Integrate Cognitive Forms with Pabbly Connect to Automate Your Workflow

Learn how to integrate Cognitive Forms with Pabbly Connect to automate the submission process. Step-by-step guide to streamline your workflow effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Cognitive Forms with Pabbly Connect, first, access Pabbly Connect. This platform allows you to automate workflows seamlessly between different applications.

Visit the Pabbly Connect homepage and either sign in if you have an account or sign up for a free trial. Once signed in, you will be directed to the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for instance, ‘Cognitive Form Submission in St by’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your new workflow.

With these steps, your workflow is set up, and you can now define the trigger and action for automation.

3. Setting Up the Trigger in Pabbly Connect

To automate the form submissions, you need to set up a trigger. In Pabbly Connect, select ‘Cognitive Forms’ as your trigger application and choose the event as ‘New Entry’.

Once the trigger is set, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Cognitive Forms account.

4. Connecting Cognitive Forms to Pabbly Connect

Now that you have your webhook URL, log into your Cognitive Forms account. Open the form you wish to integrate and enable the option to send data to your website. using Pabbly Connect

• Paste the webhook URL in the ‘Submit Entry Endpoint’ field.
• Save the form and publish it to activate the integration.

With this connection established, any new form submission will trigger Pabbly Connect to capture the data automatically.

5. Finalizing the Integration in Pabbly Connect

After setting up the trigger, return to Pabbly Connect to test the integration. Submit a test entry in your Cognitive Form to ensure that the data flows correctly. using Pabbly Connect

Once you receive a successful response in Pabbly Connect, select ‘St by’ as your action application and configure the action to create a new record. Map the fields from your Cognitive Form to the corresponding fields in St by.

Finally, click on ‘Save and Send Request’ to complete the integration process. Now, every time a new inquiry is submitted through Cognitive Forms, it will automatically create a new entry in St by, streamlining your workflow.

Conclusion

This tutorial detailed how to use Pabbly Connect to integrate Cognitive Forms with St by, automating the submission process. By following these steps, you can efficiently manage inquiries and save time.