Author: Nitin Maheshwari

Learn how to integrate WhatsApp and Instamojo using Pabbly Connect to send appointment scheduling links automatically after payment. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Begin by visiting the URL Pabbly.com/connect. This will take you to the landing page of Pabbly Connect.

On the right side, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up’ to create an account, which takes less than two minutes. Existing users can click on ‘Sign in.’ Once logged in, you will reach the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

After logging in, click on ‘Create Workflow’ to start building your integration. You will need to name your workflow, such as ‘Send WhatsApp Messages with Appointment Scheduling Link on Instamojo Payment.’ This workflow will automate the process of sending WhatsApp messages after a payment is made on Instamojo. using Pabbly Connect

• Click on ‘Create’ to proceed to the next step.
• Select ‘Instamojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.

Once you select the trigger, a webhook URL will be generated. This URL is crucial as it will connect Pabbly Connect with Instamojo. Copy this URL for later use.

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3. Setting Up Instamojo with Webhook URL

Now, navigate to your Instamojo account. Here, you will set up the webhook URL generated by Pabbly Connect. Go to the product page you want to link and click on the three dots to edit the page.

• In the page settings, find the option to enter the webhook URL.
• Paste the copied webhook URL from Pabbly Connect.
• Save and update the settings.

Once the webhook is set, return to Pabbly Connect and perform a test submission to ensure that the data is recorded correctly in the webhook response.

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4. Testing the Integration with Payment

To test the integration, go back to Instamojo and share the product page link. Open it in an incognito window and proceed to make a payment. Fill in the payment details, including the name, email, and mobile number, and complete the transaction.

After the payment is successful, return to Pabbly Connect to check if the API response has been received. You should see the payment status as ‘success’ along with other details like payment ID and amount.

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5. Sending WhatsApp Messages after Payment

Now that you have confirmed the payment, the next step is to send a WhatsApp message. For this, you will use the Interact application within Pabbly Connect. Choose ‘Send WhatsApp Template Message’ as the action application.

Connect to your Interact account by providing the API key. Then, map the required fields such as country code, phone number, and template code. Ensure you have created a WhatsApp template in Interact that includes personalized variables for the message.

Fill in the phone number and template code. Add the necessary variables such as name, payment amount, and appointment link. Test the message sending to confirm everything works correctly.

Once the message is sent successfully, you can confirm that the integration is complete and functioning as intended. You can now automate the process of sending WhatsApp messages with appointment scheduling links every time a payment is made on Instamojo.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp messages with appointment scheduling links upon successful payments on Instamojo. By following these steps, you can streamline your payment processes and improve communication with your customers.

Learn how to create new leads in Zoho CRM from new Calendly events using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Integration

To create new leads in Zoho CRM from new Calendly events, the first step involves accessing Pabbly Connect. This powerful automation tool allows seamless integration between various applications.

Start by visiting the Pabbly website. If you already have an account, click on ‘Sign In’. If not, select ‘Sign Up for Free’ to create your account. Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the blue button labeled ‘Create Workflow’ to initiate the process. Name your workflow something like ‘Create Leads in Zoho from Calendly Events’. After naming, click ‘Create’ to set up a blank workflow.

• Click on the trigger application box.
• Select Calendly as your trigger application.
• Choose the trigger event ‘Invitee Created’.

After selecting the trigger, connect your Calendly account to Pabbly Connect. This connection allows Pabbly to access data from your Calendly events, enabling the automation of lead creation in Zoho CRM.

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3. Setting Up the Trigger with Calendly

Once your Calendly account is connected, the next step is to test the trigger. Create a new event in Calendly and add an invitee. This action will generate data that Pabbly Connect can utilize to create a lead in Zoho CRM.

After creating the invitee, return to Pabbly Connect and click on ‘Save and Send Test Request’. You will see a response containing the invitee’s details, such as their name and email address. This confirms that the trigger setup is successful.

