Integrating Zenler with Cognito Forms Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate student enrollment in Zenler using Cognito Forms and Pabbly Connect. This detailed tutorial covers every step of the integration process. 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 process, first access Pabbly Connect. This platform allows you to automate workflows between applications like Cognito Forms and Zenler. Sign in to your Pabbly Connect account or create a new one if you’re a first-time user.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your workflow. This is where you will create the connection that automates student enrollment.

2. Creating a Workflow in Pabbly Connect

To automate the enrollment process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow.

• Name your workflow something descriptive, like ‘Enroll Zenler User on Cognito Form Submission’.
• Select a folder to save your workflow, such as ‘Zenler Automations’.

After naming and selecting a folder, click on the ‘Create’ button. You will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result of that trigger.

3. Setting Up the Cognito Forms Trigger

The next step is to set up the trigger for your workflow using Cognito Forms in Pabbly Connect. Select ‘Cognito Forms’ as your trigger application and choose the event as ‘New Entry’. This means that every time a new form submission occurs, it will trigger the workflow.

To connect Cognito Forms to Pabbly Connect, you will receive a webhook URL. This URL needs to be added to your Cognito Forms settings. Log into your Cognito Forms account, navigate to the form you created, and enable the option to post JSON data on a website by toggling it on.

• Paste the webhook URL provided by Pabbly Connect into the ‘Submit Entry Endpoint’ field.
• Save your changes to ensure the connection is established.

After saving, return to Pabbly Connect and perform a test submission to ensure that the connection is working correctly. You should see the response captured in your Pabbly Connect workflow.

4. Enrolling Users in Zenler via Pabbly Connect

With the trigger set up, the next step is to enroll users in Zenler using Pabbly Connect. For the action application, select ‘Zenler’ and choose the action event as ‘Add New User’. This will allow you to create a new user in your Zenler account whenever a new form submission occurs.

To connect Zenler to Pabbly Connect, you will need your school name and API key. Input these details when prompted to establish the connection. Once connected, you can map the data from the Cognito Forms submission to the Zenler user fields.

Map the user’s first name, last name, email, and phone number to the corresponding fields in Zenler. Set the role as ‘Student’ and create a password using a combination of their name and a numeric sequence.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the user in Zenler. Check your Zenler account to confirm that the new user has been added successfully.

5. Finalizing the Integration and Enrolling in Courses

After successfully creating the user, the final step in Pabbly Connect is to enroll the user in the relevant course. Again, select ‘Zenler’ as your action application, but this time choose the action event ‘Enroll User to Course’. This allows you to link the newly created user to a specific course.

When prompted, select the course from the dropdown menu and map the user’s email, first name, and last name accordingly. Make sure to also input the course plan ID, which can be found in the pricing section of your Zenler account.

Confirm that all required fields are filled correctly. Click on ‘Save and Send Test Request’ to finalize the enrollment process.

Once the test request is successful, you can verify in your Zenler account that the user has been enrolled in the course. This completes the automation process, allowing you to seamlessly enroll students into your courses with minimal manual effort.

Conclusion

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

In this guide, we explored how to use Pabbly Connect to automate the enrollment of students from Cognito Forms into Zenler. By following these steps, you can streamline your workflow and save valuable time in managing student registrations.