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Automate Discord Notifications with Cognito Forms Integration

Learn how to integrate Cognito Forms with Discord Channel for automatic notifications using P Connect Now in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Cognito Forms for Discord Notifications

The first step in automating notifications on Discord Channel is to set up your Cognito forms. This allows you to collect customer inquiries effectively. You can create a form specifically for customer feedback or inquiries.

Once your form is ready, you will need to integrate it with P Connect Now to automate the message sending process. This integration will ensure that every new submission triggers a message to your designated Discord channel.

2. Connecting P Connect Now with Cognito Forms

To connect P Connect Now with your Cognito form, first, log into your P Connect Now account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ option. Name your workflow something like ‘Send Discord Channel Messages on Cognito Form Submission’.

Select Cognito as your trigger application.
Choose the trigger event as ‘New Entry’.
Copy the webhook URL provided by P Connect Now.

After copying the webhook URL, go back to your Cognito form settings and paste the URL in the ‘Submit Entry Endpoint’ field. Save your changes to establish the connection.

3. Testing the Integration with a Sample Submission

After setting up the connection between Cognito and P Connect Now, it’s essential to test the integration. You can do this by submitting a test entry through the form you just created. Make sure to fill in all required fields like name, email, and the inquiry message.

Once you submit the form, return to P Connect Now to check if the response has been captured successfully. If you see the details of your submission, it indicates that the connection is working correctly.

4. Setting Up Discord Channel for Notifications

Next, you need to set up your Discord Channel to receive notifications. Go to your Discord server settings and find the ‘Integrations’ option. Here, create a new webhook for the channel where you want to send the messages.

Name the webhook something like ‘New Inquiry Received’.
Select the appropriate channel for notifications.
Copy the webhook URL and save the changes.

Paste this webhook URL back into your P Connect Now action step where you set up Discord notifications. This will ensure that every new form submission sends a message to your Discord channel.

5. Finalizing the Automation Process

To finalize the automation, you need to configure the message format that will be sent to your Discord Channel. In P Connect Now, set the action event to ‘Send Channel Message’ and choose HTML as the message type.

Compose your message using HTML tags to format it properly. You can include dynamic fields from the Cognito submission like the customer’s name, email, and inquiry details. Once you finish setting this up, save the workflow and send a test request to see if everything works as expected.

Conclusion

This tutorial has guided you through the process of integrating Cognito forms with a Discord Channel for automatic notifications using P Connect Now. By following these steps, you can efficiently manage customer inquiries and keep your team informed without manual input.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

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