How to Enroll TagMango User on Cognito Forms Submission Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with TagMango using Pabbly Connect to automate user enrollment upon form submission. 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 the integration of Cognito Forms with TagMango, first access Pabbly Connect. This platform enables seamless automation without coding. Visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are an existing user, click on the sign-in button to access your account. New users can create an account in just two minutes, receiving 100 free tasks monthly to explore the software.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new automation. You will be prompted to name your workflow; for this integration, name it ‘Enroll TagMango User on Cognito Forms Submission’.

• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

This action opens a new screen with two key sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is the event that follows. In this case, when a new entry is submitted in Cognito Forms, it will trigger the action to enroll the user in TagMango.

3. Setting Up the Trigger with Cognito Forms

To configure the Trigger, select Cognito Forms as your trigger application. This selection ensures that the workflow starts when a new entry is made in your registration form. Choose the trigger event as ‘New Entry’ to capture the form submission.

After selecting the trigger event, Pabbly Connect will provide a Webhook URL. You need to copy this URL and paste it into your Cognito Forms settings. This URL acts as a bridge to transfer data from Cognito Forms to Pabbly Connect.

• In Cognito Forms, navigate to the settings of your course registration form.
• Enable the option to post JSON data to a website and paste the Webhook URL.
• Save the changes to establish the connection.

Once the connection is saved, head back to Pabbly Connect, where it will indicate that it is waiting for a Webhook response. This means the integration is set up correctly, and you can now test it by submitting a new entry in your Cognito Forms.

4. Setting Up the Action with TagMango

With the trigger now configured, it’s time to set up the action. Select TagMango as your action application. This step is crucial as it allows you to enroll the user who submitted the form.

Choose the action event as ‘Migrate User’ to enroll the student in your course. You will need to connect your TagMango account to Pabbly Connect by providing the API key from your TagMango dashboard. Follow the instructions to locate and copy the API key, then paste it into the connection settings in Pabbly Connect.

Map the details received from the Cognito Forms submission, such as name, phone number, and email address. Ensure you also specify the Mango ID for the course in which the user will be enrolled.

After filling in all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the user has been enrolled in TagMango. This indicates that your workflow is now fully operational.

5. Testing the Integration

To ensure everything is working correctly, conduct a test by submitting a new entry in the Cognito Forms registration form. Use different details for this submission to verify that the integration captures the data accurately.

After submitting the form, return to Pabbly Connect to check if the response has been captured successfully. You should see the new entry reflected in the response data. Then, check your TagMango account to confirm that the new user has been enrolled without any manual intervention.

This automated process allows you to effortlessly manage user enrollments as soon as they submit their registration forms. Thanks to Pabbly Connect, you can streamline your workflows and save valuable time.

Conclusion

This tutorial demonstrates how to enroll a TagMango user on Cognito Forms submission using Pabbly Connect. By automating this process, you can efficiently manage user registrations and enhance your workflow.