Integrating Jotform with Lawcus Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Jotform with Lawcus using Pabbly Connect for efficient matter management. Follow our detailed tutorial for step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Jotform with Lawcus, the first step is to access Pabbly Connect. Navigate to Pabbly.com/connect and log in to your account. If you are a new user, sign up for free to get started, which includes 100 free tasks upon account creation.

Once logged in, you will reach the all applications page. Here, click on ‘Access Now’ to enter the Pabbly Connect dashboard. From this dashboard, you can create a new workflow to automate the process of creating matters in Lawcus from Jotform responses.

2. Creating the Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Enter a descriptive name such as ‘Create Matters in Lawcus from Jotform Responses’ to reflect the purpose of this integration.

After naming your workflow, you will be taken to a new window where you need to set up the trigger and action events. The first application will be Jotform, and the trigger event will be set to ‘New Response’. This means that every time a new response is submitted in Jotform, the workflow will be activated.

• Click on Jotform as your trigger application.
• Select ‘New Response’ as your trigger event.
• Copy the provided webhook URL for integration.

Once you have set the trigger, proceed to copy the webhook URL provided by Pabbly Connect. This URL will be used to connect Jotform with Pabbly Connect, allowing data to flow seamlessly between the two applications.

3. Setting Up Jotform for Integration

Now that you have your webhook URL, it’s time to set up Jotform. Open your Jotform application and navigate to the form you will be using. Go to the ‘Settings’ tab, then select ‘Integrations’. Here, you will search for ‘Webhook’ and paste the copied URL into the designated field.

After pasting the webhook URL, click on ‘Finish’ to complete the integration setup in Jotform. This step ensures that every time a new form submission occurs, the data will be sent to Pabbly Connect for processing. To confirm the setup, you will need to perform a test submission to check if the integration works correctly.

4. Mapping Data to Lawcus via Pabbly Connect

Once the test submission is successful, the next step is to set Lawcus as the action application in Pabbly Connect. Click on the action event and select ‘Create Matter’ as the desired action. This tells Pabbly Connect to take the data received from Jotform and create a new matter in Lawcus.

To connect Pabbly Connect with Lawcus, click on ‘Add New Connection’ and sign in to your Lawcus account. Once authorized, you will need to map the fields from Jotform to Lawcus. For example, you will map the name, email, and description fields from the Jotform response to the corresponding fields in Lawcus.

• Map the name field from Jotform to Lawcus.
• Include the description and other relevant fields.
• Ensure all required fields in Lawcus are filled correctly.

After mapping the fields, you will also need to format date fields using the Date Time Formatter by Pabbly Connect to ensure they are in the correct format for Lawcus. This step is crucial for the successful creation of matters.

5. Testing the Integration and Finalizing

After all fields are mapped and formatted, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to create a matter in Lawcus using the test data. If everything is set up correctly, you will receive a success response indicating that the matter has been created.

To verify that the matter appears in Lawcus, refresh the Matters page in your Lawcus account. You should see the newly created matter reflecting the details from your Jotform submission. This confirms that the integration is functioning as intended through Pabbly Connect.

For real-time testing, you can submit another response via your Jotform form and check if it creates a new matter in Lawcus automatically. This demonstrates the efficiency and effectiveness of using Pabbly Connect for your integration needs.

Conclusion

In conclusion, integrating Jotform with Lawcus using Pabbly Connect allows for seamless matter creation based on form submissions. This tutorial provided a detailed step-by-step guide to set up the integration efficiently. Utilizing Pabbly Connect enhances your workflow and ensures that all necessary data is captured accurately.