How to Create Grist Record on Zoho Forms Submission with Pabbly Connect

Learn how to integrate Zoho Forms with Grist using Pabbly Connect to automate record creation seamlessly. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Grist record on Zoho Forms submission, the first step is accessing Pabbly Connect. Navigate to the Pabbly Connect website and log in to your account. If you’re a new user, you can sign up for free, which provides you with 100 tasks monthly.

Once logged in, you will see the dashboard displaying all Pabbly applications. Click on Pabbly Connect to begin setting up your workflow. This platform allows seamless integration between Zoho Forms and Grist, facilitating automated record creation.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Create Grist Record on Zoho Forms Submission’ and select a folder to save it in.

• Enter the workflow name.
• Select the appropriate folder.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will see two boxes labeled Trigger and Action. The trigger will be set to ‘When this happens’ and the action will be set to ‘Do this’. This setup is crucial for defining the automation process.

3. Setting Up the Trigger for Zoho Forms

The next step involves setting up the trigger in Pabbly Connect. Select Zoho Forms as your trigger application. The specific event you want to choose is ‘New Form Submission’. This event will initiate the workflow whenever a new form is submitted.

To connect Zoho Forms with Pabbly Connect, you will need to provide a webhook URL. This URL acts as a bridge between Zoho Forms and Pabbly Connect. Copy the provided webhook URL and paste it into your Zoho Forms account under the webhook settings. Save the changes to establish the connection.

4. Creating a Grist Record as an Action

Now that the trigger is set up, it’s time to define the action in Pabbly Connect. Select Grist as your action application and choose the event ‘Create Record’. This action will create a new record in Grist every time there is a submission in Zoho Forms.

• Select the appropriate team and workspace in Grist.
• Choose the document where the data will be added.
• Map the fields from Zoho Forms to the corresponding fields in Grist.

Once the mapping is complete, click on ‘Save and Send Test Request’. This will send a test record to Grist, confirming that the integration is working correctly through Pabbly Connect.

5. Testing the Integration and Final Steps

To ensure that everything is functioning as expected, perform a test submission in Zoho Forms. After submitting the form, check your Grist account to verify that the new record has been created. This confirms that the integration through Pabbly Connect is successful.

If the record appears in Grist with the correct details, your setup is complete. Anytime a new form submission occurs, Pabbly Connect will automatically create a corresponding record in Grist, streamlining your workflow.

Conclusion

By following these steps, you can effectively create a Grist record on Zoho Forms submission using Pabbly Connect. This integration automates the process, saving time and ensuring data accuracy. Start using Pabbly Connect today to enhance your workflow efficiency.