source clears the reference and the source’s settings.
Reference	The integration to use, from the project. Required.
Operation	Shown for Data Table and Salesforce. In PRESET and LIVE, it’s always Lookup (“Auto-set to Lookup for this stage”). In SUBMIT, select Create, Delete, Update or Upload files. Changing the operation clears the field mapping.

Triggers

In the LIVE stage, select when the connector runs, under Triggers: How the connector is activated:

Setting	What to select
Trigger request on	Button Click or Field Change. Only the options for which the template has suitable fields are listed.
Trigger Field	The field that starts the connector. For Button Click, a Button or Table field. For Field Change, a Text, Number, Email, Telephone, List Of Values, Checkbox or Radio field. Required.

When there is only one option, it’s selected for you.

What happens on query result

A connector that looks up records (Data Table, and Salesforce for every operation except Create) has a What happens on query result section. For each case, select what Cellosign does:

Case	Options
Case no match	Skip, Stop execution, add log error
Case match one record	Skip, Select record, Stop execution, add log error
Case more than one record	Skip, Select first record, Select last record, Select multiple records (Salesforce only), Stop execution, add log error

Option	Meaning
Skip	Do nothing. The fields are not filled.
Select record, Select first record, Select last record	Use this record.
Select multiple records	Use all the records that were found.
Stop execution, add log error	Stop and report an error. Enter the error text in Custom error message.

Select an option for every case.

File Storage

In the SUBMIT stage, the File Storage source saves the files of the submitted form to the selected storage integration. Select the storage in Reference. There are no other settings. See Storage.

Fix a connector

When a connector’s integration was deleted from the project or is no longer available, the connector shows Connector not available.

1. Click the connector’s pencil icon. Fix Connector Source opens.
2. Select the Source and the Reference to use instead.
3. Click Save, and then save the template.

The connector keeps its other settings.