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4. Configuring Action in Zoho CRM

With the trigger successfully set up, it’s time to configure the action in Zoho CRM. Select Zoho CRM as your action application and choose the event ‘Create Lead’. This event will allow you to create a new lead based on the invitee’s information captured from Calendly. using Pabbly Connect

• Connect your Zoho CRM account to Pabbly Connect.
• Enter the required fields for creating a lead, such as company name and email.
• Map the data from the trigger step to the respective fields in Zoho.

Ensure that you fill in all required fields, using the mapped data from the Calendly invitee. After filling in the details, click on ‘Save and Send Test Request’ to verify that the lead is created successfully in Zoho CRM.

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5. Verifying New Leads in Zoho CRM

After the test request, check your Zoho CRM for the newly created lead. Refresh your leads list, and you should see the invitee’s details populated as a new lead. This shows that the integration via Pabbly Connect is functioning correctly.

Now, every time a new invitee registers for your Calendly event, a corresponding lead will automatically be created in Zoho CRM, streamlining your lead management process.

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Conclusion

Integrating Calendly with Zoho CRM using Pabbly Connect allows for efficient lead management. By automating the creation of leads from new Calendly events, you can ensure that your CRM is always updated with the latest information, enhancing your workflow and productivity.

Learn how to automate Google Chat notifications for new file uploads in Dropbox using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

Pabbly Connect is the central platform that enables the automation between Google Chat and Dropbox. To start, visit Pabbly Connect and sign up for a free account. This allows you to create workflows that automate tasks between different applications.

Once logged in, click on the blue ‘Create Workflow’ button. Name your workflow something like ‘Notify Google Chat on Dropbox File Upload’. This name helps you identify the automation later. After naming it, click ‘Create’ to proceed.

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2. Selecting Dropbox and Google Chat for Integration

In this step, you will select the applications to integrate. For this automation, choose Dropbox as the trigger application and Google Chat as the action application. This means that when a new file is uploaded to Dropbox, a notification will be sent to Google Chat.

• Select ‘Dropbox’ as the trigger application.
• Choose ‘New File’ as the trigger event.
• Select ‘Google Chat’ as the action application.
• Choose ‘Send Message’ as the action event.

By selecting these applications, you are setting up a direct link through Pabbly Connect that will ensure notifications are sent automatically whenever a new file is uploaded to Dropbox.

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3. Connecting Dropbox to Pabbly Connect

To connect Dropbox with Pabbly Connect, click on the ‘Connect’ button next to the Dropbox trigger. You will be prompted to add a new connection. Click on ‘Add New Connection’ and authorize access to your Dropbox account.

After successful connection, you will need to specify the folder path in Dropbox where files will be monitored. For example, if your folder is named ‘All Infographic Data’, ensure you copy the exact path and input it into Pabbly Connect. This allows the platform to monitor the correct folder for new files.

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4. Setting Up Google Chat Notifications

Next, you will set up the Google Chat integration. In the action step, click on the ‘Connect’ button for Google Chat. You will need to enter the Google Chat webhook URL, which you can obtain from your Google Chat settings. Make sure you have a Google Workspace account to access this feature.

Once you have the webhook URL, return to Pabbly Connect and paste it into the designated field. You can customize the message that will be sent to Google Chat, such as ‘A new file has been uploaded to the folder: [folder name].’ This message can include a link to the uploaded file for easy access.

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5. Testing Your Automation

After setting up the connections and notifications, it’s time to test your automation. Upload a new file to the specified Dropbox folder and check if the notification appears in Google Chat. This ensures that the integration between Dropbox and Google Chat via Pabbly Connect is functioning correctly.

If everything is set up properly, you should receive a notification in Google Chat with the details of the newly uploaded file. This automated process saves time and ensures that your team stays updated without manual follow-ups.

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Conclusion

In conclusion, using Pabbly Connect to automate Google Chat notifications for new file uploads in Dropbox enhances team communication and efficiency. By following these steps, you can ensure that your team is always notified about important updates without manual intervention.

