Integrating Cognito Forms with Microsoft Teams Using Pabbly Connect

Learn how to automate notifications for Cognito form submissions to Microsoft Teams using Pabbly Connect. Step-by-step guide with detailed instructions. 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 begin using Pabbly Connect, first navigate to the Pabbly Connect website. This platform is essential for automating tasks between applications like Cognito Forms and Microsoft Teams.

Once on the website, sign in or create a new account. Existing users can click on ‘Sign In’, while new users can select ‘Sign Up for Free’ to access 100 tasks monthly. After logging in, access the Pabbly Connect dashboard to start creating workflows.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, create a new workflow by clicking on the ‘Create Workflow’ button. Name the workflow, for example, ‘Notify Team on Microsoft Teams on Cognito Form Submission’ and select the appropriate folder to save it. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Define the trigger and action for the workflow.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be Cognito Forms, and the action will be Microsoft Teams. This setup will ensure that whenever a new form submission occurs, your team is notified automatically.

3. Setting Up Cognito Forms as the Trigger

In the trigger section, select Cognito Forms and choose the event ‘New Entry’. This event will activate the workflow whenever a new form submission is made. Next, you will need to connect Cognito Forms to Pabbly Connect using the provided webhook URL.

To do this, go to your Cognito Forms account, select the form you want to use, and enable the ‘Post JSON data to a website’ option. Paste the webhook URL from Pabbly Connect into the designated field and save your changes.

4. Testing the Integration with a Form Submission

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect and check if it is waiting for a webhook response. Perform a test submission on your Cognito form to see if the data is captured by Pabbly Connect.

Once the form is submitted successfully, you should see the captured response in Pabbly Connect. This indicates that the connection between Cognito Forms and Pabbly Connect is working correctly.

5. Setting Up Microsoft Teams as the Action

Now that the trigger is configured, move to the action section and select Microsoft Teams. Choose the action event ‘Send Message in a Channel’. You will need to connect your Microsoft Teams account to Pabbly Connect by allowing the necessary permissions.

• Select the team and channel where you want to send notifications.
• Draft your message, using dynamic fields from the Cognito form submission.

After drafting the message, click on ‘Save and Send Test Request’. Check your Microsoft Teams channel to confirm that the message was received. This step ensures that your automation is functioning correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications from Cognito Forms to Microsoft Teams. By following the steps outlined, you can streamline your workflow and ensure timely communication within your team.