Send New Dropbox Files via Email with Pabbly Connect: A Step-by-Step Guide

Learn how to send new Dropbox files via email using Pabbly Connect. This tutorial covers the integration process in detail 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. Setting Up Pabbly Connect for Dropbox Integration

To send new Dropbox files via email, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account and reaching the dashboard. If you don’t have an account yet, you can create one using the link provided in the description. Pabbly Connect allows you to automate tasks efficiently and offers 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, let’s name it ‘Dropbox to Email’. After naming, click on the ‘Create’ button to proceed. This sets the stage for your automation, where you will define the trigger and action needed to send Dropbox files through email.


2. Choosing Dropbox as the Trigger Application

In this step, you will select Dropbox as the trigger application in Pabbly Connect. From the ‘Choose App’ field, search for and select Dropbox. The trigger event you need is ‘New File’, which will activate whenever a new file is uploaded to a specified folder in Dropbox.

  • Search for and select Dropbox from the application list.
  • Choose the trigger event as ‘New File’.
  • Connect your Dropbox account by clicking ‘Connect’ and following the prompts.

After connecting, specify the folder path in which the new files will be uploaded. This is crucial as it defines where Pabbly Connect will look for new files. Once you have entered the folder path, click on ‘Save and Send Test Request’ to verify the connection. This will fetch details of the most recently uploaded file, confirming that the trigger is set correctly.


3. Setting Up Email Action in Pabbly Connect

Now that you have set up Dropbox as the trigger, the next step is to configure the email action in Pabbly Connect. From the ‘Choose App’ field again, search for and select Gmail. The action event you will select here is ‘Send Email’. This action will send the Dropbox file as an email attachment to the desired recipient.

Click on ‘Connect’ to link your Gmail account. You will need to grant Pabbly Connect permission to send emails on your behalf. Once connected, you can specify the recipient’s email address, subject line, and email body. You can also add CC or BCC recipients if necessary.

  • Enter the recipient’s email address in the designated field.
  • Set a subject line for your email, such as ‘New Dropbox Files’.
  • In the email body, map the file name and include a message indicating the file is from Dropbox.

Make sure to attach the file using the shareable link you obtained from the Dropbox trigger step. This is crucial for ensuring the file is sent as an attachment in the email.


4. Testing the Integration with Pabbly Connect

After configuring both the trigger and action, it’s time to test the integration in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to send a test email. This action will check if everything is set up correctly and if the email is delivered successfully.

Upon successful execution, you will receive a confirmation message indicating that the email has been sent. You can then check your Gmail inbox to verify that the email appears as expected, complete with the Dropbox file attached. This step is essential to ensure that the automation is functioning correctly before going live.

Once you confirm that the email is received with the correct attachment, your workflow is complete. You can now rely on Pabbly Connect to automate the process of sending new Dropbox files via email seamlessly.


5. Conclusion: Automate Your Dropbox File Sending with Pabbly Connect

In conclusion, using Pabbly Connect to send new Dropbox files via email streamlines your workflow significantly. This automation allows you to receive files directly in your inbox as they are uploaded to Dropbox, ensuring you never miss important updates. By following the steps outlined in this tutorial, you can set up this integration quickly and efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Now that you know how to utilize Pabbly Connect for sending Dropbox files via email, you can implement this automation to improve your productivity. Enjoy the benefits of seamless file sharing with minimal effort!

How to Send Webinar Reminders 15 Minutes Before on WhatsApp Using Pabbly Connect

Learn how to send webinar reminders 15 minutes before on WhatsApp using Pabbly Connect to integrate Google Calendar, Google Sheets, and WhatsApp effectively. 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


1. Accessing Pabbly Connect for Webinar Reminders

To begin sending webinar reminders using Pabbly Connect, you first need to access the platform. Simply log into Pabbly Connect by visiting the official website. After logging in, navigate to the ‘All Apps’ section and select Pabbly Connect to reach the dashboard.

