How to connect MakeForms to Albato

MakeForms: Automation for form builder tool
3/22/2024
·
4 min. read

In this article

MakeForms empowers teams to build advanced, visually stunning forms with top-notch security standards,now enhanced by AI capabilities.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New lead

Before setting up integrations with MakeForms connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

MakeForms.png

Come up with a name for your connection.

Click the Continue button.

MakeForms (1).png

Copy the Albato webhook URL.

MakeForms (2).png

How to set up webhook

Sign in to your MakeForms account. Go to the Settings section → Integrations tab → Webhook option. Click the Add Webhook button.

MakeForms (3).png

Paste the Albato webhook URL into the Endpoint field.

Choose the POST method.

Add your Custom data → come up with a name and specify value.

MakeForms (5).png

Enter the custom name in the Custom field on the Albato Connection page. Click the Save button.

→ (6).png

The connection is ready!

How to use in Albato automations

Go to the Automations tab → click the Create new automation → Set up a trigger.

Choose MakeForms → New Lead → specify your connection → click the Add a trigger button.

On the Webhook catcher step click the Wait for webhook button.

MakeForms (7).png

Go back to your MakeForms account and choose the form from the drop-down list. Click Send test data. When the status updates to Successful, click Save.

MakeForms (8).png

Go back to the Albato account and check the data received by Webhook Catcher.

MakeForms (9).png

Close the window and continue setting up the automation.

In the following steps, you can pass the parameters from any new forms caught by the webhook catcher.

If you have questions about setting up integrations, contact our technical support through the the live chat on our website.


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