Author: Nitin Maheshwari

Learn to create a scheduled workflow inside Pabbly Connect to automate tasks on specific days every month. Step-by-step guide included. 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. Accessing Pabbly Connect for Scheduled Workflows

To create a scheduled workflow inside Pabbly Connect, start by logging into your Pabbly account at Pabbly.com. From the dashboard, select Pabbly Connect from the ‘All Apps’ section. If you’re a new user, you can sign up for a free account to get started.

Once you are on the dashboard, you will see a plus sign to create a new workflow. Click on it to begin the setup process. Here, you can name your workflow according to your requirements, such as ‘Scheduled Workflow for Salary Slips.’ This naming convention helps to easily identify the automation later.

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2. Creating the Trigger for Your Scheduled Workflow

In Pabbly Connect, the workflow consists of a trigger and an action. For this scheduled workflow, you need to set a trigger that runs on a specific day each month. Click on the trigger window and select the application named ‘Schedule.’ This will allow you to specify how often you want the workflow to run.

• Select the frequency as ‘Every Day’.
• Set the time for the workflow to run, for example, 4:30 AM UTC.

After setting the frequency and time, save the trigger configuration. This sets the foundation for your scheduled workflow, ensuring that it checks for the specified day each month to execute the actions that follow.

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3. Capturing the Current Date in Pabbly Connect

The next step in your scheduled workflow is to capture the current date. This is crucial for determining when to execute the workflow. In Pabbly Connect, add an action step and select the application ‘Date and Time Formatter.’ Choose the action event as ‘Current Date’ and connect it.

Specify the date format you want the output in. For instance, you can choose the format as MM/DD/YYYY. After saving this configuration, the current date will be captured and formatted according to your specifications, ready for the next steps in the workflow.

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4. Defining the Specific Day for the Workflow

To run your workflow on a specific day, you will need to define which day that is. In Pabbly Connect, add another action step and select the ‘Number Formatter’ application. Choose the action event as ‘Spreadsheet Formulas’ and connect it.

• Input the formula to calculate the specific day, such as using the date captured earlier.
• Use the formula to determine the second Tuesday of the month.

This allows Pabbly Connect to calculate the exact date when actions should occur, such as sending salary slips. Save this configuration to finalize the specific day definition.

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5. Sending Email Notifications on Scheduled Days

Finally, to complete your scheduled workflow, you need to send notifications via email. In Pabbly Connect, add an action step and select ‘Gmail’ as the application. Choose the action event as ‘Send Email’ and connect your Gmail account.

Fill in the required fields such as recipient email address, subject line, and email content. For example, you can write, ‘Your salary slip for the month is attached.’ Once all details are filled, save and test the email action to ensure it works correctly.

With this setup, your scheduled workflow will automatically send out emails on the specified day every month, ensuring timely communication with your employees.

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Conclusion

In summary, creating a scheduled workflow inside Pabbly Connect allows you to automate tasks effectively on specific days each month. By following the steps outlined, you can ensure that important notifications, like salary slips, are sent out automatically, streamlining your processes significantly.

Learn how to use the Number Formatter feature in Pabbly Connect to format numbers, phone numbers, and currencies. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Introduction to Number Formatter in Pabbly Connect

In this section, we will explore the Number Formatter feature in Pabbly Connect. This feature allows users to modify and format numbers in various styles and formats. The Number Formatter can be utilized to receive numbers from various applications integrated through Pabbly Connect.

The functionalities include formatting numbers, phone numbers, and currencies, as well as performing mathematical operations. With Pabbly Connect, users can streamline their workflows by automating these formatting tasks efficiently.

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2. Formatting Numbers Using Pabbly Connect

The first feature we will explore is the ability to format a number using Pabbly Connect. To do this, select the Number Formatter application and choose the action event as ‘Format Number’. After connecting, input the number you wish to format.

• Enter the number manually (e.g., 1234567890).
• Choose the grouping option (comma or space).
• Click ‘Save and Send Test Request’ to view the formatted result.

