Integrating Formstack with Mattermost Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Formstack with Mattermost using Pabbly Connect for seamless message posting on form submissions. Follow our detailed tutorial now! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Formstack with Mattermost, first, access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. If you don’t have an account, sign up for free on the Pabbly Connect website.

Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, you can name it ‘Formstack to Mattermost’.

2. Setting Up Formstack as the Trigger in Pabbly Connect

In this step, you will set up Formstack as the trigger application in Pabbly Connect. Select Formstack from the list of applications to initiate the workflow. You will be prompted to choose a trigger event, which in this case is ‘New Form Submission’.

• Select the Formstack account you want to connect.
• Choose the specific form you want to monitor for submissions.
• Click on ‘Save & Continue’ to proceed.

After saving, you will be asked to test the trigger. Submit a test form on Formstack to ensure that Pabbly Connect captures the data correctly. This step is crucial for successful integration.

3. Configuring Mattermost as the Action in Pabbly Connect

Now, you will configure Mattermost as the action application in Pabbly Connect. Select Mattermost and choose the action event ‘Post Message’. This action will send messages to a specified Mattermost channel whenever a new form submission occurs.

Next, connect your Mattermost account by providing the necessary credentials, including the Mattermost URL and an access token. You can generate the access token from your Mattermost account settings. Ensure you have the correct permissions to post messages in the desired channel.

• Select the channel where you want to post messages.
• Map the fields from the Formstack submission to the Mattermost message fields.
• Click on ‘Save & Continue’ to finalize the action setup.

Testing the action is essential. Send a test message to Mattermost to verify that the integration works as intended. This ensures that Pabbly Connect is functioning correctly between Formstack and Mattermost.

4. Finalizing the Integration and Testing

With both Formstack and Mattermost configured in Pabbly Connect, it’s time to finalize the integration. Review all the settings to ensure everything is correct, including the trigger and action configurations. This step is crucial to avoid any issues during the automation process.

Once you are satisfied with the setup, turn on the workflow. This will activate the integration, allowing Pabbly Connect to monitor Formstack for new submissions and automatically post messages to Mattermost.

Submit a new form on Formstack to test the complete workflow. Check Mattermost to see if the message appears in the selected channel. Review any errors in Pabbly Connect if the message does not post.

By following these steps, you can ensure that your integration between Formstack and Mattermost is seamless and efficient through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Formstack with Mattermost using Pabbly Connect. By following the steps outlined, you can automate message posting on form submissions effectively. Enjoy the benefits of streamlined communication!