How to Send Cognito Forms Responses to Team on Discord Using Pabbly Connect

Learn how to automate sending Cognito Forms responses to your Discord team using Pabbly Connect. Follow this detailed step-by-step guide. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating the process of sending Cognito Forms responses to your Discord team, you need to access Pabbly Connect. Log in to your account or create a new one if you haven’t already. This platform simplifies the integration between various applications, including Cognito Forms and Discord.

Once you are logged into Pabbly Connect, navigate to the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Cognito Forms to Discord Automation’ and click on the ‘Create’ button to proceed.

2. Configuring the Trigger with Cognito Forms

In this step, you will set up the trigger for your automation using Cognito Forms. Select Cognito Forms as your trigger application in Pabbly Connect. For the trigger event, choose ‘New Entry’ to capture form submissions.

• Select ‘Cognito Forms’ from the application list.
• Choose the ‘New Entry’ trigger event.
• Copy the provided webhook URL to use in Cognito Forms.

After copying the webhook URL, go to your Cognito Forms dashboard. Navigate to your form’s settings, and under the submission settings, enable the ‘Post JSON data to a website’ option. Paste the copied webhook URL into the designated field and save your form. This setup allows Pabbly Connect to receive data from your form submissions.

3. Testing the Cognito Forms Integration

Now that your webhook is set up, it’s time to test the integration. Fill out the Cognito Form as a demo lead and submit it. This action should trigger the webhook you configured in Pabbly Connect.

Once the form is submitted, return to Pabbly Connect and check the response section. You should see the data from the form submission, including the lead’s name, email, and phone number. This confirms that the integration is functioning correctly.

4. Connecting Discord for Action Step

Next, you will set Discord as the action application in your workflow. Search for Discord in Pabbly Connect and select it. For the action event, choose ‘Send Channel Message’ to send the form data to your Discord team.

• Select ‘Discord’ as the action application.
• Choose the ‘Send Channel Message’ action event.
• Paste the Discord webhook URL you created for your channel.

To obtain the webhook URL, go to your Discord server, edit the channel settings, and create a new webhook. Copy the URL and paste it back into Pabbly Connect. You can customize the message that will be sent to your team, mapping the data received from the form submission.

5. Finalizing and Automating the Process

After configuring the message details, you can test the connection with Discord. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, you will see a new message in your Discord channel confirming the lead details.

With this automation in place, every time a new entry is submitted through Cognito Forms, the details will be automatically sent to your Discord team without any manual effort. This saves time and streamlines your lead collection process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending Cognito Forms responses to your Discord team. By following these steps, you can efficiently manage lead submissions and enhance your team’s communication without manual intervention.