If you are a new user, you can create a free account by clicking on the ‘Sign Up Free’ button. Once registered, you will receive 100 tasks free every month, allowing you to explore the automation features of Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for sending reminders. Click on the plus sign to create a new workflow and give it an appropriate name, such as ‘Send Reminders on WhatsApp 15 Minutes Before the Webinar.’ This name helps in easily identifying your workflow later.

Once the workflow is created, you will see two windows: a trigger window and an action window. In this case, the trigger will be set to Google Calendar, which will initiate the workflow whenever a new event is created. Follow these steps to set up the trigger:

  • Open the trigger window and select ‘Google Calendar’ as the application.
  • Choose ‘New Event’ as the trigger event.
  • Connect your Google Calendar account with Pabbly Connect.

This integration allows Pabbly Connect to capture event details automatically from Google Calendar whenever a new webinar is scheduled.


3. Capturing Event Details from Google Calendar

Once the trigger is set, you need to create a new webinar in your Google Calendar to test the integration. Open Google Calendar and create a new event, filling in the details such as the title, date, and time of the webinar.

After saving the event, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the latest event details. The data will include the event summary, description, start date, and end time. Ensure that the information is accurately captured as this will be used to send reminders to your attendees on WhatsApp.


4. Sending Reminders on WhatsApp Using Pabbly Connect

With the event details captured, the next step is to send reminders to your registrants via WhatsApp. To do this, you will need to integrate Google Sheets with Pabbly Connect to fetch the attendees’ details. Select Google Sheets as the next action step and choose ‘Get Rows’ as the action event.

Connect your Google Sheets account to Pabbly Connect and select the spreadsheet containing your webinar attendees. After configuring the settings, click ‘Save and Send Test Request’ to retrieve the attendee data. This will allow you to send personalized reminder messages to each registrant via WhatsApp.


5. Finalizing the Integration for Automated Reminders

To finalize the integration, you will need to set up a delay in Pabbly Connect to ensure that the reminders are sent 15 minutes before the webinar starts. Use the ‘Date and Time Formatter’ action to subtract 15 minutes from the event start time. This will give you the exact time to trigger the reminder.

Next, add a delay step in Pabbly Connect to run the workflow at the specified time. Finally, connect to the 360 Dialog application to send the WhatsApp messages. Select ‘Send Template Message’ and configure it to use the approved WhatsApp template you created. Map the recipient’s mobile number and other necessary details from the previous steps.

Once everything is set up, test the workflow to ensure that the reminders are sent successfully to all registrants. You will see the messages delivered to your WhatsApp, confirming that the integration works as intended.


Conclusion

In this tutorial, we demonstrated how to send webinar reminders 15 minutes before the start using Pabbly Connect. By integrating Google Calendar, Google Sheets, and WhatsApp, you can automate the reminder process effectively. This ensures that your attendees are notified in a timely manner, increasing their chances of attending the webinar.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate WhatsApp Messages and Slack Updates with Pabbly Connect

Learn how to automate WhatsApp messages to new Swipe Pages leads and update your team on Slack using Pabbly Connect. Step-by-step guide included. 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. Setting Up Pabbly Connect for Automation

To start using Pabbly Connect, first, log in to your Pabbly account. You can access it by visiting Pabbly.com and selecting the Pabbly Connect app from the dashboard. If you are new, sign up for free to create an account and enjoy 100 tasks monthly.

Once logged in, click on the plus sign to create a new workflow. Name your workflow as ‘Swipe Pages Automation’ and click on create. This sets the stage for integrating your applications through Pabbly Connect.


2. Integrating Swipe Pages with Pabbly Connect

In this step, we will connect Swipe Pages to Pabbly Connect. Select Swipe Pages as your trigger application and choose the trigger event as ‘New Form Submission’. This means that whenever a new lead fills out the form on your landing page, it will trigger the workflow.

  • Open the trigger window in Pabbly Connect.
  • Select Swipe Pages and the event as New Form Submission.
  • Copy the generated webhook URL.

Now, head over to your Swipe Pages account and navigate to the integrations section. Here, paste the webhook URL you copied from Pabbly Connect to set up the integration, ensuring that the form submissions are captured correctly.


