Automate File Uploads to OneDrive with Pabbly Connect and Jotform

Learn how to automate file uploads from Jotform responses to OneDrive using Pabbly Connect. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and OneDrive Integration

To automate file uploads from Jotform to OneDrive, you first need to set up Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account. Once signed in, navigate to the dashboard where you can create your automation workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Jotform to Microsoft OneDrive’. This name will help you identify the workflow later. After naming your workflow, click on the ‘Create’ button to proceed to the next step, where you will configure the trigger and action for your automation.

2. Configuring Jotform as the Trigger in Pabbly Connect

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the application list and choose the trigger event as ‘New Response’. This event will initiate the workflow whenever a new form submission is received. Pabbly Connect will generate a webhook URL that you will need to integrate into your Jotform settings.

• Select Jotform from the application list.
• Choose the trigger event as ‘New Response’.
• Copy the generated webhook URL.

Next, open your Jotform account and go to the form builder. Under the settings tab, click on ‘Integrations’ and search for the Webhooks option. Paste the copied webhook URL into the provided field and complete the integration. Your Jotform is now connected to Pabbly Connect, ready to capture form submissions automatically.

3. Preparing Jotform for Multiple File Uploads

To ensure that your Jotform can handle multiple file uploads, you need to configure the file upload field correctly. In your form, add a file upload element and set it to allow multiple file uploads. This is crucial for the automation to work efficiently with Pabbly Connect. Make sure that you only use one file upload button to receive all the files.

Once your form is set up, publish it and test it to ensure that it captures multiple files. Fill out the form with sample data and upload a couple of files. After submission, go back to Pabbly Connect and check if the data was captured correctly. You should see the file names and links in the response.

4. Uploading Files to OneDrive Using Pabbly Connect

After capturing the file links from Jotform, the next step is uploading these files to OneDrive. In Pabbly Connect, add a new action step and select OneDrive as the application. Choose the action event ‘Upload File’. You will need to connect your OneDrive account to Pabbly Connect by providing the necessary permissions.

• Select OneDrive as the action application.
• Choose ‘Upload File’ as the action event.
• Map the file URL and name from the previous step.

When mapping the file name, ensure that you also include the file extension. You can use the text formatter feature in Pabbly Connect to split the file name and extract the extension. This will allow you to create unique file names for each upload, ensuring that they are properly saved in OneDrive.

5. Testing and Activating the Workflow in Pabbly Connect

After configuring the upload settings, it’s time to test your workflow. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will attempt to upload the file to your specified OneDrive folder. Check your OneDrive account to confirm that the file has been uploaded successfully.

Once you have verified that the files are being uploaded correctly, activate your workflow. From now on, every time a new form submission is made in Jotform, the files will be automatically uploaded to OneDrive without any manual intervention. This automation will save you time and improve your productivity significantly.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of uploading multiple files from Jotform responses to OneDrive. This integration not only saves time but also enhances your workflow efficiency. By following the steps outlined in this tutorial, you can set up your automation quickly and effectively.