How to Create Zendesk User on Paperform Submission Using Pabbly Connect

Learn how to integrate Paperform and Zendesk using Pabbly Connect to automate user creation on form submissions. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate the workflow between Paperform and Zendesk efficiently. Begin by opening your web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign up or sign in. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes, and you will receive 100 free tasks each month. If you are an existing user, simply log in to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow. Name it something descriptive, like ‘Create Zendesk User on Paperform Submission.’ Select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed to the main workflow setup.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.
• The ‘Trigger’ is the event that starts the workflow, while ‘Action’ is what happens as a result.

In this case, the trigger will be a new form submission from Paperform. Select Paperform as your trigger application and choose ‘New Form Submission’ as the trigger event. This setup is crucial for ensuring that every new submission will initiate the process of creating a user in Zendesk.

3. Connecting Paperform to Pabbly Connect

To connect Paperform with Pabbly Connect, you need to generate a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect.

• Open your Paperform account and navigate to the form you want to connect.
• Click on ‘Edit’ for your contact form, then go to ‘After Submission’ settings.
• Select ‘Integrations’ and then ‘Webhooks’.

Add a new webhook and paste the copied URL into the designated field. Make sure to select ‘New Submission’ as the trigger option before saving your changes. This step will ensure that each time a form is submitted, the data is sent to Pabbly Connect.

4. Setting Up Zendesk Integration in Pabbly Connect

Now that Paperform is connected to Pabbly Connect, you need to set up the action to create a user in Zendesk. In the action application box, search for Zendesk and select it. Choose ‘Create User’ as your action event.

To establish this connection, you will need your Zendesk username, API token, and subdomain. Enter your Zendesk username followed by ‘/token’. For the subdomain, you can find this in your Zendesk URL. Copy it and paste it into Pabbly Connect. For the API token, navigate to your Zendesk account settings, create a new API token, and copy it back to Pabbly Connect.

After entering all required details, click ‘Save’. This action will allow Pabbly Connect to create a new user in your Zendesk account based on the data received from Paperform submissions.

5. Testing and Verifying the Integration

With everything set up, it’s time to test the integration. Go back to your Paperform account and fill out the contact form with test data. Use names like Michael Caris and an email address such as [email protected].

Submit the form and return to Pabbly Connect. You should see the response from the new form submission. This response will include all the details you filled out, confirming that the data was successfully captured.

Finally, check your Zendesk account under the customers section. You should see the new user, Michael Caris, created automatically based on your Paperform submission. This confirms that the integration between Paperform and Zendesk through Pabbly Connect is functioning correctly.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the process of creating Zendesk users from Paperform submissions. This integration enhances your customer support capabilities significantly, allowing you to manage inquiries more efficiently.