How to Add Paperform Submission in Stackby Using Pabbly Connect

Learn how to integrate Paperform submissions into Stackby using Pabbly Connect with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Paperform submissions into Stackby, first access Pabbly Connect by typing the URL Pabbly.com/connect in your browser. This platform will serve as the bridge between your applications.

If you’re a new user, you can click on the ‘Sign up for free’ button to create an account. Existing users can simply log in. By signing up, you receive 100 free tasks each month to explore the platform’s capabilities.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. You will be prompted to name your workflow. For this integration, name it ‘Add Paperform Submission in Stackby’.

• Select a folder for your workflow.
• Choose the trigger application, which will be Paperform.
• Define the action application as Stackby.

Once you set this up, you’ll see two windows for trigger and action. The trigger will be the Paperform submission, and the action will be the creation of a record in Stackby.

3. Setting Up the Trigger with Paperform

To configure the trigger, select Paperform as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Submission’. This event will initiate the workflow every time a form is submitted.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL, as it will be used to connect your Paperform account. Go to your Paperform account, select the form you want to integrate, and navigate to the Integrations tab.

• Scroll down to find the Webhook option.
• Paste the copied webhook URL into the designated field.
• Select the trigger event as ‘New Submission’.

After setting this up, click on ‘Create’. Your webhook will now be active, and Pabbly Connect will be waiting for the response from Paperform.

4. Testing the Connection with a Submission

To test the connection, submit a test form using your Paperform. Enter the lead’s name, email, phone number, and the type of service they are interested in, such as SEO or content creation.

Once the form is submitted, return to Pabbly Connect. You should see the captured response from your Paperform submission, confirming that the integration is successful. The details will include the submission ID, lead’s name, email, and other relevant information.

5. Setting Up the Action in Stackby

Now that the trigger is successfully set, it’s time to configure the action. Select Stackby as your action application in Pabbly Connect and choose the action event as ‘Create Record’.

To establish this connection, you will need your Stackby API key. Log into your Stackby account, go to the Profile section, and copy the API key from the Account settings. Paste this key back into Pabbly Connect.

Select the workspace where you want to create the record. Choose the stack where the records will be added. Map the fields such as name, email, and phone number from the Paperform response.

After setting this up, click on ‘Save and Send Test Request’. Verify that the record appears in your Stackby database, confirming that your integration is complete.

Conclusion

This tutorial has shown you how to effectively use Pabbly Connect to automate the process of adding Paperform submissions to Stackby. By following these steps, you can streamline your lead management process effortlessly.