How to Create Grist Record on Gravity Forms Submission Using Pabbly Connect

Learn how to create a Grist record automatically from Gravity Forms submissions using Pabbly Connect in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gravity Forms

To begin using Pabbly Connect for integrating Gravity Forms with Grist, first access the Pabbly Connect dashboard. This platform will facilitate the automation process, allowing for seamless data transfer between your forms and Grist.

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. Here, you will name your workflow, such as ‘Create Grist Record on Gravity Forms Submission’. After naming your workflow, select the appropriate folder to save it, which helps keep your automations organized.

2. Configuring the Trigger in Gravity Forms

In this step, you will configure the trigger in Pabbly Connect to respond to new submissions from Gravity Forms. Select Gravity Forms as your trigger application and choose the trigger event as ‘New Response’. This setup ensures that every time a new form submission is received, Pabbly Connect captures the response.

• Select your Gravity Forms trigger application.
• Choose the ‘New Response’ trigger event.
• Copy the provided webhook URL for integration.

After selecting the trigger event, copy the webhook URL generated by Pabbly Connect. This URL will be used to connect your Gravity Forms plugin in WordPress, ensuring that incoming submissions are sent to Pabbly Connect for processing.

3. Connecting Gravity Forms with Pabbly Connect

Now, navigate to your WordPress dashboard where Gravity Forms is installed. Open the form you want to connect, click on ‘Settings’, and then choose ‘Webhooks’. Here, you’ll add a new webhook and paste the URL copied from Pabbly Connect.

When adding a webhook, be sure to set the request method to ‘POST’ and the request format to ‘JSON’. Also, ensure the body is set to capture all fields. This setup allows Pabbly Connect to receive all necessary data from the form submission.

4. Setting Up Action in Grist via Pabbly Connect

After configuring the trigger and connecting Gravity Forms, it’s time to set up the action in Grist. In Pabbly Connect, select Grist as the action application and choose the action event as ‘Create Record’. This tells Pabbly Connect to create a new record in Grist for each form submission received.

• Select Grist as the action application.
• Choose ‘Create Record’ as the action event.
• Map the form fields to the corresponding fields in Grist.

To connect your Grist account with Pabbly Connect, you will need to provide your API token. This can be found in your Grist account settings. Once connected, select the workspace and document where the new records will be created, ensuring that the data is organized correctly.

5. Testing the Integration

With everything set up, it’s time to test the integration. Go back to your Gravity Forms and submit a test entry. This action should trigger the workflow in Pabbly Connect, sending the data to Grist as a new record.

After submitting the test entry, return to Pabbly Connect to check if the response was received successfully. If everything is configured correctly, you should see the new record created in Grist with the data from your Gravity Forms submission.

Conclusion

In this tutorial, we demonstrated how to create a Grist record automatically from Gravity Forms submissions using Pabbly Connect. This integration not only saves time but also ensures that your data is organized and easily accessible. By automating this process, you can focus on other important tasks while Pabbly Connect handles the data management seamlessly.