Integrate Pabbly, My Demo, and Box Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Pabbly, My Demo, and Box using Pabbly Connect with this detailed tutorial. Follow the steps for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pabbly, My Demo, and Box, first access Pabbly Connect. Open your web browser and type in the address bar ‘Pabbly.com Connect’ to reach the platform.

Once on the landing page, you will see options to sign in or sign up for free. If you’re new, click on ‘Sign up for free’. If you already have an account, click on ‘Sign In’. After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be on the dashboard where you can see existing workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner.

• Click on ‘Create Workflow’.
• Enter a suitable name for your workflow, such as ‘Add Registrant in My Demo Webinar’.
• Click on ‘Create’ to proceed.

Once created, you will see two sections: Trigger and Action. This is where you set up how Pabbly Connect will automate the integration between Pabbly and My Demo.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger application, which is Pabbly. Select ‘ConvertKit’ as your trigger application and choose the event as ‘New Tagged Subscriber’.

After selecting the trigger, click on ‘Connect’. You will have the option to add a new connection. Enter your API Key and API Secret from your ConvertKit account. This allows Pabbly Connect to access your ConvertKit data.

• Select ‘Add New Connection’.
• Copy the API Key and API Secret from ConvertKit and paste them into Pabbly Connect.

Click on ‘Save’ to establish the connection. You will then need to test the connection by adding a new subscriber in ConvertKit with the specified tag.

4. Configuring the Action in Pabbly Connect

Next, you will set up the action that occurs when the trigger is activated. In this case, select ‘My Demo’ as the action application and choose ‘Create Webinar Registration’ as the action event.

Again, you will need to connect your My Demo account to Pabbly Connect by providing the API Key and API Secret. These can be found in your My Demo account under the API settings.

Select ‘Add New Connection’ for My Demo. Copy and paste the API Key and API Secret into Pabbly Connect.

After saving the connection, you will map the necessary fields such as the name and email address of the new subscriber from ConvertKit to the registration fields in My Demo.

5. Testing the Integration in Pabbly Connect

To test the integration, go back to your ConvertKit account and add a new subscriber with the specified tag. This will trigger the workflow you set up in Pabbly Connect.

Once the new subscriber is added, check Pabbly Connect for the response. If successful, a new registration should appear in your My Demo account for the specified webinar.

This process demonstrates how Pabbly Connect facilitates seamless integration between Pabbly and My Demo, ensuring that new subscribers are automatically registered for webinars without manual intervention.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Pabbly, My Demo, and Box effectively. By following the outlined steps, you can automate your workflows and enhance efficiency.