How to Create Airtable Record on Cognito Forms Submission Using Pabbly Connect

Learn how to automate the creation of Airtable records from Cognito Forms submissions using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To begin automating the process of creating Airtable records from Cognito Forms submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for an account. Once logged in, you will reach the dashboard where you can create workflows that connect various applications seamlessly.

On the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. Give your workflow a name, such as ‘Create Airtable Record on Cognito Forms Submission’, and choose a folder to save it. This organization helps you manage your workflows effectively.

Configuring the Cognito Forms Trigger

Once your workflow is created, the next step is to set up the trigger. Select Pabbly Connect as your trigger application and then choose ‘Cognito Forms’ as the specific trigger app. This integration allows Pabbly Connect to listen for new submissions in your Cognito Forms.

In the trigger configuration, select ‘New Entry’ as the trigger event. This means that every time a new entry is submitted through your Cognito Forms, Pabbly Connect will capture the data and initiate the workflow. After selecting the event, you will receive a webhook URL that you need to copy.

• Select ‘Cognito Forms’ as your trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the generated webhook URL for use in Cognito Forms.

Now, navigate to your Cognito Forms account and select the form you wish to integrate. In the form settings, find the option to post data to a website and enter the webhook URL from Pabbly Connect. This step establishes the connection between Cognito Forms and Pabbly Connect.

Setting Up Airtable Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action in your Pabbly Connect workflow. Choose Pabbly Connect as your action application and select ‘Airtable’ as the specific action app. This will allow you to create a new record in Airtable whenever a new submission is received from Cognito Forms.

Select ‘Create Record’ as the action event. You will need to connect your Airtable account to Pabbly Connect. Click on ‘Connect with Airtable’ and grant access to your Airtable account. Make sure to select the correct base and table where you want the new records to be created.

• Choose ‘Create Record’ as the action event.
• Connect your Airtable account with Pabbly Connect.
• Select the base and table for new records.

In this step, map the fields from Cognito Forms to the corresponding fields in Airtable. This mapping ensures that the data from the form submissions is accurately transferred and organized in your Airtable database. Once everything is set up, save the action step in Pabbly Connect.

Testing the Integration

With the trigger and action configured, it’s time to test the integration to ensure everything works smoothly. Go back to your Cognito Forms and submit a test entry. This will send data to the webhook URL configured in Pabbly Connect, triggering the workflow. using Pabbly Connect

After submitting the test entry, return to Pabbly Connect to check if the workflow has successfully captured the data. You should see the details from the test submission reflected in the workflow’s execution history. If successful, the data should also appear in your Airtable as a new record.

Submit a test entry in Cognito Forms. Check Pabbly Connect for captured data. Verify the new record in Airtable.

By following these steps, you can confirm that the integration is functioning correctly. If you encounter any issues, review the mapping and connections in Pabbly Connect to ensure accuracy.

Conclusion

In this tutorial, we explored how to automate the process of creating Airtable records from Cognito Forms submissions using Pabbly Connect. By following the steps outlined, you can save time and streamline your event planning process. This integration allows for seamless data transfer, ensuring that you never miss a client inquiry.