Integrating Jotform with Coda Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Jotform with Coda using Pabbly Connect for seamless data management. Follow this detailed tutorial for step-by-step instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Jotform with Coda, you first need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by signing up for a free account on the Pabbly Connect dashboard.

Once you are on the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For instance, you can name it ‘Webhook to Coda’. After naming, click on ‘Create’ to proceed with the automation setup.

2. Setting Up Webhook in Pabbly Connect

In this section, we will configure the webhook trigger in Pabbly Connect. Start by selecting ‘Webhook’ as your trigger application. Pabbly Connect will generate a unique webhook URL for you. This URL will be used to receive data from Jotform.

• Select ‘Webhook’ in the trigger step.
• Copy the generated webhook URL.
• Use this URL in Jotform to send data.

After copying the webhook URL, you will need to paste it into your Jotform settings. This connection will allow Jotform to send form submission responses to Pabbly Connect whenever a new entry is made.

3. Connecting Jotform to Pabbly Connect

Now that we have the webhook URL, we will connect it to Jotform. Go to your Jotform account, select the form you wish to integrate, and navigate to the ‘Settings’ tab. From there, select ‘Integrations’ and search for the ‘Webhook’ option.

Paste the copied webhook URL into the integration settings. After pasting, click on ‘Complete Integration’ to finalize the connection. This step ensures that every time a user submits the form, Jotform will send the data to Pabbly Connect through the webhook.

4. Setting Up Coda Action in Pabbly Connect

With the webhook set up, the next step is to configure the action in Pabbly Connect to send data to Coda. In the action window, select ‘Coda’ as the application. Choose the action event as ‘Create Row’ to add new data to your Coda table.

• Select the Coda document where you want to add the row.
• Choose the specific table within that document.
• Map the fields from Jotform to the respective columns in Coda.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the integration is working correctly. If successful, the data from Jotform will be added as a new row in your Coda table.

5. Testing the Integration

To confirm that everything is set up correctly, perform a test submission on your Jotform. Enter the details as a test user and submit the form. This action should trigger the webhook and send the data to Pabbly Connect.

Check your Coda table to verify that the new row has been added with the test data. If the data appears correctly, your integration is successful! You can now automate data collection from Jotform to Coda seamlessly using Pabbly Connect.

Conclusion

In this tutorial, we have detailed how to use Pabbly Connect to integrate Jotform with Coda, enabling automatic data management. This integration streamlines workflows and enhances productivity by automating data entry processes.