Integrate Gravity Forms with Google Tasks Using Pabbly Connect

Learn how to automate task creation in Google Tasks from new Gravity Forms submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Gravity Forms and Google Tasks Integration

To begin the integration process between Gravity Forms and Google Tasks, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. This platform allows you to automate workflows without any coding required.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you will click on the ‘Create Workflow’ button to start building your automation. Name your workflow something descriptive, like ‘Gravity Forms to Google Tasks’, and then click on the ‘Create’ button to proceed.


2. Configuring the Trigger with Gravity Forms

In your newly created workflow, you will first need to set up the trigger application, which is Gravity Forms in this case. Select Gravity Forms as your trigger application and choose the trigger event labeled as ‘New Response’. This event will initiate the workflow whenever a new form submission occurs. using Pabbly Connect

  • Search for and select ‘Gravity Forms’ from the list of applications.
  • Choose ‘New Response’ as the trigger event.
  • Copy the webhook URL provided after setting up the trigger.

Now, navigate to your WordPress site and go to the Gravity Forms plugin. Under the form settings, locate the Webhooks option and add a new webhook. Paste the copied URL into the request URL field, select ‘POST’ as the request method, and ‘JSON’ as the request format. Save your settings to establish the connection.


3. Testing the Connection with a Form Submission

After setting up the webhook, it’s time to test if the connection between Pabbly Connect and Gravity Forms is working properly. Go to your form on the website and fill it out with test data. Make sure to include a name, email, task title, and task details.

Once you submit the form, return to the Pabbly Connect dashboard. You should see the captured data from your test submission in the response section. This confirms that the integration is functioning correctly, and you can proceed to create a task in Google Tasks.


4. Creating a Task in Google Tasks

With the data captured from your Gravity Forms submission, you can now set up the action to create a task in Google Tasks. In your workflow, select Google Tasks as the action application and choose the action event labeled ‘Create Task’. using Pabbly Connect

Connect your Google account by clicking on ‘Sign in with Google’. Ensure you select the correct account that has access to your Google Tasks. After connecting, you will be prompted to select the task list where the new tasks will be created.

  • Choose the task list from your Google Tasks (e.g., Family).
  • Map the task title and description fields using the data captured from Gravity Forms.
  • Optionally, set a due date for the task based on the submission date.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to create a task in Google Tasks. Check your Google Tasks list to confirm that the new task has been created successfully.


5. Conclusion: Automating Workflow with Pabbly Connect

By following the steps outlined above, you have successfully integrated Gravity Forms with Google Tasks using Pabbly Connect. This automation streamlines your workflow by automatically creating tasks whenever a new form submission occurs.

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!

Now, you can focus on your important tasks without worrying about manual entries. With Pabbly Connect, this integration works seamlessly in the background, allowing you to manage your tasks efficiently. Enjoy the convenience of automated task management!


How to Send SMS Messages for New Salesforce Contacts Using Pabbly Connect

Learn how to automate SMS messages for new Salesforce contacts using Pabbly Connect and Twilio in this detailed step-by-step tutorial. 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


1. Accessing Pabbly Connect for Integration

To send SMS messages for new Salesforce contacts, you first need to access Pabbly Connect. Start by visiting the Pabbly website and click on the ‘Sign Up for Free’ button if you don’t have an account. If you already have an account, simply click on ‘Sign In’.

Once logged in, navigate to the dashboard and select Pabbly Connect from the list of applications. This platform will facilitate the integration between Salesforce and Twilio, allowing you to automate SMS notifications for new contacts.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, such as ‘Send Twilio SMS for New Salesforce Contacts’. This name will help you identify the workflow later on.

  • Click on the ‘Create’ button to initiate the workflow.
  • You will see two boxes: one for Trigger and one for Action.

Set the Trigger application to Salesforce, as this will initiate the workflow whenever a new contact is added. Click on ‘Connect’ to link your Salesforce account with Pabbly Connect, ensuring you allow access when prompted.


3. Setting Up Salesforce Trigger

Once the Salesforce account is connected, you need to define the trigger event. Select ‘New Contact’ as the trigger event in Pabbly Connect. This means that every time a new contact is created in Salesforce, the workflow will be activated.