3. Sending WhatsApp Messages via Pabbly Connect

After setting up the webhook, the next step is to send a WhatsApp message to the new lead. In Pabbly Connect, add an action step and choose ‘360 Dialog’ as the application, selecting the action event as ‘Send Template Message’. This allows you to send a pre-approved WhatsApp message template to the lead.

Connect your 360 Dialog account by entering the API key and domain details. Once connected, select the message template you created previously. This template should include placeholders for the customer’s name and your business name.

  • Map the recipient’s mobile number from the form submission.
  • Fill in the placeholder values such as customer name and business name.
  • Test the message to ensure it is sent correctly.

After testing, you will see the message delivered to the customer on WhatsApp, confirming that the integration through Pabbly Connect is successful.


4. Updating Your Team on Slack with Pabbly Connect

Now that the WhatsApp message is set up, the next step is to notify your team on Slack. Add another action step in Pabbly Connect and choose Slack as the application. Select the action event as ‘Send Channel Message’ to send a message to your designated channel.

Connect your Slack account by selecting the token type and authorizing Pabbly Connect to access your Slack workspace. Once connected, choose the channel where you want the messages to be sent.

Select your Slack channel, such as ‘Swipe Pages’. Compose the message with details about the new lead. Map the lead details such as name, email, and phone number.

After saving and testing this action, your team will receive instant notifications on Slack whenever a new lead fills out the form, enhancing communication and response times.


5. Final Testing and Workflow Confirmation

With both WhatsApp and Slack integrations set up, it’s time to test the entire workflow. Fill out the lead form on your Swipe Pages landing page to see if the automation works as expected. This step is crucial to ensure that both the WhatsApp message and Slack notification are sent correctly.

Once you submit the form, check your WhatsApp for the message and your Slack channel for the notification. If both messages are received, your automation is functioning perfectly and is ready for use.

In case of any issues, revisit the steps in Pabbly Connect to ensure all fields are correctly mapped and all connections are properly authorized. This will help in troubleshooting any problems that may arise during the integration process.


Conclusion

This tutorial demonstrated how to automate WhatsApp messages to new Swipe Pages leads and update your team on Slack using Pabbly Connect. By following these steps, you can enhance your lead management process and improve communication with your team effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Blogger Facebook Automation – Share Blogger Posts to Facebook Automatically with Pabbly Connect

Learn how to automate sharing Blogger posts to Facebook using Pabbly Connect. Follow our detailed tutorial to integrate Blogger and Facebook effortlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Blogger Facebook Automation

To start with Blogger Facebook automation, access Pabbly Connect by visiting the official website. This platform allows you to integrate various applications seamlessly, including Blogger and Facebook.

Once on the website, navigate to the products section and select Pabbly Connect. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in to access their dashboard.


2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘+’ icon to create a new workflow. Name your workflow something like ‘Blogger to Facebook Integration’ to keep it organized.

In this step, you will be prompted to choose a trigger and an action. The trigger will be set to ‘New Post Added’ from Blogger. This means that whenever a new post is created, it will trigger the subsequent action of sharing on Facebook.

  • Click on the trigger window and select Google Blogger.
  • Choose ‘New Post Added’ as the trigger event.
  • Connect your Google Blogger account to Pabbly Connect.

After connecting your account, ensure you’ve selected the correct blog ID and set the status to ‘Only Live’ for the posts you want to share.


3. Mapping Data from Blogger to Facebook

Once the trigger is set, it’s time to capture the data from your Blogger post. Click on ‘Save and Send Test Request’ to retrieve the latest post details. This will include the title, content, and image URL from the new post.

Next, you may need to clean up the content using the Data Transformer feature of Pabbly Connect. This will help strip HTML tags from the description for better readability when shared on Facebook.

  • Add an action step and select Data Transformer.
  • Choose ‘Strip HTML Tags’ as the action event.
  • Map the content you received from the Blogger trigger.

This ensures that only the plain text description is shared on your Facebook page, making it more user-friendly.


