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Set Up Form Builder in Apsis Pro

This article describes how you set up Form Builder with your Apsis Pro account.

Before you begin, ensure the following are activated in your Apsis account:

· Form Builder tool

· REST-based API

These can only be activated by your Apsis contact. Reach out to your account manager, or the support team to enable these features.

Generate Your API Key

Once activated, follow these steps to generate your API key:

  1. Log in to your Apsis account in Pro

  2. Navigate to the Account tab, then select Integration

  3. Click Generate and enter a name for your API key

  4. Click Generate again

  5. Apsis will create your API key, which will be displayed next to the name you specified. Your API key is now ready to use for connecting the Form Builder tool to your Apsis account.

  6. Copy the API key you generated.

  7. Ensure the key contains no blank spaces.

Tip: For the best experience, open the Form Builder in a new tab while keeping Pro open in another tab. This allows you to easily switch between both tools while creating and configuring your forms.

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Open Form Builder in a New Window

  1. Click the arrow next to the Pro text at the top of the page

  2. Select Form Builder from the dropdown menu

  3. A new window will open with the Form Builder tool

Open Form Builder in a Separate Window

  1. Navigate to the Recipients section of your account

  2. Click the settings icon (cogwheel) and select the Subscription Forms tab

  3. Click the New Form button

  4. The Form Builder tool will open in a new window

Connect Form Builder to Your Apsis Account

  1. Click the Settings tab

  2. Click the Authenticate button

  3. Enter your copied API key and API name

  4. Click Authenticate

Connection Successful

Once authenticated, your Apsis account is now connected to the Form Builder tool. You will see two buttons:

  • Revoke – disconnect your account

  • Settings – manage your connection settings

Revoking Your Connection

If you need to disconnect and reconnect later, click the Revoke button. You can then authenticate again by entering your API key and name.


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