Integrate Google Forms with Lawcus Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of matters in Lawcus from Google Forms responses using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration of Google Forms with Lawcus using Pabbly Connect, first visit the Pabbly Connect website at Pabbly.com/connect. This platform serves as the central hub for all your automation needs.

Once on the site, you will see options to either sign in or sign up for free. If you are a new user, sign up to create an account. Existing users can simply sign in. After signing in, you will be directed to the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, so enter a name like ‘Google Forms Lawcus Integration’ to keep track of your automation. using Pabbly Connect

• Navigate to the dashboard and click on ‘Create Workflow’
• Enter a workflow name for easy identification
• Click ‘Create’ to proceed

This action will lead you to a new window where you can set up the trigger and action. For this integration, Google Forms will be the trigger application, and Lawcus will be the action application.

3. Setting Up Google Forms with Pabbly Connect

In the workflow setup, select Google Forms as your trigger application. Choose the event ‘New Response Received’ to initiate the workflow whenever a new response is submitted via Google Forms.

Pabbly Connect will generate a webhook URL. Copy this URL as it will connect Google Forms with Pabbly Connect. Now, go to your Google Form, and ensure the last question is set to required. This configuration helps in triggering the workflow accurately.

• Select Google Forms as the trigger application
• Choose ‘New Response Received’ as the trigger event
• Copy the webhook URL provided by Pabbly Connect

Next, create a Google Sheet to link with this form by clicking on the Google Sheets icon under the responses tab. This sheet will store all the responses from the form.

4. Configuring Google Sheets for Webhook Integration

In the Google Sheet, navigate to Extensions > Add-ons > Get Add-ons. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. This add-on allows Google Sheets to communicate with Pabbly Connect.

After installation, go back to Extensions and select ‘Pabbly Connect Webhooks’ to access the initial setup. Here, paste the copied webhook URL and set the trigger column to the final data column (usually the last column where data is entered).

Install the ‘Pabbly Connect Webhooks’ add-on Paste the webhook URL in the initial setup Set the trigger column to the last data column

Once configured, return to Pabbly Connect and click on ‘Waiting for Webhook Response’ to test the connection. Submit a test response through your Google Form to ensure everything is working correctly.

5. Integrating Lawcus with Pabbly Connect

After confirming that Pabbly Connect received the webhook response, it’s time to set up the action application, which is Lawcus. Select Lawcus and choose the action event ‘Create Matter’. This action will create a new matter in Lawcus based on the responses received from Google Forms.

Click on ‘Connect’ to link your Lawcus account with Pabbly Connect. You will need to log in to your Lawcus account and authorize the connection. Once connected, map the fields from Google Forms to the corresponding fields in Lawcus.

Select Lawcus as the action application Choose ‘Create Matter’ as the action event Map the fields from Google Forms to Lawcus

After mapping the fields, click on ‘Save and Send Test Request’ to create the matter in Lawcus. You can check your Lawcus account to see if the new matter has been created successfully, confirming that the integration is complete.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of matters in Lawcus from Google Forms responses. This integration streamlines your workflow, saving time and ensuring accuracy in data transfer. By following these steps, you can easily set up similar automations for other applications.