Integrate JotForm with Chargebee Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate JotForm with Chargebee using Pabbly Connect. This step-by-step tutorial covers all necessary actions and configurations. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate JotForm with Chargebee, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, create a new workflow to automate your tasks. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Enter a descriptive name such as ‘Create Chargebee Customers from JotForm Submissions’ and choose a folder to save it in.

• Click ‘Create’ to proceed to the workflow window.
• In this window, you will set up the trigger and action for your workflow.

In the workflow window, select JotForm as your trigger application. This means that when a new form is submitted in JotForm, it will trigger the workflow in Pabbly Connect. Choose the trigger event as ‘New Response’ to capture form submissions.

3. Connecting JotForm to Pabbly Connect

Once you’ve selected JotForm as your trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect JotForm to your workflow. Next, log in to your JotForm account and navigate to the form you want to integrate.

• Open the form in the Form Builder.
• Go to the Settings tab and select the Integrations option.
• Search for Webhooks and paste the copied URL into the integration settings.

After pasting the URL, complete the integration in JotForm. This step ensures that every new submission in JotForm sends data to Pabbly Connect, allowing you to automate customer creation in Chargebee.

4. Setting Up Chargebee Integration in Pabbly Connect

Now that JotForm is connected to Pabbly Connect, it’s time to set up the action step for Chargebee. In the workflow, select Chargebee as the action application. This means that when a new form is submitted, a new customer will be created in Chargebee automatically.

Select ‘Create Customer’ as the action event. If you have not previously connected your Chargebee account, you will need to create a new connection. Provide your Chargebee API key and site name as prompted by Pabbly Connect.

To find your API key, log into Chargebee and navigate to Settings > API Keys. Copy the API key and paste it into the required field in Pabbly Connect.

After setting up the connection, map the fields from the JotForm response to the Chargebee customer fields. This mapping allows Pabbly Connect to dynamically insert data from each form submission into Chargebee.

5. Testing the Integration

With the integration set up, it’s crucial to test whether everything is functioning correctly. Go back to your JotForm and submit a test form. This action will trigger the workflow in Pabbly Connect.

After submitting the form, check Pabbly Connect to see if it captured the response successfully. If successful, navigate to your Chargebee account to verify that a new customer has been created with the submitted details.

Ensure that the first name, last name, email, and phone number match the submission. Repeat the test with different submissions to confirm consistency.

By following these steps, you can successfully integrate JotForm with Chargebee using Pabbly Connect, automating the process of customer creation without any coding required.

Conclusion

This tutorial demonstrated how to integrate JotForm with Chargebee using Pabbly Connect. By following the steps outlined, you can automate customer creation directly from form submissions, enhancing your workflow efficiency.