Learn how to integrate HubSpot and Sendinblue using Pabbly Connect to automate deal creation for new contacts. Follow this detailed tutorial for seamless integration. 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

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1. Accessing Pabbly Connect for Integration

To start the integration process between HubSpot and Sendinblue, you need to access Pabbly Connect. Visit the Pabbly Connect website and either sign in or create a new account if you don’t have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on the Access Now button to enter the integration interface. This is where you will set up the workflow to automate the creation of deals in HubSpot whenever a new contact is added in Sendinblue.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the Create Workflow button located on the right side of the dashboard. Name your workflow appropriately, such as ‘Create HubSpot Deal for New Sendinblue Contacts’ and click on Create.

• Choose Sendinblue as the trigger application.
• Select the trigger event as New Contact Added in a List.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL will be used to connect Sendinblue with Pabbly Connect, enabling the automation of the workflow.

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3. Configuring Sendinblue to Work with Pabbly Connect

Next, log into your Sendinblue account and navigate to the Settings under the Contacts section. Here, find the Webhooks option and click on it.

• Click on Add New Webhook.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the event to trigger the webhook when a new contact is added.

After adding the webhook, return to Pabbly Connect and wait for it to capture the response from Sendinblue, which will confirm the integration is working correctly.

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4. Mapping Data from Sendinblue to HubSpot

Once the webhook is set up and you have created a new contact in Sendinblue, return to Pabbly Connect to set up the action for HubSpot. Choose HubSpot as your action application and select Create a Deal as the action event.

To connect HubSpot, click on Add New Connection and authorize Pabbly Connect to access your HubSpot account. Once connected, you will need to map the data from the previous steps to the fields required by HubSpot for creating a deal.

Map the deal name to the title of the contact. Input the deal amount and close date. Add any additional notes or descriptions relevant to the deal.

This mapping ensures that all necessary information from Sendinblue is accurately transferred to HubSpot, allowing for seamless deal creation.

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5. Finalizing the Integration and Testing

After mapping the data, click on Save and Send Test Request in Pabbly Connect. This action will create a deal in HubSpot based on the information provided from the Sendinblue contact.

Check your HubSpot account to verify that the deal was created successfully with all the correct details. If everything appears as expected, your integration is complete!

By following these steps, you have successfully automated the process of creating HubSpot deals for new contacts added in Sendinblue using Pabbly Connect. This integration streamlines your workflow and ensures that no potential deals are missed.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate HubSpot and Sendinblue, automating the creation of deals for new contacts. This integration simplifies your workflow and enhances efficiency.

Learn how to automate email notifications for OrderForms using Pabbly Connect. Follow our step-by-step guide to streamline your order confirmation process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send an email when an order is created in OrderForms, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up for Free’. If you already have an account, click on ‘Sign In’.

Once logged in, you will be directed to the dashboard. Here, you will see a large blue button labeled ‘Create Workflow’. Click on this button to start setting up your integration. Give your workflow a name, such as ‘Send an Email When Order is Created in OrderForms’, and click ‘Create’. This is how Pabbly Connect facilitates the integration process.

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2. Setting Up the Trigger Application in Pabbly Connect

In the newly created workflow, you will see two sections: Trigger and Action. For this integration, the trigger application will be OrderForms. Select OrderForms as your trigger application and choose the trigger event ‘Order Created’. This is the event that will initiate the workflow in Pabbly Connect.

• Select OrderForms as the trigger application.
• Choose the trigger event ‘Order Created’.
• Click on ‘Connect’ to link your OrderForms account with Pabbly Connect.

After clicking ‘Connect’, a new window will prompt you to authorize the connection. Make sure you have your OrderForms account open in another tab for easier access. Once authorized, Pabbly Connect will confirm the connection, allowing it to receive data from OrderForms.

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3. Capturing Order Details in Pabbly Connect

With the trigger set up, it’s time to capture the order details. After connecting your OrderForms account, click on ‘Save and Send Test Request’. You will need to create a test order in your OrderForms account to generate data.

