How to Enroll Rigi User on Tally Forms Submission Using Pabbly Connect

Learn how to enroll Rigi users through Tally Forms submissions using Pabbly Connect. This step-by-step tutorial covers the integration process in detail. 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 enroll Rigi users on Tally Forms submission, the first step is to access Pabbly Connect. This platform provides the integration capabilities needed for seamless automation. You can start by visiting the Pabbly Connect website.

If you don’t have an account, simply sign up for free. Once signed in, you will find options to create workflows that connect Tally Forms and Rigi. This connection is essential for automating the user enrollment process.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow; for this integration, name it something descriptive like ‘Enroll Rigi User on Tally Forms Submission’.

• Click on the ‘Create’ button to proceed.
• You’ll see two main sections: Trigger and Action.
• Set up your Trigger first, which will be Tally Forms.

After setting up the trigger, you will be ready to define the action that follows, which will be to enroll users in Rigi. This structured approach ensures a smooth workflow.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, search for Tally Forms in the trigger application section. Select it and then choose the trigger event as ‘New Response’. This means that every time a new form is submitted, it will trigger the workflow.

Next, you need to connect Tally Forms with Pabbly Connect using the provided webhook URL. Copy the webhook URL and head over to your Tally Forms account. In Tally Forms, navigate to the Integrations section to paste the webhook URL. This connection allows Tally Forms to communicate with Pabbly Connect, sending form submission data.

4. Setting Up the Action to Enroll Users in Rigi

Now that the trigger is set, it’s time to define the action in Pabbly Connect. Search for Rigi in the action application section and select it. The action event you want is ‘Import User’. This action will take the information gathered from the Tally Forms submission and enroll the user in Rigi.

• You will need to connect Rigi with Pabbly Connect by providing a token from your Rigi account.
• To get this token, log into your Rigi account and navigate to the Integrations section.
• Copy the token and paste it back into Pabbly Connect to establish the connection.

Once connected, you can map the fields from Tally Forms to Rigi, ensuring that user details are accurately transferred. This mapping is crucial for successful enrollment.

5. Testing the Integration Setup

After setting up the trigger and action in Pabbly Connect, it’s time to test the integration. Go back to your Tally Forms account and create a new form submission. Fill in the required user details such as first name, last name, email, and mobile number.

Once you submit the form, return to Pabbly Connect to check if the response from Tally Forms has been received. If everything is set up correctly, you will see the user details appear in Pabbly Connect, confirming that the integration works as intended.

Finally, log into your Rigi account to verify that the new user has been enrolled successfully. This testing phase is critical to ensure that your automation is functioning correctly, allowing you to manage user enrollments efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to enroll Rigi users through Tally Forms submissions. By following the detailed steps, you can automate the user enrollment process, saving time and reducing errors in your workflow.