Integrate JotForm with Coda Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate JotForm with Coda using Pabbly Connect. This step-by-step guide covers all necessary steps for successful automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating JotForm with Coda, first, access Pabbly Connect. Open a new tab and search for Pabbly Connect to reach its landing page.

If you don’t have an account, click on ‘Sign Up for Free’ to create one. Existing users can simply sign in. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up will appear where you can name your workflow, such as ‘Create Coda Row from JotForm Submission’.

• Name your workflow appropriately.
• Select the folder where you want to save it.
• Click on ‘Create’ to proceed.

This will take you to the workflow setup page where you can set up the trigger and action. Here, you will see two boxes: Trigger and Action.

3. Setting Up the Trigger with JotForm

In the trigger box, select JotForm as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Response’. This event will initiate the workflow whenever a new form submission is received.

Next, you need to connect JotForm with Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and navigate to your JotForm account. In JotForm, go to the form settings, then to Integrations, and search for Webhooks.

• Paste the copied webhook URL into the Webhooks integration.
• Click on ‘Complete Integration’ to finalize.

After completing this step, return to Pabbly Connect where it will show that it is waiting for a response.

4. Setting Up the Action with Coda

Now, set up the action in your workflow by selecting Coda as the action application in Pabbly Connect. Choose ‘Create Row’ as your action event. This action will add a new row in your Coda table based on the JotForm submission data.

To connect Coda with Pabbly Connect, you will need an API token. Go to your Coda account, navigate to account settings, and generate a new API token. Copy this token and return to Pabbly Connect.

Paste the API token in Pabbly Connect. Select the document and table where you want to add the new row. Map the fields from JotForm to the corresponding columns in Coda.

Once you have mapped all the necessary fields, click ‘Save and Send Test Request’ to ensure everything is set up correctly.

5. Testing the Integration

To test the integration, go back to JotForm and submit a new form entry. Fill out the form with sample data and hit submit. This action will trigger the workflow in Pabbly Connect.

After submitting the form, return to Pabbly Connect to check if the response was received successfully. You should see the details of the form submission captured in Pabbly Connect.

Finally, check your Coda table to confirm that a new row has been added with the details from the JotForm submission. This verifies that the integration is working smoothly, allowing automatic data entry from JotForm to Coda.

Conclusion

In this guide, we explored how to integrate JotForm with Coda using Pabbly Connect. By following the steps outlined, you can automate the process of adding form submissions directly into your Coda tables, enhancing your workflow efficiency.