Author: Nitin Maheshwari

Learn how to automate Paperform submissions into Stackby using Pabbly Connect with this detailed tutorial. Follow the exact steps to streamline your workflow. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Paperform and Stackby Integration

To automate the process of adding Paperform submissions to Stackby, we will use Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser.

Once on the homepage, you will see options to sign in or sign up. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply click on ‘Sign In’. After logging in, navigate to the dashboard where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Add Paperform Submission in Stackby’ and select the appropriate folder for your leads management. using Pabbly Connect

After naming your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts your automation, while the Action is what happens as a result. Here, we will set Paperform as the Trigger and Stackby as the Action.

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3. Configuring Paperform Trigger in Pabbly Connect

To set the Trigger, select Paperform from the application list and choose the trigger event as ‘New Submission’. This means that every time a new form is submitted, the workflow will initiate. using Pabbly Connect

Next, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your Paperform account to establish the connection. Follow these steps:

• Log into your Paperform account and select the form you want to connect.
• Go to Integrations and then Webhooks.
• Paste the copied webhook URL and select ‘New Submission’ as the trigger event.

After saving the webhook, return to Pabbly Connect, where it will indicate that it is waiting for a response from the webhook. This means the setup is ready for testing.

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4. Testing the Integration Between Paperform and Pabbly Connect

To test the integration, submit a test entry through your Paperform. For example, enter a name, email, phone number, and select a service type. Once you submit the form, return to Pabbly Connect to see if the response has been captured.

If successful, you will see all the submitted details reflected in Pabbly Connect. This confirms that the connection between Paperform and Pabbly Connect is working correctly and data is being transferred as expected.

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5. Configuring Stackby Action in Pabbly Connect

With the Paperform submission successfully captured, it’s time to set up the Stackby Action. Select Stackby from the application list and choose ‘Create Record’ as the action event. using Pabbly Connect

To connect Stackby with Pabbly Connect, you will need your Stackby API key. Log into your Stackby account, navigate to your profile, and copy the API key from the account section. Paste this key into Pabbly Connect to establish the connection.

• Select the workspace where you want to create the record.
• Choose the stack and table where the records will be stored.
• Map the fields from the Paperform submission to the corresponding fields in Stackby.

Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, the record should appear in Stackby, confirming that the integration is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Paperform submissions into Stackby. By following these steps, you can efficiently manage leads and streamline your workflow without any coding skills. This integration not only saves time but also enhances data organization for your business.

Learn how to automatically create Shopify customers from Elementor form submissions using Pabbly Connect. Follow our detailed step-by-step 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

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1. Accessing Pabbly Connect for Integration

To create Shopify customers from Elementor form submissions, first, you need to access Pabbly Connect. This platform allows seamless integration between different applications without any coding skills required.

Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free trial. Once logged in, navigate to the dashboard where all your workflows are displayed.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. This workflow will automate the process of creating Shopify customers from the Elementor form submissions. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Create Shopify Customer on Elementor Form Submission’.
• Select a folder to save your workflow.

Once your workflow is created, you will see two boxes: one for the trigger and one for the action. This setup allows you to define what event will trigger the action of creating a customer in Shopify.

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3. Setting Up the Trigger for Elementor Form Submission

In this step, you will configure the trigger that initiates the workflow whenever an Elementor form is submitted. Choose ‘Webhooks’ as the trigger application. using Pabbly Connect

Copy the provided webhook URL from Pabbly Connect, as this will be used to connect your Elementor form to Pabbly Connect. Now, open your WordPress dashboard and navigate to the Elementor form you want to integrate.

• Edit the Elementor form and find the ‘Actions After Submit’ section.
• Add a new action and select ‘Webhook’.
• Paste the copied webhook URL into the webhook URL field.

Save the changes to your form. Now, whenever a user submits this form, it will send the data to Pabbly Connect via the webhook.