Fill out the order form with necessary details such as customer name and email. Once submitted, return to Pabbly Connect to see the captured order details. This will include customer information and product details, confirming that the trigger is functioning correctly.

• Submit a test order in OrderForms.
• Check for the successful capture of order details in Pabbly Connect.
• Ensure all necessary information, including customer email, is available.

This process showcases how Pabbly Connect retrieves data from the trigger application, making it available for the next steps in the workflow.

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4. Setting Up the Action Application in Pabbly Connect

Now, you will set up the action application, which is Gmail. In the action section, select Gmail and choose the action event ‘Send Email’. This event will send a confirmation email to the customer once an order is created.

Click on ‘Connect’ to link your Gmail account. You will be prompted to authorize the connection. Once connected, you will need to fill out the required fields for the email, including recipient address, subject, and email content. This is where Pabbly Connect ensures that the email is sent with the correct information.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Fill in the recipient email, subject, and content fields.

For the recipient email, map it to the customer’s email captured from the order details. This ensures that the confirmation email is sent to the correct address. Once everything is filled out, click ‘Save and Send Test Request’ to verify that the email is sent successfully.

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5. Verifying Email Delivery Through Pabbly Connect

After sending the test email, check the recipient’s inbox to confirm the email delivery. You should see an email with the subject line ‘Order Placed’ from the sender name you specified. This step is crucial in ensuring that the workflow is functioning as intended.

In the email, verify that the content includes the customer’s name and a confirmation message. This demonstrates that Pabbly Connect effectively mapped the order details to the email fields, providing a seamless integration experience.

Once verified, you can finalize your workflow by clicking ‘Save’. This integration allows you to automate the email notification process every time an order is created in OrderForms, showcasing the power of Pabbly Connect in streamlining business operations.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated email notifications when an order is created in OrderForms. By following these steps, you can enhance your customer communication and ensure timely order confirmations.

Learn how to automate notifications on Google Chat when new files are uploaded in Google Drive using Pabbly Connect. Step-by-step tutorial 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

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1. Access Pabbly Connect for Automation

To set up notifications on Google Chat for new files uploaded in Google Drive, you need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, sign up for a free account to get started with automation.

Once logged in, navigate to the dashboard where you can begin creating your workflow. Click on the ‘Create Workflow’ button to initiate your automation process. Here, you will define your trigger and action applications, which in this case are Google Drive and Google Chat, respectively.

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2. Create Your Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to monitor your Google Drive folder for new file uploads. After clicking on ‘Create Workflow’, give your workflow a descriptive name, such as ‘When New File is Uploaded in Drive, Get Notified on Google Chat’. This name will help you identify the workflow later.

• Click on the blue ‘Create’ button to proceed.
• You will see two boxes labeled Trigger and Action.
• Select Google Drive as your trigger application and choose the event ‘New File in Specific Folder’.

This setup allows Pabbly Connect to monitor the selected folder in Google Drive for any new files. After selecting the trigger event, you will need to connect your Google Drive account to Pabbly Connect.

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3. Connect Google Drive to Pabbly Connect

To enable Pabbly Connect to access your Google Drive, you need to create a new connection. Click on the ‘Connect’ button and select ‘Add New Connection’. You will be prompted to grant access to your Google Drive account. This step is crucial as it allows Pabbly Connect to fetch data from your Google Drive.

Once connected, select the specific folder you want to monitor for new files. For example, choose the folder named ‘Important Designs Files and Images’. After selecting the folder, Pabbly Connect will check for any existing files and will display the folder details. If there are no files, you can upload a new file to test the workflow.

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4. Set Up Google Chat Notifications

Now that you have connected Google Drive, it’s time to set up the action in Pabbly Connect to send notifications to Google Chat. Select Google Chat as your action application and choose the event ‘Create Message’. You will need to provide a webhook URL from Google Chat where the notifications will be sent.

