Integrate Cognito and Zendesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate user creation in Zendesk from Cognito form submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin integrating Cognito and Zendesk, you need to access Pabbly Connect. This platform allows you to automate tasks without any coding knowledge. First, navigate to the Pabbly Connect homepage by entering the URL in your browser.

Once there, you will see options to either sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply log in. After logging in, you will be directed to the dashboard of Pabbly Connect, where you can create and manage your workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that triggers user creation in Zendesk upon form submission in Cognito. Start by clicking on the ‘Create Workflow’ button in Pabbly Connect. A dialog box will appear prompting you to name your workflow.

• Name the workflow: Create Zendesk User on Cognito Form Submission
• Select a folder for organization, such as Customer Support.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger will be set to Cognito Forms, and the action will be to create a user in Zendesk. This setup is crucial for automating your customer support process.

3. Configuring the Trigger with Cognito Forms

Now, you need to configure the trigger in your workflow using Pabbly Connect. Select Cognito Forms as your trigger application and choose the event as ‘New Entry’. This event will initiate the workflow whenever a new form is submitted.

After selecting the event, you will receive a webhook URL. Copy this URL as it will be used to connect your Cognito form with Pabbly Connect. Next, go to your Cognito Forms account and access the specific form you want to connect.

• Enable the option to post JSON data to a website.
• Paste the webhook URL in the submit entry endpoint field.
• Save the changes to your form.

This connection allows Pabbly Connect to capture responses from Cognito Forms automatically, facilitating the integration process.

4. Setting Up the Action to Create Users in Zendesk

Next, you will set up the action in your workflow using Pabbly Connect. Select Zendesk as your action application and choose the event ‘Create User’. This event will add users to your Zendesk account based on the data received from Cognito Forms.

To create a new connection, you need to enter your Zendesk account details, including your username, API token, and subdomain. This information is essential for Pabbly Connect to communicate with Zendesk effectively.

Enter your Zendesk username followed by ‘/token’. Provide the subdomain from your Zendesk URL. Paste your API token obtained from Zendesk.

After entering this information, click ‘Save and Send Test Request’. If the connection is successful, you will see a confirmation indicating that a user has been created in Zendesk based on the information from Cognito Forms.

5. Testing the Integration Between Cognito and Zendesk

Now that you have set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. This will trigger the workflow you created.

After submitting the form, return to Pabbly Connect and check if the response has been captured. You should see all the details from your form submission, confirming that the integration is working correctly.

Verify that the user appears in your Zendesk account. Check that all submitted details are correctly populated. Repeat the test to ensure consistency.

Once confirmed, your automation is successfully set up. Now, every time a form is submitted in Cognito, a new user will be automatically created in Zendesk, enhancing your customer support efficiency.

Conclusion

This tutorial demonstrated how to integrate Cognito and Zendesk using Pabbly Connect. By following these steps, you can automate user creation in Zendesk based on form submissions, streamlining your support process. Embrace the power of automation to improve your customer interactions.