Using this feature, you can see how Pabbly Connect organizes your number into a more readable format, such as 1,234,567,890 or 1 234 567 890 based on your selection.

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3. Formatting Phone Numbers with Pabbly Connect

Next, we will look at formatting phone numbers using Pabbly Connect. Select the Number Formatter application again and choose ‘Format Phone Number’ as the action event. Input the phone number you want to format, and specify the desired format (international, national, or E.164).

• Enter the phone number manually.
• Provide the ISO country code (e.g., IN for India).
• Click ‘Save and Send Test Request’ to see the formatted phone number.

This functionality allows Pabbly Connect to convert your phone number into the desired format, making it easier to manage contacts and communications across different systems.

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4. Formatting Currency Using Pabbly Connect

In this section, we will demonstrate how to format currency with Pabbly Connect. Select the Number Formatter application and choose ‘Format Currency’ as the action event. Enter the number you want to format and specify the currency code (e.g., INR for Indian Rupees).

Input the amount (e.g., 125). Select the currency format pattern that suits your needs. Click ‘Save and Send Test Request’ to see the result.

This feature in Pabbly Connect allows you to present monetary values in a clear and professional manner, adapting to various currency standards and formats.

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5. Advanced Number Operations in Pabbly Connect

The final section covers advanced operations like mathematical calculations and using spreadsheet formulas with Pabbly Connect. You can perform operations such as addition, subtraction, multiplication, and division by selecting ‘Perform Math Operation’ as your action event.

Additionally, you can clone previous steps to reuse configurations for different operations. This allows for seamless integration of various mathematical functions into workflows through Pabbly Connect. For example, you can increment a counter or convert numbers to their decimal forms, enhancing your data processing capabilities.

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Conclusion

In conclusion, the Number Formatter feature in Pabbly Connect provides a robust set of tools for formatting numbers, phone numbers, and currencies. With its advanced mathematical operations and spreadsheet formula capabilities, Pabbly Connect empowers users to automate their workflows effectively. By utilizing this feature, businesses can enhance their data handling and presentation.

Learn how to automate sending PDF brochures via WhatsApp using Pabbly Connect and Google Forms. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms to WhatsApp Automation

To automate sending PDF brochures via WhatsApp upon Google Forms submission, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard.

Once logged in, click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Google Forms to WhatsApp’), and hit ‘Create’. This will set the foundation for your automation process.

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2. Configuring Google Forms Trigger in Pabbly Connect

In this step, you will set up Google Forms as the trigger in Pabbly Connect. Select ‘Google Forms’ from the app list, and choose the trigger event as ‘New Response Received’. This means that every time a form is submitted, the workflow will be activated.

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

After setting this up, you will need to link this webhook to your Google Forms. This allows Pabbly Connect to fetch data directly from the form submissions.

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3. Linking Google Sheets to Pabbly Connect

To collect Google Forms responses, you need to link Google Sheets with Pabbly Connect. Go to your Google Sheets where the form responses are collected. Click on ‘Extensions’, then ‘Add-ons’, and choose ‘Get Add-ons’ to find the ‘Pabbly Connect Webhooks’ add-on.

• Install the ‘Pabbly Connect Webhooks’ add-on.
• Refresh your Google Sheets after installation.
• Go to Extensions > Pabbly Connect Webhooks > Initial Setup.

In the setup, paste the webhook URL you copied earlier and specify the trigger column (the last column where data is entered). This is crucial for ensuring that Pabbly Connect receives the correct data.

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4. Sending WhatsApp Messages Using 360 Dialog in Pabbly Connect

Next, you will configure the action step to send WhatsApp messages using the 360 Dialog application in Pabbly Connect. Select ‘360 Dialog’ as your action app and choose ‘Send Template Message’ as the action event. This integration is essential as it provides access to WhatsApp’s API.

To connect, you will need to enter your API key and domain from your 360 Dialog account. This process is a one-time setup, allowing you to send messages seamlessly in future workflows.

