Integrate Gravity Forms with Rocket.Chat Using Pabbly Connect

Learn how to send Gravity Forms submission data to Rocket.Chat automatically using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gravity Forms and Rocket.Chat Integration

To start sending Gravity Forms submission data to Rocket.Chat, first, you need to access Pabbly Connect. Log in to your Pabbly Connect account and navigate to the dashboard. If you don’t have an account yet, you can create one for free and get 100 automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you can name it ‘Gravity Forms to Rocket.Chat Automation’. After naming, click on ‘Create’ to proceed.

2. Configuring the Trigger in Pabbly Connect

The first step in your workflow is to set up the trigger. Select ‘Gravity Forms’ as your trigger application from the ‘Choose App’ dropdown. The trigger event you need to select is ‘New Response’. This event will activate the workflow when a new form submission is received. using Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for fetching data from Gravity Forms. Follow these steps to configure the webhook:

• Navigate to your Gravity Forms settings in your WordPress dashboard.
• Install the Gravity Forms Webhooks add-on if you haven’t already.
• Select the form you want to use and go to its settings.
• Add a new webhook and paste the webhook URL from Pabbly Connect.

Save the settings in Gravity Forms, and you will see that it is now waiting for a response from the webhook, indicating that the setup is complete.

3. Testing the Gravity Forms Submission

Now that the trigger is set, it’s time to test the integration. Fill out the Gravity Forms on your website as a test user. For example, enter the name ‘Peter Parker’, an email address, and a use case description. using Pabbly Connect

After submitting the form, head back to Pabbly Connect. You should see the form submission data captured in the ‘Response Received’ section. This data includes all the fields you entered, confirming that your webhook is functioning correctly.

4. Configuring the Action to Send Data to Rocket.Chat

Next, you need to set up the action in Pabbly Connect to send the captured data to Rocket.Chat. Select ‘Rocket.Chat’ as the action application. The action event should be set to ‘Send Channel Message’. This will allow you to send a message to your team whenever a new form submission is received. using Pabbly Connect

To connect to Rocket.Chat, you will need your user ID, personal access token, and chat URL. You can find these details in your Rocket.Chat account under the ‘My Account’ section. Copy and paste these details into the corresponding fields in Pabbly Connect.

• User ID: Copy from the Rocket.Chat account.
• Personal Access Token: Create a new token in Rocket.Chat.
• Chat URL: Copy the Pabbly domain URL of your Rocket.Chat instance.

Once all fields are filled, save the connection and proceed to configure the message that will be sent to Rocket.Chat.

5. Setting Up the Message Format for Rocket.Chat

In this step, you will define the message that will be sent to your team in Rocket.Chat. You can customize the message to include the details from the Gravity Forms submission. For instance, you could write: ‘Hey team, we have received a new submission from Gravity Forms. The details are as follows: Name, Email, Phone, and Use Case.’ using Pabbly Connect

To include the dynamic data from the form submission, use the mapping feature in Pabbly Connect. Click on the corresponding fields to insert the data from the Gravity Forms response. This ensures that each message sent to Rocket.Chat will contain the relevant information from the form submission.

After setting up the message, you can test the connection by clicking on ‘Save and Send Test Request’. If everything is configured correctly, you will see the message appear in your Rocket.Chat channel, confirming that the integration is successful.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Gravity Forms with Rocket.Chat to automate the data transfer process. This integration allows you to receive form submissions in real-time, enhancing team collaboration and efficiency.

By following the steps outlined in this tutorial, you can set up the automation without any coding skills. This ensures that your team stays updated with new submissions effortlessly.