Learn how to integrate ThriveCart with Circle.so to send upsell data automatically using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Set Up Integration
To send ThriveCart upsell data to Circle.so, you must first access Pabbly Connect. Begin by logging into your Pabbly Connect account. If you do not have an account yet, you can create one easily by following the link in the description.
Once logged in, navigate to the dashboard of Pabbly Connect. This is where you will create your workflow that connects ThriveCart and Circle.so. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘ThriveCart to Circle.so Automation’.
2. Create Workflow Trigger for ThriveCart
In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger will activate whenever an upsell is made in ThriveCart. Select ThriveCart as your trigger application and choose the ‘Upsell Purchase’ event.
- Select ‘ThriveCart’ as the trigger application.
- Choose the ‘Upsell Purchase’ event.
- Click on ‘Connect’ and then select ‘Add New Connection’.
To establish the connection, you will need to input your ThriveCart API token. This can be found in your ThriveCart account settings under the API settings. After entering the token, click on ‘Save’ to finalize the connection. Now, your ThriveCart is successfully connected to Pabbly Connect.
3. Test Upsell Purchase in ThriveCart
Now that you have set up the trigger, it’s time to test the upsell purchase. You will need to perform a test purchase in ThriveCart to capture the upsell data. Create an upsell for a product, for example, a higher version of your course, and proceed to purchase it.
After completing the purchase, return to Pabbly Connect to check if the data has been captured. You should see the details of the upsell, including customer information and the product purchased. This confirms that the trigger is functioning properly.
4. Set Up Circle.so Action to Create Post
With the trigger configured and tested, the next step is to set the action that will occur in Circle.so. In Pabbly Connect, select Circle.so as the action application and choose the ‘Create Post’ action event.
- Select Circle.so as the action application.
- Choose ‘Create Post’ as the action event.
- Connect to Circle.so by entering the API token and community ID.
Once connected, you can map the data received from ThriveCart to create a new post in Circle.so. Customize the post title and content to include details about the upsell, such as the customer’s name and the total sale amount. Finally, save and send a test request to ensure that the post is created successfully.
5. Finalize Automation and Monitor Data Flow
After successfully setting up the action, you can finalize your automation in Pabbly Connect. This automation will now run automatically whenever an upsell is made in ThriveCart. You will no longer need to manually create posts in Circle.so for every upsell.
Monitor the data flow from ThriveCart to Circle.so through Pabbly Connect. You can check the logs and ensure that all upsell data is being sent correctly. This automation saves time and keeps your community updated on new upsells efficiently.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to send ThriveCart upsell data directly to Circle.so. By automating this process, you can engage your community without manual effort, ensuring they are always informed about new product offerings.
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