Integrate Cognito Forms with Mailgun Using Pabbly Connect

Learn how to send emails automatically through Mailgun on form submission using Pabbly Connect, Cognito Forms, and Gmail in this step-by-step tutorial. 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. Setting Up Pabbly Connect for Email Automation

To begin the integration process, you need to access Pabbly Connect. This platform will facilitate the connection between Cognito Forms and Mailgun, allowing you to send emails automatically upon form submission.

Log into your Pabbly Connect account and navigate to the dashboard. From there, select ‘Create Workflow’ to start setting up your automation process. This is where you’ll define how your form submissions trigger email notifications.


2. Connecting Cognito Forms to Pabbly Connect

In this step, you’ll connect Cognito Forms to Pabbly Connect. First, go to your Cognito Forms account and create a new form or select an existing one. After this, access the ‘Submission Settings’ for your form.

  • Click on ‘Webhooks’ in the settings menu.
  • Copy the webhook URL provided by Pabbly Connect.
  • Paste this URL into the webhook settings of Cognito Forms.

Once this is done, every time someone submits the form, Cognito Forms will send the data to Pabbly Connect, which will then trigger the next steps in your automation process.


3. Setting Up Mailgun in Pabbly Connect

Next, you will configure Mailgun in Pabbly Connect. Start by selecting Mailgun as your action application. You will need to authenticate your Mailgun account by entering your API key.

After authenticating, you will set up the email parameters. Enter the recipient’s email address, which can be dynamically mapped from the Cognito Forms submission data. Additionally, you can customize the subject line and body of the email.

  • Choose the sender’s email address from which the emails will be sent.
  • Fill in the subject line with a relevant message.
  • Compose the body text to provide the necessary information to the recipient.

Once you have configured these settings, save your workflow. This setup ensures that every form submission will trigger an email to be sent through Mailgun.


4. Testing the Integration with Pabbly Connect

After setting everything up, it’s essential to test the integration. Go back to your Cognito Form and submit a test entry. This will send the data to Pabbly Connect, which should trigger the Mailgun action.

Check your Mailgun account to confirm that the email has been sent successfully. If the email is received, it indicates that your integration is functioning correctly. If not, review your Pabbly Connect workflow settings for any discrepancies.

Testing is crucial as it verifies that the entire process from form submission to email sending works seamlessly. Ensure that all parameters are correctly set and that the email format meets your requirements.


5. Finalizing Your Automation with Pabbly Connect

Once testing is complete, you can finalize your automation. Make any necessary adjustments to the email content or settings in Pabbly Connect based on your testing results.

Also, consider setting up additional features like error handling within Pabbly Connect to manage any potential issues that may arise during the automation process. This ensures that your email notifications remain reliable and effective.

With everything set, your integration between Cognito Forms and Mailgun via Pabbly Connect is now fully operational. You can now automate the process of sending emails to customers upon form submission efficiently.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Cognito Forms with Mailgun for sending automated emails. This powerful automation streamlines your workflow and enhances customer communication, making it an essential tool for your business.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate URL Shortening with Pabbly Connect and Airtable

Learn how to automate URL shortening using Pabbly Connect, Airtable, and Switchy. This step-by-step guide covers everything you need to know. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for URL Shortening

To start automating your URL shortening process, access Pabbly Connect by entering the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect dashboard where you can either sign in or sign up for a new account.

Signing up is free and offers you 100 free tasks every month, allowing you to explore various workflows. Once signed in, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between Airtable and Switchy for shortening long URLs.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, name your workflow, such as ‘Airtable to Switchy URL Shortener Automation’. Then, you will see two sections: Trigger and Action. The Trigger section is where you define the event that starts the workflow.

For this integration, select Airtable as the trigger application and choose the event ‘New Record’. Connect your Airtable account by entering your API key, which you can find in the account section of Airtable. Once connected, select the base ID for your Airtable, which should be labeled as ‘URL Shortener’.

  • Select ‘New Record’ as the trigger event.
  • Enter your Airtable API key to connect.
  • Choose the base ID labeled ‘URL Shortener’.

After setting up the trigger, ensure you create a ‘Created Time’ field in Airtable to enable proper automation. This field is crucial for the trigger to function correctly, as it captures the time when a new record is created.


3. Shortening URL Using Switchy

Next, you will set up the action in Pabbly Connect by selecting Switchy as your action application. Choose the ‘Create a New Link’ action. To connect Switchy, you will need to provide your Switchy API key, which can be generated from the settings in your Switchy account.

