Genie Snap^® Integrations Guide

Connect forms to other systems without writing code: pull data into a form, fill dropdowns from an external API, create submissions on other forms, and send emails or webhooks when submissions are created or updated. To call Genie Snap from your own code, see the API Reference.

Integrations and API

The API reference has its own page: Genie Snap API Reference. It covers API keys and authorization, creating, updating, deleting, and retrieving submissions, document generation, and the eSignature API with webhook callbacks. Every generated workflow uses the same endpoints, authorization, and contract structure, so one integration pattern works for all of them.

Integrations configured in the dashboard, without code, are below: the form's integration button and event integrations.

Event Integrations

Genie Snap supports four integration event types that are in addition to API and web form get integration. Each type is designed to automate a different part of your workflow: External Lookup Lists, Internal Submission Generators, Outbound Push Email, and Outbound Push Integrations. These integrations run automatically when submissions are created or updated, depending on your configuration and the external lookup list is on demand.

External Lookup List

External Lookup Lists allow your forms to retrieve data from external APIs. These lists appear as selectable integrations inside the form editor and populate dropdowns dynamically.

Configuration Steps

• Step 1: Select External Lookup List from the Integration Type dropdown.
• Step 2: Enter Name and Description.
• Step 3: Choose GET or POST.
• Step 4: Enter the URL Endpoint.
• Step 5: Enter URL Credentials in JSON format. Example: {"username":"apiuser","password":"apipass"}
• Step 6: For POST requests, provide:
  • POST Body (JSON)
  • POST Content Type
• Step 7: Configure:
  • List Display Column — the field shown in the dropdown
  • List Value Column — the value stored when selected
  • List Filter Column — optional filter field
• Step 8: Select Update to save.
• Step 9: Select Test to validate the API.

{
                        "pageSize": "80",
                        "pageNumber": "1"
                    }

Expected API Response Format:

{
                        "items": [
                            { "name": "name 1", "value": "value 1" },
                            { "name": "name 2", "value": "value 2" }
                        ]
                    }

Internal Submission Generator

Internal Submission Generators create or update submissions in another form automatically. This is useful for chaining workflows, generating contracts, or creating downstream records.

Configuration Steps

• Step 1: Select Internal Submission Generator.
• Step 2: Choose the Source Form and Target Form.
• Step 3: Select Create to generate the mapping.
• Step 4: Edit the integration:
  • Name
  • Description
  • On Create and/or On Update
  • Map Source Fields to Target Fields
• Step 5: Select Update to save.
• Step 6: Select Test to validate mapping compatibility.

Outbound Push Email

Outbound Push Email sends automated emails when submissions are created or updated. Emails may include JSON data, generated documents, or both.

Configuration Steps

• Step 1: Select Outbound Push Email.
• Step 2: Enter:
  • Name
  • Description
  • On Create and/or On Update
  • To Email Address
  • Name (recipient name)
  • Subject
  • Body
  • Include JSON and/or Include Document
• Step 3: Select Update to save.
• Step 4: Select Test to validate configuration.

Outbound Push Integration

Outbound Push Integrations send submission data to external systems via webhook endpoints. These integrations support JSON payloads, document payloads, or both. The submission ID, form ID, form name, transaction type ('create', 'update', 'Test Transaction'), and the payload or JSON that is selected.

Configuration Steps

• Step 1: Create the integration by entering:
  • Name
  • Description
  • Type = Outbound Push Integration
  • Source Form
• Step 2: Edit the integration:
  • Name
  • Description
  • On Create and/or On Update
  • POST (required for payload)
  • URL Endpoint
  • Credentials (use {} if none)
  • Include JSON and/or Include Document
• Step 3: Select Update to save.
• Step 4: Select Test to send a test payload.

Test Payload Result Format:

{
                        "submissionId": "00000000-0000-0000-0000-000000000000",
                        "formUniqueId": "...",
                        "transactionType": "Test Transaction",
                        "formName": "...",
                        "jsonData": {
                            "fileName": "data.json",
                            "base64": "..."
                        },
                        "document": {
                            "fileName": "document.txt",
                            "base64": "..."
                        }
                    }

Activation

After configuring any integration, return to the Integrations list and toggle the Active column. Only active integrations will run during submission events.