Integrating Cognito Forms with Discord Channel Using Pabbly Connect

Learn how to send Discord channel messages on Cognito Forms submission using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration of Cognito Forms with Discord, you first need to access Pabbly Connect. This platform allows you to automate tasks without coding. Open your browser and navigate to the Pabbly Connect website.

If you’re an existing user, click on the ‘Sign In’ button. New users can click on ‘Sign Up for Free’ to create an account, which provides 100 free tasks monthly to explore the software. Once logged in, navigate to the dashboard to begin.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on ‘Create Workflow’ at the top of the dashboard. A dialog box will appear asking for a workflow name. Enter ‘Send Discord Channel Messages on Cognito Form Submission’ and select the appropriate folder for organization.

• Click on ‘Create’ to open a blank workflow.
• Understand the trigger and action concept: the trigger starts the workflow, and actions are the responses.
• Select Cognito Forms as the trigger application.

By doing this, you set the foundation for the automation process that will connect Cognito Forms to Discord using Pabbly Connect.

3. Setting Up the Cognito Forms Trigger

To set up the trigger in Pabbly Connect, select ‘Cognito Forms’ and choose the trigger event as ‘New Entry’. This means the workflow will activate whenever a new form submission occurs. Once selected, Pabbly Connect generates a webhook URL.

Copy this webhook URL and navigate to your Cognito Forms account. Open the specific form you want to connect and enable the option to post JSON data to a website. Paste the webhook URL into the submit entry endpoint field and click on ‘Save’. This establishes the connection between Cognito Forms and Pabbly Connect.

4. Sending Messages to Discord Channel

Next, you will set up the action in Pabbly Connect to send messages to your Discord channel. Select ‘Discord’ as the action application and choose ‘Send Channel Message’ as the action event. You will need to connect to Discord by entering the webhook URL you create in Discord.

Create a new webhook in your Discord server settings under Integrations. Name the webhook, select the channel, and copy the generated URL. Paste this URL back into Pabbly Connect. Then, format your message in basic HTML to include dynamic fields such as customer name and issue.

• Use HTML tags to structure your message.
• Map the fields from the Cognito Forms submission to the message content.

This setup ensures that every time a form is submitted, a message is sent to your Discord channel with the relevant details, effectively automating your communication process.

5. Testing the Integration

Once you have configured the integration in Pabbly Connect, it’s time to test it. Submit a test entry through your Cognito Form. After submission, return to Pabbly Connect to check if the webhook response is received.

If successful, you will see all the details you entered in the test submission. This confirms that the connection between Cognito Forms and Discord through Pabbly Connect is working correctly. Submit additional test entries to ensure everything functions as expected.

Conclusion

Integrating Cognito Forms with Discord using Pabbly Connect allows for seamless communication and automation. This setup ensures that every new submission is instantly shared with your team on Discord, enhancing efficiency and response time.