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4. Configuring the Action to Create Customers in Shopify

Now that you have set up the trigger, it’s time to configure the action that will create a customer in Shopify. In Pabbly Connect, select Shopify as the action application. using Pabbly Connect

Choose the action event as ‘Create Customer’. You will need to connect your Shopify account by entering the Admin API access token and subdomain. This allows Pabbly Connect to securely communicate with your Shopify store.

Go to your Shopify account settings and create a new private app. Copy the Admin API access token and subdomain. Paste these into Pabbly Connect to establish the connection.

Once connected, you can map the fields from your Elementor form to the customer fields in Shopify. This ensures that the data from the form submission is accurately sent to Shopify.

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5. Testing the Integration and Finalizing the Setup

With everything set up, it’s crucial to test the integration to ensure that it works as expected. Go back to your Elementor form and submit a test entry. using Pabbly Connect

After submission, return to Pabbly Connect and check if the response from the webhook shows the data received. If successful, you will see the customer created in your Shopify account with the details you submitted.

To finalize the setup, make sure to save your workflow in Pabbly Connect. This will allow the automation to run every time there is a new form submission in Elementor.

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Conclusion

In this tutorial, we explored how to create Shopify customers automatically when an Elementor form is submitted using Pabbly Connect. By following these steps, you can streamline your customer creation process, saving time and effort. Embrace the power of automation with Pabbly Connect to enhance your Shopify experience!

Learn how to automate sending Discord channel messages for Google Ads leads using Pabbly Connect. Step-by-step guide with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Automation

To begin the process of sending Discord channel messages for Google Ads leads, you’ll first need to access Pabbly Connect. This powerful automation tool allows you to create workflows without requiring any coding skills.

Start by visiting the Pabbly Connect website at Pabbly.com/connect/. If you are a new user, you can sign up for free, which provides you with 100 tasks each month. Existing users should click on the ‘Sign In’ button located at the top right corner of the page.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘How to Send Discord Channel Messages for Google Ads Leads’.

• Provide a descriptive name for your workflow.
• Select a folder to save your workflow in.
• Click on the ‘Create’ button to proceed.

Once created, you will see two boxes: one for the trigger and another for the action. The trigger will be set to Google Ads, specifically to capture new lead form entries.

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3. Setting Up Google Ads as the Trigger in Pabbly Connect

With your workflow created in Pabbly Connect, the next step is to set up Google Ads as the trigger application. Select Google Ads from the trigger options and choose the ‘New Lead Form Entry’ event. This setup will initiate the workflow every time a new lead is captured.

To connect Google Ads with Pabbly Connect, you will receive a webhook URL. Copy this URL, then navigate to your Google Ads account. In your lead form settings, find the lead delivery option and paste the webhook URL into the designated field. This URL acts as a bridge between Google Ads and Pabbly Connect.

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4. Testing the Webhook Connection

After entering the webhook URL in Google Ads, it’s crucial to test the connection to ensure everything is functioning correctly. Go back to your Pabbly Connect workflow, where you will see a message indicating that it is waiting for a webhook response.

Return to Google Ads and send a test submission using the lead form. Once the test data is sent, check your Pabbly Connect workflow to see if the data has been received successfully. You should see the details of the new lead, confirming that the connection is established.

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5. Sending Messages to Discord Channel Using Pabbly Connect

Now that the Google Ads trigger is set up, the next action is to send a message to your Discord channel. In your Pabbly Connect workflow, select Discord as the action application and choose the ‘Send Channel Message’ event. You will need to connect your Discord account to Pabbly Connect for this integration. using Pabbly Connect

To get the webhook URL for Discord, navigate to your Discord server settings, select the channel you want to send messages to, and create a new webhook. Copy this URL and paste it into the appropriate field in your Pabbly Connect workflow. Draft the message you want to send, including dynamic fields for the lead details using the data you received from Google Ads.

• Draft a message that includes lead details like first name, last name, and email.
• Use mapping to dynamically insert lead information from Google Ads into the message.
• Click on ‘Save and Send Test Request’ to check if the message is sent successfully.