Once connected, you will need to map the long URL from the Airtable record to the destination link field in Switchy. This mapping allows the data to flow from Airtable to Switchy seamlessly. After setting the destination link, click on ‘Save and Send Test Request’ to create the shortened URL.

  • Select Switchy and the action ‘Create a New Link’.
  • Enter the API key from your Switchy settings.
  • Map the long URL from Airtable to the destination link in Switchy.

After the test request is successful, you will receive a response containing the shortened URL, which you can now use.


4. Updating Airtable with the Shortened URL

Now that you have the shortened URL, the next step is to update your Airtable record with both the original long URL and the newly created short URL. In Pabbly Connect, add another action step and select Airtable again, this time choosing the ‘Update Record’ action.

Connect to your Airtable account again and specify the base ID and table where the record exists. In this step, you will map the record ID from the previous steps to ensure you are updating the correct record. Then, map the long URL and the short URL into their respective fields.

Finally, click on ‘Save and Send Test Request’ to update the record in Airtable. This will ensure that both the long and short URLs are recorded in the same row.


5. Conclusion

By following these steps, you have successfully automated the process of shortening URLs and recording them in Airtable using Pabbly Connect. This integration not only saves time but also simplifies managing long URLs for your projects.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This tutorial demonstrated how to connect Airtable and Switchy seamlessly through Pabbly Connect, allowing you to create a streamlined workflow for URL shortening. With this setup, you can easily manage and utilize short links in your applications.

Explore the capabilities of Pabbly Connect and enhance your automation processes today!

Automate RSS Feed Data into Grist Spreadsheet with Pabbly Connect

Learn how to automatically get RSS feed data into your Grist spreadsheet using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 RSS Feed Integration

To begin automating your RSS feed data into a Grist spreadsheet, first access Pabbly Connect. Open your web browser and type in Pabbly.com/connect to reach the Pabbly Connect dashboard.

If you already have an account, simply sign in. If not, you can create a free account, which provides you with 100 free tasks every month. This will allow you to practice the workflows demonstrated in this tutorial.


2. Creating a New Workflow in Pabbly Connect

Once logged in to Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow; for this tutorial, we will use ‘RSS Feeds to Grist’.

After naming your workflow, you will see two windows: a trigger and an action. The trigger is where the process starts, and the action is where the process ends. In this case, we will select ‘RSS’ as our trigger application.

  • Select ‘New Item in Feed’ as the trigger event.
  • Connect to your RSS feed by pasting the RSS link you want to monitor.
  • Click on ‘Save’ and then ‘Send Test Request’ to confirm the connection.

After saving, you will see the data from the RSS feed, which will be used in the next steps of your integration.


3. Setting Up Grist Integration in Pabbly Connect

Next, we will set up the action by selecting Grist as the application in Pabbly Connect. Choose the action event as ‘Create Record’ to add new entries to your Grist spreadsheet.

You will need to create a new connection. This requires an API key from your Grist account. To obtain this, log into your Grist account, navigate to your profile settings, and create an API key.

  • Copy the API key and paste it into the connection settings in Pabbly Connect.
  • Select the appropriate team and workspace where your document is located.
  • Choose the document where you want to store the RSS feed data.

Once the connection is established, you can map the fields from the RSS feed to the corresponding columns in your Grist spreadsheet.


4. Mapping Data Fields in Pabbly Connect

In this step, you will map the data from your RSS feed to the fields in your Grist spreadsheet using Pabbly Connect. This process ensures that the right information is stored in the correct columns.

For example, you can map the title of the RSS feed to column A, the URL to column B, and the published date to column C. This mapping is crucial for maintaining organized data in your spreadsheet.

After mapping the fields, click on ‘Save’ and then ‘Send Test Request’ to verify that the data is being sent correctly to your Grist spreadsheet. You should see a confirmation that the record has been created successfully.


5. Finalizing the Automation Process with Pabbly Connect

With everything set up, your automation using Pabbly Connect is now complete. Your RSS feed will be monitored every eight hours, automatically fetching new data and adding it to your Grist spreadsheet.

This seamless integration allows you to focus on other tasks while keeping your data updated without manual intervention. You can now check your Grist spreadsheet to see the latest RSS feed entries added automatically.