Create a new connection in 360 Dialog. Generate your API key from the 360 Dialog dashboard. Map the necessary fields such as recipient number and message template.

After mapping, you can test the connection to ensure that the WhatsApp message is sent correctly to the recipient upon form submission.

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5. Finalizing the Automation Process in Pabbly Connect

After setting up the connection and mapping all fields, you can finalize your automation process in Pabbly Connect. Make sure to check the test submission to confirm that the WhatsApp message is sent with the PDF brochure attached correctly.

Once everything is verified, your automation will run automatically each time a new Google Form submission is received, sending the brochure to the provided WhatsApp number without any manual intervention.

The benefits of this integration include saving time, reducing manual errors, and ensuring timely communication with leads. By using Pabbly Connect, you streamline your workflow effectively.

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Conclusion

In this tutorial, we explored how to automate sending PDF brochures via WhatsApp using Pabbly Connect and Google Forms. This integration not only enhances efficiency but also ensures that leads receive timely information. Start automating your workflows today!

Learn how to automate the synchronization of Google Forms responses to MySQL using Pabbly Connect in this detailed 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

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1. Accessing Pabbly Connect for Automation

To sync existing Google Forms responses to MySQL, start by accessing Pabbly Connect. Log into your Pabbly Connect account and navigate to the dashboard. This automation tool allows you to create workflows easily without any coding knowledge.

Once logged in, you can create a new workflow. Click on the ‘Create Workflow’ button and name it, for instance, ‘Google Forms to MySQL Automation’. This name helps in identifying the purpose of your workflow easily.

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2. Setting Up the Trigger with Google Forms

In this step, we will set up the trigger using Pabbly Connect to capture responses from Google Forms. Select the Google Forms application as your trigger app and choose the event ‘New Response Received’. This event will activate your workflow whenever a new response is submitted.

• Select the Google Forms application in Pabbly Connect.
• Choose ‘New Response Received’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to link it to your Google Sheets. Go to your associated spreadsheet, click on Extensions, and install the Pabbly Connect Webhooks add-on. This will allow you to send data from your Google Sheets to Pabbly Connect seamlessly.

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3. Initial Setup in Google Sheets

Once the Pabbly Connect Webhooks add-on is installed, refresh your Google Sheets. Click on Extensions, navigate to Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the webhook URL copied earlier into the designated field and specify the trigger column, which should be the final data entry column in your spreadsheet. using Pabbly Connect

For example, if the D column is your final data entry column, enter ‘D’ in the trigger column field. This configuration will ensure that whenever data is entered in column D, it will trigger the Pabbly Connect workflow.

• Paste the webhook URL in the Initial Setup.
• Specify the trigger column (e.g., D).
• Click on ‘Send Test’ to verify the setup.

After completing this setup, send a test response from your Google Form to ensure that the data is captured correctly in Pabbly Connect.

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4. Connecting MySQL to Pabbly Connect

Next, you will connect your MySQL database to Pabbly Connect. In your workflow, select MySQL as the action application and choose the ‘Insert Row’ action event. This action will allow you to add new rows to your MySQL database based on the responses captured from Google Forms.

To establish the connection, provide the necessary credentials such as the database username, password, host address, database name, and port number. For instance, if your database name is ‘DB Builder’, fill in the respective fields with the correct information.

Select MySQL as the action application. Choose ‘Insert Row’ as the action event. Enter your MySQL database credentials.

After entering the details, click ‘Save and Send Test Request’ to check if the connection is successful and the data can be inserted into your MySQL database.

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5. Sending Existing Data from Google Sheets to MySQL

After successfully setting up the workflow, you can now send existing data from your Google Sheets to MySQL. Click on Extensions, navigate to Pabbly Connect Webhooks, and select the ‘Send All Data’ option. This action will push all existing responses from your spreadsheet to your MySQL database.

Ensure that you have no duplicate entries in your MySQL database to avoid any errors during this process. If duplicates exist, remove them before executing the ‘Send All Data’ function. This will allow for a smooth transfer of data into your MySQL application.