After saving, check your Discord channel to confirm that the message has been received. This completes the integration process, automating notifications for new leads from Google Ads directly to your Discord channel.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Discord channel messages for Google Ads leads. By setting up an automated workflow, you can ensure that your team is promptly notified of new leads, enhancing your response time and efficiency.

Learn how to seamlessly integrate IndiaMART leads with Salesforce for your construction business using Pabbly Connect. Follow our step-by-step guide for automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Start Integration

To begin integrating IndiaMART leads with Salesforce for your construction business, you first need to access Pabbly Connect. This powerful platform allows you to automate workflows efficiently. Start by visiting the Pabbly Connect landing page at Pabbly.com/connect/.

Once on the website, sign in to your account. If you are a new user, you can sign up for free, which grants you 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create and manage your workflows easily.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Add IndiaMART Leads to Salesforce for Construction Business’. Choose the appropriate folder for organization.

• Click on ‘Create’ to initiate your workflow.
• You will see two boxes: one for Trigger and one for Action.
• Select your trigger application as IndiaMART and the event as New Leads.

This setup means that whenever a new lead is generated in IndiaMART, it will trigger the action to add that lead to Salesforce automatically.

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3. Setting Up the Trigger for IndiaMART in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. Click on the trigger application and select IndiaMART. Choose the event type as New Leads. This will allow Pabbly Connect to listen for new leads coming from IndiaMART.

Next, you will receive a Webhook URL from Pabbly Connect. This URL will act as a bridge between IndiaMART and Pabbly Connect. Copy this URL and navigate to your IndiaMART account. In your seller dashboard, go to Lead Manager, click on the three dots, and select ‘Import Leads’. Choose ‘Push API’ and paste the Webhook URL you copied earlier.

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4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure that the connection is successful, you need to perform a test submission. Open your IndiaMART profile in incognito mode and submit a query to your own business. This step is crucial as it allows Pabbly Connect to capture the lead details.

Once you submit the query, return to Pabbly Connect. You should see a response indicating success and displaying the unique query ID along with the details you submitted. This confirms that the integration setup between IndiaMART and Pabbly Connect is functioning correctly.

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5. Finalizing Integration with Salesforce

Now that you have confirmed the connection is working, you can finalize the integration with Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose the event type ‘Create Lead’. Click on connect and authorize Pabbly Connect to access your Salesforce account. using Pabbly Connect

• Map the fields from the IndiaMART response to the Salesforce lead fields.
• Ensure to use dynamic mapping to keep the data updated for each new lead.
• Once mapped, hit ‘Save and Send Test Request’ to check if the lead is created in Salesforce.

If successful, you will see the new lead in your Salesforce account, confirming that the integration is complete. This automation ensures that all new leads from IndiaMART are seamlessly added to your Salesforce for better management.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Salesforce using Pabbly Connect. By automating this process, construction businesses can save time and manage their leads more effectively. With Pabbly Connect, you can streamline your workflows and enhance productivity.

Learn how to automate LiveWebinar registrations from Jotform submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Jotform with LiveWebinar, the first step is to access Pabbly Connect. This platform allows you to automate processes without any coding skills.

Navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start a new automation.

• Name your workflow appropriately, for example, ‘Jotform to LiveWebinar’.
• Select Jotform as your trigger application.
• Choose the trigger event as ‘New Submission’.

After setting up the trigger, you will need to connect your Jotform account with Pabbly Connect by providing the necessary credentials and authorizing access.

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3. Setting Up Jotform Integration in Pabbly Connect

After successfully connecting Jotform, the next step is to configure the integration settings. You will need to select the specific form you want to use for submissions.

• Click on ‘Select Form’ and choose the form you want to connect.
• Test the connection to ensure data is being captured correctly.

Once the test is successful, Pabbly Connect will be ready to capture new submissions and trigger actions in LiveWebinar.

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4. Connecting to LiveWebinar via Pabbly Connect

Now that Jotform is set up, it’s time to connect LiveWebinar. In Pabbly Connect, select LiveWebinar as your action application.

