Save Cognito Forms Submissions Data to Airtable Automatically with Pabbly Connect

Learn how to automate saving Cognito Forms submissions to Airtable using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration Setup

To save Cognito Forms submissions data to Airtable automatically, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website by typing in the URL Pabbly.com/connect.

Once on the site, you have two options: sign in if you already have an account, or sign up for a new account. Signing up is free and provides you with 100 free tasks every month to practice your workflows. After logging in, you’ll be ready to create a new automation workflow.

2. Create a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start a new automation. For this integration, name your workflow ‘Cognito Forms to Airtable’ to clearly indicate its function.

Next, you will set up the trigger event. Click on the trigger option and select ‘Cognito Forms’. Then, choose the trigger event as ‘New Entry’. This setup will allow Pabbly Connect to listen for new submissions in your Cognito Forms.

• Select ‘Cognito Forms’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the provided webhook URL for integration.

The webhook URL is crucial as it connects Cognito Forms to Pabbly Connect. Copy this URL and proceed to set it up in your Cognito Forms account.

3. Configure Cognito Forms for Webhook Integration

Now, log into your Cognito Forms account and navigate to the form you want to connect. Go to the submission settings and enable the option to post JSON data to a website. Paste the webhook URL from Pabbly Connect into the submit entry endpoint field.

Once you’ve pasted the URL, save your changes and publish the form. This configuration ensures that every time someone submits the form, the data will be sent to Pabbly Connect, which will then process it for Airtable.

• Enable posting JSON data in your Cognito Forms settings.
• Paste the webhook URL into the submit entry endpoint.
• Save and publish the form to activate the integration.

With these steps completed, you’re ready to test the integration by submitting a form entry. This will send data to Pabbly Connect, allowing you to view the webhook response in your dashboard.

4. Set Up Airtable Integration in Pabbly Connect

After confirming that the webhook is receiving data from Cognito Forms, the next step is to set up Airtable as your action application in Pabbly Connect. Click on the action option and select ‘Airtable’ from the list of applications.

Choose the action event as ‘Create Record’. You will need to connect your Airtable account by entering your API key, which can be found in your Airtable account settings. Once connected, select the base and table where you want to save the form submissions.

Select ‘Airtable’ as the action application. Choose ‘Create Record’ as the action event. Connect your Airtable account using your API key.

After setting up the connection, you can map the fields from the Cognito Forms submission to the corresponding fields in Airtable. This mapping ensures that the data is accurately transferred and stored in your Airtable database.

5. Test Your Automation and Finalize Setup

To finalize your setup, conduct a test submission through your Cognito Form. Once you submit the form, check your Airtable base to see if the new record appears. This confirms that the integration is working correctly through Pabbly Connect.

After successful testing, you can continue using your form, and every new submission will automatically create a record in Airtable without any manual input. This automation saves time and ensures that your data is organized efficiently.

Remember, with Pabbly Connect, you can automate many other workflows, enhancing productivity across various applications.

Conclusion

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

In this tutorial, we explored how to save Cognito Forms submissions data to Airtable automatically using Pabbly Connect. By following these steps, you can streamline your data management process and improve efficiency in your tasks.