Click on ‘Send All Data’ in Pabbly Connect Webhooks. Verify that there are no duplicate entries in your MySQL database. Check your MySQL database to confirm the data transfer.

Once the data transfer is complete, you will see all responses reflected in your MySQL table, verifying that Pabbly Connect has successfully automated the process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to sync existing Google Forms responses to a MySQL database efficiently. By following the steps outlined, you can automate data transfers and save time on manual entries, enhancing your workflow.

Learn how to use Date Time Formatter in Pabbly Connect for formatting dates and times with this detailed tutorial. Discover features and integrations! 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 Date Time Formatting

To start using the Date Time Formatter in Pabbly Connect, first, log into your Pabbly Connect account. If you are a new user, you can sign up and get 100 free tasks every month. Once logged in, navigate to the dashboard where you can create a new workflow.

In this tutorial, we will be using Google Sheets as the trigger application to capture date and time data. You can use any application as per your requirement. Ensure that you have your data ready in Google Sheets, which includes fields for title, description, and date.

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2. Formatting Date and Time with Pabbly Connect

Now that we have our data from Google Sheets, we will use the Date Time Formatter feature in Pabbly Connect. Select the Date Time Formatter as your action application. The first action event we’ll explore is the ‘Format Date with Time Zone’.

• Choose ‘Format Date with Time Zone’ as the action event.
• Map the date from Google Sheets that needs formatting.
• Specify the ‘From Format’ and the desired ‘To Format’ along with the time zones.

After mapping the date and selecting the appropriate formats, click on ‘Save and Send Test Request’. You will receive the formatted date in the desired output format. This feature allows you to easily convert dates and times into formats that suit your needs.

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3. Additional Formatting Features in Pabbly Connect

Besides formatting date and time with the time zone, Pabbly Connect offers additional features such as formatting date only and time zone only. To explore these features, add another action step and select the Date Time Formatter again.

For formatting date only, select ‘Format Date Only’ as the action event. Map the date from Google Sheets and specify the formats you wish to convert from and to. Similarly, for changing the time zone only, select ‘Format Time Zone Only’ and follow the same mapping process.

• Use ‘Format Date Only’ to modify just the date.
• Utilize ‘Format Time Zone Only’ to change only the time zone.

After setting up these actions, you can test each one to ensure they work as expected. This flexibility allows you to manipulate date and time data effectively.

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4. Adding or Subtracting Time Using Pabbly Connect

The next feature we will explore is the ability to add or subtract time using Pabbly Connect. Select the Date Time Formatter again and choose ‘Add or Subtract Time’ as the action event. This feature allows you to adjust your date and time as needed.

Map the date from Google Sheets and provide an expression for the amount of time you want to add or subtract. For example, you can specify ‘+1 month -5 hours’. After entering the expression, select the desired output format and click ‘Save and Send Test Request’.

Provide expressions like ‘+1 month’ or ‘-5 hours’. Choose the format in which you want the adjusted date and time.

You will receive a response showing the adjusted date and time based on your specifications. This feature is particularly useful for scheduling and time management tasks.

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5. Calculating Duration Between Dates in Pabbly Connect

Finally, we will look at how to calculate the duration between two dates using Pabbly Connect. Select the Date Time Formatter and choose ‘Date Duration Calculator’ as the action event. This feature helps you find the difference between two dates.

Map the first date and then provide the second date manually or from another step in your workflow. After mapping both dates, click ‘Save and Send Test Request’. You will receive a response indicating the duration in years, months, days, and even hours and minutes.

Specify the first and second dates for the calculation. Receive a detailed response indicating the duration between the two dates.

This feature is extremely helpful for project management and scheduling tasks where understanding time differences is crucial.

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Conclusion

In conclusion, the Date Time Formatter in Pabbly Connect is a powerful tool that allows users to format, manipulate, and calculate dates and times efficiently. By integrating applications like Google Sheets, users can automate their workflows and enhance productivity. With features for formatting, adding or subtracting time, and calculating durations, Pabbly Connect provides comprehensive solutions for date and time management.