4. Setting Up Routers for Image Handling

The next step involves setting up routers in Pabbly Connect to handle posts that may or may not contain images. Create two routes: one for posts with images and another for those without.

For the first route, set a filter to check if the image URL exists. If it does, you will proceed to share the post with the image on Facebook. If not, the second route will handle posting without an image.

Select Router as the application for action steps. Set filters based on the image URL presence. Configure actions for both routes accordingly.

This setup allows Pabbly Connect to intelligently decide how to share the post based on its content.


5. Finalizing the Integration with Facebook

Now, it’s time to finalize the integration by connecting your Facebook account. For the route where the image is present, select Facebook Pages and choose ‘Create Page Photo’ as the action event.

Map the necessary fields, including the photo URL, the title of the post, and the blog URL. For posts without images, use ‘Create Page Post’ to share the title and link only. Ensure all connections are authorized through Pabbly Connect.

Select your Facebook page from the dropdown. Map the title and blog URL in the message field. Save the configuration and test the integration.

After testing, you should see your Blogger posts automatically shared on your Facebook page, demonstrating the power of Pabbly Connect in automating your workflow.


Conclusion

In conclusion, using Pabbly Connect for Blogger Facebook automation simplifies the process of sharing posts automatically. By following these steps, you can save time and enhance your online presence effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Slack Notifications for New WishList Members Using Pabbly Connect

Learn how to automate Slack notifications for new WishList members using Pabbly Connect with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Slack and WishList Integration

To start sending Slack messages for new WishList members, you’ll first need to set up Pabbly Connect. This powerful automation tool allows you to create seamless workflows between different applications.

Begin by accessing your Pabbly Connect dashboard. If you don’t have an account, sign up for free and get started with 100 automation tasks each month. Once logged in, click on the ‘Create Workflow’ button to initiate the process.


2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to connect your WishList members with Slack notifications. Name your workflow something recognizable, like ‘WishList Members to Slack’.

  • Click on the ‘Create’ button to proceed.
  • Select ‘WishList Member’ as your app from the trigger options.
  • Choose ‘Member Added to a Level’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL necessary for integration with your WordPress WishList Member plugin. Copy this URL as you will need to paste it into your WordPress settings.


3. Integrating WishList Member with Pabbly Connect

Now, you need to integrate the copied webhook URL into your WishList Member plugin on WordPress. Navigate to the WishList Member settings and find the ‘Integrations’ tab.

  • Click on ‘Other Services’ and then ‘Webhooks’.
  • Select the ‘Outgoing’ option and edit the membership level you want to connect.
  • Paste the webhook URL into the outgoing webhook URL box and save your changes.

This integration allows Pabbly Connect to receive data whenever a new member is added to your WishList site, enabling the subsequent actions to take place.


4. Testing the Integration for New Members

After setting up the webhook, it’s time to test the integration to ensure it works correctly. Go back to your WishList Member plugin and add a new member manually.

Enter the member’s name, email, and select the membership level. Click on ‘Add Member’ to save the new member.

Once the member is added, Pabbly Connect will capture the data from the webhook, confirming that the integration is functioning correctly. You will see the member’s details populated in the response section of Pabbly Connect.


5. Sending Slack Messages via Pabbly Connect

The final step is to set up the action in Pabbly Connect to send a message to your Slack channel. Choose Slack as the action app and select ‘Send Channel Message’ as the action event.

Connect your Slack account by allowing Pabbly Connect to access it. Select your desired channel and craft a message to notify your team about the new member. You can map the data received from the webhook to personalize the message.

Once you save and test this integration, a message will be sent to your Slack channel every time a new member joins your WishList site, keeping your team informed seamlessly.