You will need to choose the action event as ‘Create Registrant’. After that, click on ‘Connect with LiveWebinar’ to authorize your account. Make sure you are logged into your LiveWebinar account for a seamless connection.

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5. Mapping Data Between Jotform and LiveWebinar

To complete the integration, you need to map the data fields from Jotform to LiveWebinar. This ensures that the correct information is sent when a new submission occurs.

Map the registrant’s name, email, and any other required fields from the Jotform submission. Use the ‘Test & Review’ option to ensure everything is functioning correctly.

Now, every time a Jotform submission occurs, Pabbly Connect will automatically create a registrant in your LiveWebinar account, streamlining your webinar management process.

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Conclusion

In summary, integrating Jotform with LiveWebinar using Pabbly Connect allows you to automate the registration process efficiently. This tutorial outlined the steps needed to set up your integration seamlessly.

Learn how to automate adding IndiaMART leads to Google Sheets for your handloom business using Pabbly Connect. Follow our step-by-step 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

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1. Accessing Pabbly Connect for IndiaMART Leads

To automate adding IndiaMART leads to Google Sheets for your handloom business, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing Pabbly.com/sl/connect/ in your browser. This platform allows you to create workflows that automate tasks without needing coding skills.

Once on the Pabbly Connect page, sign in using the ‘Sign In’ option in the top right corner. If you are a new user, you can click on ‘Sign Up for Free’ to create an account and receive 100 free tasks per month. After signing in, click on the Pabbly Connect icon to access your dashboard where you can manage your workflows.

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2. Creating a Workflow to Integrate IndiaMART with Google Sheets

In this section, you will create a workflow that connects IndiaMART to Google Sheets using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add IndiaMART Leads to Google Sheets for Handloom Business’ and select the appropriate folder to save it.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes: one for ‘Trigger’ and another for ‘Action’.
• Select ‘IndiaMART’ as your trigger application and choose the ‘New Leads’ event.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL will be used to connect your IndiaMART account to Pabbly Connect. Copy this URL, as you will need it in the next steps to set up the connection.

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3. Setting Up IndiaMART to Send Leads to Pabbly Connect

Now that you have your webhook URL from Pabbly Connect, log into your IndiaMART account. Navigate to the ‘Lead Manager’ section and click on the three dots to find the ‘Push API’ option. This is where you will input the webhook URL.

• Select your source as ‘Other’ and enter ‘Pabbly Connect’ as your CRM platform name.
• Paste the webhook URL you copied earlier into the designated field.
• Click ‘Save Details’ to complete this setup.

After saving, you will need to generate an OTP to confirm the connection. Once you receive the OTP on your registered mobile number, enter it and submit. This will finalize the connection between IndiaMART and Pabbly Connect.

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4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure that the connection between IndiaMART and Pabbly Connect is successful, you need to perform a test submission. Open your IndiaMART profile in incognito mode and submit a test query to your own business.

Once you submit the query, return to Pabbly Connect and check for a response. If the setup is correct, you should see a successful response with details like query ID, name, email, and other relevant information captured from your test submission.

This step confirms that Pabbly Connect is correctly receiving leads from IndiaMART. If you see the expected data, it means the integration is functioning as intended, and you can now proceed to add these leads to Google Sheets.

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5. Adding Leads to Google Sheets with Pabbly Connect

In the final step, you will set up the action to add the leads received from IndiaMART into Google Sheets. In your Pabbly Connect workflow, select ‘Google Sheets’ as your action application and choose the ‘Add New Row’ event.

Click on ‘Connect’ and sign in with your Google account. Grant permissions to allow Pabbly Connect to access your Google Sheets. Select the spreadsheet where you want to add the leads.

Map the fields from the leads received from IndiaMART to the corresponding columns in your Google Sheets. This mapping ensures that every new lead is automatically added to the correct fields in your spreadsheet. After mapping, click on ‘Save and Send Test Request’ to check if the data is being added correctly.

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Conclusion

By following this tutorial, you have successfully integrated IndiaMART leads into Google Sheets using Pabbly Connect. This automation streamlines your lead management process, making it easier to handle inquiries for your handloom business. With Pabbly Connect, you can now focus on growing your business instead of managing data manually.