Learn how to automate scheduling meetings with leads from Facebook Lead Ads to Google Meet using Pabbly Connect. Step-by-step tutorial included. 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 Automation

To automate scheduling meetings with leads from Facebook Lead Ads to Google Meet, you need to access Pabbly Connect. First, log in to your Pabbly Connect account. If you don’t have an account, you can sign up for free and get 100 automation tasks each month.

Once you are logged in, navigate to the dashboard. Here, you will create a new workflow to set up the automation. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Facebook Lead Ads to Google Meet Automation.’ After naming, click on the ‘Create’ button to proceed, and you will be directed to the workflow setup page.

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2. Setting Up the Trigger in Pabbly Connect

The first step in automating your process is to set up the trigger. In Pabbly Connect, select the application ‘Facebook Lead Ads’ as your trigger app. Then, choose the trigger event as ‘New Lead’ to activate the automation when a new lead is captured.

• Select ‘Facebook Lead Ads’ as the application.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Connect’ and then select ‘Add New Connection’.
• Log in to your Facebook account to allow access.

After connecting, select the Facebook page where your lead ad is published. This step is crucial as it links your Facebook lead ads directly to Pabbly Connect, ensuring that every new lead captured will trigger the automation.

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3. Capturing Lead Data from Facebook

Once the trigger is set, you need to capture the lead data. Use the lead testing tool in Facebook to fill out the lead form as a test. This action allows Pabbly Connect to capture the necessary details like name and email of the lead.

• Fill out the lead form with test data.
• Submit the form to generate lead data.
• Click on ‘Save and Send Test Request’ in Pabbly Connect.

This test submission allows you to see the data captured in Pabbly Connect, which will be used to schedule the meeting later on. Make sure that all essential fields are captured correctly for the automation to work seamlessly.

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4. Scheduling Meetings in Google Meet

After capturing the lead data, the next step is to schedule a meeting in Google Meet using Pabbly Connect. You will need to set the start and end times for the meeting. Start by using the ‘Date Time Formatter’ feature in Pabbly Connect to add time to the captured lead’s timestamp.

Select ‘Date Time Formatter’ as the action application. Choose ‘Add/Subtract Time’ as the action event. Map the captured date and add one hour for the meeting start time.

Next, repeat the process to determine the end time by adding 30 minutes to the start time. Finally, connect Google Meet as the action application in Pabbly Connect and select ‘Schedule a Meeting’ as the action event. Map the start and end times, along with the lead’s email to send the meeting invitation.

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5. Conclusion: Automate Your Meetings with Pabbly Connect

In conclusion, using Pabbly Connect to automate scheduling meetings from Facebook Lead Ads to Google Meet simplifies the process significantly. Once set up, this automation will run seamlessly, allowing you to focus on converting leads into customers.

By following this step-by-step guide, you can ensure that every new lead from your Facebook ads is automatically scheduled for a meeting in Google Meet, with all necessary notifications sent to both you and the lead. Automate your lead management process today using Pabbly Connect!

Learn how to automate saving Wishlist Member data to Google Sheets using Pabbly Connect. This step-by-step tutorial covers everything you need to know. 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. Setting Up Pabbly Connect for Automation

To automate saving Wishlist Member data to Google Sheets, start by accessing Pabbly Connect. Log in to your account and navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. Name your workflow something like ‘Wishlist to Google Sheets Automation’ to easily identify it. After naming, click ‘Create’ to proceed with the setup.

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2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. In this case, the trigger is ‘New Member Added to Wishlist Member’. Search for ‘Wishlist Member’ in the application menu and select it.

• Choose the trigger event: ‘Member Added to Level’.
• Copy the provided webhook URL.
• Navigate to your WordPress dashboard to set up the webhook.

After copying the webhook URL, head over to your WordPress dashboard, locate the ‘Wishlist Member’ plugin, and set up the integration to ensure data flows seamlessly into Pabbly Connect.