After setting the trigger, click on ‘Save and Test Request’. You must then create a new contact in Salesforce to test the trigger. Go to your Salesforce account, click on ‘Contacts’, and then ‘New’. Fill in the required fields, such as name, phone number, and email address, and save the contact.


4. Configuring Twilio Action in Pabbly Connect

With a new contact created, return to Pabbly Connect to set up the Action application. Select Twilio and choose the action event as ‘Send SMS Message’. This will allow you to send an SMS to the newly created contact.

  • Connect your Twilio account by entering your Account SID and Authorization Token.
  • Map the sender number and recipient number, ensuring you use the phone number from the Salesforce contact.

After configuring these settings, click on ‘Save and Send Test Request’. This will send a test SMS to the contact you just created. You should see a confirmation message indicating that the SMS was sent successfully.


5. Conclusion: Automate SMS Notifications with Pabbly Connect

In this tutorial, we demonstrated how to use Pabbly Connect to send SMS messages for new Salesforce contacts via Twilio. By automating this process, you can ensure timely communication with your contacts 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.

Utilizing Pabbly Connect for integration not only saves time but also enhances your workflow efficiency. Now, every time a new contact is added to Salesforce, they will automatically receive an SMS notification, streamlining your communication process.


Integrate Jotform and Google Calendar Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate Google Calendar event creation from Jotform submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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


1. Accessing Pabbly Connect for Integration

To create Google Calendar events from new Jotform submissions, first access Pabbly Connect. This platform acts as the central integration tool, allowing you to connect Jotform with Google Calendar seamlessly.

Visit the Pabbly Connect website and either sign up for a new account or log in if you already have one. Once logged in, navigate to the dashboard, where you will find the option to create a new workflow.


2. Creating a New Workflow in Pabbly Connect

To set up the integration, start by creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and provide a suitable name, such as ‘Create Google Calendar Events from Jotform Submission’.

  • Click on the blue ‘Create’ button to initiate the workflow.
  • You will see two boxes: one for the trigger and another for the action.
  • Select Jotform as the trigger application and choose ‘New Response’ as the trigger event.

Once you set the trigger, Pabbly Connect will provide a webhook URL. This URL is crucial as it connects Jotform with Pabbly Connect, allowing data to be transferred seamlessly.


3. Setting Up Jotform for Integration

Next, go to your Jotform account and select the form you wish to integrate, such as the car service booking form. Navigate to the settings of the form and look for the ‘Integrations’ option.

Search for ‘Webhook’ in the integrations panel and paste the webhook URL provided by Pabbly Connect. Click on ‘Complete Integration’ to finalize the setup. This step ensures that whenever a new submission is made, the data is sent to Pabbly Connect.


4. Formatting Dates for Google Calendar

After setting up the Jotform integration, the next step involves formatting the date for Google Calendar. This is essential because Google Calendar requires dates in UTC format. In Pabbly Connect, add a new step for the Date/Time Formatter.

  • Select the event as ‘Format Date Only’ to convert the submission date into UTC format.
  • Map the date from the Jotform submission to ensure dynamic date handling for future submissions.
  • Save and send a test request to verify the date formatting.

Once the date is formatted, add another step to calculate the end date, which is typically two days after the service date. Again, use the Date/Time Formatter to adjust the date accordingly.


5. Creating the Google Calendar Event

Finally, it’s time to create the Google Calendar event. In Pabbly Connect, select Google Calendar as the action application and choose ‘Create Event’ as the action. using Pabbly Connect

Connect your Google account by signing in through Pabbly Connect. Fill in the necessary details such as the event title, description, location, start date, and end date using the mapped data from the previous steps. Ensure the time zone is set to UTC.

Once all fields are filled out, click on ‘Save and send test request’. If everything is set up correctly, you will receive a confirmation that the event has been created in Google Calendar.


Conclusion

In this tutorial, we demonstrated how to automate the creation of Google Calendar events from new Jotform submissions using Pabbly Connect. This integration streamlines your workflow, ensuring that every submission is promptly reflected in your calendar.

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

By following these steps, you can enhance your productivity and keep track of important events effortlessly. Start integrating your applications today with Pabbly Connect!

