Automate Ebook Delivery for Reviews Received via Jotform Using Pabbly Connect

Learn how to automate ebook delivery for Jotform reviews using Pabbly Connect. Step-by-step tutorial for seamless integration and efficient workflow. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate ebook delivery for reviews received via Jotform, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect in your browser. Here, you can either sign in if you are an existing user or sign up for free if you are new to the platform.

Once signed in, you will be directed to the dashboard where you can create workflows. Pabbly Connect allows you to integrate multiple applications without any coding skills. This is essential for automating the delivery of your ebook based on Jotform submissions.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Automate Ebook Delivery for Reviews Received via Jotform’ and select a folder to save it.

• Click on ‘Create’ to save your workflow.
• You will see two sections: Trigger and Action.
• The Trigger section will capture events from Jotform, while the Action section will execute tasks, such as sending an email via Gmail.

Now, you are ready to set up the trigger and action that will automate your ebook delivery process. This is where Pabbly Connect shines by allowing seamless integration between Jotform and Gmail.

3. Setting Up Jotform as a Trigger in Pabbly Connect

To set up Jotform as the trigger in Pabbly Connect, click on the Trigger section and select Jotform from the application list. Choose the event ‘New Response’ as the trigger event. This means that every time a new review is submitted via Jotform, it will trigger the workflow.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Jotform to Pabbly Connect. Next, log into your Jotform account and select the form you created for collecting reviews.

• Navigate to the ‘Settings’ section of your form.
• Select ‘Integrations’ and search for ‘Webhooks’.
• Paste the copied webhook URL and complete the integration.

Now that you have established the connection between Jotform and Pabbly Connect, you can proceed to test the integration by submitting a test response in Jotform. This will confirm that the trigger is working correctly.

4. Configuring Gmail as an Action in Pabbly Connect

With the trigger set up, the next step is to configure Gmail as the action in Pabbly Connect. In the Action section, select Gmail and choose the ‘Send Email’ action event. This allows you to send a thank-you email along with the ebook to the reader who submitted the review.

To establish a connection, click on ‘Connect’ and authenticate your Gmail account. Once connected, you will need to fill in the email details such as recipient address, subject, and content. Use the previous response data to personalize the email, ensuring that the reader receives their unique thank-you message.

Set the recipient email to the address submitted in the Jotform response. Enter a subject like ‘Thank You for Your Feedback! Enjoy Your Free Gift’. Include the content that thanks the reader and mentions the attached ebook.

After entering all necessary details, you can attach the ebook file link from your WordPress site. This ensures that the reader receives the ebook as promised. With this, Pabbly Connect automates the entire email delivery process efficiently.

5. Testing and Verifying Your Workflow in Pabbly Connect

After completing the setup, it’s time to test and verify your workflow in Pabbly Connect. Submit a test response in Jotform to ensure that the integration works as intended. Check if the email is received in the specified Gmail account with the attached ebook.

Monitor the workflow in Pabbly Connect to see if the response from Jotform triggers the email action correctly. If everything is set up properly, the email should arrive promptly, confirming that the automation is functioning as expected.

If the test is successful, your automation is ready to go live! You can now collect reviews via Jotform and automatically send ebooks to your readers without any manual effort. This streamlined process enhances user experience and saves time, showcasing how Pabbly Connect can simplify your workflow.

Conclusion

In conclusion, automating ebook delivery for reviews received via Jotform using Pabbly Connect simplifies the feedback process. This tutorial provided a step-by-step guide to set up the integration, ensuring timely responses to readers. With Pabbly Connect, you can enhance your publishing workflow efficiently.