How to Create Grist Record on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate the creation of Grist records from Contact Form 7 submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the creation of Grist records from Contact Form 7 submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and log in to your account. If you’re a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see options for various applications. Click on the Pabbly Connect option to begin creating your workflow. This integration will allow you to connect Contact Form 7 with Grist seamlessly.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the button that says ‘Create Workflow’. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something descriptive, like ‘Create Grist Record on Contact Form 7 Submission’. This helps in identifying the workflow later.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, select ‘Contact Form 7’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After selecting these options, Pabbly Connect will provide a webhook URL. This URL is essential for connecting your Contact Form 7 with Pabbly Connect.

3. Configuring Contact Form 7 to Use Pabbly Connect

Next, you need to configure your Contact Form 7 to send data to Pabbly Connect. Go to your WordPress dashboard, and ensure that the Contact Form 7 plugin is installed and activated. Open the specific form you want to connect.

In the form settings, navigate to the Webhook section. Check the box that says ‘Send to Webhook’ and paste the webhook URL you copied from Pabbly Connect. Finally, save your changes to ensure the form will send submissions to the webhook.

4. Testing the Integration with Pabbly Connect

After configuring your Contact Form 7, it’s time to test the integration. Fill out the form with test data and submit it. Once submitted, Pabbly Connect will capture the response sent from the form.

To verify the connection, return to your Pabbly Connect dashboard. You should see the captured response with all the details you entered in the form. This confirms that your integration is working correctly.

5. Creating a Grist Record from Form Submission

Now, you will set up the action to create a Grist record. In Pabbly Connect, select Grist as the action application and choose ‘Create Record’ as the action event. This tells Pabbly Connect what to do with the data from the form submission.

To connect to your Grist account, you will need to provide an API key. Navigate to your Grist account settings to find or create your API key. Paste this key into Pabbly Connect to establish the connection.

• Select the appropriate document and table in Grist where the data will be stored.
• Map the fields from the form submission to the corresponding fields in Grist.

Once everything is set up, click on ‘Save and Send Test Request’. If successful, you will see the new record in your Grist document, confirming that Pabbly Connect has successfully created the record from the form submission.

Conclusion

In this tutorial, we explored how to automate the creation of Grist records from Contact Form 7 submissions using Pabbly Connect. By following these steps, you can save time and eliminate manual data entry, ensuring your records are always up to date. With Pabbly Connect, integrating applications like Contact Form 7 and Grist is simple and efficient.