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

Learn how to automate user enrollment in Regi from JotForm submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you need to access its platform. Begin by opening your browser and searching for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free.

If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process takes only a few minutes, and you will receive 100 free tasks every month. For existing users, simply sign in to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something relevant like ‘Enroll Regi User on JotForm Submission.’ Click ‘Create’ to proceed.

• Choose JotForm as the trigger application.
• Select ‘New Response’ as the trigger event.
• Connect JotForm with Pabbly Connect using the webhook URL provided.

Once these steps are completed, your workflow is set up to receive data from JotForm whenever a new form submission occurs.

3. Connecting JotForm to Pabbly Connect

To connect JotForm to Pabbly Connect, you need to copy the webhook URL provided in your workflow. Then, go to your JotForm account, select the form you wish to connect, and navigate to the ‘Settings’ tab.

In the settings, access the ‘Integrations’ section, search for ‘Webhooks,’ and click to add a new webhook. Paste the copied URL into the provided field and complete the integration. This will link your JotForm submissions to Pabbly Connect, allowing automatic data transfer.

4. Setting Up Action in Pabbly Connect

Now that JotForm is connected, it’s time to set up the action in Pabbly Connect. Choose Regi as your action application and select ‘Import User’ as the action event. You will need to connect Regi to Pabbly Connect by entering the required API token.

To get the token, log into your Regi account, navigate to the ‘Integrations’ section, and enable the Pabbly integration. Copy the API token and paste it into Pabbly Connect. After saving, map the fields from JotForm to Regi, ensuring that all relevant user details are correctly aligned for enrollment.

5. Testing and Verifying the Integration

With your integration set up in Pabbly Connect, it’s crucial to test it. Go back to JotForm and submit a new registration form. This submission should trigger the workflow in Pabbly Connect, sending the data to Regi.

After submitting, check Pabbly Connect to see if the response is received. If successful, you will find all the details of the new user. To verify, log into your Regi account and check the user management section to confirm that the new user has been added.

Conclusion

In this tutorial, we explored how to automate user enrollment in Regi using JotForm submissions through Pabbly Connect. By following the outlined steps, you can streamline your registration process and focus on delivering quality content to your students.