Learn how to automate the integration between Cognito Forms and InCharge using Pabbly Connect. Follow this detailed guide for seamless user management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Cognito Forms and InCharge, you must first access Pabbly Connect. Open your browser and navigate to Pabbly Connect’s website. If you don’t have an account, you can sign up for free, which only takes a couple of minutes.

Once you’re on the Pabbly Connect landing page, you’ll see options to either sign in or sign up. If you choose to sign up, you’ll receive 100 free tasks each month, which is perfect for testing your integrations. After logging in, you will be directed to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow to automate the integration between Cognito Forms and InCharge. Click on the ‘Create Workflow’ button, and a new window will pop up for you to name your workflow. using Pabbly Connect

  • Name your workflow appropriately, for example, ‘Create or Update InCharge Person on Cognito Form Submission’.
  • Select the folder where you want to save your workflow.
  • Click on ‘Create’ to proceed.

After creating the workflow, you will see the trigger and action boxes. The trigger represents the event that starts the workflow, while the action is what happens as a result. Here, you will set up Cognito Forms as the trigger application.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, search for ‘Cognito Forms’ in the trigger application box. Once selected, choose the event ‘New Entry’ as your trigger event. This event will activate whenever a new submission is made in your Cognito form.

Next, you need to connect Cognito Forms with Pabbly Connect. This is done using a webhook URL generated by Pabbly Connect. Copy the webhook URL provided and proceed to your Cognito Forms account.

  • Open the specific form you want to connect.
  • Enable the option to post JSON data to a website.
  • Paste the copied webhook URL in the submit entry endpoint tab of your Cognito form.

After saving these settings, return to Pabbly Connect, where it will now wait for the response from the webhook. This step is crucial for ensuring that data from Cognito Forms is sent to Pabbly Connect.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, you need to configure the action. In the action application box, search for ‘InCharge’ and select it. Choose ‘Add or Update Person’ as your action event. This is where the integration takes the data received from Cognito Forms and updates or creates a new person in your InCharge account.

To connect InCharge with Pabbly Connect, click on the connect button and authorize the connection to allow Pabbly Connect access to your InCharge account. Once connected, you will see fields to map the data from the Cognito form submission to the corresponding fields in InCharge.

Map the first name, last name, email, and phone number from the Cognito form response. Ensure that all required fields in InCharge are filled with data from the form submission.

After mapping the fields, click on ‘Save and Test’ to see if the integration works correctly. A positive response indicates that a new person has been created or updated in InCharge using the details from the Cognito form submission.

5. Conclusion: Automating Your Workflow with Pabbly Connect

In this tutorial, you have learned how to automate the integration between Cognito Forms and InCharge using Pabbly Connect. By following the steps outlined, you can streamline your user management process, ensuring that every new form submission updates your InCharge account seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only saves time but also enhances your marketing efficiency by keeping your contact list accurate and up-to-date. With Pabbly Connect, you can easily manage user data without manual entry, allowing you to focus on growing your business.

By implementing this automation, you ensure that no lead or customer is overlooked, making your operations more efficient and effective.