Get WhatsApp Notifications for Google Drive Uploads Using Pabbly Connect

Learn how to receive WhatsApp notifications for Google Drive uploads using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless automation. 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. Setting Up Pabbly Connect for Google Drive and WhatsApp Integration

To receive WhatsApp notifications whenever a file is uploaded to Google Drive, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This will allow you to access the automation features necessary for connecting Google Drive with WhatsApp.

Once you have signed up, log into your Pabbly Connect account. From the dashboard, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow, so enter something descriptive like ‘When a file is uploaded in Google Drive, get a notification on WhatsApp’ and click on ‘Create’.


2. Connecting Google Drive to Pabbly Connect

In this step, you’ll connect Google Drive to Pabbly Connect. Select Google Drive as your trigger application and choose the event ‘New File in a Specific Folder’. This event triggers whenever a new file is added to the selected Google Drive folder.

  • Select ‘Google Drive’ as the trigger application.
  • Choose ‘New File in a Specific Folder’ as the trigger event.
  • Connect your Google Drive account by allowing Pabbly Connect to access it.

After connecting your Google Drive account, select the specific folder you want to monitor for new files. Once this is set up, you can test the trigger to ensure that Pabbly Connect is receiving the correct data from Google Drive.


3. Testing the Google Drive Upload Trigger

Now, it’s time to test the trigger you just set up in Pabbly Connect. Upload a test file to the specified Google Drive folder. Once the upload is complete, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will allow Pabbly Connect to fetch the file details from Google Drive.

Upon successful upload, you should see a response indicating that the file details have been captured. This response will include important information such as the file name and a downloadable link. Confirm that the connection is working correctly before proceeding to the next step.


4. Connecting WhatsApp Cloud API to Pabbly Connect

The next step is to connect the WhatsApp Cloud API to Pabbly Connect. For this, you will need to create an account on the Facebook Developers site and set up a WhatsApp Cloud API application. Once your app is created, you can obtain the necessary credentials including the temporary access token, phone number ID, and WhatsApp business account ID.

  • Create a WhatsApp Cloud API app on the Facebook Developers site.
  • Retrieve your temporary access token and WhatsApp business account ID.
  • Connect the WhatsApp Cloud API to Pabbly Connect using these credentials.

Once connected, you will need to select a message template that will be used for sending notifications. Make sure to choose a template that has been approved by WhatsApp for sending messages.


5. Sending WhatsApp Notifications for Google Drive Uploads

With both Google Drive and WhatsApp Cloud API connected to Pabbly Connect, it’s time to set up the action step. Choose WhatsApp Cloud API as your action application and select the event to send a message. Map the necessary fields such as the recipient’s phone number, message body, and any variables required for the message template.

After mapping the fields, click on ‘Save and Send Test Request’ to check if the notification is sent successfully. You should receive a WhatsApp message confirming that a new file has been uploaded to your specified Google Drive folder. This automation will now run in the background, sending notifications every time a new file is uploaded.


Conclusion

By following this tutorial, you can easily set up WhatsApp notifications for Google Drive uploads using Pabbly Connect. This integration streamlines your workflow, ensuring you never miss important file uploads again. With Pabbly Connect, you can automate various tasks and enhance your productivity 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.

How to Add ActiveCampaign Contacts from New Jotform Submissions Using Pabbly Connect

Learn how to automate adding ActiveCampaign contacts from new Jotform submissions using Pabbly Connect with this step-by-step tutorial. 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


1. Setting Up Pabbly Connect for Jotform and ActiveCampaign Integration

To begin automating the addition of ActiveCampaign contacts from new Jotform submissions, first access Pabbly Connect. This is the central platform that streamlines the integration process between Jotform and ActiveCampaign. Start by navigating to the Pabbly Connect dashboard after signing up for a free account.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Jotform Submitters to ActiveCampaign Contacts.’ After naming your workflow, click the ‘Create’ button to proceed to the next step where you will define the trigger and action for your automation.


2. Defining the Trigger Event with Jotform

In this step, you will define the trigger event using Jotform in Pabbly Connect. Search for Jotform as your trigger application and select the event labeled ‘New Response.’ This action will initiate the workflow whenever a new submission is received from your Jotform.

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

After selecting the trigger, you’ll receive a webhook URL. This URL is essential for connecting Jotform with Pabbly Connect. Follow the instructions provided to set up the webhook in your Jotform account.