Remember, this process will run every eight hours, so you will see new entries in your spreadsheet accordingly. You can always revisit your Pabbly Connect dashboard to adjust settings or monitor the workflow.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of getting RSS feed data into your Grist spreadsheet automatically. This integration enhances your productivity by streamlining data collection and organization.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Saving RSS Feeds to Airtable with Pabbly Connect

Learn how to save RSS feeds to Airtable automatically using Pabbly Connect. This detailed tutorial covers all steps 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 saving RSS feeds into Airtable, start by accessing Pabbly Connect. Log in to your Pabbly Connect account or create a new one for free. This platform allows you to set up automation workflows without any coding skills.

Once logged in, you’ll reach the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Save RSS Feeds to Airtable Automation,’ and hit ‘Create’ to proceed.


2. Setting Up the RSS Feed Trigger in Pabbly Connect

After creating your workflow, the next step is to set up the trigger. In the trigger section, choose ‘RSS by Pabbly’ from the dropdown menu. For the trigger event, select ‘New Item in Feed.’ This will allow Pabbly Connect to monitor the RSS feed for updates. using Pabbly Connect

  • Select the RSS feed URL from a website you wish to track.
  • Click on ‘Connect’ and paste the feed URL into the designated field.
  • Save and send a test request to fetch the latest feed details.

Once the test request is successful, Pabbly Connect will display the most recent feed details, including the title and link. This confirms that your trigger is correctly set up and working as intended.


3. Connecting Airtable to Save RSS Feed Data

Now that you have set up the trigger, the next step is to connect Airtable to save the RSS feed data. In the action section of Pabbly Connect, search for ‘Airtable’ and select it. Choose the action event ‘Create Record’ to save the fetched RSS feed details into Airtable. using Pabbly Connect

  • Connect your Airtable account by entering your API key.
  • Select the base and table where you want to store the RSS feed data.
  • Map the fields from the RSS feed to the corresponding Airtable columns.

After mapping the data, click on ‘Save and Send Test Request.’ This will create a new record in your Airtable base with the RSS feed details, confirming that the integration is functioning correctly.


4. Understanding the Automation Schedule

Once your workflow is set up, it will automatically check for new RSS feed updates every eight hours. This means you won’t have to manually check for updates; Pabbly Connect will handle this for you. using Pabbly Connect

In case new items are found in the RSS feed, they will be fetched and saved into Airtable automatically. This automation not only saves time but also ensures that you have the latest information stored in your records without any manual effort.


5. Recap of the Setup Process

To summarize the setup process for saving RSS feeds into Airtable using Pabbly Connect: Start by accessing your Pabbly Connect account and creating a new workflow. Set the RSS feed as your trigger and connect Airtable as your action application.

After successfully mapping the data fields, your automation is complete. Pabbly Connect will regularly check for new RSS feeds and save them into your Airtable base, allowing for efficient data management.


Conclusion

In this tutorial, we explored how to automate saving RSS feeds to Airtable using Pabbly Connect. By following these steps, you can streamline your data collection process and keep your records up-to-date effortlessly. With Pabbly Connect, managing RSS feeds has never been easier!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Cognito Forms with Constant Contact Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Constant Contact using Pabbly Connect. Follow our detailed step-by-step tutorial for easy automation. 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 Integration

To begin integrating Cognito Forms with Constant Contact, first access Pabbly Connect. Start by visiting the Pabbly website and selecting the Pabbly Connect product from the menu. This platform allows for seamless automation without needing any coding skills.

Once on the Pabbly Connect page, you can sign up for a free account or log in if you already have one. After signing in, navigate to the dashboard to create a new workflow that will facilitate the integration between Cognito Forms and Constant Contact.


2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Cognito Forms to Constant Contact Integration.’ This helps you identify the workflow later on. using Pabbly Connect

Now, you will see a trigger and action window. The trigger is the event that starts the automation, while the action is what happens as a result. For this integration, select Cognito Forms as the trigger application and choose the event as ‘New Entry.’ This means that when a new form submission occurs, it will trigger the action to add a user in Constant Contact.


3. Setting Up Cognito Forms for Submission

Next, log into your Cognito Forms account. Open the form you want to use for this integration. Ensure that your form includes necessary fields such as name, email, and any other relevant details. This information will be used to create a new contact in Constant Contact. using Pabbly Connect

In the submission settings of your Cognito form, activate the option to post JSON data to a website. You will need to copy the webhook URL provided by Pabbly Connect and paste it into the ‘Submit Entry Endpoint’ field in Cognito Forms. After saving these settings, your form is now set up to send data to Pabbly Connect upon submission.


