How to Search and Update Form Submission Data in Stackby using Pabbly Connect

Learn how to efficiently search and update form submission data in Stackby by integrating Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Form Submission Integration

To begin searching and updating form submission data in Stackby, first, you need to access Pabbly Connect. Simply type in the URL Pabbly.com/connect in your browser. This platform will enable you to connect Pabbly Form Builder with Stackby seamlessly.

Once on the Pabbly Connect page, you have the option to sign up or sign in. Signing up is free and provides you with 100 free tasks every month, allowing you to explore the integration capabilities. After signing in, click on the ‘Access Now’ button to enter your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Pabbly Form Builder to Stackby Integration’.

In the workflow setup, you will see two main sections: Trigger and Action. The Trigger is the event that starts the process, while the Action is what happens as a result. For this integration, select Pabbly Form Builder as the trigger application and choose ‘New Form Submission’ as the trigger event.

• Select Pabbly Form Builder as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for further integration.

This webhook URL will be used to connect your Pabbly Form Builder account to Pabbly Connect, allowing you to capture form submissions automatically.

3. Setting Up Pabbly Form Builder for Webhook

Now that you have your webhook URL, it’s time to set it up in Pabbly Form Builder. Log into your Pabbly Form Builder account and navigate to the integration menu on the left side panel. Select the form you want to connect, and click on ‘Create Webhook’.

Paste the copied webhook URL into the designated field and save your changes. This action connects your form to Pabbly Connect. After saving, the system will wait for a webhook response, indicating that the integration is ready to capture submissions.

• Navigate to the integration menu in Pabbly Form Builder.
• Select your form and create a new webhook.
• Paste the webhook URL and save the changes.

With this setup, every time a new form submission occurs, the data will be sent to Pabbly Connect for processing.

4. Searching and Updating Data in Stackby

With the form submission integrated, the next step is to search and update the data in Stackby using Pabbly Connect. Add Stackby as the action application in your workflow and select ‘Search Record’ as the action event.

You will need to connect your Stackby account by entering your API key, which can be found in your Stackby account settings. After connecting, choose the workspace and table where your data resides. For example, select the ‘Order Sheet’ workspace and the corresponding table.

Select ‘Search Record’ as the action event in Stackby. Connect your Stackby account using your API key. Choose the workspace and the table to search for records.

This search will allow you to locate the specific record that matches the product ID submitted through the form, setting up the next phase of the integration.

5. Updating Form Submission Data in Stackby

Once the search is complete, the next step is to update the submission data in Stackby. Again, select Stackby as the action application, but this time choose ‘Update Record’ as the action event. This step allows you to change the status of the order based on the submission data. using Pabbly Connect

In this section, you will map the row ID obtained from the previous search step, which identifies the specific record to update. You can change the status from ‘In Inventory’ to ‘Dispatched’. After setting up the necessary fields, click on ‘Save and Send Test Request’ to execute the update.

Select ‘Update Record’ as the action event in Stackby. Map the row ID from the search result to identify the record. Change the status field to reflect the updated status.

Once the update is successful, you can verify the changes in your Stackby account, confirming that the order status has been updated as intended.

Conclusion

In this tutorial, we demonstrated how to effectively use Pabbly Connect to search and update form submission data in Stackby. By integrating Pabbly Form Builder with Stackby, you can automate your workflow, ensuring that your order statuses are updated seamlessly and efficiently.

Utilizing Pabbly Connect not only streamlines your processes but also saves time and reduces manual errors, allowing you to focus on growing your business.