Learn how to integrate Trigger with Michael and Caris for effective automation using P Connect Now. Step-by-step guide to streamline your workflow. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

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1. Setting Up Trigger Integration with Michael

The first step in integrating Trigger with Michael is to create a new workflow in P Connect Now. This involves logging into your P Connect account and navigating to the dashboard. Here, you will click on the ‘Create Workflow’ button to start the process.

After naming your workflow, you will be prompted to set up your trigger. In this case, select Paper Form as your trigger application. The trigger event will be ‘New Form Submission,’ which allows you to automate actions based on submissions made through your survey form.

2. Connecting Paper Form to Trigger

To connect Paper Form to Trigger, you need to copy the Webhook URL provided by P Connect. This URL serves as a bridge between the two applications. Once copied, head over to your Paper Form account and navigate to the ‘Integrations’ section.

  • Click on the ‘Edit’ button for your survey form.
  • In the ‘After Submission’ section, select ‘Add Webhook’.
  • Paste the copied Webhook URL and select ‘New Submission’ as the event.

After setting this up, you will return to P Connect to confirm that it is waiting for a webhook response. Now, you can proceed to test the integration by submitting a new form.

3. Submitting Form Data to Trigger

With the connection established, the next step is to submit data through your Paper Form. Fill in the required fields, including first name, last name, email, and city. For instance, you might enter ‘Michael’ as the first name and ‘Caris’ as the last name.

  • Ensure the email is formatted correctly, such as ‘[email protected]’.
  • Enter a valid phone number for the contact.
  • Specify the city, for example, ‘Bal’.

Upon submitting the form, you should see a confirmation in P Connect that the webhook response has been received, indicating that the data is ready for the next step.

4. Updating Contacts in Michael

Once the form submission is successfully received, the next action is to update or add the contact in Michael. You will need to set up this action in P Connect by selecting Sand Grid as your action application.

For the action event, choose ‘Add or Update a Contact’. You will then connect Sand Grid with P Connect by providing an API key. This key can be obtained from your Sand Grid account settings under the API keys section.

5. Finalizing the Integration

To finalize the integration, you need to map the fields from your Paper Form submission to the corresponding fields in Sand Grid. This includes mapping the first name, last name, email, and city to ensure that the correct data is sent.

After mapping the fields, click on ‘Save and Send Test’ to verify that the integration works as intended. If successful, you will see the new or updated contact in your Sand Grid account.

This integration allows for seamless updates to your contacts, ensuring that your marketing efforts remain efficient and tailored to your audience.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Trigger with Michael and Caris through P Connect Now allows you to automate the process of adding or updating contacts based on form submissions. This setup enhances your workflow efficiency and ensures your marketing efforts are always up to date.