• To get the webhook URL, go to your Google Chat space, click on the arrow icon, and select ‘Apps & Integrations’.
• Choose ‘Manage Webhooks’ and create a new webhook.
• Copy the generated webhook URL and paste it into Pabbly Connect.

After providing the webhook URL, you can compose your notification message, such as ‘Hello team, a new design has been uploaded by a team member. You can check the file in Drive.’ This message will be sent to your Google Chat as soon as a new file is uploaded to the specified folder in Google Drive.

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5. Test and Activate Your Workflow

After configuring both the trigger and action in Pabbly Connect, it’s essential to test your workflow. Click on the ‘Save and Send Test Request’ button to check if the notification is sent successfully to Google Chat. If everything is set up correctly, you will receive a notification in your Google Chat space.

Once the test is successful, you can activate your workflow. From now on, every time a new file is uploaded in Google Drive, Pabbly Connect will automatically send a notification to your Google Chat, allowing you to stay updated without manual checks.

This automation not only saves time but also ensures that your team is always informed about new uploads in real-time.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate notifications on Google Chat when new files are uploaded to Google Drive. By following the steps outlined, you can streamline communication within your team and enhance productivity.

Utilizing Pabbly Connect for this integration not only simplifies the process but also allows for greater efficiency in managing your workflows. Start automating today and enjoy the benefits of seamless notifications!

Learn how to automate the process of creating a new row in Google Sheets when an order is created in OrderForms using Pabbly Connect. Follow our detailed tutorial.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for OrderForms and Google Sheets

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will demonstrate how to create a new row in Google Sheets when an order is created in OrderForms using Pabbly Connect. This integration automates the data entry process, saving you time and reducing manual errors.

To begin, you need to access Pabbly Connect by signing up or logging in to your existing account. Once you are on the dashboard, you will be ready to create a new workflow that connects OrderForms to Google Sheets.

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2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this example, you can name it ‘Create a New Row in Google Sheets for an Order in OrderForms’ and then click on ‘Create’ to proceed.

• Click on the ‘Create Workflow’ button.
• Enter a suitable name for your workflow.
• Click on ‘Create’ to initiate the workflow setup.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to OrderForms, specifically when a new order is created. This is crucial as it tells Pabbly Connect to listen for new orders.

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3. Connecting OrderForms to Pabbly Connect

To connect OrderForms, click on ‘Add New Connection’ in the trigger section. You will be prompted to authorize your OrderForms account. Once the connection is successful, you can proceed to set up the trigger event.

Choose the event as ‘New Order Created’. After setting this up, click on ‘Save and Send Test Request’. You will need to place a test order to allow Pabbly Connect to capture the data. This step is essential for mapping the fields correctly later.

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4. Setting Up Google Sheets Integration

Next, you will set up the action application, which is Google Sheets. Select Google Sheets as your action application and choose the event ‘Add New Row’. You will need to connect your Google account to Pabbly Connect by clicking on ‘Connect’ and authorizing access.

• Select Google Sheets as the action application.
• Choose the event ‘Add New Row’.
• Connect your Google account to Pabbly Connect.

Once connected, select the spreadsheet where you want the data to be recorded. Ensure you have already created a spreadsheet with the necessary columns such as customer name, product name, price, email address, and delivery address.

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5. Mapping Data in Pabbly Connect

The final step is to map the data from your OrderForms to Google Sheets. This involves linking the fields from the trigger (OrderForms) to the corresponding fields in the action (Google Sheets). Click on each field in the Google Sheets action and select the corresponding data from the dropdown menu that appears. using Pabbly Connect

After mapping all necessary fields, click on ‘Save and Send Test Request’ to ensure that the integration works as expected. You should see a confirmation that a new row has been added to your Google Sheets, reflecting the order details from OrderForms.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating a new row in Google Sheets whenever an order is created in OrderForms. This integration streamlines your workflow and keeps your records up to date without manual entry. By following these steps, you can easily set up similar automations for other applications as well.

Learn how to update Google Sheets cells without altering existing text through Jotform integration using Pabbly Connect. 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 Google Sheets Integration

To start updating Google Sheets cells without changing existing text, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly.

