How to Create Notion Item on Cognito Forms Submission Using Pabbly Connect

Learn how to automate the creation of Notion items from Cognito Forms submissions using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the creation of Notion items from Cognito Forms submissions, you need to access Pabbly Connect. Start by visiting the official Pabbly Connect website at Pabbly.com/connect. Once there, sign in to your existing account or create a new one if you are a first-time user.

After logging in, you will be taken to the Pabbly Connect dashboard. Here, you can manage all your automation workflows. To set up the integration, click on the ‘Access Now’ button under Pabbly Connect to enter the workflow creation area.

2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow that will facilitate the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A pop-up will prompt you to enter a name for your workflow. using Pabbly Connect

• Name your workflow as ‘Create Notion Item on Cognito Form Submission’.
• Select the appropriate folder where you want to save this workflow.

Once you have named your workflow and selected a folder, click the ‘Create’ button. This action will set up a new workflow with two main sections: Trigger and Action. In this integration, the trigger will be a new entry from Cognito Forms, and the action will be creating an item in Notion.

3. Setting Up the Trigger with Cognito Forms

For the trigger application, select Pabbly Connect and choose Cognito Forms as your trigger. The trigger event you need to select is ‘New Entry’. This means that every time a new form submission is made, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Cognito Forms to Pabbly Connect. Go to your Cognito Forms settings and enable the option to post JSON data to a website by pasting the copied webhook URL in the appropriate field.

4. Testing the Connection Between Cognito Forms and Pabbly Connect

After setting up the webhook in Cognito Forms, it is crucial to test the connection to ensure everything is working correctly. You can do this by submitting a test entry through your Cognito form. Fill in the required fields such as first name, last name, email, and property type, then click the submit button.

Once the test submission is made, return to Pabbly Connect and check if the webhook has captured the response. You should see the details of the test submission, confirming that Cognito Forms is successfully connected to Pabbly Connect.

5. Setting Up the Action to Create an Item in Notion

Now that the trigger is set up and tested, it’s time to configure the action step to create an item in Notion. For the action application, select Notion and the action event as ‘Create Database Item’. Click on the connect button to establish a connection between Pabbly Connect and Notion. using Pabbly Connect

In the connection window, you will be prompted to select the Notion page where you want to create the item. Choose the page named ‘New Lead Details’ and authorize access. After authorization, map the fields from the previous response to the corresponding fields in Notion, such as email, phone number, and property type. Finally, click on the ‘Save and Send Test Request’ button to complete the setup.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Notion items from Cognito Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your lead management process effectively. This integration not only saves time but also reduces the chance of errors in data entry.