How to Notify Team on Google Chat on Cognito Forms Submission | Pabbly Connect Tutorial

Learn how to set up notifications on Google Chat for Cognito Forms submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. 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

Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting its landing page. Here, you can either sign in if you are an existing user or sign up for free to explore the features. Signing up gives you access to 100 tasks free every month, which is perfect for testing.

Once signed in, navigate to your dashboard and look for the option to create a workflow. Click on the button labeled ‘Create Workflow’ to initiate the process. You will be prompted to name your workflow; enter a descriptive name like ‘Notify Team on Google Chat on Cognito Forms Submission’ and select the folder where you want to save it.

Setting Up the Trigger in Pabbly Connect

After creating the workflow in Pabbly Connect, the next step is to set up the trigger. For this integration, select ‘Cognito Forms’ as your trigger application. This means that the workflow will start when a new entry is submitted in your Cognito Forms.

Choose the trigger event as ‘New Entry’. Once selected, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your Cognito Forms settings. Follow these steps:

• Log into your Cognito Forms account.
• Open the specific form you want to connect.
• Enable the ‘Post JSON data to a website’ option and paste the copied webhook URL.

After saving these settings, your Cognito Forms will now trigger the workflow in Pabbly Connect whenever a new submission is made.

Testing the Connection Between Cognito Forms and Pabbly Connect

With the webhook URL set up in Cognito Forms, you need to test the connection. Make a test submission to your form to ensure that Pabbly Connect captures the response correctly. After submitting the test data, return to your workflow dashboard in Pabbly Connect.

Check if the response from your test submission has been captured. You should see the details you entered, including the name, email, event type, and other relevant information. This confirms that the integration is functioning as intended.

Setting Up Google Chat Action in Pabbly Connect

After confirming that the trigger works, the next step is to set up the action. In this case, you will select ‘Google Chat’ as the action application. This allows you to send notifications to your team on Google Chat whenever a new form submission occurs.

Choose the action event as ‘Create Message’. You will need to connect your Google Chat account by providing the webhook URL from your Google Chat space. To obtain this URL, follow these steps:

• Open Google Chat in your web browser.
• Navigate to the specific chat room where you want to send messages.
• Add a new webhook and copy the generated URL.

Paste the webhook URL back into Pabbly Connect and customize your message. For example, include details like ‘New event inquiry received’ along with the mapped data from your Cognito Forms submission.

Finalizing the Integration and Sending Notifications

Once you have mapped all necessary fields from the Cognito Forms submission into your Google Chat message, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test message to your Google Chat space to confirm everything is working correctly.

Check your Google Chat to see if the message has been received. You should see the details of your test submission, confirming that the integration is functioning properly. This setup allows your team to receive real-time notifications about new inquiries, enhancing responsiveness and efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to notify your team on Google Chat about new submissions from Cognito Forms. This integration streamlines communication and improves response times, ultimately enhancing client satisfaction. By following the step-by-step process, you can set up this automation easily.