Automate Gravity Forms with Google Drive and Slack Using Pabbly Connect

Learn how to automate Gravity Forms submissions to Google Drive and Slack using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

Pabbly Connect is your go-to platform for automating tasks between different applications. To start, access Pabbly Connect by signing up for a free account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name. This workflow will automate the process of saving Gravity Forms submissions to Google Drive and sending notifications to Slack. After naming your workflow, click ‘Create’ to proceed.

2. Setting Up the Trigger with Gravity Forms

The first step in your automation is to set up the trigger using Gravity Forms. In Pabbly Connect, select Gravity Forms as the trigger application and choose the event ‘New Response’. This action will initiate the workflow each time a form submission is received.

• Search for and select Gravity Forms.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided.

Next, you will need to set this webhook URL in your Gravity Forms settings. Go to your WordPress dashboard, open the form settings for the specific form you are using, and scroll down to find the Webhooks option. Add a new webhook connection by pasting the URL you copied from Pabbly Connect.

3. Testing the Connection with Gravity Forms

After setting up the webhook in Gravity Forms, it’s time to test the connection. Fill out the form manually to generate a test submission. This step is crucial as it allows Pabbly Connect to capture the data sent from Gravity Forms.

Once you submit the form, return to Pabbly Connect to see if the data appears in the response section. You should see the details of the submission, including fields like name and email, along with any uploaded files.

4. Creating a Folder in Google Drive

The next step is to create a folder in Google Drive where the uploaded files will be stored. In Pabbly Connect, add an action step and select Google Drive as the application. Choose the action event ‘Create a File or Folder’.

• Connect your Google Drive account.
• Select ‘Drive Folder’ as the file type.
• Map the folder name to the name field from the Gravity Forms submission.

After configuring these settings, click on ‘Save and Send Test Request’. If successful, a new folder will be created in your Google Drive with the name you specified. You can verify this by checking your Google Drive.

5. Uploading the File to Google Drive

Now that the folder is created, the next step is to upload the file received from the Gravity Forms submission into this newly created folder. In Pabbly Connect, add another action step and select Google Drive again, this time choosing ‘Upload a File’ as the action event.

Select the existing connection to your Google Drive and map the file URL from the previous step. Also, ensure to map the folder ID where the file should be stored. Click on ‘Save and Send Test Request’ to upload the file. If successful, you will see the confirmation in the response section.

6. Notifying Your Team on Slack

The final step in this automation is to notify your team via Slack. In Pabbly Connect, add another action step and select Slack as the application. Choose ‘Send Channel Message’ as the action event.

Connect your Slack account and select the channel where you want to send the notification. Write a message to inform your team about the new form submission, including details like the name and email from the submission. After configuring the message, click ‘Save and Send Test Request’ to send the notification.

Conclusion

This tutorial demonstrates how to automate Gravity Forms submissions to Google Drive and Slack using Pabbly Connect. By following these steps, you can streamline your workflow and ensure your team is always updated with the latest submissions.