How to Create or Update Encharge Person on Paperform Submission Using Pabbly Connect

Learn how to create or update an Encharge person on Paperform submission using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create or update an Encharge person on Paperform submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ into your browser. Once there, you will have the option to sign in or sign up for a free account, which provides you with 100 tasks monthly.

After signing in, navigate to the dashboard and click on Pabbly Connect to access the workflow area. Here, you can create new workflows that automate processes between applications like Paperform and Encharge. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it in.

Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger will be a new form submission from Paperform. Select Paperform as your trigger application and choose the ‘New Form Submission’ event. This will initiate the workflow whenever a new form is submitted.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Paperform and Pabbly Connect. Copy this URL and proceed to your Paperform account to configure it.

• Go to your Paperform account and open the form you want to connect.
• Click on the three dots and select ‘Edit’.
• Navigate to ‘After Submission’ > ‘Integrations’ > ‘Webhooks’.
• Add the webhook URL you copied from Pabbly Connect.

After entering the webhook URL, ensure that it triggers on ‘New Form Submission’. This setup allows Pabbly Connect to receive data from Paperform whenever a form is submitted.

Testing the Webhook Connection

After configuring the webhook in Paperform, you need to test the connection to ensure everything is working correctly. Open your Paperform in a new tab and fill out the form with dummy data. This submission will send data to Pabbly Connect via the webhook.

Once you submit the form, return to Pabbly Connect and check for the webhook response. You should see the captured data from your form submission. This confirmation indicates that the connection between Paperform and Pabbly Connect is successful.

• Fill in fields like first name, last name, email, phone, and address.
• Submit the form and verify that the data appears in Pabbly Connect.

If the data appears successfully, you can move on to the next step of creating an Encharge person using the data received from Paperform.

Configuring the Action in Pabbly Connect

Now that you have successfully tested the webhook, it’s time to set up the action step in Pabbly Connect. Select Encharge as your action application and choose the ‘Add or Update Person’ event. This action will create a new person in your Encharge account based on the data received from Paperform.

Click on the connect button to link your Encharge account with Pabbly Connect. If you have previously connected, you can select that connection; otherwise, create a new one and grant the necessary permissions. Once connected, you will need to map the fields from the Paperform response to the corresponding fields in Encharge.

Map the email address, first name, last name, and other relevant fields. Ensure that you use the mapping feature to keep data dynamic. Click on ‘Save and Send Test Request’ to check if the integration works.

After testing, you should see the new person created in your Encharge dashboard, confirming that the integration is working perfectly.

Conclusion

In this tutorial, we demonstrated how to create or update an Encharge person on Paperform submission using Pabbly Connect. By following the steps outlined, you can automate the process and ensure that every form submission leads to an updated contact in Encharge. This integration simplifies your workflow and enhances your data management.