3. Integrating Jotform with Pabbly Connect

Next, open your Jotform account and navigate to the form builder for the form you want to connect. Click on the ‘Settings’ tab, then select ‘Integrations’ from the left-hand panel. Here, search for ‘Webhooks’ and paste the webhook URL you copied from Pabbly Connect into the designated field.

After pasting the URL, click on ‘Complete Integration’ to finalize the setup. Once integrated, Jotform will show a message indicating that it is waiting for a webhook connection response. At this point, perform a test submission on your Jotform to ensure the integration is working correctly.


4. Setting Up ActiveCampaign as the Action Application

Now that your Jotform is successfully integrated with Pabbly Connect, it’s time to set up ActiveCampaign as the action application. Search for ActiveCampaign in the action application field and select the action event ‘Create a Contact.’ This will allow you to automatically add new contacts to ActiveCampaign based on Jotform submissions.

  • Select ActiveCampaign as the action application.
  • Choose the action event ‘Create a Contact.’
  • Connect your ActiveCampaign account by entering the API Key and URL.

To connect your ActiveCampaign account, you will need to provide your API key and the account URL. You can find these details in your ActiveCampaign settings under the ‘Developer’ section. Once connected, you will see fields for email, first name, last name, and phone number to map the data from Jotform.


5. Mapping Fields and Testing the Integration

After setting up ActiveCampaign in Pabbly Connect, you will need to map the fields from the Jotform submission to the corresponding fields in ActiveCampaign. Click on each field in the action step and select the appropriate data from the previous Jotform response.

For example, map the email, first name, last name, and phone number accordingly. Once all fields are mapped, click on the ‘Save and Send Test Request’ button to test your integration. This will create a new contact in ActiveCampaign based on your test submission.

Check your ActiveCampaign contacts list to confirm that the new contact has been added successfully. After confirming the test, your workflow is complete. From now on, every new Jotform submission will automatically create a contact in ActiveCampaign through Pabbly Connect.


Conclusion

By following this tutorial, you have successfully set up an automation that adds ActiveCampaign contacts from new Jotform submissions using Pabbly Connect. This integration streamlines your workflow and saves you time by automating the contact addition process.

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

Seamless Integration of Shopia with Google Sheets Using Pabbly Connect

Learn how to automate the addition of new Shopia content to Google Sheets in bulk using Pabbly Connect. Follow this step-by-step tutorial for easy integration.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Integration

To automate the addition of new Shopia content to Google Sheets, start by accessing Pabbly Connect. This platform allows for seamless integration of various applications, including Shopia and Google Sheets.

First, sign up for Pabbly Connect if you don’t have an account. After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Shopia to Google Sheets’, and click on the ‘Create’ button to proceed.


2. Setting Up Trigger with Shopia in Pabbly Connect

In this step, you will configure the trigger for your workflow using Pabbly Connect. Click on the trigger section and select Shopia as your trigger application. The trigger event you need to choose is ‘Get Published Content’.

  • Search for Shopia in the trigger application list.
  • Select the trigger event as ‘Get Published Content’.
  • Click on ‘Connect’ and create a new connection.

Once connected, you will need to name this connection, for example, ‘New Test’. This setup allows Pabbly Connect to receive data from Shopia whenever new content is generated.


3. Testing the Connection Between Shopia and Pabbly Connect

After setting up the trigger, it’s essential to test the connection to ensure that data is flowing correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will prompt Pabbly Connect to wait for a response from Shopia.

Next, switch to your Shopia dashboard. Go to the settings, find the connections tab, and locate the connection you just created. Click on ‘Send Test Data’ to send a sample of the generated content to Pabbly Connect. This step verifies that the integration is functioning as expected.


4. Configuring Google Sheets in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action for your workflow. Search for Google Sheets in the action application section within Pabbly Connect. Select the action event as ‘Add New Row’.

  • Click on ‘Connect’ and create a new connection with Google Sheets.
  • Select the spreadsheet where you want to store the data.
  • Map the fields such as title, image, ID, and body from Shopia to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the data is correctly added to your Google Sheets.


5. Sending Data in Bulk from Shopia to Google Sheets

With your workflow fully set up, you can now send data in bulk. Go back to your Shopia dashboard and navigate to the documents you’ve generated. Select the documents you want to send and click on the ‘Bulk Actions’ button.

