Learn how to integrate Trigger with Connect Now Using Pabbly Connect for seamless automation. This detailed tutorial covers all necessary steps and applications. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger in Connect Now

To begin, we will set up the Trigger application in Connect Now. This is essential for automating the process of user enrollment based on form submissions. First, log into your Connect Now account and navigate to the dashboard.

Next, create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately. Select the folder where you want to save it, ensuring it’s organized within your Connect Now account. This sets the stage for the trigger event.

Configuring the Trigger Event for Automation

In this section, we will configure the trigger event that will initiate the automation process. The chosen trigger application is Paper Form, specifically set to detect a new form submission. Search for Paper Form and select it as your trigger application.

Once selected, specify the trigger event as ‘New Form Submission.’ This is where the automation begins. You will need to connect Paper Form with Connect Now using a webhook URL. Follow these steps to complete the setup:

  • Copy the webhook URL provided by Connect Now.
  • Go to your Paper Form account and edit the relevant form.
  • Paste the webhook URL into the integrations settings of your Paper Form.

After configuring the webhook, you will be ready to receive data from Paper Form directly into Connect Now.

Creating User Enrollment in Connect Now

Now that the trigger is set up, we will create user enrollment in the Connect Now system. This step involves selecting the action application, which in this case is Rigi. Search for Rigi and select it as your action application.

Next, choose the action event as ‘Import User.’ This step is crucial as it allows you to enroll new users automatically. You will need to connect Rigi with Connect Now using a token obtained from your Rigi account. Follow these steps:

  • Log into your Rigi account and navigate to the integrations section.
  • Enable the P Connect integration option to obtain your token.
  • Copy the token and paste it into Connect Now to establish the connection.

After completing these steps, you will have successfully linked Rigi with Connect Now to automate user enrollment.

Mapping User Details for Enrollment

In this section, we will map user details from the Paper Form submission to the Rigi enrollment fields. This is essential for ensuring that the correct information is transferred to Rigi when a new user registers.

To map the details, you will need to retrieve the information from the previous steps. This includes the user’s first name, last name, email address, and phone number. Make sure to fill in the required fields accurately. The mapping process involves:

Selecting the fields in Rigi where you want to map the data. Using dynamic mapping to ensure real-time data updates. Entering the product hash for the course you wish to enroll the user in.

After mapping the details, you will be ready to finalize the enrollment process in Rigi.

Testing the Integration for Successful Enrollment

Finally, it’s time to test the integration to ensure that everything works smoothly. Create a test submission in your Paper Form to see if the data flows correctly into Connect Now and then into Rigi.

Once you submit the form, check your Connect Now dashboard to see if the response from Paper Form appears. If successful, you should see the new user details reflected in your Rigi account under user management.

This integration not only simplifies the enrollment process but also enhances your ability to manage users effectively across platforms.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Trigger with Connect Now using Make streamlines the user enrollment process. By following the steps outlined, you can automate the registration process efficiently, ensuring that new users are enrolled seamlessly in Rigi with each new submission.