Learn how to automate user enrollment in Thinkific through Tally Forms submissions using Pabbly Connect. Step-by-step guide with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin with, the first step is to access Pabbly Connect. This platform allows you to automate various tasks by connecting different applications seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a new account.
Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Enroll Thinkific User on Tally Forms Submission’. This sets the stage for automating user enrollment in Thinkific.
2. Setting Up the Trigger with Tally Forms
In this step, you will set up the trigger using Tally Forms. This is essential as it initiates the workflow whenever a new form submission occurs. Search for Tally Forms in the trigger application section and select it. using Pabbly Connect
- Choose the trigger event as ‘New Response’.
- Copy the webhook URL provided by Pabbly Connect.
- Paste this URL into your Tally Forms integration settings under the webhook section.
After pasting the webhook URL, save the settings in Tally Forms. This connection allows Pabbly Connect to receive data whenever a user submits a form, enabling seamless enrollment in Thinkific.
3. Performing a Test Submission to Capture Data
Next, you will perform a test submission on your Tally form to ensure that the integration is working correctly. Open the form using the shareable link and fill in the required details. using Pabbly Connect
- Enter the first name, last name, email, and other necessary fields.
- Click on the ‘Submit’ button to send the data.
Once submitted, Pabbly Connect will capture this response, which can be viewed in the workflow. This confirms that the connection between Tally Forms and Pabbly Connect is successfully established, ready for the next steps of user enrollment.
4. Enrolling Users in Thinkific via Pabbly Connect
Now that the trigger is set, it’s time to enroll users in Thinkific. In the action application section, select Thinkific and choose the action event as ‘Create User’. This step is crucial as it allows you to register the user based on the information captured from the Tally form. using Pabbly Connect
During this process, you will need to connect your Thinkific account to Pabbly Connect. Provide the subdomain from your Thinkific account URL to establish this connection. Once connected, you will map the fields from the Tally form response to the corresponding fields in Thinkific, such as first name, last name, and email.
5. Finalizing the Integration and Testing
After successfully creating the user in Thinkific, the next step is to enroll them in a specific course. Add another action step in Pabbly Connect and select Thinkific again, this time choosing the action event as ‘Enroll User’. using Pabbly Connect
Map the user ID from the previous step to ensure that the correct user is enrolled in the desired course. After completing these mappings, save the settings and send a test request. This finalizes the integration, allowing new users to be automatically enrolled in your Thinkific course whenever they submit a Tally form.
Conclusion
In conclusion, using Pabbly Connect to integrate Tally Forms and Thinkific automates the user enrollment process effectively. This tutorial demonstrated how to set up the workflow step-by-step, ensuring a seamless experience for both you and your users. By automating these tasks, you save time and enhance your onboarding process.
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