Integrating Cognito Forms with GoToTraining Using Pabbly Connect

Learn how to automate the creation of GoToTraining registrants from Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the creation of GoToTraining registrants from Cognito Forms submissions, first, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. If you do not have an account, you can sign up for free and get 100 free tasks every month.

Once you have logged into your Pabbly Connect account, you will see all available applications. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

• Enter a name for your workflow, such as ‘Create GoToTraining Registrant on Cognito Forms Submission’.
• Select a folder to save your workflow, for example, ‘GoToTraining Automations’.
• Click on the ‘Create’ button to finalize your workflow creation.

Once your workflow is created, you will see two sections: Trigger and Action. The trigger is what starts the automation, while the action is what happens as a result.

3. Setting Up the Trigger with Cognito Forms

The next step is to set up the trigger for your workflow. Select ‘Cognito Forms’ as your trigger application. For the trigger event, choose ‘New Entry’ to capture new form submissions. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL to connect Cognito Forms to your Pabbly Connect workflow. Log into your Cognito account, navigate to the form you created, and paste the webhook URL into the designated field under the form settings.

4. Testing the Connection Between Cognito Forms and Pabbly Connect

After setting the webhook URL in Cognito Forms, it is essential to test the connection. Perform a test submission using the form to ensure that the data is captured correctly. Go back to your Pabbly Connect workflow to check if it has received the response from the test submission. using Pabbly Connect

Confirm that the response includes all necessary details, such as the participant’s name, email, and address. This verification ensures that your trigger is functioning correctly and ready to process live submissions.

5. Setting Up the Action to Create Registrants in GoToTraining

Now it’s time to set up the action step in your workflow. Select ‘GoToTraining’ as your action application. For the action event, choose ‘Create Registrant’. This step is crucial as it will register participants automatically. using Pabbly Connect

• Click on the ‘Connect’ button to link your GoToTraining account with Pabbly Connect.
• Authorize the connection by following the prompts.
• Map the fields from the Cognito Forms submission to the GoToTraining registrant fields.

After mapping the data, click on ‘Save and Send Test Request’ to confirm that the registrant is created successfully in your GoToTraining account. You should see a confirmation message indicating that the registration was successful.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of GoToTraining registrants from Cognito Forms submissions. This integration streamlines the registration process, saving time and effort. By following these steps, you can enhance your workflow efficiency and focus on delivering quality training sessions.