How to Send Email on Partial Paperform Submission Using Pabbly Connect

Learn how to send emails on partial Paperform submissions using Pabbly Connect. This guide covers step-by-step integration with Gmail and Paperform. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send an email on partial Paperform submission, you first need to access Pabbly Connect. This platform allows you to automate tasks between applications seamlessly. Start by opening your browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you can either sign in or create a new account. If you don’t have an account, click on the ‘Sign Up for Free’ button. After logging in, navigate to your dashboard where you can create workflows that integrate Paperform with Gmail.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow specifically designed to send emails on partial submissions. Click on the ‘Create Workflow’ button in Pabbly Connect. Name your workflow, for instance, ‘Send Email on Partial Paperform Submission’.

• Select the folder where you want to save the workflow.
• Click on ‘Create’ to initiate the workflow setup.

Now, the workflow interface will show two main boxes: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. Set the Trigger application to Paperform and select ‘Partial Submission’ as the trigger event.

3. Connecting Paperform to Pabbly Connect

To connect Paperform to Pabbly Connect, you will need a Webhook URL. This URL acts as a bridge between Paperform and Pabbly Connect. Copy the Webhook URL provided in Pabbly Connect and navigate to your Paperform account.

In Paperform, go to the form you want to connect, select ‘After Submission’, then ‘Integrations’, and finally ‘Webhooks’. Click on ‘Add Webhook’ and paste the copied Webhook URL. Set the trigger event to ‘Partial Submission’ and click on ‘Create’.

4. Setting Up Email Notification in Pabbly Connect

Now that Paperform is connected, it’s time to set up the email notification. In Pabbly Connect, after the trigger, you will add an action. Choose Gmail as your action application and select ‘Send Email’ as the action event.

Connect your Gmail account to Pabbly Connect and allow the necessary permissions. Next, you will need to fill in details such as the recipient’s email address, which you will map from the partial submission response.

• Set the email subject to ‘Complete Your Form Submission’.
• Use HTML format for the email content to include dynamic data.

Ensure to map the first name and last name from the Paperform response to personalize the email. Once everything is set, save your workflow.

5. Testing the Integration in Pabbly Connect

After setting up the workflow, it’s crucial to test the integration. Submit a partial form in Paperform to trigger the workflow. Check in Pabbly Connect to see if it captures the response correctly.

If everything is set up correctly, you should receive an email in your Gmail account reminding you to complete the form submission. This confirms that the integration is working as intended.

Remember, partial responses may take up to 30 minutes to reflect in Pabbly Connect, so be patient during testing.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send emails on partial Paperform submissions. By following the steps outlined, you can automate your workflow efficiently, ensuring users are reminded to complete their forms promptly.