Integrating Tally Forms with ThriveCart Learn Using Pabbly Connect

Learn how to enroll ThriveCart Learn users on Tally Forms submission using Pabbly Connect with this step-by-step guide. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To enroll ThriveCart Learn users on Tally Forms submission, you first need to access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you are new, you can sign up for free and receive 100 free tasks every month.

After logging in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard. Here, you can create a new workflow that automates the enrollment process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for setting up your automation. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: ‘Enroll ThriveCart Learn User on Tally Form Submission’.
• Select the folder: Choose the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow.

Your workflow is now set up, and you will see two windows: one for the trigger and one for the action. The trigger determines when the automation starts, while the action defines what happens next.

3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger application is Tally. In Pabbly Connect, select Tally as your trigger application and choose the event as ‘New Response’. This means that every time a form is submitted on Tally, it will trigger the workflow.

Once selected, Pabbly Connect provides you with a unique webhook URL. Copy this URL to connect Tally to your workflow. Open the Tally form you created and navigate to the settings.

• Go to the ‘Integrations’ option in Tally settings.
• Click on the ‘Connect’ button under webhooks.
• Paste the copied webhook URL and click ‘Connect’.

After connecting, return to Pabbly Connect and check if it is waiting for a webhook response. This confirms that Tally is successfully connected to your automation.

4. Testing the Integration with a Form Submission

To ensure everything is set up correctly, perform a test submission on your Tally form. Fill out the necessary fields, such as first name, last name, email, and phone number, and submit the form.

After submitting, return to Pabbly Connect and check if it captures the response from the form submission. If successful, you will see the captured data displayed in the workflow.

Verify that the first name, last name, and email are accurately captured. Ensure that the data is formatted correctly for the next step.

This step confirms that Tally is communicating effectively with Pabbly Connect and that the trigger is functioning as intended.

5. Setting Up the Action in Pabbly Connect

After confirming the trigger is working, it’s time to set up the action in Pabbly Connect. Select ThriveCart Learn as your action application and choose the action event ‘Create New Student’. This action will enroll the user in the course.

To connect ThriveCart Learn, you will need an API key. Go to your ThriveCart account, navigate to the API and webhook section, and create a new API key. Copy this key and paste it into Pabbly Connect as the token for the connection.

Map the email field to the student’s email captured from Tally. Enter the course ID for the course you want to enroll the student in. Fill in any additional required fields and click ‘Save and Send Test Request’.

Once the test request is successful, check your ThriveCart Learn account to see if the student has been enrolled. This confirms that the integration works seamlessly through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to enroll ThriveCart Learn users on Tally Forms submission using Pabbly Connect. By automating this process, you can save time and streamline your student enrollment workflow. With Pabbly Connect, integrating various applications like Tally and ThriveCart is efficient and effective.