How to Enroll Rigi User on Paperform Submission Using Pabbly Connect

Learn how to enroll Rigi users automatically through Paperform submissions 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

1. Accessing Pabbly Connect for Integration

To start integrating Paperform and Rigi, first, access Pabbly Connect. This platform serves as the central hub for building workflows that automate tasks between applications.

Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. Existing users can simply log in to their accounts. This process takes only a couple of minutes, and you will receive 100 free tasks every month.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button, and a pop-up window will appear.

In the pop-up, name your workflow. For this integration, name it ‘Enroll Rigi User on Paperform Submission’. Select the folder where you want to save this workflow. After that, click on ‘Create’ to proceed. Your workflow will now have a trigger and action section.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the desired folder for your workflow.

Now, you have successfully created a new workflow that will allow you to connect Paperform and Rigi seamlessly.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. The trigger will initiate the workflow when a new submission is received from Paperform.

Search for the Paperform application in the trigger section and select it. Choose ‘New Form Submission’ as your trigger event. This setup ensures that every time a new form is submitted, the workflow is activated.

• Select ‘Paperform’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Connect Paperform to Pabbly Connect using the provided webhook URL.

After setting up the trigger, you will be prompted to connect Paperform to Pabbly Connect using a webhook URL. Copy this URL and paste it into your Paperform account to establish the connection.

4. Configuring Paperform to Work with Pabbly Connect

With the webhook URL copied, head to your Paperform account. Locate the specific form you want to integrate and click on the ‘Edit’ button.

Navigate to the ‘After Submission’ settings and select ‘Integrations’. Here, you will add the webhook URL you copied from Pabbly Connect. Make sure to set the trigger event to ‘New Submission’. This step is crucial for ensuring that the correct data is sent to Pabbly Connect whenever a form is submitted.

Edit your Paperform and go to ‘After Submission’. Select ‘Integrations’ and add the webhook URL. Set the trigger event to ‘New Submission’.

After saving these settings, your Paperform is now configured to send submission data to Pabbly Connect, completing the setup for the trigger.

5. Setting Up the Action to Enroll Users in Rigi

The final step is to configure the action in Pabbly Connect that will enroll users in Rigi. After receiving the form submission data, you need to select Rigi as the action application.

Choose ‘Import User’ as your action event. To connect Rigi with Pabbly Connect, you will need to provide a token from your Rigi account. This token is essential for authenticating the connection.

Select ‘Rigi’ as the action application. Choose ‘Import User’ as the action event. Provide the required token from your Rigi account.

After entering the token, map the fields from the Paperform submission to the corresponding fields in Rigi. This process ensures that the user’s details are accurately transferred during enrollment.

Conclusion

In this tutorial, we explored how to automate the enrollment of Rigi users through Paperform submissions using Pabbly Connect. By following the steps outlined, you can efficiently set up integrations that simplify your workflow and enhance user management.