How to Notify Team on Microsoft Teams on Paperform Submission Using Pabbly Connect

Learn how to integrate Paperform with Microsoft Teams using Pabbly Connect for automated notifications on form submissions. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration between Paperform and Microsoft Teams, first, access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly without any coding skills.

Begin by visiting the Pabbly Connect website. If you are an existing user, sign in using your credentials. New users can sign up for free, receiving 100 tasks monthly. After logging in, navigate to the dashboard and select Pabbly Connect to create a new workflow.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Notify Team on Microsoft Teams on Paperform Submission’. Select the appropriate folder for organization.

• Name your workflow clearly for easy identification.
• Select a folder to keep your workflows organized.
• Click ‘Create’ to finalize the new workflow.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. In this case, the trigger will be Paperform, and the action will be Microsoft Teams. This setup allows you to automate notifications whenever a new form submission occurs.

3. Setting Up Paperform as the Trigger Application

The next step involves setting up Paperform as the trigger application in Pabbly Connect. Select Paperform and choose the trigger event ‘New Form Submission’. This means that every time someone submits a form, it will trigger the workflow.

To connect Paperform to Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Paperform and Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and head over to your Paperform account.

• Log into your Paperform account and edit the form you want to integrate.
• Navigate to the ‘After Submission’ section and select ‘Integrations’.
• Add the webhook URL and set it to trigger on ‘New Submission’.

Once you have added the webhook, return to Pabbly Connect. It will show that it is waiting for a response from Paperform. To test this connection, you need to submit a test form.

4. Testing the Integration with a Test Submission

After setting up the webhook, you will need to perform a test submission to ensure that the connection between Paperform and Pabbly Connect is working. Fill out the form with dummy data and submit it.

Once you submit the form, you should see the response captured in Pabbly Connect. This confirms that the integration is successful, and the data from the form submission is being received correctly.

Input dummy details such as first name, last name, email, and phone number. Submit the form and check for a successful submission message. Verify that the response appears in your Pabbly Connect workflow.

If the response is captured successfully, you can proceed to the next step of notifying your team on Microsoft Teams.

5. Notifying Your Team on Microsoft Teams

Now that you have successfully set up Paperform as the trigger, it’s time to set Microsoft Teams as the action application in Pabbly Connect. Choose Microsoft Teams and select the action event ‘Send Message in a Channel’. This allows you to send notifications to your team whenever a new form submission is made.

Click on ‘Connect’ and if prompted, log into your Microsoft Teams account. Grant the necessary permissions to allow Pabbly Connect to send messages. After connecting, select the team and channel where you want to send the notifications.

Draft a message format to include details from the form submission. Use mapping to dynamically insert the first name, last name, email, and phone number into the message. Click ‘Save and Send Test Request’ to finalize the setup.

After saving, check your Microsoft Teams channel to confirm that the message has been sent successfully. This completes the automation process using Pabbly Connect to notify your team of new Paperform submissions.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications on Microsoft Teams for new submissions from Paperform. This integration streamlines communication and ensures your team is informed promptly about potential leads.