How to Create Grist Record on Paperform Submission Using Pabbly Connect

Learn how to automate creating Grist records from Paperform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions and screenshots. 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 automate the process of creating Grist records from Paperform submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing in. If you’re a new user, consider signing up for a free account to explore the features.

Once logged in, you will find the dashboard where you can create workflows. This platform allows you to integrate various applications seamlessly, making it the perfect choice for connecting Paperform and Grist. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Paperform to Grist. Name your workflow ‘Create Grist Record on Paperform Submission’ to reflect its purpose. After naming it, select a folder to organize your workflow. You can create multiple folders as needed.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow appropriately.
• Select a folder for better organization.

After setting this up, you will be directed to the workflow interface where you can define triggers and actions. This is where the magic of Pabbly Connect begins, allowing you to automate the data flow between Paperform and Grist.

3. Setting Up the Trigger with Paperform

The next step is to set up a trigger in your workflow. Select Paperform as your trigger application and choose the event as ‘New Form Submission’. This means that every time someone submits a form, the automation will be triggered.

Once the trigger is set, Pabbly Connect will provide you with a webhook URL. You will need to copy this URL and integrate it into your Paperform settings to connect the two applications. This step is crucial for ensuring that submissions are sent to Pabbly Connect.

• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Integrate the webhook into your Paperform settings.

After completing these steps, your Paperform will be connected to Pabbly Connect, and it will be ready to send data to Grist upon new submissions.

4. Connecting to Grist for Record Creation

Now that you have set up the trigger, it’s time to configure the action step by selecting Grist as your action application. Choose ‘Create a Record’ as the action event. This will allow the details from the Paperform submission to be automatically added as a new record in your Grist account.

To connect Grist to Pabbly Connect, you will need to enter your API token, which can be found in your Grist account settings. Once connected, specify the workspace, document, and table where the new records will be stored. This mapping ensures that the data flows correctly into the right fields in Grist.

Select ‘Create a Record’ as the action event. Enter your Grist API token for connection. Specify the workspace, document, and table for record storage.

After these configurations, Pabbly Connect will facilitate the automatic creation of records in Grist every time a new form submission occurs, streamlining your workflow significantly.

5. Testing the Integration

To ensure that your integration is functioning correctly, perform a test submission on your Paperform. Fill out the form with sample data and submit it. This action will trigger the workflow you set up in Pabbly Connect.

Once submitted, check your Grist account to verify that the new record has been created with the submitted details. You should see the first name, last name, email, and phone number populated in the corresponding fields. This confirms that the automation is working as intended.

Perform a test submission on Paperform. Check Grist for the new record. Verify that all details are correctly populated.

With this final step, you have successfully set up an automated process using Pabbly Connect to create Grist records from Paperform submissions, enhancing your efficiency and organization.

Conclusion

In this tutorial, we explored how to automate the creation of Grist records from Paperform submissions using Pabbly Connect. This integration not only saves time but also helps keep your data organized and accessible. By following the steps outlined, you can streamline your workflow and improve your response times to inquiries.