Conclusion

By following these steps, you can efficiently automate Slack notifications for new WishList members using Pabbly Connect. This integration not only saves time but also ensures your team is always updated without manual intervention.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate ActiveCampaign with WishList Member Using Pabbly Connect

Learn how to integrate ActiveCampaign with WishList Member using Pabbly Connect for seamless membership automation. Follow our detailed step-by-step tutorial. 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


1. Introduction to Pabbly Connect for ActiveCampaign and WishList Member Integration

Pabbly Connect is the central platform that enables seamless integration between ActiveCampaign and WishList Member. This integration allows you to automate the process of adding new contacts from ActiveCampaign directly into your membership site, saving you time and effort. using Pabbly Connect

Using Pabbly Connect, you can set up workflows without any coding skills. This tutorial will guide you through the steps to create an automated workflow that triggers when a new contact is added to your ActiveCampaign list and subsequently adds that contact as a member of WishList Member.


2. Creating a Workflow in Pabbly Connect

To begin, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You can name your workflow something like ‘ActiveCampaign to WishList Member Automation’ to keep it organized. using Pabbly Connect

Next, you will need to define the trigger event. In this case, select ActiveCampaign as your trigger application and choose the ‘Contact Added’ event. This means that every time a new contact is added to your specified list in ActiveCampaign, it will trigger the workflow.

  • Log into Pabbly Connect.
  • Click on ‘Create Workflow’.
  • Name your workflow (e.g., ‘ActiveCampaign to WishList Member Automation’).
  • Select ActiveCampaign as the trigger application.
  • Choose ‘Contact Added’ as the trigger event.

After selecting your trigger, connect your ActiveCampaign account by providing the necessary API key and URL. This connection allows Pabbly Connect to access your ActiveCampaign data securely.


3. Setting Up the Action in Pabbly Connect

Once your trigger is established, the next step is to set up the action that will occur when a new contact is added. Here, you will select WishList Member as your action application and choose the ‘Create Member’ action event. using Pabbly Connect

Connect your WishList Member account by entering the API URL and API key from your WordPress dashboard. This connection is crucial for Pabbly Connect to create new members in your WishList Member plugin.

  • Select WishList Member as the action application.
  • Choose ‘Create Member’ as the action event.
  • Provide API URL and key from your WordPress dashboard.

Once connected, you will need to map the fields from ActiveCampaign to WishList Member. This includes details like the contact’s name and email address. Ensure you provide a unique username for each new member by combining their first name with their contact ID.


4. Testing the Integration with Pabbly Connect

After setting up the workflow, it’s essential to test the integration to ensure everything functions correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to initiate a test. This will capture the data of a new contact added to ActiveCampaign. using Pabbly Connect

Create a test contact in your ActiveCampaign account to see if the data flows into Pabbly Connect. Once the test contact is added, the response in Pabbly Connect should reflect the details of the new contact, confirming that the integration is working as intended.

Click ‘Save and Send Test Request’ in Pabbly Connect. Add a test contact in ActiveCampaign. Check the response in Pabbly Connect for confirmation.

Once you confirm that the test contact data is captured successfully, you can proceed to finalize your workflow. This ensures that every new contact added to ActiveCampaign will automatically become a member of your WishList Member site.


5. Conclusion: Automate Your Membership Process with Pabbly Connect

In this tutorial, we explored how to integrate ActiveCampaign with WishList Member using Pabbly Connect. By following the steps outlined, you can automate the process of adding new contacts as members, saving time and reducing manual effort.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Pabbly Connect serves as a powerful automation tool that allows you to streamline your membership management. With just a few clicks, you can set up workflows that ensure your customers receive their memberships promptly and efficiently.

Start using Pabbly Connect today to enhance your membership automation and improve customer experience!


Sync Facebook Lead Ads to Zoho CRM Custom Fields and Send WhatsApp Messages Using Pabbly Connect

Learn how to sync Facebook Lead Ads to Zoho CRM custom fields and send WhatsApp messages automatically using Pabbly Connect. Follow this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin syncing Facebook Lead Ads with Zoho CRM custom fields and sending WhatsApp messages, you need to access Pabbly Connect. Start by navigating to the Pabbly website and selecting the Pabbly Connect product.

As a first-time user, click on the ‘Sign Up for Free’ option to create an account. Once registered, you can log in and access the Pabbly Connect dashboard to start creating your workflow.


2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the plus sign to create a workflow and name it ‘Sync Facebook Lead Ads to Zoho CRM Custom Fields and Send Messages on WhatsApp’. This name reflects the integration process.