4. Adding User to Constant Contact via Pabbly Connect

Once your Cognito form is correctly set up, return to Pabbly Connect. The platform will be waiting for a response from your form submission. To test this, fill out the form with sample data. After submission, Pabbly Connect will capture this data as a new entry.

Now, proceed to the action step in Pabbly Connect. Select Constant Contact as the action application and choose the action event as ‘Create Contact.’ Connect your Constant Contact account by allowing Pabbly Connect the necessary permissions. Once connected, select the appropriate list in Constant Contact where the new contact should be added.


5. Mapping Fields and Testing the Integration

In the mapping section of Pabbly Connect, you will need to link the fields from the Cognito form submission to the corresponding fields in Constant Contact. This includes mapping the email address, first name, last name, and any other relevant details. Ensure that each field is correctly linked to capture all necessary information. using Pabbly Connect

  • Map the email address from Cognito Forms to Constant Contact.
  • Select the first name and last name fields accordingly.
  • Ensure job title and company name are also mapped.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that a new contact is created in Constant Contact. Check your Constant Contact account to confirm that the new user has been successfully added to the specified list.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding users to Constant Contact from Cognito Forms submissions. By following these steps, you can streamline your workflow and enhance your email marketing efforts. With Pabbly Connect, integration between different applications becomes effortless and efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Cognito Forms with Twilio Using Pabbly Connect to Send SMS Notifications

Learn how to use Pabbly Connect to automatically send SMS notifications to customers upon Cognito Forms submission. A step-by-step guide. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with Twilio, you need to access Pabbly Connect. First, open your browser and type in the URL for Pabbly. Once there, navigate to the products section and select Pabbly Connect.

If you are a first-time user, click on the ‘Sign Up for Free’ option to create your account in just two minutes. Once you have your account, sign in to access your dashboard. Here, you can create a new workflow to automate your SMS notifications.


2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Cognito Forms to Twilio Integration.’ This naming helps you easily identify the workflow later.

  • Click on the ‘Create Workflow’ button.
  • Select Cognito Forms as your trigger application.
  • Choose ‘New Entry’ as the trigger event.

Now, you will see a webhook URL generated by Pabbly Connect. This URL will be used to connect Cognito Forms to Pabbly Connect. Copy this URL as you will need it in the next steps.


3. Configuring Cognito Forms to Send Data

Next, log into your Cognito Forms account and open the form that you want to integrate. Navigate to the submission settings and enable the option to post JSON data to a website. Paste the webhook URL you copied from Pabbly Connect into the submit entry endpoint field.

After saving these settings, go back to Pabbly Connect. It will now be waiting for a response from Cognito Forms. To test this, fill out the form as a customer would, providing details like name, email, and phone number. This test submission will allow Pabbly Connect to capture the data.


4. Sending SMS Using Twilio via Pabbly Connect

Once you have captured the form submission details in Pabbly Connect, the next step is to send an SMS using Twilio. In Pabbly Connect, select Twilio as your action application and choose the ‘Send SMS’ action event.

  • Connect your Twilio account by entering your Account SID and Authorization Token.
  • Map the phone number from Cognito Forms to the recipient number in Twilio.
  • Compose the SMS message using dynamic fields from the form submission.

After entering all necessary details, click on ‘Save and Send Test Request.’ This sends a test SMS to the customer, confirming that your integration is working correctly.


5. Finalizing Your Integration and Testing

After confirming that the SMS has been sent successfully, you can finalize your workflow in Pabbly Connect. Save the workflow to ensure it runs automatically for future form submissions. This means every time a customer submits the Cognito form, they will receive an SMS notification without any additional setup.

To verify the integration, fill out the form with different customer details and ensure that the SMS notifications are sent as expected. This automation enhances customer communication and ensures they are promptly informed about their requests.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Cognito Forms with Twilio for sending SMS notifications automatically. This process streamlines communication with customers and can be set up without any coding skills. By following these steps, you can efficiently manage customer requests and notifications.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send Cognito Forms Responses to Team on Discord Using Pabbly Connect

Learn how to automate sending Cognito Forms responses to your Discord team using Pabbly Connect. Follow this detailed step-by-step guide. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To begin automating the process of sending Cognito Forms responses to your Discord team, you need to access Pabbly Connect. Log in to your account or create a new one if you haven’t already. This platform simplifies the integration between various applications, including Cognito Forms and Discord.

