How to Use Pabbly Connect for Automated Workflows

Learn how to create automated workflows using Pabbly Connect to integrate applications like JotForm and Google Sheets seamlessly. 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. Accessing Pabbly Connect for Automation

To create automated workflows, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing the URL in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Once registered, you will receive 100 free tasks every month, allowing you to explore Pabbly Connect and its features.

2. Creating a Workflow with Pabbly Connect

After signing in to Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ option located at the top right corner. A dialog box will appear asking you to name your workflow.

• Provide a name for your workflow, such as ‘JotForm to Google Sheets’.
• Select a folder to save your workflow if needed.
• Click on ‘Create’ to proceed.

Once created, you will see two windows for trigger and action. This is where you will set up the automation process using Pabbly Connect.

3. Setting Up Trigger in Pabbly Connect

In the trigger application window, select ‘JotForm’ as your trigger application. The trigger event will be set to ‘New Response’, which means the workflow will initiate when a new form response is submitted.

To connect JotForm with Pabbly Connect, copy the webhook URL provided. You will need to paste this URL into your JotForm settings. Follow these steps:

• Log in to your JotForm account and open the form you want to integrate.
• Go to the Settings tab and navigate to Integrations.
• Select Webhooks and paste the copied URL.

After completing these steps, your JotForm will be connected to Pabbly Connect, and you will be able to capture responses automatically.

4. Action Step: Adding Data to Google Sheets

Now that your trigger is set, it’s time to configure the action step. In the action application window, select ‘Google Sheets’ and choose the action event as ‘Add New Row’. This step will ensure that every new response from JotForm is recorded in your Google Sheets.

To connect Google Sheets with Pabbly Connect, click on ‘Connect Now’ and sign in with your Google account. Allow the necessary permissions for Pabbly Connect to access your Google Sheets.

Select the spreadsheet you want to use, such as ‘JotForm Records’. Choose the specific sheet within the spreadsheet. Map the fields from JotForm to the corresponding columns in Google Sheets.

After mapping the fields, click ‘Save and Send Test Request’ to ensure everything is working correctly. If successful, a new row will be added to your Google Sheets with the response data.

5. Testing and Finalizing Your Workflow

Once you have configured the action step, it’s crucial to test your workflow. Go back to JotForm and submit a test response to see if the data is captured correctly in Pabbly Connect and subsequently added to Google Sheets.

After submitting the form, check your Google Sheets to confirm that a new row has been added with the details you entered. This will validate that your integration is functioning as expected.

Finally, you can enhance your workflow by adding more actions if desired. For instance, you could send an email notification through Gmail after a new row is added in Google Sheets. This demonstrates the flexibility of Pabbly Connect in automating your processes across multiple applications.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create automated workflows between JotForm and Google Sheets. By following the steps outlined, you can streamline your data collection and management processes effectively.