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3. Integrating Wishlist Member with Pabbly Connect

In your WordPress dashboard, go to the ‘Setup’ section under Wishlist Member. Click on ‘Integrations’ and then ‘Other Services’ to find the webhooks option. Enable the webhook section and paste the copied URL into the outgoing URLs box.

Choose the membership level you want to connect, such as ‘Silver Level’, and click on the edit icon. Make sure to save your changes. Now, Pabbly Connect will wait for a response from the webhook whenever a new member is added.

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4. Testing the Integration with Pabbly Connect

To test the integration, add a new member to the selected level in your Wishlist Member plugin. Fill in the member details, ensuring they are correctly entered, and then click on ‘Add Member’. This action will send a test submission to Pabbly Connect.

• Check Pabbly Connect for the captured data.
• Ensure all member information is correctly displayed.

If everything looks correct, you can proceed to set up the action step to send this data to Google Sheets.

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5. Connecting Google Sheets with Pabbly Connect

Now that the trigger is set, it’s time to configure the action. Search for ‘Google Sheets’ in Pabbly Connect and select the action event as ‘Add New Row’. Click on ‘Connect’ and authorize Pabbly to access your Google Sheets account.

Select the spreadsheet where you want to send the data. Map the fields such as first name, last name, email, and membership level to the respective columns in your Google Sheet. Finally, click on ‘Save and Send Test Request’ to send the data to your Google Sheet.

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Conclusion

By following this tutorial, you can easily automate saving Wishlist Member data to Google Sheets using Pabbly Connect. This integration streamlines your workflow, saving you time and manual effort while ensuring your member database is always up-to-date.

Learn how to automate the addition of contacts in Exotel from Google Form submissions using Pabbly Connect. This detailed tutorial guides you through every step of the integration process.

Watch Step By Step Video Tutorial Below

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

To begin the integration process, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by logging into your Pabbly Connect account and reaching the dashboard.

Once you are on the dashboard, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Google Forms to Exotel Automation’. After naming your workflow, click the ‘Create’ button to proceed.

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2. Setting Up the Trigger with Google Forms

The next step in this process involves setting up the trigger event in Pabbly Connect. Select Google Forms as your trigger application and choose the trigger event as ‘New Response Received’. This event will activate whenever a new form submission is made.

• Choose Google Forms as the application.
• Set the trigger event to ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Paste the webhook URL into the Google Form’s settings to connect it with Pabbly Connect. This allows the data from the form to be sent directly to your workflow whenever a new response is submitted.

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3. Configuring Google Form and Spreadsheet

After setting up the trigger, you need to configure your Google Form and its associated spreadsheet. Ensure that your Google Form includes fields for first name, last name, email, phone number, and company name. Once the form is created, link it to a Google Sheet where responses will be collected. using Pabbly Connect

Next, install the Pabbly Connect Webhooks add-on in your Google Sheets. After installation, refresh your spreadsheet. Click on ‘Extensions’, navigate to ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Here, paste the webhook URL and specify the trigger column where the final data entry will occur.

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4. Adding Contacts to Exotel Using Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action step in Pabbly Connect. Select Exotel as the action application and choose the action event as ‘Create Contacts’. You will need to connect your Exotel account by providing the necessary API key, account SID, and subdomain details.

• Input your API Key from your Exotel account.
• Provide your Account SID and the subdomain.
• Map the fields from Google Forms to the corresponding fields in Exotel.

Once you have filled in the necessary fields, click on ‘Save and Send Test Request’. This action will create a new contact in Exotel based on the data received from the Google Form submission. Ensure that the phone number is formatted correctly with the country code.

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5. Testing the Automation Workflow

After configuring both Google Forms and Exotel, it’s crucial to test your automation workflow in Pabbly Connect. Go back to your Google Form and submit a test response. After submission, check your Exotel account to confirm that the new contact has been added successfully.

If the contact appears in Exotel, your integration is working perfectly. If you encounter any errors, double-check the mappings and ensure that the data formats are correct, especially for phone numbers. Once everything is set up correctly, your automation will run seamlessly.