Learn how to automate the creation of Mailgun members from Paperform submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Mailgun member on Paperform submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see all the applications available in Pabbly Connect. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard, where you can create your workflow for the integration.

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2. Creating a Workflow in Pabbly Connect

In order to automate the process, you need to create a workflow in Pabbly Connect. Click on the top right corner button that says ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Create Mailgun Member on Paperform Submission’.
• Select the folder: Choose ‘Paperform Automations’ from the dropdown.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your workflow with a trigger and action step, which are essential for the automation process.

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3. Setting Up the Trigger with Paperform

Now, you need to set up the trigger in Pabbly Connect. Select ‘Paperform’ as your trigger application. This application will capture new form submissions from your Paperform account.

For the trigger event, choose ‘New Form Submission’. Pabbly Connect will provide you with a webhook URL that you will use to connect Paperform to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Paperform account and go to the form you want to connect.
• In the form settings, navigate to the ‘After Submission’ section and select ‘Integration and Webhooks’.

Paste the copied webhook URL into the designated field and select ‘New Submission’ for the trigger option. Click on the ‘Create’ button to finalize the webhook setup.

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4. Testing the Connection Between Paperform and Pabbly Connect

To ensure that your Paperform is properly connected to Pabbly Connect, you need to perform a test submission. Open the form you created and fill in the required details like first name, last name, email, and phone number.

After submitting the form, return to your Pabbly Connect workflow and check if it captures the response. You will see the submission ID and all the details filled in during the test submission.

Ensure the submission is successful. Verify that Pabbly Connect captures the correct response data.

If everything is set up correctly, you should see the lead data captured in Pabbly Connect, confirming that the connection is successful.

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5. Setting Up the Action to Create Mailgun Member

Now that the trigger is set up, you need to configure the action step in Pabbly Connect. Select ‘Mailgun’ as your action application, which will allow you to create a new member in your Mailgun account.

For the action event, choose ‘New Mailing List Member’. Click on the ‘Connect’ button to establish the connection between Mailgun and Pabbly Connect. You will need to enter your Mailgun API key, private API key, host, and domain.

Retrieve your API key from the Mailgun profile section under API security. Enter the Mailgun host based on your region (US or EU). Copy the domain name from your Mailgun account.

After entering all the required details, save the connection. Map the email address and name fields from the previous step to ensure the lead is added as a member in your Mailgun account.

Once the setup is complete, click on the ‘Save and Test Request’ button. You should receive a positive response indicating that the member has been successfully created in Mailgun.

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Conclusion

In this tutorial, we explored how to create a Mailgun member on Paperform submission using Pabbly Connect. By following the steps outlined, you can automate the process of adding leads to your Mailgun account seamlessly. This integration not only saves time but also reduces errors associated with manual data entry.

Utilizing Pabbly Connect for such automations enhances your workflow efficiency, allowing you to focus on growing your business. Start automating your processes today!

Learn how to automate Wave invoice creation from Google Forms submissions using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms and Wave Integration

To automate the creation of Wave invoices from Google Forms submissions, you need to start with Pabbly Connect. First, visit the Pabbly Connect homepage and log in to your account. If you are a new user, you can sign up for free and explore the platform with 100 free tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow ‘Create Wave Invoice on Google Form Submission’ and select an appropriate folder for organization. After setting this up, you will see options for triggers and actions, where you will define how Pabbly Connect will facilitate the integration.

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2. Configuring Google Forms as a Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications and choose the trigger event ‘New Response Received’. This means that every time a new submission is made in your Google Form, it will initiate the workflow.

• Select the Google Forms trigger application.
• Choose the trigger event as ‘New Response Received’.
• Copy the provided webhook URL for integration.

Next, you need to integrate this webhook URL into your Google Form. Go to the responses section of your Google Form, select ‘View in Sheets’, and link it to a Google Sheet. This will ensure that every submission is recorded in the sheet and can be processed by Pabbly Connect.

