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

Learn how to automate the integration of JotForm submissions into Grist using Pabbly Connect with this detailed tutorial. 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 Integration

To start integrating JotForm with Grist, first, you need to access Pabbly Connect. Open a new tab and search for Pabbly Connect in your browser. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes just two minutes.

Once you have logged in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Create Gist Record on JotForm Submission’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Click on the trigger box and search for JotForm as your trigger application. Select ‘New Response’ as the trigger event.

• Search for JotForm in the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to connect JotForm with Pabbly Connect using the copied webhook URL. Go to your JotForm settings, navigate to Integrations, and search for Webhooks. Paste the webhook URL and complete the integration.

3. Creating Action Integration in Pabbly Connect

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on the action box and search for Grist as your action application. Choose ‘Create Record’ as the action event.

To connect Grist with Pabbly Connect, you will need an API key. Log into your Grist account, navigate to profile settings, and copy your API key. Paste this key in the token field in Pabbly Connect to establish the connection.

• Select Grist as the action application.
• Choose ‘Create Record’ as the action event.
• Paste the API key from Grist into Pabbly Connect.

Now you need to fill in the details required to create a new record in Grist. Select the appropriate workspace, document, and table where the data will be stored.

4. Mapping Data Fields for Automation

In this section, you will map the data fields from JotForm to Grist using Pabbly Connect. After selecting your document and table, you will see the fields that need to be filled with data from the JotForm submission.

Use the mapping feature to connect the fields. For example, map the first name, last name, email, phone number, and city from the JotForm response to the corresponding fields in Grist. This ensures that every new submission updates the record dynamically.

Once you have mapped all necessary fields, click on ‘Save’ and run a test to ensure that the integration works correctly. If successful, you will see a new record created in your Grist document with the details from the JotForm submission.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we successfully integrated JotForm with Grist using Pabbly Connect. We set up a trigger for new form submissions, created an action to add records in Grist, and mapped the necessary fields.

This automation streamlines the process of managing client inquiries, ensuring that all information is organized efficiently in Grist. By following this guide, you can replicate the integration and enhance your workflow.