How to Automate Approval Requests and Payment Links Using Pabbly Connect

Learn how to automate approval requests via email and send payment links using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To automate the process of asking for approvals via email and sending payment links, you need to start by accessing Pabbly Connect. This integration platform allows you to create workflows that can connect various applications seamlessly.

After signing up for a free account on Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button, where you can name your workflow. For instance, name it ‘Approval and Payment Automation’. This sets the stage for the automation process.

2. Configuring Gmail Integration in Pabbly Connect

To begin the automation, you will configure Gmail within Pabbly Connect. This integration will monitor your inbox for approval emails. Set Gmail as the trigger application, which starts the workflow when it detects a specific email response.

• Select Gmail as the trigger application.
• Choose the trigger event as ‘New Email’.
• Connect your Gmail account to Pabbly Connect.

Once connected, set a filter that only processes emails with specific subjects or keywords, ensuring that the workflow only triggers for relevant approval emails.

3. Setting Up Email Parser in Pabbly Connect

Next, you will utilize the email parser feature of Pabbly Connect to capture approval responses. This is crucial for ensuring that only the relevant emails trigger the automation.

In your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ section. Here, add the email parser address provided by Pabbly Connect as a forwarding address. After confirming the forwarding, any approval email will be sent to the parser.

4. Filtering Conditions for Approval Emails

To ensure that only specific emails trigger the workflow, you will set up filtering conditions in Pabbly Connect. This step is essential to avoid unnecessary actions from unrelated emails.

• Create a filter that checks for the keyword ‘Yes’ in the body of the email.
• Ensure the subject matches the expected response, like ‘Payment Request’.

By applying these filters, Pabbly Connect will only proceed with the workflow if the conditions are met, ensuring that only valid approvals are processed.

5. Sending Payment Links Automatically

Finally, after receiving the approval, you will use Pabbly Connect to send the payment link automatically via Gmail. This completes the automation process.

In the action step, select Gmail again and choose the action event ‘Send Email’. Map the recipient’s email address from the previous step to ensure that the payment link goes directly to the customer who approved the request.

Compose the email, including a personalized message and the payment link, ensuring that the email is clear and professional. Once everything is set, test the connection to verify that the email is sent correctly.

Conclusion

In this tutorial, we explored how to automate the process of asking for approvals via email and sending payment links using Pabbly Connect. This integration streamlines communication and enhances efficiency in managing approval requests.