Integrate Pabbly Form Builder with Mattermost Using Pabbly Connect

Learn how to seamlessly integrate Pabbly Connect responses into Mattermost using Pabbly Connect. Follow this step-by-step tutorial for efficient automation. 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. Setting Up Pabbly Connect for Automation

To begin the integration process, first log into your Pabbly Connect account. This powerful automation tool allows you to connect various applications seamlessly. After logging in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send Messages from Form to Mattermost Automatically’. This name helps in identifying your automation later. Once named, click the ‘Create’ button to proceed with setting up your trigger and action.

2. Configuring the Trigger with Pabbly Form Builder

The next step involves setting up the trigger in Pabbly Connect. Choose Pabbly Form Builder as your trigger application and select the event as ‘New Form Submission’. This event will initiate the workflow every time a form is submitted.

• Select the trigger application: Pabbly Form Builder
• Choose the trigger event: New Form Submission
• Copy the webhook URL provided

After copying the webhook URL, head over to your Pabbly Form Builder dashboard. Click on ‘Integrations’, select your form, and paste the webhook URL into the ‘Add Webhook’ field. Save your changes to establish the connection.

3. Testing the Webhook Connection

With the webhook set up, it’s time to test the connection. In Pabbly Connect, click on the ‘Capture Webhook Response’ button. This will make the system wait for a response from your form submission.

Now, fill out the form as a demo user. Submit the form with relevant details such as name, email, and a message. Once submitted, Pabbly Connect will capture this data, confirming that the webhook is functioning correctly.

4. Configuring the Action to Send Messages to Mattermost

After capturing the form response, the next step is to configure the action in Pabbly Connect. Select Mattermost as your action application and choose the event ‘Create a Post’. This action will send the captured form data to your team on Mattermost.

• Select Mattermost as the action application
• Choose action event: Create a Post
• Connect to Mattermost using your access token

To connect, you will need to generate a personal access token from your Mattermost account. Go to your profile settings, navigate to the security section, and create a new token. Copy this token and paste it into Pabbly Connect to establish the connection.

5. Sending Messages to Mattermost Channels

Once connected, select the team and channel in Mattermost where you want to send the messages. Map the fields from the form submission to the message content, including the client’s name, email, and their message. using Pabbly Connect

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test message to your selected Mattermost channel. Verify by checking the channel in Mattermost to see if the message appears correctly.

Conclusion

By following these steps, you can efficiently use Pabbly Connect to automate the process of sending form responses from Pabbly Form Builder directly to Mattermost. This integration streamlines team communication and ensures that everyone stays informed about new submissions.