How to Create Monday.com Item on Wix Form Submission Using Pabbly Connect

Learn how to automate the creation of Monday.com items from Wix form submissions using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Monday.com item on Wix form submission, we first need to access Pabbly Connect. This platform allows us to automate workflows between different applications seamlessly. Start by visiting the Pabbly Connect homepage and log in to your account.

If you are new to Pabbly Connect, you can sign up for a free account. This grants you access to 300 tasks each month, allowing you to explore its features. Once signed in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

Within your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. In the pop-up dialog, name your workflow something descriptive, like ‘Create Monday.com Item on Wix Form Submission.’ Select a folder for organization, if desired. using Pabbly Connect

• Click on ‘Create’ to finalize your workflow setup.
• You will now see two sections: Trigger and Action.

In this workflow, the trigger application will be Wix Forms, and the action application will be Monday.com. This setup ensures that whenever a new form submission occurs, a corresponding item will be created in Monday.com.

3. Setting Up the Wix Form Submission Trigger

To set up the trigger, select ‘Wix Forms’ as your trigger application and choose the event ‘New Form Submission.’ Upon selection, Pabbly Connect will provide you with a Webhook URL. This URL is essential for connecting Wix Forms with Pabbly Connect. using Pabbly Connect

Next, log into your Wix account and navigate to the Automations section. Click on the ‘New Automation’ button, then select ‘Start from Scratch.’ Choose Wix Forms as the trigger and set the event to ‘Form Submitted.’ For the form, you may choose ‘Any’ or a specific form.

• Select the action as ‘Send via Webhook.’
• Paste the Webhook URL from Pabbly Connect into the Target URL field.

After entering the URL, activate the automation and save it. This completes the trigger setup, allowing Pabbly Connect to listen for new submissions from your Wix form.

4. Configuring the Action in Monday.com

Now that the trigger is set up, it’s time to configure the action in Monday.com. In Pabbly Connect, select ‘Monday.com’ as your action application and choose the action event ‘Create Item.’ This ensures that every new submission from your Wix form results in a new item being added to your Monday.com board. using Pabbly Connect

To connect Monday.com with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection.’ You will need to provide a name for this connection and an API token. To obtain the token, log into your Monday.com account, go to your profile, select ‘Administration,’ and then ‘Connections.’ Regenerate your API token and copy it back to Pabbly Connect.

Select your Board ID, such as ‘Leads Data,’ where the new items will be created. Map the fields from your Wix form to the corresponding fields in Monday.com.

Make sure to map the first name, last name, email, and phone number from the Wix form submission to their respective fields in Monday.com. Once all fields are mapped, save the action configuration.

5. Testing the Integration

After setting up both the trigger and action, it’s crucial to test the integration to ensure everything works correctly. Go back to your Wix form and submit a test entry with dummy data, such as a first name, last name, email, and phone number.

Once the form is submitted, return to Pabbly Connect to check for a successful webhook response. If the response is successful, you should see the details of the submission reflected in Pabbly Connect.

Now, check your Monday.com account to confirm that a new item has been created with the submitted details. Repeat the process with different test data to ensure reliability.

By following these steps, you will have successfully automated the creation of Monday.com items based on Wix form submissions using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create a Monday.com item on Wix form submission using Pabbly Connect. By automating this process, you can streamline your workflow and ensure that every submission is tracked effectively.