Integrate OrderForms with Airtable Using Pabbly Connect

Learn how to create new Airtable records automatically when an order is created in OrderForms using Pabbly Connect. Step-by-step guide included! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating OrderForms with Airtable, first, you need to access Pabbly Connect. Start by signing up or logging into your Pabbly account. If you are new, click on ‘Sign up for free’ on the Pabbly landing page. If you already have an account, simply log in using your credentials.

After logging in, navigate to the Pabbly Connect dashboard. Here, you will see a prominent blue button labeled ‘Create Workflow’. Click on this button to initiate the workflow creation process. This step is essential for setting up the integration between OrderForms and Airtable using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you click on ‘Create Workflow’, a dialog box will prompt you to name your workflow. Name it something descriptive, like ‘Create Record in Airtable from New Order in OrderForms’. This title helps in identifying the workflow later.

• Click on ‘Create’ to initiate the blank workflow.
• You will see two sections: Trigger and Action.

In the Trigger section, you will select the application that initiates the workflow, which is OrderForms in this case. After setting the trigger, proceed to define the action that will occur in Airtable once an order is created in OrderForms. This process is seamlessly managed through Pabbly Connect.

3. Setting Up the Trigger from OrderForms

For the Trigger event, select ‘New Order Created’ from the dropdown menu in Pabbly Connect. This selection indicates that the workflow will be triggered whenever a new order is placed in OrderForms.

Next, connect your OrderForms account by clicking on ‘Connect’ and then ‘Add New Connection’. Once connected, Pabbly Connect will automatically detect your OrderForms account. After this, test the connection by placing a dummy order in OrderForms to capture the order details.

4. Configuring the Airtable Action in Pabbly Connect

Now, it’s time to set up the action in Airtable. In the Action section, type ‘Airtable’ in the application search box and select it. Choose the action event as ‘Create Record’. This action will create a new record in your Airtable base whenever a new order is confirmed in OrderForms.

• Connect your Airtable account using the API token from the Airtable Developer Hub.
• Select the base and table where the new record should be created.

After configuring the Airtable connection, map the fields from the OrderForms order to the corresponding fields in Airtable. This mapping is crucial as it ensures that the correct data is transferred from OrderForms to Airtable through Pabbly Connect.

5. Testing and Saving the Workflow

Once all the fields are mapped correctly, click on ‘Save and Test Request’. This step will send a test record to Airtable using the data captured from the OrderForms order. If the test is successful, you will see a confirmation message indicating that the record has been created.

Finally, save your workflow in Pabbly Connect. Go back to your Airtable base to verify that the new record has been successfully created with the appropriate details from the OrderForms order. This seamless process showcases how Pabbly Connect effectively integrates these applications.

Conclusion

Using Pabbly Connect, you can effortlessly create new Airtable records whenever an order is placed in OrderForms. This integration not only streamlines your workflow but also ensures that all order details are accurately captured in your Airtable base. Automate your processes today with Pabbly Connect!