How to Send Multiple Email Attachments on Cognito Forms Submission Using Pabbly Connect

Learn how to send multiple email attachments from Cognito Forms submissions using Pabbly Connect. Follow this step-by-step guide for seamless automation with Gmail. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send multiple email attachments on Cognito Forms submission, we first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user. Existing users can simply log in to their account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear prompting you to name your workflow; enter something descriptive like ‘Send Multiple Email Attachments for Cognito Form Submission’ and click on ‘Create’ to proceed.

2. Setting Up the Trigger with Cognito Forms

In this step, we will configure the trigger application, which is Cognito Forms. Select ‘Cognito Forms’ as your trigger application and choose the event ‘New Entry’. This event will activate the workflow whenever a new form submission is received. using Pabbly Connect

• Select ‘Cognito Forms’ as the trigger application.
• Choose the event ‘New Entry’ to initiate the workflow.
• Copy the provided webhook URL for integration.

After selecting the event, you will receive a webhook URL. Copy this URL and navigate to your Cognito Forms account. In your form settings, enable the ‘Post JSON data to website’ option and paste the copied webhook URL into the designated field. Save your settings to complete the trigger setup.

3. Submitting the Cognito Form

Now that we have set up the trigger, it’s time to submit a form entry. Open the form you created in Cognito Forms and fill it out with the required information, including uploading multiple files. This step is crucial as it allows us to test the workflow.

• Fill in the first name, last name, email, and mobile number.
• Upload multiple files to ensure they are captured correctly.
• Submit the form to trigger the workflow.

Once you submit the form, return to Pabbly Connect where you will see that the webhook has received the response. This response will include all the details you filled out, including the uploaded files.

4. Transforming Data with Pabbly Connect

After receiving the form response, we need to transform the data to separate the uploaded files. For this, we will use the ‘Data Transformer’ application within Pabbly Connect. Set the action event to ‘Line Itemizer’ to separate the combined files into individual entries.

Connect the Data Transformer to the previous step and map the response that contains the uploaded files. This will allow you to separate the files into distinct items that can be sent as email attachments.

5. Sending Email Attachments via Gmail

In the final step, we will use Gmail to send the separated files as email attachments. Select Gmail as the action application and choose the event ‘Send Email’. Connect your Gmail account to Pabbly Connect and grant the necessary permissions.

Enter the recipient’s email address where the attachments should be sent. Fill in the email subject and body content. Map the separated files from the Data Transformer as attachments.

Once all the details are filled in, click on ‘Save and Send Test Request’. If successful, you will receive an email with the attachments, confirming that the workflow is functioning correctly.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to send multiple email attachments from Cognito Forms submissions to Gmail. By following these steps, you can automate file sharing effectively and enhance your workflow.