Automation has never been easier! With Pabbly Connect, you can synchronize your data across multiple applications in just a few clicks.
If you are new to Pie Forms, you may want to look at How to create your first Form with Pie Forms.
This tutorial will show you how to install, activate, and use the Pabbly Add-on with Pie Forms to automate your work.
Install And Activate
How to Install and Activate the Add-on
Log in to your Genetech Store Account and download the plugin file to install the add-on.
- Go to WordPress Admin Dashboard > Plugins > Add New
- Upload the zip file of the Addon.
The plugin will now be visible in the list of plugins.
- If you are using Pie Forms Premium, you only have to activate the addon. The license key is not required.
- To activate the plugin, go to the list of inactive plugins.
- Locate “Pie Forms (Addon) – Pabbly” and click on the ‘Activate’ button.
If you are using Pie Forms Basic, Upgrade to PRO or buy the addon separately.
- To activate the license key, go to Genetech store account > My account > My Keys.
- Copy the key.
- Go to your WordPress Admin dashboard, and click on Pie Forms.
- Then, Pie Forms > Global Settings > License Key
- Paste the email address and license key and click Activate.
Pabbly addon is now installed and activated.
Connect Pabbly With Pie Forms
Once the addon is activated, sign in to your Pabbly account to connect it with Pie Forms. From the dashboard, click Access Now.
Next, create a workflow and name it.
Choose Pie Forms from the app dropdown, and add New Form Submission as the Trigger Event.
After selecting the trigger event, you will see a Webhook URL to use in your form settings. Copy the URL and go to Pie Forms. Select a form and go to the Form Settings>>Pabbly Settings.
Next, mark the checkbox to enable Pabbly. Paste the URL in the first field and select the Request Method as POST and Request Format as JSON.
Save the settings.
Embed Form On Your Website For A Test
To test your form, embed your edited form on your website. Fill in the form, and you will see the entries on your Pabbly dashboard.
When your trigger is set, add a third-party application for action. For our tutorial, we will use slack as a connecting application.
Use Case: The marketing team in your company doesn’t always know who is on the site, how they got there, or whether they convert into a Lead. Without these details, it is difficult to get the task done. With the Pabbly addon by Pie Forms, you can push a Slack notification to the marketing-leads channel when a new lead is created with all related data sources. It will continuously help them optimize their strategies.
Set An Action Event
Next, connect your slack account and add the channel and message details you want to send to slack.
Save and send the test request. Your marketing channel will instantly get notified about the new lead with the relevant details.
This is how easy it is! Save your time and automate your workflows.