After naming your workflow, you will see a trigger window and an action window. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger is a new lead from Facebook Lead Ads.

  • Click on the trigger window to select the application as Facebook Lead Ads.
  • Choose the trigger event as ‘New Lead Instant’.
  • Connect your Facebook account by clicking on ‘Connect with Facebook Lead Ads’.

Once connected, select the Facebook page and the specific lead generation form you want to use. This will allow Pabbly Connect to capture the leads generated from your Facebook ads.


3. Integrating Zoho CRM with Pabbly Connect

Now that you have set up the trigger with Facebook Lead Ads, the next step is to integrate Pabbly Connect with Zoho CRM. In the action window, select Zoho CRM as the application and choose the action event as ‘Insert Record’. This action will create a new contact in Zoho CRM whenever a lead is captured from Facebook.

To proceed, connect your Zoho CRM account by entering the domain of your Zoho account. Once authorized, select the module as ‘Contacts’ and the layout where you have created custom fields. Make sure to map all the necessary fields such as first name, last name, email, and the custom field for gender.

  • Map the first name from the Facebook Lead Ads response.
  • Select the gender from the response to fill the custom field.
  • Ensure all required fields are mapped correctly before saving.

After mapping the fields, test the action to ensure that a new contact is created in your Zoho CRM with the correct details, demonstrating the successful integration facilitated by Pabbly Connect.


4. Sending WhatsApp Messages Using Pabbly Connect

The final step in this integration process involves sending a WhatsApp message to the new contact. In the action window, add a new action step and select the application as 360dialog, which is used for WhatsApp messaging. Choose the action event as ‘Send Template Message’.

Connect your 360dialog account by entering the API key and domain obtained from your 360dialog dashboard. Select the approved template that you want to use for sending messages. This template should include placeholders for the customer’s name and any other relevant information.

Map the recipient’s mobile number from the lead data captured through Facebook. Insert the customer’s name into the message body using the mapped fields. Test the action to confirm that the message is sent successfully via WhatsApp.

Once the test is successful, you will see that the WhatsApp message is delivered to the customer, confirming the integration capabilities of Pabbly Connect.


5. Conclusion

In this tutorial, you have learned how to sync Facebook Lead Ads to Zoho CRM custom fields and send WhatsApp messages automatically using Pabbly Connect. By following these detailed steps, you can streamline your lead management and enhance customer communication effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

This integration not only automates your workflow but also improves customer engagement by ensuring timely communication. Start using Pabbly Connect today to boost your business efficiency!

Automate Stripe Payment Disputes to Slack with Pabbly Connect

Learn how to automate sending Stripe payment dispute information to your team on Slack using Pabbly Connect. Step-by-step guide included. 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. Setting Up Pabbly Connect for Stripe and Slack Integration

To automate sending Stripe payment disputes to your team on Slack, start by accessing Pabbly Connect. This platform allows you to create workflows that facilitate seamless integrations between applications like Stripe and Slack.

First, sign up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Stripe Disputes to Slack,’ and click ‘Create’ to proceed.


2. Configuring Stripe as the Trigger in Pabbly Connect

In your newly created workflow, the first step is to set Stripe as the trigger application. Select Stripe from the application list and choose the trigger event as ‘New Dispute.’ This event will initiate the workflow whenever a dispute is filed. using Pabbly Connect

  • Choose ‘New Dispute’ as the trigger event.
  • Copy the provided webhook URL.
  • Navigate to your Stripe dashboard to configure the webhook.

After copying the webhook URL, go to your Stripe dashboard, click on ‘Developers,’ and then select ‘Webhooks.’ Here, add a new endpoint by pasting the webhook URL into the endpoint URL field. Select the event ‘charge.dispute.created’ to monitor disputes.


3. Testing the Integration Between Stripe and Pabbly Connect

With the webhook configured, it’s time to test the integration. Create a test payment in Stripe using the payment link for your product. Use test card details provided in the Stripe documentation to simulate a dispute scenario.

