Integrate Jotform and Grist Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Grist records from Jotform submissions using Pabbly Connect. Follow this detailed 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. Accessing Pabbly Connect for Integration

To start integrating Jotform and Grist, you need to access Pabbly Connect. This platform allows you to automate workflows easily without coding. Simply open your browser and search for Pabbly Connect.

If you don’t have an account, click on the ‘Sign Up for Free’ button. After signing up, you will receive 100 free tasks every month. If you already have an account, you can sign in directly to the dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A window will pop up asking you to name your workflow. Name it based on your objective, such as ‘Create Grist Record on Jotform Submission’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

This will take you to the main window where you will set up the trigger and action for your workflow. Remember, the trigger is what starts the automation, while the action is what happens as a result.

3. Setting Up the Trigger with Jotform

In this section, you will set up the trigger for your workflow using Pabbly Connect. Search for ‘Jotform’ in the trigger application section and select it. The trigger event you need is ‘New Response’.

To connect Jotform with Pabbly Connect, you will need the Webhook URL provided by Pabbly. Copy this URL and go to your Jotform account. In the settings of your form, navigate to ‘Integrations’ and search for ‘Webhooks’. Paste the copied URL into the Webhook URL field and complete the integration.

4. Creating a Record in Grist

Now that your trigger is set up, you need to create an action to add a record in Grist using Pabbly Connect. Search for ‘Grist’ as your action application and select ‘Create Record’ as your action event.

To connect Grist with Pabbly Connect, you will need an API token from your Grist account. Go to your Grist profile settings to find your API key. Copy this key and paste it into the token field in Pabbly Connect.

• Select your team workspace and document.
• Map the fields from Jotform to the corresponding fields in Grist.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly.

5. Finalizing Your Integration

After testing your setup, check your Grist document to see if the new record has been created successfully. You will see all the details from your Jotform submission reflected in the new row of your Grist document.

This successful integration means that every time you receive a new submission through Jotform, Pabbly Connect will automatically create a new record in Grist. This automation streamlines your workflow and keeps your data organized.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the creation of Grist records from Jotform submissions. By following the steps outlined, you can efficiently manage client inquiries and enhance your workflow automation.