Choose the ‘Send to Another App’ option and select the connection you created in Pabbly Connect. This action will trigger the workflow you set up earlier, sending the selected content to Google Sheets automatically.


Conclusion

In this tutorial, we demonstrated how to integrate Shopia with Google Sheets using Pabbly Connect. By following these steps, you can automate the process of adding new content to your Google Sheets, saving time and effort. This integration allows for efficient data management and tracking of your generated content.

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

Get Telegram Notifications for New Google Drive Files Using Pabbly Connect

Learn how to use Pabbly Connect to receive Telegram notifications for new files uploaded to Google Drive. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for Google Drive and Telegram Integration

To begin receiving notifications on Telegram for new files added to Google Drive, you first need to set up Pabbly Connect. Start by visiting Pabbly.com/connect, where you can create an account if you are a new user. Existing users can simply log in to access their dashboard.

Once logged in, click on the blue button labeled ‘Create Workflow’. Enter a name for your workflow, such as ‘Notify Telegram on New Google Drive File Upload’ and click on ‘Create’. This action prepares Pabbly Connect to facilitate the integration between Google Drive and Telegram.


2. Configuring Google Drive as the Trigger App in Pabbly Connect

In this section, you will configure Google Drive as the trigger application within Pabbly Connect. Click on ‘Connect’ and choose Google Drive from the list of applications. Then, select the trigger event ‘New File in Folder’ to monitor a specific folder for new uploads.

  • Click on ‘Add New Connection’ to link your Google Drive account.
  • Select the folder you want to monitor for new files.
  • Once the folder is selected, Pabbly Connect will fetch details to ensure the connection is successful.

After successfully connecting Google Drive, upload a test file to the selected folder. Return to Pabbly Connect and click on ‘Test Trigger’ to capture the new file details, ensuring everything is working correctly.


3. Connecting Telegram as the Action App in Pabbly Connect

After setting up Google Drive, it’s time to configure Telegram as the action application. In Pabbly Connect, select Telegram and then choose ‘Send Message’ as the action event. This step will allow you to send notifications to your Telegram group whenever a new file is uploaded.

Next, you will need a bot token from Telegram. To create a bot, search for ‘BotFather’ in Telegram, initiate a chat, and follow the instructions to generate a new bot. Copy the provided token and paste it into Pabbly Connect to establish the connection.

  • Add the bot to the Telegram group where you want to receive notifications.
  • Promote the bot to admin within the group to allow it to send messages.
  • Use the chat ID of the group in Pabbly Connect to direct messages correctly.

After completing these steps, you will have successfully connected Telegram to Pabbly Connect, enabling notifications for new files uploaded to Google Drive.


4. Configuring the Notification Message in Pabbly Connect

With both Google Drive and Telegram connected, you can now configure the notification message that will be sent to your Telegram group. In Pabbly Connect, you can draft a message that includes dynamic data from the Google Drive trigger, such as the file name and a link to access it.

For example, you can write: ‘Hello Team, a new file has been uploaded to the Google Drive folder: [Folder Name]. You can access it here: [File Link].’ Use the mapping feature in Pabbly Connect to insert the file name and link dynamically into the message.

Once your message is composed, click on ‘Save and Send Test Request’. This action will send a test notification to your Telegram group, allowing you to verify that everything is functioning as expected. If the test is successful, you will receive a message in your Telegram group confirming the new file upload.


5. Finalizing Your Pabbly Connect Automation

Now that your automation is set up, you can finalize the workflow in Pabbly Connect. Ensure all connections are secure, and test the entire process by uploading another file to the designated Google Drive folder.

After testing, you can simply close Pabbly Connect and let it run in the background. From now on, every time a new file is uploaded to your Google Drive folder, you will automatically receive a notification in your Telegram group. This automation saves time and ensures that your team is always updated.

Additionally, if you want to access this workflow later, you can save it within your Pabbly Connect account. This allows you to manage and modify your automation as needed, making it a flexible solution for your integration needs.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to receive Telegram notifications for new files uploaded to Google Drive. This automation streamlines communication and ensures timely updates for your team. By following the steps outlined, you can easily set up this integration and enhance your workflow.

