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

Learn how to enroll TagMango users automatically through Tally Forms submission using Pabbly Connect. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for automating the enrollment of TagMango users via Tally Forms, visit the Pabbly Connect homepage. You can access it by typing the URL Pabbly.com/connect in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the green button labeled ‘Sign Up for Free’ to create an account. Existing users can simply log in to access their dashboards and workflows.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. This action will prompt you to name your workflow. Enter ‘Enroll TagMango User on Tally Forms Submission’ and select the relevant folder for organization.

• Name your workflow appropriately.
• Select a folder to categorize your workflow.
• Click on ‘Create’ to save your workflow.

Once created, you will see a blank workflow screen with two main sections: Trigger and Action. The Trigger section defines the event that starts the workflow, while the Action section specifies what happens next.

3. Setting Up Trigger and Action in Pabbly Connect

Your next step is to set the trigger for the workflow. Select Tally Forms as your trigger application. This means that every time a form is submitted in Tally Forms, it will initiate the workflow in Pabbly Connect.

Choose the trigger event as ‘New Response Received’. This ensures that every new submission will trigger the workflow. After selecting the trigger event, Pabbly Connect will provide you with a webhook URL that you need to copy.

• Select Tally Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for integration.

Now, go to your Tally Forms account and edit the specific registration form you want to connect. In the settings, find the integration section and paste the copied webhook URL. Save the changes to complete the connection between Tally Forms and Pabbly Connect.

4. Enrolling Users in TagMango via Pabbly Connect

With the connection established, the next step is to set up the action in Pabbly Connect. Choose TagMango as your action application. The action event will be ‘Enroll User’ which allows you to add users automatically based on the data received from Tally Forms.

To connect TagMango, you will need to enter your API key. You can obtain this key from your TagMango account under the automation settings. Once you have the API key, paste it into Pabbly Connect to establish the connection.

Select TagMango as the action application. Choose ‘Enroll User’ as the action event. Input your API key from TagMango to connect.

Map the fields from the Tally Forms submission to the corresponding fields in TagMango. This includes the user’s name, email, and any other relevant information. Once mapped, click on ‘Save and Send Test Request’ to verify that the user is enrolled successfully.

5. Testing the Integration of Tally Forms and TagMango

After setting up the action, it’s crucial to test the integration to ensure everything works smoothly. Go back to your Tally Forms and submit a test form with sample data. This action will trigger the workflow in Pabbly Connect and attempt to enroll the user in TagMango.

Once you submit the test form, return to Pabbly Connect to see if the response has been captured. You should see the details of the submitted form reflected in the response area. If successful, the user will be enrolled in TagMango with the corresponding details.

Submit a test form in Tally Forms. Check the response in Pabbly Connect for accuracy. Verify the user is added to TagMango.

Once confirmed, your integration is complete, and every new submission on Tally Forms will automatically enroll users in TagMango through Pabbly Connect.

Conclusion

In this tutorial, we explored how to enroll TagMango users automatically through Tally Forms submission using Pabbly Connect. By following the steps outlined, you can streamline the enrollment process for your digital courses efficiently.