How to Set Up Webhook Inside Formester Using Pabbly Connect

Learn how to set up a webhook inside Formester using Pabbly Connect. This step-by-step tutorial covers integration with Google Sheets, Slack, and Discord. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Formester Webhook Setup

To set up a webhook inside Formester, we will utilize Pabbly Connect as the central integration platform. This tool allows seamless data transfer between Formester and other applications like Google Sheets and Slack. The process begins by understanding the roles of triggers and actions within Pabbly Connect.

Pabbly Connect operates on a simple principle: when a trigger occurs, an action follows. In our case, the trigger will be a form submission in Formester, and the action will be sending this data to Google Sheets. This setup ensures that every form submission is captured and processed efficiently.

2. Setting Up the Webhook in Formester

To initiate the webhook setup, first, log into your Formester account and select the form you wish to connect. You will be using Pabbly Connect to generate a webhook URL that will facilitate this connection. Once you are in Formester, navigate to the ‘Open Builder’ section.

• Select the ‘Automation’ option in the Open Builder.
• Click on the ‘Webhook’ option to add a new webhook.
• Paste the webhook URL generated by Pabbly Connect into the endpoint URL field.

After pasting the URL, select the event type as ‘Submission Created’. This ensures that the webhook will trigger whenever a new form submission occurs. Click on the ‘Add Webhook’ button to finalize your setup.

3. Testing the Webhook Connection

After setting up the webhook, it’s crucial to test the connection to ensure everything is working correctly. Go back to Pabbly Connect where you will see a message indicating that it is waiting for a webhook response. This means your webhook setup is almost complete.

Now, submit a test entry in the Formester form you connected. For example, fill in dummy details such as a name, email, and phone number. Once you submit the form, return to Pabbly Connect to check if you have received the response.

• Ensure that the details you entered are visible in the response section of Pabbly Connect.
• Verify that the event type corresponds to the submission created.
• Check for additional details such as submission time and IP address.

If all details are correctly captured, your webhook setup is successful, and you can proceed to the next steps.

4. Integrating with Google Sheets and Other Applications

With the webhook successfully set up, you can now integrate the captured data with Google Sheets using Pabbly Connect. This allows you to store all form responses in a structured format for easy access and analysis. To do this, add Google Sheets as an action step in your Pabbly Connect workflow.

In the action setup, configure the fields to match the data you want to capture from the Formester submission. You can also add additional action steps to send notifications to Slack or Discord channels, allowing your team to receive real-time updates.

Select Google Sheets as your action application. Map the fields from Formester to corresponding columns in Google Sheets. Add Slack or Discord as additional action steps if needed.

By following these steps, you can ensure that every form submission is captured and processed effectively across multiple platforms using Pabbly Connect.

5. Final Steps and Automation

Once you have set up the actions in Pabbly Connect, review your entire workflow to ensure that all triggers and actions are correctly configured. This final review is crucial for ensuring smooth automation. You can always add more action steps later based on your needs.

After confirming your setup, you are ready to automate your form responses. Whenever a form submission occurs in Formester, the details will automatically be sent to Google Sheets, and notifications can be sent to your team via Slack or Discord.

With Pabbly Connect, you can integrate numerous applications without any coding skills, making it a powerful tool for automating your workflows.

Conclusion

Setting up a webhook inside Formester using Pabbly Connect allows for seamless integration with various applications like Google Sheets, Slack, and Discord. This process enables efficient data management and enhances team collaboration, making your automation efforts more effective.