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

How to Create Nifty Tasks from New Calendly Events Using Pabbly Connect

Learn how to automate task creation in Nifty from new Calendly events using Pabbly Connect. 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


1. Accessing Pabbly Connect for Integration

To begin automating the task creation process in Nifty from new Calendly events, you need to access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you don’t have an account, click on ‘Sign up for free’ to create one.

Once logged in, you will see a dashboard with various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to start the integration process. This platform will serve as the bridge between Calendly and Nifty.


2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and name it ‘Add New Task to Nifty from Calendly Events’. This name will help you identify your workflow later.

  • Click on the ‘Create’ button to initiate the workflow.
  • You will see two boxes labeled ‘Trigger’ and ‘Action’.

The ‘Trigger’ is the event that starts the workflow, which in this case will be a new registration in Calendly. The ‘Action’ will be the task creation in Nifty. This setup is crucial for automating the process through Pabbly Connect.


3. Setting Up the Calendly Trigger in Pabbly Connect

Now, you need to set up the trigger for your workflow. Select ‘Calendly’ as your trigger application and choose the event ‘Invitee Created’. This event will activate whenever someone registers for your event.

Next, click on ‘Connect’ to add a new connection. You will need to authorize Pabbly Connect to access your Calendly account. Once connected, you can test the trigger by registering for an event in Calendly. Ensure that you fill in the required details, such as name and email address, during registration.


4. Creating the Nifty Task as an Action

With the trigger set, the next step is to define the action that Pabbly Connect will perform. Select ‘Nifty’ as your action application and choose ‘Create Task’ as the action event. Click on ‘Connect’ to establish a connection with your Nifty account.

After connecting, you will need to fill in the task details. This includes the task name, description, project ID, and due date. Use the information captured from the Calendly registration to populate these fields through mapping. This mapping is essential for transferring data accurately between the two applications.

  • Map the task name to the registrant’s name.
  • Set the description to include the email and query.

Once all fields are filled, click on ‘Save and Send Test Request’ to create a test task in Nifty. Verify that the task appears in your Nifty account.


5. Finalizing the Integration in Pabbly Connect

After successfully creating a task in Nifty, the final step is to save your workflow in Pabbly Connect. Click on the ‘Save’ button to ensure your settings are stored. This way, your integration will work automatically whenever a new registration occurs in Calendly.

To confirm that everything is working correctly, go back to your Nifty account and refresh the page. You should see the newly created task reflecting the details you set during the mapping process. This integration allows you to automate task creation effortlessly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Nifty tasks from new Calendly events. By following these steps, you can automate your workflow and save time on manual task creation. With Pabbly Connect, integrating applications has never been easier!

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 OrderForms with Airtable Using Pabbly Connect

Learn how to create new Airtable records automatically when an order is created in OrderForms using Pabbly Connect. Step-by-step guide included! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin integrating OrderForms with Airtable, first, you need to access Pabbly Connect. Start by signing up or logging into your Pabbly account. If you are new, click on ‘Sign up for free’ on the Pabbly landing page. If you already have an account, simply log in using your credentials.

After logging in, navigate to the Pabbly Connect dashboard. Here, you will see a prominent blue button labeled ‘Create Workflow’. Click on this button to initiate the workflow creation process. This step is essential for setting up the integration between OrderForms and Airtable using Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

Once you click on ‘Create Workflow’, a dialog box will prompt you to name your workflow. Name it something descriptive, like ‘Create Record in Airtable from New Order in OrderForms’. This title helps in identifying the workflow later.

  • Click on ‘Create’ to initiate the blank workflow.
  • You will see two sections: Trigger and Action.

In the Trigger section, you will select the application that initiates the workflow, which is OrderForms in this case. After setting the trigger, proceed to define the action that will occur in Airtable once an order is created in OrderForms. This process is seamlessly managed through Pabbly Connect.


3. Setting Up the Trigger from OrderForms

For the Trigger event, select ‘New Order Created’ from the dropdown menu in Pabbly Connect. This selection indicates that the workflow will be triggered whenever a new order is placed in OrderForms.

Next, connect your OrderForms account by clicking on ‘Connect’ and then ‘Add New Connection’. Once connected, Pabbly Connect will automatically detect your OrderForms account. After this, test the connection by placing a dummy order in OrderForms to capture the order details.