Begin by visiting the Pabbly Connect website. Sign up for a free account to test its features and automate your workflows. Once registered, log into your account and navigate to the dashboard. From there, click on the ‘Create Workflow’ button to initiate your automation process.

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2. Creating a Workflow in Pabbly Connect

Once you are on the workflow page of Pabbly Connect, it’s time to create a new workflow. Give it a descriptive name, such as ‘Update Existing Google Sheets Cell’. This helps in identifying your workflow later.

• Click on the ‘Create’ button to proceed.
• You will be taken to a new screen where you can set up triggers and actions.

In this section, you will set up Jotform as the trigger application, which will initiate the workflow whenever a new appointment is made. This integration is crucial for updating the Google Sheets cell without altering existing data.

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3. Setting Up Jotform as a Trigger in Pabbly Connect

In the workflow setup, select Jotform as your trigger application. The trigger event will be set to ‘New Response’ which activates the workflow when a new appointment form is submitted.

After selecting Jotform, you will receive a webhook URL from Pabbly Connect. Copy this URL and navigate to your Jotform account. In Jotform, go to the form settings, find the Integrations tab, and add a new webhook integration by pasting the copied URL.

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4. Connecting Google Sheets to Pabbly Connect

Next, you need to connect Google Sheets to Pabbly Connect. Add a new action step and select Google Sheets. Choose the action event as ‘Lookup Spreadsheet Rows’ to find existing appointments.

When prompted, log into your Google account to authorize Pabbly Connect to access your Google Sheets. Select the spreadsheet containing your appointment data and specify the column to look up, such as the phone number of the patient.

• Map the phone number from the Jotform response to the lookup value.
• Test the connection to ensure it retrieves the correct data.

This step is vital as it checks if the appointment already exists in your Google Sheets before attempting to update it.

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5. Updating the Google Sheets Cell with New Data

Finally, to update the Google Sheets cell without changing existing text, you will add another action step in Pabbly Connect. Select Google Sheets again and choose the action event ‘Update Cell Value’.

Specify the cell you want to update, such as B2, and map the previous appointment data along with the new date you received from Jotform. Use a separator, like a vertical slash, to keep the existing data intact while appending new information.

Click on ‘Save and Send Test Request’ to update the cell. Verify in Google Sheets that the data has been updated correctly.

This process allows you to maintain a history of appointments without losing any previous data, showcasing the efficiency of Pabbly Connect in automating your workflows.

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Conclusion

In this tutorial, we explored how to update a Google Sheets cell without changing existing text using Pabbly Connect. By integrating Jotform with Google Sheets, you can automate appointment tracking efficiently. This method saves time and ensures accurate data management.

Learn how to automate task creation in Nifty PM from new Airtable records using Pabbly Connect. A step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To create Nifty PM tasks from new Airtable records, you first need to set up Pabbly Connect. This platform allows seamless automation between applications without any coding. Start by visiting the Pabbly Connect landing page and signing up for a free account to access automation tasks every month.

Once signed in, select the Pabbly Connect product from your dashboard. Click on the ‘Create Workflow’ button, and give your workflow a suitable name, such as ‘Airtable Records to Nifty PM Tasks.’ After naming, click on the ‘Create’ button to proceed to the workflow setup.

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2. Trigger Setup with Airtable in Pabbly Connect

In this section, we will configure Airtable as the trigger application in Pabbly Connect. The trigger is the event that starts the workflow; in this case, it will be a new record added to Airtable. Search for Airtable in the trigger application field and select it.

• Choose ‘New Record’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’ to authenticate Airtable.
• Follow the instructions to generate an API token from Airtable’s Developer Hub.

Once you have generated the API token, paste it into the connection field in Pabbly Connect and click ‘Save’. After successful connection, you will be prompted to select the base and table from Airtable that you are working with.