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3. Linking Google Sheets with Pabbly Connect

After configuring the Google Form, the next step is to link Google Sheets with Pabbly Connect. In your Google Sheet, install the Pabbly Connect Webhooks add-on. This will allow you to send data from the sheet to Pabbly Connect whenever a new response is recorded.

To do this, navigate to the Extensions menu, select Add-ons, and search for Pabbly Connect Webhooks. Install the add-on and refresh your sheet to see the new options. Set up the initial configuration by pasting the webhook URL and specifying the trigger column, which will be the last column where data is filled.

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4. Creating the Invoice in Wave Using Pabbly Connect

Once the Google Forms and Sheets integration is complete, you will configure the action step in Pabbly Connect to create an invoice in Wave. Select Wave as the action application and choose the action event ‘Create Invoice with Basic Details’.

In this step, you will need to map the customer details, including their email and service type, which were captured from the Google Form submission. Use the customer ID obtained from the previous steps to ensure that the invoice is created for existing customers. If the customer is new, ensure to create their profile in Wave before generating the invoice.

• Select Wave as the action application.
• Choose the action event ‘Create Invoice with Basic Details’.
• Map the necessary fields like customer ID, service type, and invoice title.

After mapping all the necessary fields, use the ‘Save and Send Test Request’ option to verify that the invoice is created successfully in your Wave account. This step ensures that every new Google Form submission results in an automatic invoice generation.

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5. Finalizing the Integration and Testing

To finalize your integration, ensure that the workflow is tested thoroughly. Submit a test entry in your Google Form to see if an invoice is generated in Wave as expected. Check both the Google Sheets and Wave to confirm that the data flows correctly.

If everything is set up correctly, every time a new form is submitted, a corresponding invoice will be created in Wave without any manual effort. This seamless integration through Pabbly Connect not only saves time but also reduces the risk of errors in the invoicing process.

In case of any issues, revisit your configurations in Pabbly Connect and ensure all fields are mapped correctly. With Pabbly Connect, you can easily manage and automate this process, enhancing your business efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Wave invoices from Google Forms submissions. By following these steps, you can streamline your invoicing process and save valuable time.

Learn how to automate customer creation in BigCommerce from Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a BigCommerce customer on Cognito Forms submission, you first need to access Pabbly Connect. This platform enables seamless integration between your Cognito Forms and BigCommerce accounts, automating customer creation.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free, which gives you access to 100 tasks per month. Existing users should click on the ‘Sign In’ option at the top right corner. Once logged in, you will be directed to your dashboard where you can create and manage your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for your integration. Click on the ‘Create Workflow’ button and name your workflow something like ‘Create BigCommerce Customer on Cognito Forms Submission’. Select the appropriate folder for organization.

• Name the workflow for easy identification.
• Choose the folder where the workflow will be saved.

Once you have named your workflow, you will see two boxes appear for ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, which in this case will be a new submission in Cognito Forms. The action will be to create a customer in BigCommerce.

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3. Setting Up the Trigger with Cognito Forms

Now it’s time to configure the trigger in Pabbly Connect. Select Cognito Forms as your trigger application and choose ‘New Entry’ as the trigger event. This setup ensures that every time a new form submission occurs in Cognito Forms, it triggers the workflow.

To connect Cognito Forms with Pabbly Connect, you will receive a webhook URL. Copy this URL and navigate to your Cognito Forms account. In the specific form you are using, enable the option to post JSON data to your website. Paste the webhook URL into the designated endpoint field and save the changes.

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4. Testing the Integration with a Form Submission

Once the webhook is set up, it’s essential to test the integration. Go back to Pabbly Connect and you will see that it is waiting for a webhook response. To generate this response, fill out your Cognito form with dummy data and submit it.

Upon submission, return to Pabbly Connect to check if the response has been captured. If successful, you will see the data from your form submission reflected in the workflow. This confirms that the connection between Cognito Forms and Pabbly Connect is working properly.