Once you are logged into Pabbly Connect, navigate to the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Cognito Forms to Discord Automation’ and click on the ‘Create’ button to proceed.


2. Configuring the Trigger with Cognito Forms

In this step, you will set up the trigger for your automation using Cognito Forms. Select Cognito Forms as your trigger application in Pabbly Connect. For the trigger event, choose ‘New Entry’ to capture form submissions.

  • Select ‘Cognito Forms’ from the application list.
  • Choose the ‘New Entry’ trigger event.
  • Copy the provided webhook URL to use in Cognito Forms.

After copying the webhook URL, go to your Cognito Forms dashboard. Navigate to your form’s settings, and under the submission settings, enable the ‘Post JSON data to a website’ option. Paste the copied webhook URL into the designated field and save your form. This setup allows Pabbly Connect to receive data from your form submissions.


3. Testing the Cognito Forms Integration

Now that your webhook is set up, it’s time to test the integration. Fill out the Cognito Form as a demo lead and submit it. This action should trigger the webhook you configured in Pabbly Connect.

Once the form is submitted, return to Pabbly Connect and check the response section. You should see the data from the form submission, including the lead’s name, email, and phone number. This confirms that the integration is functioning correctly.


4. Connecting Discord for Action Step

Next, you will set Discord as the action application in your workflow. Search for Discord in Pabbly Connect and select it. For the action event, choose ‘Send Channel Message’ to send the form data to your Discord team.

  • Select ‘Discord’ as the action application.
  • Choose the ‘Send Channel Message’ action event.
  • Paste the Discord webhook URL you created for your channel.

To obtain the webhook URL, go to your Discord server, edit the channel settings, and create a new webhook. Copy the URL and paste it back into Pabbly Connect. You can customize the message that will be sent to your team, mapping the data received from the form submission.


5. Finalizing and Automating the Process

After configuring the message details, you can test the connection with Discord. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, you will see a new message in your Discord channel confirming the lead details.

With this automation in place, every time a new entry is submitted through Cognito Forms, the details will be automatically sent to your Discord team without any manual effort. This saves time and streamlines your lead collection process.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending Cognito Forms responses to your Discord team. By following these steps, you can efficiently manage lead submissions and enhance your team’s communication without manual intervention.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WooCommerce Order Notifications via WhatsApp Using Pabbly Connect

Learn how to automate WooCommerce order notifications to customers on WhatsApp using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.


1. Accessing Pabbly Connect for Integration

To automate WooCommerce order notifications via WhatsApp, the first step is to access Pabbly Connect. Begin by visiting the official Pabbly website and navigating to the products section.

Here’s how you can set up your account on Pabbly Connect:

  • Go to Pabbly.com.
  • Select the Pabbly Connect option.
  • Click on ‘Sign Up for Free’ to create an account.
  • Log in to your account once created.

Now, you can easily create workflows to integrate WooCommerce with WhatsApp notifications using Pabbly Connect.

Automate Google Drive Access Removal with Pabbly Connect for Cancelled Stripe Subscriptions

Learn how to automate the removal of Google Drive folder access for cancelled Stripe subscriptions using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To automate the removal of Google Drive folder access when a Stripe subscription is cancelled, you will use Pabbly Connect. First, log into your Pabbly Connect account and navigate to your dashboard.

Once you are in your dashboard, create a new workflow by clicking on the ‘+ Create Workflow’ button. Name your workflow something descriptive like ‘Remove Access from Google Drive on Subscription Failure from Stripe’ and click ‘Create’ to proceed.


2. Configuring the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event that starts the automation process. Select the Stripe application from the trigger options in Pabbly Connect. The trigger event you need to choose is ‘Cancelled Subscription’.

  • Choose ‘Stripe’ as your application.
  • Select the trigger event ‘Cancelled Subscription’.
  • Copy the generated webhook URL for the next step.

After setting up the trigger, you need to add this webhook URL to your Stripe dashboard. This will allow Stripe to send data to Pabbly Connect whenever a subscription is cancelled.


3. Setting Up the Stripe Webhook

To connect Stripe with Pabbly Connect, navigate to your Stripe dashboard. Click on ‘Developers’ and then select ‘Webhooks’. Here, you will add a new endpoint by clicking on the ‘+ Add Endpoint’ button.