Once the payment is processed, Pabbly Connect will capture the dispute data. You should see the details of the dispute, including the amount and customer information, reflected in your Pabbly Connect workflow.

  • Ensure the test payment reflects a dispute condition.
  • Check that the response in Pabbly Connect shows all necessary details.

This step ensures that your integration is functioning correctly, allowing your team to receive timely notifications of disputes.


4. Formatting Dispute Data for Slack Notifications

After testing, you may notice discrepancies in the amount displayed. To correct this, utilize the Pabbly Connect number formatter feature. Add a new step to your workflow and select ‘Number Formatter’ to perform a math operation.

Map the amount received from Stripe and divide it by 100 to obtain the correct value. This step is crucial for ensuring your team receives accurate information regarding the dispute amount.

Select ‘Perform Math Operation’ in the number formatter. Map the amount and divide by 100.

Once the formatting is complete, you can proceed to send the notification to your Slack channel.


5. Sending Notifications to Slack Using Pabbly Connect

The final step is to send a notification to your Slack channel. Add Slack as the action application in your workflow and select ‘Send Channel Message’ as the action event. Connect your Slack account to Pabbly Connect using the provided options.

Once connected, select the channel where you want to send the dispute notifications. Customize the message to include relevant dispute details, such as the amount, reason for the dispute, customer name, and email.

Map the formatted amount and dispute reason in the message. Ensure all customer details are included for your team’s reference.

After setting up the message, click on ‘Save and Send Test Request’ to verify that the message is sent successfully to your Slack channel. This ensures your team is promptly informed about new disputes, allowing them to act swiftly.


Conclusion

By following this tutorial, you have successfully set up an automation using Pabbly Connect to send Stripe payment dispute information to your team on Slack. This integration streamlines the dispute resolution process and keeps your team informed in real-time.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Calculate Book Printing Cost in Lulu with Pabbly Connect and Google Forms

Learn how to automate book printing cost calculations in Lulu using Pabbly Connect and Google Forms. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Google Forms and Lulu Integration

To automate the calculation of book printing costs in Lulu using Pabbly Connect, start by accessing the Pabbly Connect dashboard. You can create your account using the link provided in the description of the video. Once logged in, you will have access to 100 free automation tasks each month.

Next, you need to create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow appropriately, for example, ‘Google Forms to Lulu Automation.’ This will set the stage for automating the integration between Google Forms and Lulu through Pabbly Connect.


2. Configuring Google Forms as the Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger application in your Pabbly Connect workflow. Select ‘Google Forms’ from the trigger application dropdown and choose the trigger event as ‘New Response Received.’ This event will initiate the workflow whenever a new form submission is made.

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

After setting this up, you will receive a webhook URL from Pabbly Connect. This URL is crucial as it will connect your Google Forms to the Pabbly Connect workflow. Make sure to follow the instructions provided to link your Google Form to this webhook.


3. Setting Up Google Forms to Capture Responses

Now that you have your webhook URL, it’s time to configure your Google Forms. Open your Google Form and ensure it collects necessary details such as page count, quantity, and production package ID. These details are essential for calculating printing costs in Lulu. using Pabbly Connect

Next, attach a Google Sheets spreadsheet to your form to collect responses. Click on ‘Responses’ in your Google Form, then select the green Sheets icon to create a new spreadsheet. This spreadsheet will capture all the responses from the form submissions.

  • Ensure your form includes fields for page count, quantity, and production package ID.
  • Link your Google Form to a Google Sheets spreadsheet for response collection.

Once the spreadsheet is ready, install the Pabbly Connect Webhooks add-on by navigating to Extensions > Add-ons > Get add-ons. Search for Pabbly Connect Webhooks and install it. After installation, refresh your spreadsheet to enable the add-on.


4. Calculating Book Printing Costs in Lulu

With your Google Form set up, the next step is to connect Lulu to your Pabbly Connect workflow. In the action step of your workflow, select ‘Lulu’ as the action application and choose the action event ‘Create Print Job Cost Calculation.’ This action will calculate the printing costs based on the data received from Google Forms. using Pabbly Connect

To establish this connection, you will need your Lulu API token. Access your Lulu account, navigate to the developer section, and copy the base64 encoded key. Paste this key into the token field in Pabbly Connect to connect Lulu.