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5. Creating a Customer in BigCommerce

With the trigger successfully configured, the next step is to set up the action to create a customer in BigCommerce using Pabbly Connect. Select BigCommerce as the action application and choose ‘Create Customer’ as the action event.

• Enter the required customer details such as first name, last name, and email.
• Utilize the mapping feature to dynamically insert data from the Cognito Forms submission into the BigCommerce fields.

After mapping the fields, click on the ‘Save and Send Test Request’ button to verify that a new customer is created in your BigCommerce account. Check the customer section in BigCommerce to confirm the new entry has been successfully added.

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Conclusion

In this tutorial, we explored how to automate the process of creating a BigCommerce customer from Cognito Forms submissions using Pabbly Connect. By following the steps outlined, you can efficiently manage customer data without manual entry, ensuring a seamless workflow between your applications.

Learn how to automate adding or updating subscribers in Zoho Campaigns when payments are made via Razorpay using Pabbly Connect. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay with Zoho Campaigns, you need to access Pabbly Connect. This platform allows you to automate the process of adding or updating subscribers in your Zoho Campaigns account whenever a payment is received via Razorpay.

First, visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and gain access to 100 free tasks every month. Once logged in, you will see the dashboard where you can create a new workflow for the integration.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to enter the name of your workflow.

For this integration, name your workflow as ‘Add or Update Zoho Campaign Subscriber on Razorpay Payment’. Choose a folder to save this workflow, such as ‘Razorpay Automations’. Once you have entered the name and selected the folder, click on the ‘Create’ button.

• Enter the workflow name.
• Select the appropriate folder.
• Click on ‘Create’ to finalize your workflow.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger section defines the event that starts the workflow, while the Action section outlines what happens as a result.

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3. Setting Up the Trigger with Razorpay

The next step in Pabbly Connect is to set up the trigger. Select Razorpay as your trigger application. For the trigger event, choose ‘Payment Captured’. This event will activate whenever a new payment is successfully processed through Razorpay.

After selecting Razorpay, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Razorpay to your workflow. Copy this URL and navigate to your Razorpay account settings to set up the webhook.

• Go to Razorpay account settings.
• Select ‘Webhooks’ from the settings menu.
• Paste the copied webhook URL and set the active event to ‘Payment Captured’.

Once the webhook is set up, return to Pabbly Connect, and you will see that it is waiting for a response from Razorpay. To test the connection, perform a test payment using Razorpay.

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4. Testing the Trigger with a Test Payment

With the webhook configured, it’s time to test the trigger in Pabbly Connect. Open the payment page for your product, such as the ‘Natural Glow Skincare Face Toner’. Fill in the customer details including first name, last name, email, and payment information.

After completing the payment, return to your Pabbly Connect workflow to check if the payment response has been captured. You should see details such as the order ID, customer information, and payment method. This confirms that Razorpay is successfully connected to Pabbly Connect.

Complete a test payment on Razorpay. Verify the payment details in Pabbly Connect. Ensure all customer data is captured correctly.

Once you confirm that the payment details are captured, you can proceed to set up the action step for adding or updating subscribers in Zoho Campaigns.

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5. Adding or Updating Subscribers in Zoho Campaigns

In this final step, you will configure the action in Pabbly Connect to add or update subscribers in your Zoho Campaigns account. Select Zoho Campaigns as your action application and choose the action event as ‘Add/Update Subscriber’.

Connect your Zoho Campaigns account by providing the necessary domain. Once connected, select the list where you want to add new subscribers, such as ‘New Customers List’. Map the customer data from the Razorpay payment response to the corresponding fields in Zoho Campaigns.

Select the list for subscriber addition. Map fields like email, first name, and last name from Razorpay data. Click ‘Save & Test’ to finalize the setup.

After successfully mapping the fields, a confirmation email will be sent to the customer for subscription verification. Once confirmed, the subscriber will be added to your Zoho Campaigns account, completing the integration process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding or updating subscribers in Zoho Campaigns whenever a payment is made through Razorpay. This integration saves you time and ensures your customers receive timely updates and promotional emails.