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Conclusion

In this tutorial, we explored how to integrate Google Forms with Exotel using Pabbly Connect. This automation allows you to save time by automatically adding contacts from form submissions to your Exotel list, enhancing your lead management process efficiently.

Learn how to capture webhook responses in Pabbly Connect with this step-by-step tutorial, integrating Google Sheets, WooCommerce, and more. 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. Setting Up Pabbly Connect for Webhook Integration

To capture webhook responses in Pabbly Connect, first, access the Pabbly Connect dashboard. This is where you will create your automation workflow. Click on the ‘Create Workflow’ button, name your workflow, and it will be set up for use with various applications. using Pabbly Connect

After creating your workflow, you will see options for triggers and actions. Here, you will primarily focus on the trigger section, which is essential for capturing webhook responses. The integration process begins with selecting the application you wish to connect, such as Google Sheets.

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2. Integrating Google Sheets with Pabbly Connect

In this section, we will integrate Google Sheets with Pabbly Connect to capture data through a webhook. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added to your spreadsheet. using Pabbly Connect

• Select the trigger event: New or Updated Spreadsheet Row.
• Copy the provided webhook URL for integration.
• Open your Google Sheets and install the Pabbly Connect Webhooks add-on.

Once the add-on is installed, refresh your spreadsheet. You’ll find the Pabbly Connect Webhooks option under the Extensions menu. Click on ‘Initial Setup’, paste the webhook URL, and specify the trigger column. This setup allows Pabbly Connect to receive data from Google Sheets effectively.

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3. Sending Test Data from Google Sheets

After configuring the Google Sheets integration with Pabbly Connect, it’s time to send test data. Go back to the spreadsheet and click on the ‘Send Test’ button in the Pabbly Connect Webhooks add-on. This action will send the first row of data from your spreadsheet to Pabbly Connect as a test submission. using Pabbly Connect

Check your Pabbly Connect workflow to see if the test data was received successfully. If you see the data displayed, it means the integration is working correctly. To ensure the workflow triggers for future submissions, click ‘Send on Event’ in the Pabbly Connect Webhooks menu.

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4. Integrating Active Campaign with Pabbly Connect

Next, we will integrate Active Campaign with Pabbly Connect. Select Active Campaign as the application and choose the trigger event such as ‘Contact Added’. This will allow you to capture data whenever a new contact is added in Active Campaign. using Pabbly Connect

To connect to Active Campaign, you will need your API key and URL. Follow the instructions provided in Pabbly Connect to locate these details in your Active Campaign dashboard. Once you have these, paste them into the respective fields in Pabbly Connect.

• Select the trigger event: Contact Added.
• Paste your API key and URL into Pabbly Connect.
• Click ‘Save’ and perform a test submission by adding a new contact in Active Campaign.

Once the test contact is created, check your Pabbly Connect workflow to confirm that the data was captured. This confirms that the integration is functioning as intended.

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5. Capturing Webhook Response in WooCommerce via Pabbly Connect

The final integration example involves WooCommerce, where we will capture order data through Pabbly Connect. Select WooCommerce as your application and choose ‘New Order Created’ as your trigger event. This setup will capture data whenever a new order is placed in your WooCommerce store. using Pabbly Connect

To complete the integration, navigate to WooCommerce settings and find the Webhooks section. Here, add a new webhook and paste the URL provided by Pabbly Connect. Make sure to set the status to active and select the appropriate topic for the webhook.

Select ‘New Order Created’ as the trigger event. Add the webhook URL in WooCommerce settings. Perform a test submission by placing a new order in your WooCommerce store.

Once the test order is created, check your Pabbly Connect workflow to see if the order data has been captured successfully. This ensures that your WooCommerce store is now integrated with Pabbly Connect, allowing for seamless data transfer.

