How to Add or Update HR Partner Applicants for New Jotform Submissions Using Pabbly Connect

Learn how to integrate Jotform submissions with HR Partner using Pabbly Connect. This step-by-step guide covers every detail for a seamless automation process. 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. Accessing Pabbly Connect for Integration

To begin the integration of Jotform submissions with HR Partner, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. Once you hit enter, you will be directed to the landing page of Pabbly Connect.

If you are an existing user, simply click on ‘Sign In’. New users will need to click on ‘Sign Up for Free’, which takes only a couple of minutes and provides 100 free tasks to test automations. After signing in, navigate to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, look for the blue button labeled ‘Create Workflow’. Click on it to start setting up your integration. You will be prompted to name your workflow; for this integration, you can name it ‘Jotform to HR Partner’. After naming, click ‘Create’ to proceed. using Pabbly Connect

Now, you will see two main sections: Trigger and Action. The first step is to choose Jotform as the trigger application. Search for Jotform and select it. The trigger event will be ‘New Response’, which means that every time there is a new submission in Jotform, this workflow will be activated.

3. Setting Up Jotform Webhook in Pabbly Connect

After selecting Jotform and the trigger event, you will receive a webhook URL from Pabbly Connect. This URL needs to be added to your Jotform account to establish the connection. Log into your Jotform account and find the form you want to connect.

Click on the form, then go to ‘Settings’ and select ‘Integrations’ from the left sidebar. Click on ‘Webhooks’ and then ‘Edit Integration’. Paste the webhook URL you received from Pabbly Connect into the designated field and click on ‘Complete Integration’. This action finalizes the connection between Jotform and Pabbly Connect.

• Log into Jotform and open your desired form.
• Navigate to Settings > Integrations > Webhooks.
• Paste the webhook URL from Pabbly Connect and complete the integration.

Now, perform a test submission on your Jotform to ensure that the data can be recorded in Pabbly Connect. Fill in the required information and submit the form. After submission, check Pabbly Connect to confirm that the response has been received successfully.

4. Connecting HR Partner with Pabbly Connect

Once you have confirmed that Jotform submissions are being captured, it’s time to set up the action application, which is HR Partner. In Pabbly Connect, select HR Partner as the action application. The action event should be set to ‘Create or Update Applicant’. using Pabbly Connect

Click on ‘Connect’ to establish a connection with HR Partner. You will need an API token from your HR Partner account. To obtain this, log into HR Partner, navigate to the left sidebar, and click on ‘Setup’. Then go to ‘Configure’ and select ‘Integrations’ to find your API token.

• Log into HR Partner and navigate to Setup > Configure > Integrations.
• Copy the API token displayed on the screen.
• Paste the API token into Pabbly Connect and click Save.

After connecting, map the data from the Jotform submission to the corresponding fields in HR Partner. This includes first name, last name, email, and any other required fields. Once all fields are mapped, click on ‘Save and Send Test Request’ to finalize the setup.

5. Verifying the Integration in HR Partner

To verify that the integration was successful, return to your HR Partner account and navigate to the ‘Recruitment’ section. Click on ‘Applicants’ to see if the new applicant has been added based on your Jotform submission. You should see the details of the applicant you just submitted.

To test the integration live, fill out another Jotform submission with different details. After submitting, refresh the HR Partner applicants page to check for the new entry. This process ensures that every new response from Jotform is correctly added or updated in HR Partner.

In summary, using Pabbly Connect allows you to seamlessly integrate Jotform submissions with HR Partner, ensuring that applicant data is always up-to-date and accurately reflected in your HR system. This automation saves time and reduces the risk of errors in manual data entry.

Conclusion

This guide demonstrates how to use Pabbly Connect to automate the process of adding or updating HR Partner applicants for new Jotform submissions. By following these steps, you can streamline your recruitment process and enhance efficiency.