Integrating Trigger with Michael: A Step-by-Step Guide Using P Connect

Learn how to integrate Trigger with Michael using P Connect for seamless automation. Follow this step-by-step guide to enhance your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger with P Connect

The first step in integrating Trigger with Michael involves utilizing P Connect. This platform allows for seamless automation between various applications. To start, you will need to log in or create an account on P Connect.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately. This name should reflect your goal, such as ‘Integrating Trigger with Michael.’ After naming, click on ‘Create’ to proceed to the next step.

Connecting Trigger to Gravity Forms

In this section, we will connect Trigger to Gravity Forms. Start by selecting Gravity Forms as your trigger application. You can do this by searching for it on the P Connect interface. Once selected, choose the trigger event as ‘New Response’ to set up the automation.

Next, you will need to obtain the webhook URL from P Connect. This URL acts as a bridge between Gravity Forms and P Connect. Follow the steps below to set this up:

• Copy the webhook URL provided in P Connect.
• Go to your Gravity Forms settings in WordPress.
• Navigate to the ‘Webhooks’ section and click ‘Add New’.
• Paste the webhook URL into the request URL field and save the settings.

By completing these steps, you will have successfully connected Trigger with Gravity Forms, allowing for automated responses to form submissions.

Creating a New Contact in Michael

Now that we have set up the trigger, the next step is to create or update a contact in Michael. This involves selecting Michael as the action application in P Connect. After selecting, choose the action event as ‘Create/Update Contact’.

To proceed, you will need to connect your Michael account with P Connect. Click on ‘Connect’ and follow the prompts to authorize access to your Michael account. Once connected, you will be able to map the fields from your Gravity Forms submission to the corresponding fields in Michael.

• Map the first name and last name fields from Gravity Forms to the respective fields in Michael.
• Ensure the email address is also mapped correctly to avoid duplicates.
• Fill in the address fields, including street, city, state, and ZIP code.

Once all fields are mapped correctly, save your settings. This will ensure that every time a new form is submitted, the contact details are automatically created or updated in Michael.

Testing the Integration

After setting up the integration, it is crucial to test whether everything is functioning correctly. To do this, submit a test form through Gravity Forms with sample data. For instance, input a name like Michael Caris and include relevant address details. using Pabbly Connect

Once the form is submitted, return to P Connect to check if the response from Gravity Forms has been received. If successful, you should see all the details populated in the P Connect dashboard. This indicates that the integration is working as intended.

Finally, log into your Michael account and verify that the new contact has been created or updated with the submitted details. Confirm that all fields match the data inputted in the Gravity Forms submission. This step ensures that the automation between Trigger, Michael, and Gravity Forms is functioning seamlessly.

Conclusion

Integrating Trigger with Michael using P Connect allows for efficient automation of contact management. By following the steps outlined, you can create or update contacts automatically based on Gravity Forms submissions, enhancing your workflow significantly.