Automate Airtable Record Creation with Pabbly Connect and Cognito Forms

Learn how to automate the creation of Airtable records using Pabbly Connect with Cognito Forms. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the process of creating Airtable records, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect homepage and signing in or creating a free account.

Once logged in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between Cognito Forms and Airtable.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow involves defining a trigger and an action. Start by naming your workflow, such as ‘Create Airtable Record on Cognito Form Submission’. After naming your workflow, select the folder where you want to save it.

• Click on ‘Create’ to finalize the workflow setup.
• Select ‘Cognito Forms’ as your trigger application.
• Choose ‘New Entry’ as the trigger event.

After setting up the trigger, you will receive a webhook URL. This URL is crucial as it will connect your Cognito Forms to Pabbly Connect. Copy this URL for the next steps in the process.

3. Connecting Cognito Forms to Pabbly Connect

Now that you have the webhook URL, log in to your Cognito Forms account. Select the form you want to connect, such as the ‘Event Inquiry Form’. In the form settings, find the option to post data to a website and paste the webhook URL you copied earlier.

After entering the URL, save the form. This action links your Cognito Forms to Pabbly Connect, enabling it to send data automatically whenever a new entry is submitted.

4. Setting Up Airtable as the Action Application

With your Cognito Forms connected, it’s time to set up Airtable in Pabbly Connect. Select Airtable as your action application and choose the action event ‘Create Record’. This step ensures that every new form submission creates a new record in Airtable.

• Connect your Airtable account to Pabbly Connect by granting access.
• Select the base and table where you want to create records.
• Map the fields from the Cognito Forms submission to the corresponding Airtable fields.

Ensure that you map the relevant fields correctly, such as name, email, event type, and date. This mapping allows Pabbly Connect to transfer data seamlessly from your form submissions to Airtable records.

5. Testing the Integration with a Submission

After setting up the integration, it’s crucial to test it. Submit a test entry through your Cognito Forms to check if the data is correctly sent to Airtable. Once you submit the form, return to Pabbly Connect to see if the webhook response has been captured.

If successful, you should see the new record created in Airtable with the data from your test submission. This confirms that the integration is working as intended. You can now automate the record creation process for all future submissions.

Conclusion

In this tutorial, we learned how to automate the creation of Airtable records using Pabbly Connect with Cognito Forms. By following these steps, you can streamline your event planning process and ensure that no details are missed. This integration saves time and enhances productivity, allowing you to focus on more critical tasks.