How to Create Carrier in Shipday for New Zoho Forms Entries Using Pabbly Connect

Learn how to automate the creation of a carrier in Shipday for new Zoho Forms entries using Pabbly Connect. Step-by-step tutorial included! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a carrier in Shipday for new Zoho Forms entries, you first need to access Pabbly Connect. Start by visiting the Pabbly website where you can sign up for a free account or log into your existing account. Signing up gives you free tasks every month, which is beneficial for automation.

Once logged in, navigate to the top right corner where you will find the ‘Create Workflow’ button. Click on it and name your workflow, for example, ‘Zoho Forms to Shipday’. This sets the stage for your automation process, which relies on a trigger and an action.

2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the next step is to set up the trigger. Select ‘Zoho Forms’ as the trigger application and choose the event ‘New Forms Submitted’. This action will initiate the workflow every time a new response is received from Zoho Forms.

After selecting the trigger, Pabbly Connect generates a webhook URL. This URL is essential for linking Zoho Forms to Pabbly Connect. You will need to copy this URL and follow these steps to set it up in Zoho Forms:

• Log in to your Zoho Forms account.
• Open the form you want to integrate.
• Go to the ‘Integrations’ section and select ‘Webhooks’.
• Paste the copied webhook URL and set the content type to ‘application/json’.

Once you have configured the webhook, make sure to save the settings. This setup allows Pabbly Connect to receive data from your Zoho Forms whenever a new entry is submitted.

3. Testing the Webhook Connection

After setting up the webhook in Zoho Forms, it is essential to test the connection using Pabbly Connect. Return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. To verify the setup, you need to submit a test entry in your Zoho Form.

Fill out the form with dummy data, such as first name, last name, phone number, and email. After submitting the form, check back in Pabbly Connect to see if it captures the response. If successful, you will see the details populated in Pabbly Connect, confirming that the integration is working.

4. Configuring the Action in Shipday

Now that the trigger is set up and tested, the next step involves configuring the action in Shipday using Pabbly Connect. Select ‘Shipday’ as the action application and choose the event ‘Create Carrier’. This action will create a new carrier entry in Shipday every time a new response is received from Zoho Forms.

To connect Shipday, you will need to provide your API key, which can be found in the integrations section of your Shipday account. Once the API key is entered, click on ‘Save’ to establish the connection. After connecting, you will need to map the fields from Zoho Forms to Shipday, such as name, email, and phone number.

5. Finalizing Integration and Testing

After mapping the necessary fields in Pabbly Connect, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to check if the details are correctly sent to Shipday. If everything is set up correctly, you should see a confirmation in Pabbly Connect that the carrier has been created.

To verify, log into your Shipday account and check the carriers list. You should see the new carrier entry with the details you submitted in Zoho Forms. This confirms that the integration between Zoho Forms and Shipday through Pabbly Connect has been successfully completed.

Conclusion

In this tutorial, we explored how to automate the creation of a carrier in Shipday for new Zoho Forms entries using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance productivity, ensuring that every form submission is efficiently handled.