Learn how to automate customer creation in BigCommerce from Cognito Forms submissions using Pabbly Connect with this step-by-step tutorial. 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
Accessing Pabbly Connect for Integration
To start the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Simply visit the Pabbly Connect website and sign in or create a new account.
Once you are logged in, you will be directed to your dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the connection between Cognito Forms and BigCommerce.
Creating Your Workflow in Pabbly Connect
In this section, you will create a workflow that connects Cognito Forms to BigCommerce using Pabbly Connect. Start by naming your workflow, for example, ‘Create BigCommerce Customer on Cognito Form Submission’. Select the folder where you want to save this workflow.
- Name your workflow appropriately.
- Select the desired folder for organization.
- Click on ‘Create’ to proceed.
After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Cognito Forms, and the action will be set to create a customer in BigCommerce. This setup is crucial for automating the customer creation process whenever a new form is submitted.
Setting Up Cognito Forms for Pabbly Connect
To connect Cognito Forms with Pabbly Connect, you need to configure the webhook URL. Open your Cognito Forms account and select the form you want to work with. In the form settings, enable the option to post JSON data to your website.
After enabling this option, paste the webhook URL provided by Pabbly Connect into the submit entry endpoint. Make sure to save the changes. This step is essential as it allows Cognito Forms to send data to Pabbly Connect whenever a new submission occurs.
Testing the Integration between Cognito Forms and BigCommerce
Now that your webhook is set up, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. After submission, return to Pabbly Connect to check if the webhook response has been captured. This confirms that your setup is working correctly.
Once the test submission is successful, you will proceed to set up the action in Pabbly Connect to create a customer in BigCommerce. Select BigCommerce as your action application and choose the option to create a customer. Enter the necessary details such as client ID, access token, and store hash key from your BigCommerce account.
Finalizing the Automation with Pabbly Connect
After entering all the required details in Pabbly Connect, utilize the mapping feature to dynamically input customer information. This ensures that every new submission from Cognito Forms will automatically populate the appropriate fields in BigCommerce.
Finally, click on ‘Save and Send Test Request’. You should see a positive response confirming that the customer has been created in your BigCommerce account. You can verify this by checking the customer list in BigCommerce to see the newly created customer.
Conclusion
This tutorial demonstrates how to automate the creation of BigCommerce customers from Cognito Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your customer management process efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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