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Conclusion

In this tutorial, we explored how to capture webhook responses in Pabbly Connect by integrating applications like Google Sheets, Active Campaign, and WooCommerce. Each step demonstrated how Pabbly Connect facilitates seamless data flow between these applications, ensuring efficient automation. By following these steps, you can effectively set up your workflows to capture important data effortlessly.

Learn how to seamlessly integrate Kartra with Google Sheets using Pabbly Connect. Follow this detailed tutorial to automate your lead management 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

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1. Understanding Kartra and Google Sheets Integration with Pabbly Connect

Pabbly Connect allows you to integrate Kartra with Google Sheets seamlessly. This integration is essential for business owners who want to automate the process of adding new leads from their Kartra lists directly into Google Sheets. By using Pabbly Connect, you ensure that every new lead captured in Kartra is logged in your spreadsheet for easy access and management.

Kartra is a powerful platform for managing marketing efforts, while Google Sheets serves as an effective tool for organizing data. When combined through Pabbly Connect, they create a robust system for lead management. This process eliminates manual data entry and reduces the risk of errors.

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2. Creating an Account on Pabbly Connect

To start integrating Kartra with Google Sheets, you need to create an account on Pabbly Connect. Simply visit the Pabbly website and navigate to the products section. Click on Pabbly Connect, where you will find the option to sign up for free. This allows you to access 100 tasks per month without any charge.

• Visit Pabbly Connect website.
• Click on ‘Sign Up for Free’ to create your account.
• Log in to your account after registration.

Once logged in, you can access the dashboard, where you will create a new workflow for the integration. This setup will allow you to connect your Kartra account to Google Sheets efficiently.

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3. Setting Up the Kartra to Google Sheets Workflow in Pabbly Connect

After logging into your Pabbly Connect account, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Kartra to Google Sheets Integration.’ This name will help you identify the workflow later.

Next, you will see a trigger window and an action window. In the trigger window, select Kartra as your application and choose the trigger event as ‘Lead Subscribes to List.’ This event will initiate the workflow whenever a new lead is added to your Kartra list.

• Select Kartra as the trigger application.
• Choose ‘Lead Subscribes to List’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Kartra account. This step is crucial as it allows Kartra to communicate with Pabbly Connect.

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4. Connecting Kartra to Pabbly Connect via Webhook

To connect your Kartra account to Pabbly Connect, go to your Kartra dashboard and navigate to the integrations section. Here, click on the API option and select the outbound API settings. You will need to paste the webhook URL you copied earlier into the designated field.

Ensure that you activate the outbound API and select the event type ‘Lead Subscribes to List.’ You also need to specify the list name where the leads will be added. This configuration is essential for ensuring that leads captured in Kartra are sent to Pabbly Connect correctly.

Paste the webhook URL into the outbound API settings. Activate the outbound API. Select the event type ‘Lead Subscribes to List.’

Once you save these settings, your Kartra account will be successfully integrated with Pabbly Connect, allowing for seamless lead data transfer.

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5. Adding Leads to Google Sheets from Kartra Using Pabbly Connect

With the integration set up, it’s time to add leads to Google Sheets. Go back to your Pabbly Connect workflow and select Google Sheets as the action application. Choose the action event as ‘Add New Row’ to create a new entry in your spreadsheet whenever a new lead subscribes.

Connect your Google Sheets account to Pabbly Connect by choosing your account and granting the necessary permissions. After connecting, select the spreadsheet and sheet where you want the lead details to be added. Map the fields from Kartra to the corresponding columns in Google Sheets.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map the necessary fields from Kartra to Google Sheets.

Finally, click on ‘Save and Send Test Request’ to ensure everything is working correctly. Once the test is successful, your integration is complete. Now, every time a new lead subscribes in Kartra, their details will automatically populate in your Google Sheets, thanks to Pabbly Connect.

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Conclusion

Integrating Kartra with Google Sheets using Pabbly Connect streamlines the process of managing leads efficiently. This tutorial has guided you through every step, ensuring that new leads are automatically added to your Google Sheets. By automating this process, you save time and reduce errors, allowing you to focus on growing your business.