Automate Membership Management: Jotform to Wishlist Member Integration Using Pabbly Connect

Learn how to automate membership management by integrating Jotform submissions with Wishlist Member using Pabbly Connect. Step-by-step guide included. 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 Jotform and Wishlist Member Integration

To automate the addition of members to your Wishlist Member from Jotform submissions, start by accessing Pabbly Connect. After logging into your account, navigate to the dashboard. This is where you can create an automation workflow that connects Jotform with Wishlist Member seamlessly.

Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Jotform to Wishlist Member Automation’. This name helps you identify your automation easily in the future. Once named, click on ‘Create’ to proceed with setting up the trigger and action for your workflow.

2. Configuring Jotform Trigger in Pabbly Connect

In this section, you will define the trigger for your automation using Pabbly Connect. Select Jotform as your trigger application and choose the trigger event as ‘New Response’. This event will activate whenever a new submission is made on your Jotform membership form.

• Select the Jotform application as the trigger.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

After selecting the trigger event, copy the webhook URL that is generated. You’ll need to paste this URL into your Jotform settings to establish the connection. This allows Pabbly Connect to receive data from Jotform submissions automatically.

3. Integrating Jotform with Pabbly Connect

To complete the integration, go to your Jotform dashboard and access the settings of your membership form. Click on ‘More’ and select ‘Settings’. From there, navigate to ‘Integrations’ and search for ‘Webhooks’. This is where you will paste the webhook URL you copied earlier.

• Select the ‘Webhooks’ integration option.
• Paste the copied webhook URL in the provided field.
• Click on ‘Complete Integration’ to finalize.

Once the integration is set up, Jotform will now send any new responses directly to Pabbly Connect. You can test this by filling out the form to ensure that the data is captured in your Pabbly Connect dashboard.

4. Adding Wishlist Member Action in Pabbly Connect

Next, it’s time to set up the action in your Pabbly Connect workflow. Choose Wishlist Member as the action application and select the action event as ‘Create Member’. This action will add the form’s submitter as a member in your Wishlist Member plugin.

Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter the API URL and API key from your Wishlist Member plugin. This information can be found in the advanced settings of the Wishlist Member plugin on your WordPress dashboard.

5. Finalizing the Automation with Pabbly Connect

After entering the API details, proceed to map the fields from the Jotform response to the Wishlist Member fields. For instance, map the username and email address from the Jotform submission to the corresponding fields in Wishlist Member.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, a new member will be created in your Wishlist Member plugin, confirming that the automation is functioning as intended.

Now, whenever someone fills out your Jotform membership form, they will automatically be added to the specified membership level in your Wishlist Member plugin via Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of adding members to your Wishlist Member from Jotform submissions using Pabbly Connect. This integration streamlines your membership management, saving you time and effort. By following these steps, you can easily set up your automation and enhance your membership website’s functionality.