4. Configuring the Airtable Action in Pabbly Connect

Now, it’s time to set up the action in Airtable. In the Action section, type ‘Airtable’ in the application search box and select it. Choose the action event as ‘Create Record’. This action will create a new record in your Airtable base whenever a new order is confirmed in OrderForms.

  • Connect your Airtable account using the API token from the Airtable Developer Hub.
  • Select the base and table where the new record should be created.

After configuring the Airtable connection, map the fields from the OrderForms order to the corresponding fields in Airtable. This mapping is crucial as it ensures that the correct data is transferred from OrderForms to Airtable through Pabbly Connect.


5. Testing and Saving the Workflow

Once all the fields are mapped correctly, click on ‘Save and Test Request’. This step will send a test record to Airtable using the data captured from the OrderForms order. If the test is successful, you will see a confirmation message indicating that the record has been created.

Finally, save your workflow in Pabbly Connect. Go back to your Airtable base to verify that the new record has been successfully created with the appropriate details from the OrderForms order. This seamless process showcases how Pabbly Connect effectively integrates these applications.


Conclusion

Using Pabbly Connect, you can effortlessly create new Airtable records whenever an order is placed in OrderForms. This integration not only streamlines your workflow but also ensures that all order details are accurately captured in your Airtable base. Automate your processes today with Pabbly Connect!

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 Slack Notifications for New Jotform Submissions Using Pabbly Connect

Learn how to integrate Slack notifications for new Jotform submissions using Pabbly Connect. Step-by-step guide to automate your workflow 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 Integration

To get started with integrating Slack notifications for new Jotform submissions, you first need to access Pabbly Connect. Begin by entering the URL Pabbly.com/connect in your browser.

Once on the landing page, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up’ to create your account, which will grant you 100 free tasks. After signing in, navigate to the dashboard where you can create a new workflow.


2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this integration, name it something like ‘Get Slack Notifications for New Jotform Submissions’ and click ‘Create’.

Now, you will see two essential components: Trigger and Action. The trigger application will be Jotform, and the action application will be Slack. Proceed by selecting Jotform as your trigger application.

  • Select ‘New Response’ as the trigger event.
  • Copy the provided webhook URL for the next step.

Once you have copied the webhook URL, you will need to configure this in your Jotform account to complete the setup.


3. Configuring Jotform with Webhook URL

To configure Jotform, log into your Jotform account and open the form you want to use for this integration. Go to the ‘Settings’ tab and navigate to ‘Integrations’. Here, search for ‘Webhooks’ and paste the copied webhook URL into the designated field.

After pasting the URL, click on ‘Complete Integration’ to finalize the setup. Once done, you will see a confirmation that the integration was successful. Now, return to Pabbly Connect to test the integration by submitting a test form.

  • Fill out the form with sample data.
  • Submit the form to generate a webhook response.

Check back in Pabbly Connect to see if the test submission was recorded successfully.


4. Setting Up Slack to Receive Notifications

With the test submission successful, now it’s time to set up Slack as your action application in Pabbly Connect. Select Slack and choose ‘Send Channel Message’ as the action event. Click on ‘Connect’ to link your Slack account.

You will need to authorize Pabbly Connect to access your Slack workspace. Choose the user token type for sending messages. Once authorized, select the Slack channel where you want to receive notifications, such as ‘Jotform Submissions’.

Map the message details to include the user’s name, email, and phone number. Click ‘Save’ to send the message request.

After saving, check your Slack channel for the notification message confirming that the integration is working correctly.


5. Testing the Complete Integration

To ensure everything is functioning as expected, go back to Jotform and submit another test form with different details. This will help verify that your Slack channel receives a notification for each new submission.

After submitting the form, return to Slack to check for the new message. If the details appear correctly, your integration using Pabbly Connect is successful. You can now automate the process of notifying your team about new leads from Jotform submissions.

Remember, with Pabbly Connect, you can integrate multiple applications to streamline your workflows and enhance productivity.


Conclusion

This tutorial has outlined how to integrate Slack notifications for new Jotform submissions using Pabbly Connect. By following these steps, you can automate your workflow and ensure your team stays updated with new leads 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.