Learn how to automate user enrollment in Graphy through Paper Form submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating Graphy with Paper Form submissions, first, access Pabbly Connect. This platform allows you to automate workflows without any coding knowledge. Simply visit the Pabbly Connect website and sign in or create a new account.
Once logged in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Enroll Graphy User on Paper Form Submission,’ and select a folder to save it in.
2. Setting Up the Trigger in Pabbly Connect
In this step, you will set up the trigger application in Pabbly Connect. Select ‘Paper Form’ as your trigger application. Choose the trigger event as ‘New Form Submission’ to initiate the workflow whenever a new submission is made.
- Select ‘Paper Form’ as the trigger application.
- Choose ‘New Form Submission’ as the trigger event.
- Copy the provided Webhook URL to connect Paper Form with Pabbly Connect.
Next, open your Paper Form account, navigate to the form you wish to use, and click on the ‘Edit’ option. Under the ‘After Submission’ tab, go to ‘Integrations and Webhooks,’ and paste the Webhook URL. Select the option to trigger on new submissions, then save the changes.
3. Capturing Form Submissions in Pabbly Connect
After setting up the trigger, it’s essential to test the connection between Paper Form and Pabbly Connect. Perform a test submission in your Paper Form using dummy details. This action will allow Pabbly Connect to capture the submission data.
Once the test submission is made, return to Pabbly Connect. You should see that the response from the Paper Form is captured successfully. This indicates that the integration is working correctly.
- Fill in the test form with dummy details.
- Check Pabbly Connect for the captured response.
- Ensure that the correct data is displayed in the workflow.
This verification step is crucial as it confirms that the connection between the two platforms is operational and ready for further actions.
4. Creating Learners in Graphy Using Pabbly Connect
Now that the trigger is set up, you can proceed to create learners in Graphy. In the action application section of Pabbly Connect, select ‘Graphy’ and choose the action event as ‘Create Learners.’ This step will automate the enrollment of users based on the form submissions.
To establish the connection, you will need to input your Graphy API key and Merchant ID. This information can be found in your Graphy account under the Integrations section. After entering these details, map the fields from the Paper Form submission to the corresponding fields in Graphy.
Select ‘Graphy’ as the action application. Choose ‘Create Learners’ as the action event. Map the necessary fields from the Paper Form submission.
Once all details are mapped correctly, click on ‘Save and Send Test Request’ to verify that the learner is created in your Graphy account. Check the learners section in Graphy to confirm successful enrollment.
5. Enrolling Learners in Courses Using Pabbly Connect
The final step involves enrolling the newly created learners into specific courses in Graphy. In Pabbly Connect, add another action step and select ‘Graphy’ again. This time, choose the action event ‘Enroll Learner to Course.’ This action will ensure that the learner is automatically enrolled in the desired course.
As before, you will need to map the learner’s email address and provide the course URL where they should be enrolled. After mapping these fields, click on ‘Save and Send Test Request’ to finalize the enrollment process.
Once you receive a positive response, check the course section in your Graphy account to ensure that the learner has been successfully enrolled. This confirms that the entire workflow from Paper Form submission to course enrollment has been executed flawlessly using Pabbly Connect.
Conclusion
In this tutorial, we explored how to automate the enrollment of Graphy users through Paper Form submissions using Pabbly Connect. By following these detailed steps, you can streamline your workflow and enhance your online coaching business effectively.
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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