Integrate Cognito Forms with Mattermost Using Pabbly Connect for Lead Alerts

Learn how to use Pabbly Connect to automate lead alerts from Cognito Forms to Mattermost. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with Mattermost, access Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect product page. If you are a new user, click on ‘Sign Up for Free’ to create an account. This process only takes a few minutes and provides you with 100 free tasks each month.

Once you have an account, log in to Pabbly Connect. On the dashboard, you will see a plus sign that allows you to create a new workflow. Click on it and give your workflow a name, such as ‘Cognito Forms to Mattermost Integration.’ This is the first step in automating lead alerts.

2. Setting Up the Trigger with Cognito Forms

In Pabbly Connect, the integration process begins with setting up a trigger. Click on the trigger window and select Cognito Forms as the application. Choose the trigger event as ‘New Entry’. This step is crucial because it ensures that every time a form is filled out, Pabbly Connect will capture the data.

• Select ‘New Entry’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Cognito Forms account and access the specific form you want to integrate.

After copying the webhook URL, navigate to the submission settings in your Cognito form. Enable the option to post data to a website and paste the webhook URL in the provided field. Save these settings to establish the connection between Cognito Forms and Pabbly Connect.

3. Testing the Connection in Pabbly Connect

Next, you need to test the connection to ensure that the data flows correctly from Cognito Forms to Pabbly Connect. Fill out the form as a test submission. For example, enter the name ‘Adam Smith’, email ‘[email protected]’, and a mobile number, then submit the form. This action will trigger the webhook and send the data to Pabbly Connect.

Return to Pabbly Connect to see if the response has been captured. You should see the details from your test submission listed in the Pabbly Connect interface. This confirmation indicates that the integration is successfully capturing data from Cognito Forms.

4. Creating the Action in Mattermost

Now that you have set up the trigger, the next step in Pabbly Connect is to create the action that sends the lead alerts to Mattermost. Choose Mattermost as the application for the action step and select ‘Create a Post’ as the action event. Click on ‘Connect’ to establish a connection with your Mattermost account.

• Generate a personal access token in Mattermost by going to your profile and selecting ‘Security’.
• Copy the token and paste it into Pabbly Connect.
• Enter the Mattermost URL without the trailing backslash.

After connecting, select the team and channel where you want the alerts to be posted. You can customize the message to include details from the form submission, like the customer’s name, email, and mobile number, which will be mapped from the data captured in Pabbly Connect.

5. Finalizing the Integration and Testing

With the action set up, save your workflow in Pabbly Connect. To ensure everything is working correctly, conduct another test submission through your Cognito form. After submitting, check your Mattermost channel to see if the lead alert appears as intended.

If successful, you will see a message like ‘New lead received: Customer details are Name: Adam Smith, Email: [email protected], Mobile: [your number].’ This confirms that the integration is functioning as expected. Now, every time a customer fills out the form, the details will automatically be sent to your Mattermost channel.

Conclusion

In this tutorial, we demonstrated how to automate lead alerts from Cognito Forms to Mattermost using Pabbly Connect. By following the steps outlined, you can easily set up this integration and streamline your communication process. Enjoy the benefits of automated lead management!