Automate Saving Form Submission Details to Grist with Pabbly Connect

Learn how to automate saving form submission details to Grist using Pabbly Connect and Pabbly Connect in this detailed step-by-step tutorial. 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 Integration

To start saving form submission details to your Grist account, the first step is to access Pabbly Connect. Open your web browser and navigate to the Pabbly website by typing in ‘Pabbly.com’. From the homepage, click on the ‘Products’ section and select ‘Pabbly Connect’.

If you’re a first-time user, click on the ‘Sign Up for Free’ button to create your account. Registration is quick and only takes a couple of minutes. After signing up, you will receive 100 free tasks each month. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to your dashboard. To create a workflow, click on the plus sign and select ‘Create Workflow’. Name your workflow something descriptive, like ‘Pabbly Form Builder to Grist Integration’. This name will help you identify the workflow later.

• Click on the plus sign on the dashboard.
• Select ‘Create Workflow’.
• Enter a descriptive name for your workflow.

After naming your workflow, you will see a trigger window and an action window. Pabbly Connect operates on a trigger-action basis. In this case, the trigger will be when a customer submits a form using Pabbly Form Builder.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, open the trigger window and select ‘Pabbly Form Builder’ as your application. Choose ‘New Form Submission’ as the trigger event. This action will initiate the workflow whenever a new form is submitted.

Next, you will see a webhook URL and instructions on how to set it up in your Pabbly Form Builder account. Copy this webhook URL as you will need it to connect the form submission to Pabbly Connect.

• Select ‘Pabbly Form Builder’ as the application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL.

Now, navigate to your Pabbly Form Builder account to integrate the copied webhook URL into your form settings.

4. Integrating Pabbly Form Builder with Pabbly Connect

In your Pabbly Form Builder dashboard, locate the form you want to integrate, such as the contact form. Click on the form to edit it. In the form settings, find the ‘Integrations’ option and click on it.

Here, you will select your form (e.g., the contact form) and add the webhook URL you copied earlier. Click on the ‘Add Webhook’ button and paste the URL. After saving, your form will be successfully linked to Pabbly Connect.

Access your contact form in Pabbly Form Builder. Click on ‘Integrations’ and select the form. Paste the webhook URL and save.

With this integration, any submission made through the form will be captured by Pabbly Connect, allowing you to automate further actions.

5. Setting Up the Action to Save Details in Grist

Now that the trigger is set, you need to establish the action that will occur when a form is submitted. In the action window, select ‘Grist’ as the application and ‘Create Record’ as the action event.

To connect your Grist account, click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter your API key from Grist, which you can find in your Grist account settings. Once connected, select the document and table where you want the form submission details to be saved.

Choose ‘Grist’ as the application. Select ‘Create Record’ as the action event. Enter your API key from Grist.

Finally, map the fields from the form submission to the corresponding fields in Grist, such as first name, last name, email address, and mobile number. After mapping, click ‘Save and Send Test Request’ to ensure the integration works correctly. Your Grist table will now automatically update with new records whenever a form is submitted via Pabbly Form Builder.

Conclusion

In this tutorial, we demonstrated how to automate the process of saving form submission details to your Grist account using Pabbly Connect and Pabbly Form Builder. By following these steps, you can streamline your workflow and ensure that customer data is efficiently stored for future use.

Utilizing Pabbly Connect not only simplifies the integration process but also enhances your business operations by automating tasks without any coding skills required. Start using Pabbly Connect today to optimize your workflows!