Integrating Google Chat with Cognito Forms Using Pabbly Connect

Learn how to integrate Google Chat with Cognito Forms using Pabbly Connect for automated notifications on form submissions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Chat with Cognito Forms, first, access Pabbly Connect. Simply open your browser and search for Pabbly Connect to reach the landing page.

On the landing page, you will find options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started. Existing users can directly sign in and access their dashboard, where they can create workflows to automate processes.

2. Creating a New Workflow in Pabbly Connect

Once signed in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for organization.

• Name your workflow, e.g., ‘Notify Team on Google Chat for Cognito Forms Submission.’
• Select a folder, such as ‘Automations.’

After naming and selecting the folder, click on ‘Create.’ This will open the workflow window, where you will set up the trigger and action for your automation.

3. Setting Up the Trigger with Cognito Forms

In this section, you will set up the trigger application in Pabbly Connect. Select ‘Cognito Forms’ as your trigger application since you want to notify your team upon form submissions.

Next, choose the trigger event as ‘New Entry.’ This event will initiate the workflow whenever a new form submission is made. Pabbly Connect will provide a webhook URL that you need to copy for the next steps.

• Log into your Cognito Forms account.
• Open the form you want to connect.
• Enable the option to post JSON data to a website.

Paste the copied webhook URL in the specified field and save your settings. This will connect your Cognito Forms account with Pabbly Connect.

4. Configuring the Action to Notify Google Chat

After successfully setting up the trigger, it’s time to configure the action that will notify your team in Google Chat using Pabbly Connect. Select ‘Google Chat’ as your action application.

For the action event, choose ‘Create Message.’ You will need to provide the Google Chat webhook URL, which you can obtain by following the instructions in your Google Chat settings.

Open your Google Chat and navigate to the desired chat space. Access the Apps and Integration settings. Create a new webhook and copy the generated URL.

Paste this URL into Pabbly Connect and set up your message format, including dynamic fields from the Cognito Forms submission.

5. Testing the Integration Workflow

With both trigger and action set up in Pabbly Connect, it’s crucial to test the integration. Perform a test submission on your Cognito Forms to ensure that the workflow is triggered correctly.

After submitting the form, check your Google Chat for the notification message. You should see the details from the form submission appear in the chat, confirming that the integration works as intended.

Submit a test entry in Cognito Forms. Verify that the message appears in Google Chat.

This real-time notification enhances team responsiveness and client engagement, making your operations more efficient.

Conclusion

This tutorial has guided you through integrating Google Chat with Cognito Forms using Pabbly Connect. By automating notifications, you can improve team communication and client satisfaction effectively.