Forms are extensively used in high-frequency work scenarios for customer information collection, lead generation, and requirement gathering. The challenge lies not only in collecting these leads or requirements but efficiently allocating and notifying the responsible individuals. This has become an urgent issue to address.
However, with AITable.ai and its latest supported connector, Pabbly, this issue can be effortlessly resolved by constructing an automated workflow.
Understanding the Power of AITable.ai and Pabbly
Before we delve into the specifics of how to set up this automated workflow, it is essential to understand the roles and capabilities of AITable.ai and Pabbly in the arena of automation.
AITable.ai, as we have previously explored, is a robust work platform that simplifies workflow automation with a visual database. It connects to a plethora of apps and services, making it a potent tool for data management and automation.
On the flip side, Pabbly is a new addition to AITable.ai‘s arsenal of connections. Pabbly is an all-in-one business management software that combines several essential tools under one roof. It includes billing and subscription management, email marketing, and automation features. Its integration with AITable.ai paves the way for new possibilities in workflow automation.
Filtering Record to Send an Email After Form Submission
Imagine this scenario: you’re collecting user feedback and requirements for a software service, which comes in both WEB and APP versions, each with a different person in charge. How would you ensure these individuals receive timely notifications and can follow up accordingly?
The solution lies in setting up a workflow as follows: once a customer submits a feedback form, the system promptly determines the software version, then filters records that include the specified version from the form submission, and finally auto-sends an email containing the record details to the responsible person.
This automation can be easily achieved using AITable.ai and Pabbly: Filtering Record to Send an Email After Form Submission.
Step 1: Form Submission
First, build a customer feedback datasheet on AITable.ai and generate a corresponding form. AITable.ai supports one-click bidirectional conversion between tables and forms, automatically collecting data from the form to the table.
Next, create a new workflow in Pabbly. In the ‘Choose Your First Application: Trigger’ section, search and select AITable.ai, and choose ‘New Form’ as the Trigger Event.
Connect your AITable.ai account (you’ll need to enter your API Token the first time you set this up), and choose the space, table, and specific view you want to link.
Save and test the setup. After clicking the test button, submit a form on AITable.ai for testing, and if successful, proceed to the next step.
Step 2: Filtering Record
Add a Filter by Pabbly and select ‘Filter Values’ as the action event.
Then, set up a condition. Choose the value of the field in the form where the version is located, and set it to equal to ‘WEB’. (Here, we choose to filter the form submission records whose version is WEB).
Test the setup again, and if everything works, move on to the next step.
Step 3: Send an Email
Search and select Gmail, and choose ‘send email’ as the Action Event. Then, connect your Gmail account.
Configure detailed email settings, including the recipient’s email, Cc, Bcc, sender name, email subject, reply to, and even attachments.
You can also design an email content template using data from AITable.ai that was read in the first step.
Once the test is successful, your workflow is complete. Other filter conditions can be set up in the same way.
This workflow is not only applicable to user feedback collection but fits most form collection and task assignment scenarios, such as sales lead collection and distribution notifications.
Conclusion: Harnessing the Future of Data Management Today
The collaboration between AITable.ai and Pabbly is more than just an integration; it marks a paradigm shift in the landscape of data management and automation. This powerful combination offers more than automated email notifications; it opens up a world of possibilities in connecting a range of software services and building elaborate automated workflows, thereby significantly enhancing team efficiency and productivity.
The call to embrace the future of data management is more pressing than ever. Armed with AITable.ai and Pabbly, you are equipped to unlock the full potential of your data, transforming the way you manage and process information. The future of data management is not just on the horizon – it’s within your grasp today.