Select Lulu as the action application and ‘Create Print Job Cost Calculation’ as the action event. Paste the base64 encoded key from your Lulu account into Pabbly Connect. Map the fields from Google Forms to the corresponding fields in Lulu.

Ensure you map the page count, quantity, and production package ID correctly to get accurate cost calculations. After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly and retrieves the cost data from Lulu.


5. Sending Email Notifications with Gmail

After successfully calculating the printing costs, the final step is to send an email notification to the user who submitted the form. In the action step of your workflow, select ‘Gmail’ as the action application and choose ‘Send Email’ as the action event. using Pabbly Connect

Connect your Gmail account to Pabbly Connect by selecting ‘Add New Connection’ and authorizing access. Once connected, you will need to fill in the email fields using the data from the Google Form submission.

Map the recipient’s email address from the Google Forms response. Compose the email subject and body, including the calculated printing cost. Click ‘Save and Send Test Request’ to test the email delivery.

This process ensures that every time a new inquiry is received, the user will automatically get an email with their book printing cost details, streamlining the communication process.


Conclusion

By following this tutorial, you can effectively automate the process of calculating book printing costs in Lulu using Pabbly Connect and Google Forms. This integration not only saves time but also enhances user experience by providing immediate feedback on inquiries. With Pabbly Connect, managing such workflows becomes effortless and efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Facebook Lead Ads with Exotel Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Exotel using Pabbly Connect. This detailed tutorial guides you through each step of the process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with Exotel, you first need to access Pabbly Connect. Start by navigating to the Pabbly website at Pabbly.com and select the ‘Products’ menu. From there, click on ‘Pabbly Connect’ to reach the platform.

If you are a new user, click on ‘Sign Up for Free’ to create an account, receiving 100 tasks free each month. If you already have an account, simply sign in to access your dashboard. This is where you will create the workflow needed for the integration.


2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow, for example, ‘Facebook Lead Ads to Exotel Integration,’ and click on ‘Create’ to proceed.

  • Select ‘Facebook Lead Ads’ as the application in the trigger window.
  • Choose the trigger event ‘New Lead Instant’.
  • Click on ‘Connect’ and then ‘Add New Connection’ to authorize.

Ensure you are logged into your Facebook account to complete the authorization. Select the relevant Facebook page and lead form to proceed, which will allow Pabbly Connect to capture leads automatically.


3. Capturing Lead Details from Facebook

After setting up the trigger, Pabbly Connect will wait for a response from your Facebook Lead Ads. To capture this response, fill out your lead form as a test submission. For instance, enter a name like ‘Adam Smith’ along with an email and phone number.

Once you submit the form, return to Pabbly Connect to see if the response has been captured. You should find all the details you entered, confirming that the integration is working correctly.


4. Adding Contacts to Exotel via Pabbly Connect

Next, you will set up the action to create a new contact in Exotel using the lead details captured by Pabbly Connect. Choose ‘Exotel’ as the application and select the action event ‘Create Contacts’.

  • Connect to Exotel by entering your API Key, Account SID, and API Token.
  • Specify the subdomain based on your Exotel account location.
  • Map the fields from your Facebook lead submission to the corresponding fields in Exotel.

Click on ‘Save and Send Test Request’ to create the contact. Check your Exotel account to confirm that the new contact has been added successfully.


5. Testing the Integration in Real Time

To ensure everything is working smoothly, conduct a test by filling out the Facebook lead form again with new details, such as ‘Shikha Arya’. Submit the form and check your Exotel account for the new entry.

If the contact appears in Exotel, your integration is successfully set up through Pabbly Connect. This automation will now create new contacts in Exotel every time a lead is submitted via your Facebook Lead Ads.


Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Exotel using Pabbly Connect. By following the steps outlined, you can automate the creation of contacts in Exotel whenever a lead is generated, streamlining your communication process effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.