Automate File Uploads from Gravity Forms to OneDrive Using Pabbly Connect

Learn how to automate file uploads from Gravity Forms to OneDrive using Pabbly Connect. This step-by-step guide walks you through the entire process. 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. Setting Up Pabbly Connect for Gravity Forms

To automate file uploads from Gravity Forms to OneDrive, you first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once logged in, click on ‘Create Workflow’ and name it appropriately, such as ‘Gravity Forms to OneDrive’.

Now, you will see two windows: the trigger window and the action window. The trigger window will capture form submissions from Gravity Forms, while the action window will handle the file uploads to OneDrive. This setup is crucial for the automation process.

2. Connecting Gravity Forms to Pabbly Connect

Next, you need to connect Gravity Forms to Pabbly Connect. In the trigger window, search for ‘Gravity Forms’ and select it. Choose ‘New Response’ as the trigger event. Pabbly Connect will provide you with a webhook URL, which you need to copy.

• Open your Gravity Forms account and navigate to the form settings.
• Go to the ‘Webhooks’ option and click on ‘Add New’.
• Paste the copied webhook URL and save the settings.

After saving, any new submissions in Gravity Forms will trigger the webhook, sending data to Pabbly Connect. This setup ensures that every form submission is captured for further processing.

3. Creating a Folder in OneDrive Using Pabbly Connect

Once the connection is established, the next step involves creating a folder in OneDrive for each form submission. In the action window, search for ‘OneDrive’ and select it. Choose the action event as ‘Create Root Folder’s Child Folder’.

Connect your OneDrive account with Pabbly Connect by clicking on ‘Connect with Microsoft OneDrive’. After connecting, select the root folder where the child folders will be created. You should map the folder name to the user’s name from the Gravity Forms submission for easy identification.

• Select the root folder named ‘Form Submission Data’.
• Map the folder name to the first name and last name from the form submission.
• Click on ‘Save and Send Test Request’ to verify the folder creation.

After successful verification, a new folder will be created in your OneDrive account for each submission, allowing you to organize files effectively.

4. Uploading Files to OneDrive from Gravity Forms

The final step is to upload the files received from the Gravity Forms submission into the newly created OneDrive folder. To do this, add an action step in Pabbly Connect and select ‘Iterator’ to process multiple file uploads.

Using the iterator, you will loop through each file URL received from the form submission. After this, add another action step for OneDrive, selecting the action event as ‘Upload File’. Connect to your OneDrive account again, and map the folder ID from the previous step to ensure files go into the correct folder.

Map the file name extracted from the file URL. Select the file URL from the iterator response. Click on ‘Save and Send Test Request’ to upload the files.

Upon successful completion, all files uploaded through the form will be stored in the designated OneDrive folder, ensuring a seamless and organized file management process.

5. Testing the Automation Workflow

After setting up the entire workflow, it’s essential to test the automation to ensure everything works correctly. Go back to your Gravity Forms, create a new test submission with multiple file uploads, and submit the form.

Check your OneDrive account to confirm that a new folder has been created with the user’s name, and all uploaded files are present inside. This verification step is crucial to ensure that Pabbly Connect is functioning as intended and that your automation is effective.

Once confirmed, you can start using this automation for real submissions, making file management much more efficient.

Conclusion

By following this tutorial, you can successfully automate the process of uploading files from Gravity Forms to OneDrive using Pabbly Connect. This integration not only saves time but also ensures your files are organized and easily accessible.