Learn how to automate uploading Jotform file attachments to different Google Drive folders using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To upload Jotform file attachments in different Google Drive folders, first, you need to access Pabbly Connect. This platform allows you to automate the process without any coding skills. Begin by visiting Pabbly’s website and signing in or creating a new account if necessary.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see options to create a new workflow. This workflow will connect Jotform and Google Drive, facilitating the automated upload of attachments based on their file types.
2. Creating a New Workflow in Pabbly Connect
In this section, you will create a new workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Upload Jotform Attachments to Google Drive.’ Select the folder in which you want to save this workflow.
- Click on ‘Create’ to proceed.
- You will see two sections: Trigger and Action.
- Select Jotform as the trigger application and choose the ‘New Response’ event.
After selecting the trigger, you will configure it to connect Jotform with Pabbly Connect. This setup is crucial as it allows the workflow to automatically respond to new submissions in Jotform.
3. Configuring the Jotform Trigger
The next step is to configure the Jotform trigger in Pabbly Connect. You will need to copy the provided Webhook URL and add it to your Jotform settings. This URL acts as a bridge between Jotform and Pabbly Connect.
Go to your Jotform account, navigate to the form settings, and select Integrations. Search for Webhooks and paste the copied URL. Click on ‘Complete Integration’ to finalize the connection.
Once the integration is complete, return to Pabbly Connect and click on ‘Test Trigger’ to ensure that it is receiving data from Jotform. This step is essential to confirm that your setup is working correctly before proceeding to the next steps.
4. Setting Up Google Drive Action in Pabbly Connect
After successfully configuring the Jotform trigger, the next step involves setting up Google Drive as the action application in Pabbly Connect. Select Google Drive and choose the action event as ‘Upload a File’. This setup will allow you to upload the files received from Jotform into the appropriate Google Drive folders.
- Connect your Google Drive account by clicking on ‘Connect’ and authorize access.
- Map the URL of the uploaded file from Jotform.
- Specify the folder ID in Google Drive where the file should be saved.
Ensure that you also map the file name correctly, including its extension, to maintain the file’s identity in Google Drive. After completing these mappings, click on ‘Save and Send Test’ to validate the action.
5. Testing and Cloning Routes in Pabbly Connect
Once the Google Drive action is set up, it’s time to test the entire workflow in Pabbly Connect. Submit a new form in Jotform with a file attachment to trigger the workflow. Check Google Drive to see if the file has been uploaded to the specified folder successfully.
If successful, you can clone this route to handle different file types, such as PDF and PNG. Rename the cloned routes accordingly and adjust the filter settings to match the file extensions. This way, you can manage multiple file types efficiently.
Finally, after configuring all routes, test the workflow again by submitting various file types through Jotform. This testing will ensure that your automation works flawlessly for all file formats.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the uploading of Jotform file attachments into different Google Drive folders based on file type. By following these steps, you can streamline your workflow and enhance productivity with ease.
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