Integrating Paper Form Submissions with InCharge Using Pabbly Connect

Learn how to automate the creation of InCharge contacts from Paper Form submissions using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first navigate to the Pabbly Connect website. Pabbly Connect is an automation tool that simplifies the integration process between various applications, such as Paper Form and InCharge.

Once on the Pabbly Connect landing page, you need to sign in. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. After signing in, click on the Pabbly Connect option to access the dashboard and begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the Pabbly Connect dashboard, then select the option to create a new workflow. Name your workflow, such as ‘Create or Update InCharge Person on Paper Form Submission,’ and choose the appropriate folder to save it.

• Click on ‘Create Workflow’
• Enter the workflow name
• Select the folder for saving

After naming your workflow, you will see two boxes appear: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new submission from the Paper Form, and the action will be the creation of a person in InCharge.

3. Connecting Paper Form to Pabbly Connect

To connect Paper Form to Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge between Paper Form and Pabbly Connect. In your workflow, select Paper Form as the trigger application and choose the event ‘New Form Submission.’ Pabbly Connect will provide you with a webhook URL to use.

Next, log into your Paper Form account, select the form you want to connect, and navigate to the integration settings. Here, you will add the webhook URL provided by Pabbly Connect. Ensure that the webhook triggers on new form submissions, and then save your changes.

4. Setting Up InCharge as an Action in Pabbly Connect

After setting up the webhook in Paper Form, return to your Pabbly Connect dashboard. Now, you will set InCharge as the action application. Choose the action event ‘Add or Update Person’ and connect your InCharge account by allowing the necessary permissions.

Next, map the fields from the Paper Form submission to the corresponding fields in InCharge. For example, use the email address, first name, and last name from the Paper Form response. This mapping ensures that each new submission creates or updates a person in InCharge automatically.

5. Testing and Verifying the Integration

To ensure that your integration works correctly, perform a test submission on the Paper Form. Fill in the form with dummy data and submit it. Check back in Pabbly Connect to see if the response has been captured. If successful, you will see the details populated in the webhook response section.

Finally, log into your InCharge account to verify that the new contact has been created. Refresh the page to see the newly created person. This confirms that your integration between Paper Form and InCharge via Pabbly Connect is functioning as expected.

Conclusion

In this tutorial, we demonstrated how to integrate Paper Form with InCharge using Pabbly Connect. By following these steps, you can automate the creation of contacts in InCharge based on form submissions, streamlining your workflow and enhancing productivity.