Documentation Index

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Important product naming update: Sidekick is now called Gladly (AI) and Gladly Hero (the Platform) is now Gladly Team. Please keep this in mind as you read through our documentation.

Fillout App Platform Installation

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The Fillout app is set up entirely from Gladly’s Settings, no command-line tools are required.

Before you start

Gather from Fillout:

  • Your Fillout API key – in Fillout, go to Settings > Developer > API keys and create or copy a key. Gladly stores it as a secret and sends it only to Fillout.

  • Which forms to allow (optional) – if you want to restrict which forms a Workflow can read, note each form’s ID, the code in the form’s link after /t/, for example in forms.fillout.com/t/abC123xyz it is abC123xyz. Leave this blank during setup to allow every form in the account; you can restrict it at any time.

Step 1: Open the Apps settings

In Gladly, go to Settings > Apps. This is where you manage your App Platform integrations.

Step 2: Create a configuration

Click Create Configuration. When prompted for the External App, choose the Fillout app (gladly.com/fillout/v1.0.0).

Step 3: Enter your configuration

  • Fillout API key – the key from Fillout Settings > Developer > API keys. Stored as a secret.

  • Fillout data region – United States (default) or European Union. This must match where your Fillout account is actually hosted; the wrong region fails every request.

  • Allowed Fillout form IDs (optional) – comma separated. Leave blank to let a Workflow read any form in the account; set one or more IDs to restrict reads to just those forms.

Configuration settings for connecting Gladly to Fillout, including API key and region.

Step 4: Save the configuration

Save the configuration. No Customer Profile layout changes are needed – this app has no cards.

Building the Workflow

The app supports three actions a Workflow can call:

  • Find a submission by verified email – the recommended Entry Point. Finds and verifies a Customer’s matching submission on an allowed form; no Fillout identifier needs to appear in the message.

  • Retrieve one exact submission – for a Workflow that already has a form ID and submission ID, typically extracted from a notification that reliably carries one.

  • Look up a form’s questions – a setup aid that returns a form’s question names, IDs, and types.

Always pass the form ID as a literal value in the Workflow, never bound from message text – a missing or invalid form ID stops the action, and that failure stops the entire Workflow rather than producing a result a Workflow step can branch on. Gate any Workflow step that acts on submission content on the app’s verification signal, never on success alone.

Contact Support

Users assigned the Team Manager or Administrator roles can contact Gladly Support. Log into Gladly as one of these roles, click the hamburger menu on the top-left corner, then click Contact Gladly Support. Gladly Support’s primary operating hours are Monday through Friday, 6 AM to 6 PM Pacific Time, but you can submit a request anytime.

  • Please select the correct business impact (P1 to P4).

  • Most requests should be sent as a P4.