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3. Mapping Airtable Fields in Pabbly Connect

Next, you will need to map the relevant fields from Airtable to use them in creating tasks in Nifty PM. In Pabbly Connect, after selecting your base, ensure you have a ‘Created Time’ field that will serve as your trigger field. This field captures the date and time when a new record is added.

Once the trigger field is set, click on ‘Save and Send Test Request’ to capture the most recent entry from Airtable. This will allow you to see the data that will be sent to Nifty PM when a new record is created.

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4. Action Setup for Nifty PM in Pabbly Connect

Now, it’s time to set up Nifty PM as the action application in Pabbly Connect. Search for Nifty PM in the action application field and select it. For the action event, choose ‘Create Task’ and click on ‘Connect’ to authenticate your Nifty PM account.

After successfully connecting, you will need to map the fields received from Airtable to the corresponding fields in Nifty PM. This includes the task name, description, project ID, and due date. Ensure that you format the due date correctly as specified in the instructions provided by Pabbly Connect.

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5. Testing and Saving the Integration

To finalize the integration, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will create a test task in Nifty PM using the details mapped from Airtable. Check Nifty PM to confirm that the task has been created successfully.

Once confirmed, your workflow is complete. Every time a new record is added to Airtable, a corresponding task will automatically be created in Nifty PM through Pabbly Connect. This automation will work silently in the background, saving you time and effort.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Nifty PM tasks from new Airtable records. This integration streamlines your workflow, ensuring that tasks are created automatically without manual intervention, thus enhancing your productivity.

Learn how to automate the process of adding new uploaded Google Drive file links in MS Excel using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Drive with MS Excel, you need to access Pabbly Connect. This powerful automation tool allows you to connect multiple applications seamlessly. Begin by visiting Pabbly.com/connect to log in or sign up for a free account.

Once logged in, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate your automation setup. You will be prompted to name your workflow; for this tutorial, you can use ‘Sync Google Drive Files with MS Excel Automatically’.

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2. Setting Up Google Drive Trigger in Pabbly Connect

After naming your workflow, the next step is to set up the trigger in Pabbly Connect. Select Google Drive as your trigger application. This will allow Pabbly Connect to monitor your Google Drive folder for new file uploads.

• Choose ‘New File in Folder’ as the trigger event.
• Connect your Google Drive account by clicking on ‘Add New Connection’.
• Select the folder where you will upload files, ensuring it is accessible.

Once connected, Pabbly Connect will fetch the details of files in the selected folder. This step is crucial as it enables the automation to trigger each time a new file is uploaded.

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3. Uploading a File and Fetching Data via Pabbly Connect

With the trigger set, the next step is to upload a file to your designated Google Drive folder. As you upload, Pabbly Connect will automatically capture the file details. For instance, upload a PDF file and observe how Pabbly Connect fetches the file name and link.

After the upload, check the response in Pabbly Connect. You should see the file name and a web content link. Ensure the folder permissions allow access, so the link is downloadable. This setup is essential for the subsequent integration with MS Excel.

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4. Adding File Links to MS Excel Using Pabbly Connect

Now that Pabbly Connect has captured the file details, it’s time to add this information to MS Excel. Select Microsoft Excel as the action application in Pabbly Connect. Choose the action event ‘Add Row’ to insert the file details into your worksheet. using Pabbly Connect

• Connect to your Microsoft 365 account by selecting ‘Add New Connection’.
• Select the workbook and worksheet where the data will be added.
• Map the file name and link from Google Drive to the corresponding columns in Excel.

Once mapping is complete, click on ‘Save and Send Test Request’. This action will add the file name and link to your Excel sheet, ensuring that all uploaded files are tracked in one place.

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5. Conclusion

Using Pabbly Connect to automate the integration between Google Drive and MS Excel streamlines your workflow efficiently. This setup allows for real-time updates of file links in Excel, ensuring your team has access to the latest uploads without manual intervention.

By following these steps, you can create a seamless automation process that enhances productivity and organization in your workspace. Start using Pabbly Connect today to simplify your automation tasks!

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