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How to Enroll Tag Mango Users on Paper Form Submission Using Pabbly Connect

Learn how to automate the enrollment of Tag Mango users on paper form submission using Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To enroll Tag Mango users on paper form submission, we will use Pabbly Connect. This tool automates the process without requiring coding skills. First, log into your Pabbly account and navigate to the Pabbly Connect dashboard.

Once on the dashboard, you will see options to create new workflows. Select the option to create a new workflow and name it appropriately, such as ‘Enroll Tag Mango Users on Paper Form Submission.’ This will help you identify the workflow later.

2. Selecting Trigger Application: Paper Form

In this step, we will set up the trigger application. The trigger for this automation will be Paper Form. Select Paper Form from the list of applications available in Pabbly Connect. using Pabbly Connect

Choose ‘New Form Submission’ as the trigger event.
Connect your Paper Form account by providing the required API key.
Test the connection to ensure Pabbly Connect can access your Paper Form submissions.

After successfully setting up the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect your Paper Form account with Pabbly Connect.

3. Configuring Paper Form Integration

Now, navigate to your Paper Form account. Open the form you want to use for collecting submissions. On the right side, click on the ‘Integrations’ option and then select ‘Webhooks.’ using Pabbly Connect

In the Webhooks section, paste the webhook URL you copied earlier from Pabbly Connect. This will allow Paper Form to send data to Pabbly Connect whenever a new submission is made. Save the changes to finalize the integration.

4. Setting Up Action Application: Tag Mango

Next, we will set up the action application, which will be Tag Mango. In Pabbly Connect, select Tag Mango as your action application. This is where users will be enrolled automatically upon form submission. using Pabbly Connect

Choose the action event as ‘Enroll User.’ This specifies what action will be taken in Tag Mango.
Connect your Tag Mango account by entering the required API key.
Map the fields from your Paper Form submission to the corresponding fields in Tag Mango.

After mapping the fields, save the action setup. This ensures that every time a new form submission is made, the user details will be sent to Tag Mango automatically.

5. Testing the Integration

To ensure everything is working correctly, it is essential to test the integration. Go back to your Paper Form and fill out a test submission with dummy details. After submission, check your Pabbly Connect dashboard to see if the data has been captured. using Pabbly Connect

If the test submission is successful, you will see the user enrolled in your Tag Mango account. This confirms that the entire process from Paper Form submission to Tag Mango enrollment is functioning smoothly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, this tutorial demonstrated how to use Pabbly Connect to automate the enrollment of Tag Mango users based on Paper Form submissions. By following these steps, you can streamline your user enrollment process effectively.