Learn how to automate Gmail notifications for Ninja Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To trigger Gmail notifications from Ninja Forms submissions, start by accessing Pabbly Connect. This platform allows you to automate workflows effortlessly. Navigate to the Pabbly Connect website and sign up or log in to your account.
Once you are on the dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button, then select the new beta builder. Name your workflow something meaningful, like ‘Gmail Notification from Ninja Form Submission’. Finally, click on ‘Create’ to proceed with the setup.
2. Set Up Trigger for Ninja Forms Submissions
In this step, you will set up the trigger for your Ninja Forms submissions using Pabbly Connect. Click on ‘Add Trigger’ and choose Ninja Forms as your application. Then, select the event as ‘New Form Submission’ to capture the leads effectively.
- Select ‘Ninja Forms’ as the app.
- Choose ‘New Form Submission’ as the event.
- Copy the webhook URL generated by Pabbly Connect.
Next, you will need to connect this webhook URL to your Ninja Forms setup in WordPress. This allows Pabbly Connect to receive data whenever a form is submitted. Go to the Ninja Forms dashboard in your WordPress account and paste the webhook URL into the appropriate field.
3. Configure Ninja Forms with Webhook URL
After setting up the webhook, return to your Ninja Forms dashboard. Here, you need to edit the form you want to connect. In the form settings, look for the action settings and add a new action.
- Select ‘Webhook’ as the action type.
- Paste the copied webhook URL in the URL field.
- Set the method to POST.
Make sure to map the necessary fields such as name, email address, phone number, inquiry type, and best time to call. This ensures that all relevant data is sent to Pabbly Connect for processing.
4. Set Up Gmail Action for Notifications
With the Ninja Forms submissions connected, it’s time to set up the action that will send notifications through Gmail using Pabbly Connect. Click on ‘Add Action Step’ and select Gmail as your application. Choose the event as ‘Send Email’ to configure the email notification.
Connect your Gmail account by selecting ‘Add New Connection’. Once connected, you will need to map the fields from the previous step. For example, map the recipient email address to the email captured from the form submission. You can customize the email subject and content to include relevant details from the submission.
5. Test and Finalize Your Workflow
After configuring the Gmail action, it’s essential to test the workflow to ensure everything is working correctly with Pabbly Connect. Submit a test entry through your Ninja Form and check if the email notification is sent to the designated email address.
If everything is set up correctly, you should receive a personalized email notification containing the lead’s details. This confirms that your integration is successful, allowing you to automate notifications without manual effort.
Conclusion
By following these steps, you can seamlessly trigger Gmail notifications from Ninja Forms submissions using Pabbly Connect. This automation saves time and ensures prompt responses to new inquiries, enhancing your workflow efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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