  • Paste the copied webhook URL from Pabbly Connect into the endpoint URL field.
  • Select the event ‘customer.subscription.deleted’ from the events list.
  • Click ‘Add Events’ to save your changes.

Once the endpoint is set up, return to Pabbly Connect and test the webhook by cancelling a subscription in Stripe. This will trigger the workflow and allow you to see if the connection is successful.


4. Retrieving Customer Details from Stripe

After the trigger is set and tested, the next step is to retrieve the customer details associated with the cancelled subscription. In Pabbly Connect, add another action step and select Stripe again.

Choose the action event ‘Retrieve a Customer’ and connect to Stripe using your API keys. You will map the customer ID from the previous step to get the customer’s details. This will allow you to identify which user’s access to the Google Drive folder needs to be removed.


5. Removing Access from Google Drive

Finally, to remove access from Google Drive, add another action step in your Pabbly Connect workflow. Select Google Drive and choose the action event ‘Remove File Access’. Connect your Google Drive account by granting the necessary permissions.

In this step, you will map the email address of the customer retrieved from Stripe to remove their access from the specified Google Drive file. Select the file from which you want to revoke access, and then save and send the test request. This will execute the action and confirm that the access has been successfully removed.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the removal of Google Drive folder access when a Stripe subscription is cancelled. This integration streamlines the process and saves time by eliminating the need for manual checks. By following these steps, you can set up your own automation easily.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Subscribers to Your Email Marketing List Using Pabbly Connect and Cognito Forms

Learn how to seamlessly add subscribers to your email marketing list using Pabbly Connect and Cognito Forms with this detailed step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with your email marketing list, you will first need to access Pabbly Connect. Visit the Pabbly website and type in Pabbly.com/connect in your address bar. Here, you can either sign in if you already have an account or sign up for a new one, which is free and comes with 100 free tasks every month.

Once logged in, click on the Access Now button for Pabbly Connect. You will see your existing automations. To create a new one, click the Create Workflow button. For this integration, name your workflow something like Cognito Forms to Pabbly Email Marketing.


2. Setting Up the Trigger with Cognito Forms

In this step, we will set up the trigger in Pabbly Connect. Select Cognito Forms as your trigger application and choose the event New Entry. This event will trigger whenever there is a new submission on your Cognito Form. After selecting the event, you will be provided with a webhook URL.

  • Copy the provided webhook URL.
  • Go to your Cognito Forms account and open the form you want to use.
  • Navigate to Submission Settings and toggle on the option to Post JSON to Data.

Paste the copied webhook URL into the designated field and click on Publish to save your changes. Your Cognito Forms is now connected to Pabbly Connect and ready to capture submissions.


3. Testing the Trigger with Form Submission

Now that your trigger is set up, it’s time to test it. Fill out your Cognito Form with test data such as your name, email, and organization. Once you submit the form, return to Pabbly Connect to check for a webhook response. This response will contain all the information submitted through the form.

If you see the data reflected in the webhook response, it confirms that the integration is working correctly. You can now proceed to set up the action step in Pabbly Connect.


4. Adding Subscribers to Your Email Marketing List

For the action step, select Pabbly Email Marketing as your action application and choose the event Add Subscriber. Click on Connect to establish a connection with your Pabbly Email Marketing account. You will be prompted to enter a token which you can find in your Pabbly Email Marketing account under Integrations and then Developer API.

  • Copy the API token from your Pabbly Email Marketing account.
  • Paste the token in the connection window in Pabbly Connect.
  • Select the email marketing list where you want to add the subscriber.

Map the fields from the webhook response to the corresponding fields in your email marketing list, such as email and name. Finally, click on Save and Send Test Request to confirm that the subscriber has been successfully added.


5. Verifying the Integration and Conclusion

To verify that the integration is complete, refresh your email marketing list in Pabbly Email Marketing. You should see the new subscriber added from your Cognito Form submission. You can run additional tests by submitting more entries in your Cognito Form to ensure that the automation is functioning correctly.

This seamless integration using Pabbly Connect allows you to automate the process of adding subscribers to your email marketing list with every form submission. With this setup, you can effectively manage your leads and enhance your marketing efforts.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.


In conclusion, this tutorial demonstrates how to use Pabbly Connect to integrate Cognito Forms with your email marketing list effortlessly. By following the steps outlined above, you can automate your subscriber management process and focus on your marketing strategies.