How to Enroll Graphy User on Tally Forms Submission Using Pabbly Connect

Learn how to automate enrollment of Graphy users from Tally Forms submissions using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To enroll Graphy users on Tally Forms submission, you first need to access Pabbly Connect. This platform enables seamless integration between Tally Forms and Graphy, automating the entire enrollment process.

Begin by navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which will allow you to perform 100 tasks monthly. Once signed in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to initiate your integration process. Name your workflow appropriately, such as ‘Enroll Graphy User on Tally Forms Submission,’ and select the relevant folder to save it.

• Select the folder for your workflow.
• Click on the ‘Create’ button to proceed.

This will lead you to the workflow setup window where you will define the trigger and action. In this case, the trigger will be Tally Forms, which captures new submissions.

3. Setting Up the Trigger in Pabbly Connect

In the workflow setup, select Tally Forms as your trigger application. The trigger event will be ‘New Response’ which activates when a new form submission occurs. This is where Pabbly Connect starts facilitating the automation process.

To connect Tally Forms with Pabbly Connect, you will need to copy the webhook URL provided in the setup. Navigate to your Tally Forms account, choose the form you created, and go to the Integrations section to paste this webhook URL.

• Go to Integrations in your Tally Forms account.
• Paste the webhook URL in the endpoint URL section.

Once connected, any new submissions will be sent to Pabbly Connect, allowing you to process them accordingly.

4. Enrolling Users in Graphy through Pabbly Connect

Now that you’ve set up the trigger, the next step is to enroll users in Graphy. In your Pabbly Connect workflow, add an action step and select Graphy as the application. The action event will be ‘Create Learner’ which allows you to create a new learner in your Graphy account.

To proceed, you will need to connect your Graphy account to Pabbly Connect by entering your API key and merchant ID. These can be found in the Integrations section of your Graphy account. This connection is crucial as it allows Pabbly Connect to access your Graphy account for enrollment purposes.

Enter your API key in the designated field. Paste your merchant ID to complete the connection.

Once connected, map the necessary fields from the Tally Forms submission to the Graphy learner creation fields. This ensures that user data is accurately transferred.

5. Finalizing the Enrollment Process in Pabbly Connect

After creating the learner, the next action in your workflow will be to enroll the learner in a specific course. Again, select Graphy as the action application, and this time the action event will be ‘Enroll Learner to Course’. This step further emphasizes the role of Pabbly Connect in automating the entire process.

Map the learner’s email and the course URL to ensure the correct course is assigned. You can retrieve the course URL from your Graphy account under the products section. Once all fields are filled and mapped, save your workflow.

Ensure the email is correctly mapped from the Tally Forms response. Confirm the course URL is accurate to enroll the learner.

Once saved, any new form submissions will automatically create a learner in Graphy and enroll them in the specified course, streamlining your enrollment process.

Conclusion

In this tutorial, we explored how to automate the enrollment of Graphy users from Tally Forms submissions using Pabbly Connect. By following these steps, you can enhance your workflow efficiency and ensure that new learners are quickly onboarded into your courses.

Utilizing Pabbly Connect allows you to create a smooth integration process, saving time and reducing manual tasks. Start automating your workflows today with Pabbly Connect!