How to Notify Team on Microsoft Teams on Cognito Forms Submission Using Pabbly Connect

Learn how to integrate Cognito Forms with Microsoft Teams using Pabbly Connect to automate notifications on form submissions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on Microsoft Teams about Cognito Forms submissions, first access Pabbly Connect. This automation platform allows you to create workflows without coding.

Start by visiting the Pabbly Connect website. If you are a new user, sign up for a free account. Existing users can log in. Once logged in, navigate to the dashboard and click on Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Cognito Forms to Microsoft Teams using Pabbly Connect. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Notify Team on Microsoft Teams on Cognito Form Submission’.

• Select the folder where you want to save the workflow.
• Choose Cognito Forms as the trigger application.
• Set the trigger event to ‘New Entry’.

After naming your workflow, you will see two boxes appear: one for the trigger and one for the action. The trigger will be Cognito Forms, and the action will be Microsoft Teams. This setup will notify your team whenever a new form submission occurs.

3. Connecting Cognito Forms to Pabbly Connect

To connect Cognito Forms with Pabbly Connect, you need to set up a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided by Pabbly Connect.

Next, log into your Cognito Forms account and open the form you want to integrate. Enable the option to post JSON data to a website and paste the copied webhook URL into the designated field. After saving this setting, go back to Pabbly Connect to ensure the connection is successful.

4. Testing the Integration with a Form Submission

Now that you have connected Cognito Forms to Pabbly Connect, it’s time to test the integration. Fill out the form with sample data, including your name, phone number, email, and service interested in.

• Submit the form to trigger the webhook.
• Check the response in Pabbly Connect to confirm data capture.
• Ensure all submitted details are correctly displayed.

If the data appears correctly in Pabbly Connect, your connection is successful, and you can proceed to the next step of notifying your team.

5. Notifying the Team on Microsoft Teams

After successfully testing the connection, set up the action to notify your team on Microsoft Teams using Pabbly Connect. Choose Microsoft Teams as the action application and select ‘Send Message in a Channel’ as the action event.

Connect your Microsoft Teams account by granting the necessary permissions. Select the team and channel where you want the notifications to appear. Draft your message, including dynamic fields from the Cognito Forms submission, ensuring all details are mapped correctly to keep the message dynamic.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate notifications from Cognito Forms to Microsoft Teams. By following these steps, you can streamline your workflow and ensure your team is always updated on new submissions.