How to Send Bulk SMS Automatically Using Pabbly Connect: A Step-by-Step Guide

Learn how to send bulk SMS at regular intervals using Pabbly Connect to integrate Google Sheets and Twilio seamlessly. Follow our detailed tutorial! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for SMS Automation

To send bulk SMS at regular intervals, the first step is to set up Pabbly Connect. This platform serves as the backbone for automating your SMS notifications. Start by creating a free account on Pabbly Connect, which can be done via the pre-signup link provided in the description.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Give your workflow a name, such as ‘Google Sheets to Twilio SMS at Regular Interval’, and click on ‘Create’. This sets the stage for your automation process.


2. Integrating Google Sheets with Pabbly Connect

In this step, we will integrate Google Sheets with Pabbly Connect to fetch SMS details. Start by selecting Google Sheets as your trigger app. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means every time a new row is added, Pabbly Connect will be triggered.

  • Select the specific sheet where SMS details are stored.
  • Copy the webhook URL generated by Pabbly Connect.
  • Go to your Google Sheet, click on Extensions > Add-ons > Get Add-ons, and search for Pabbly Connect Webhooks to install it.

After installation, refresh your Google Sheet and hover over the Pabbly Connect Webhooks option to select ‘Initial Setup’. Paste the copied webhook URL and specify the trigger column. By doing this, you ensure that every new entry in your Google Sheet will be sent to Pabbly Connect.


3. Setting Up Twilio for Sending SMS

Next, we will configure Twilio to send SMS notifications using Pabbly Connect. In the action step of your workflow, search for Twilio and select the action event as ‘Send SMS’. You will need to connect your Twilio account by entering the Account SID and Auth Token.

To find these credentials, log into your Twilio account and navigate to the dashboard. Copy the Account SID and Auth Token, and paste them into the respective fields in Pabbly Connect. After connecting, you can set up the SMS body.

  • In the body of the SMS, include a greeting and the user’s name, which you will map from the previous steps.
  • Specify the sender’s number, which you can get from your Twilio account.
  • Map the recipient’s mobile number from the Google Sheets data.

This step ensures that every SMS sent through Twilio is personalized and reaches the correct recipient using Pabbly Connect.


4. Creating Regular Intervals for SMS Sending

To send SMS at regular intervals, we will utilize the Router feature in Pabbly Connect. This allows you to create multiple routes for sending SMS to different groups of users. For instance, you can set up one route for immediate SMS, another for SMS after three hours, and a third for SMS after six hours.

In the first route, set the filter condition to ensure that the SMS is sent only when the status is marked as ‘Sent’ in Google Sheets. Then, for subsequent routes, you can add a delay module to specify the time interval before sending the next set of SMS.

Route 1: Send SMS immediately. Route 2: Add a delay of 3 hours before sending SMS. Route 3: Add a delay of 6 hours before sending SMS.

This configuration allows you to manage the timing of your SMS notifications effectively through Pabbly Connect.


5. Testing the Automation Workflow

Once everything is set up, it’s crucial to test your automation workflow in Pabbly Connect. Add a new SMS message in your Google Sheet and mark the status as ‘Sent’. This action should trigger the entire workflow, sending SMS notifications to the specified recipients.

Monitor the responses in Pabbly Connect to ensure that the SMS messages are being sent as intended. You should see successful responses indicating that the SMS has been dispatched. This step is essential to confirm that all integrations and delays are functioning correctly.

By testing the workflow, you can adjust any parameters if necessary, ensuring that the SMS notifications are sent out seamlessly at the defined intervals using Pabbly Connect.


Conclusion

In this tutorial, we have detailed how to send bulk SMS at regular intervals using Pabbly Connect to integrate Google Sheets and Twilio. By following these steps, you can automate your SMS notifications effectively and ensure timely communication with your users.

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

Automatically Send WhatsApp Messages from Notion Using Pabbly Connect

Learn how to automatically send WhatsApp messages from Notion using Pabbly Connect in this detailed step-by-step tutorial. Streamline your communication effortlessly! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for WhatsApp Messaging

In this tutorial, we will explore how to automatically send WhatsApp messages from Notion using Pabbly Connect. This integration allows you to streamline communication by automatically sending messages when new customer details are added in Notion.

To get started, you will need a Pabbly Connect account. Pabbly Connect is an automation platform that connects various applications seamlessly. It allows you to create workflows that automate repetitive tasks without manual intervention.


2. Setting Up Pabbly Connect for Notion Integration

To set up your Pabbly Connect workflow, first, log into your Pabbly Connect account. If you are new, you can sign up for a free account. Once logged in, click on the blue button to create a new workflow. using Pabbly Connect

  • Provide a name for your workflow, such as ‘Send WhatsApp Message from Notion.’
  • Select ‘Notion’ as the application to connect.
  • Choose ‘New Database Item’ as the trigger event.

Click on ‘Connect’ to establish the connection. You will need to authorize Pabbly Connect to access your Notion account. Ensure you select the correct page that contains your customer details for the automation to work effectively.


3. Fetching Customer Data from Notion

Once you have set up the connection, Pabbly Connect will allow you to fetch data from Notion. After selecting your Notion page, click on the button to fetch the customer details. Pabbly Connect will retrieve the necessary information, such as customer names and phone numbers. using Pabbly Connect

The data fetched will be displayed in Pabbly Connect, confirming that the integration is working correctly. This data will be used later to send WhatsApp messages through the connected application.

Make sure to review the fetched data, as it will be crucial for composing your WhatsApp messages. You can see the first name, last name, and phone number in the response received from Notion.


4. Sending WhatsApp Messages via Pabbly Connect

Now that we have the customer data, it’s time to send WhatsApp messages. In Pabbly Connect, select the action event as ‘Send WhatsApp Template Message’ using the Interakt application. This allows you to send pre-defined WhatsApp messages to your customers. using Pabbly Connect

  • Connect to Interakt by clicking on ‘Add New Connection.’
  • Enter your secret key from Interakt to authorize the connection.
  • Map the customer phone number and template code in the required fields.

After mapping the details, click on ‘Save and Send Test Request’ to verify if the message is sent successfully. Pabbly Connect will send the WhatsApp message to the specified number using the template you set up in Interakt.


5. Conclusion

In conclusion, using Pabbly Connect to automate sending WhatsApp messages from Notion is an efficient way to enhance customer communication. By following the steps outlined, you can easily set up this integration and enjoy the benefits of automated messaging.

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

With Pabbly Connect, you can focus on your business while it takes care of the repetitive tasks, ensuring that your customers receive timely updates and messages without any manual effort.

Automate Data Transfer from Google Sheets to Google Docs with Pabbly Connect

Learn how to automate data transfer from Google Sheets to Google Docs using Pabbly Connect. This tutorial covers integration steps and setup for efficient document creation.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Google Sheets and Google Docs Integration

To automate the process of copying data from new Google Sheets rows into a Google Docs template, we will use Pabbly Connect. This integration simplifies the workflow without the need for coding. First, sign up for a free account on Pabbly Connect and navigate to the dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets New Rows to Google Docs’. After naming it, click on the ‘Create’ button to load the workflow page. Here, you will see the trigger and action modules necessary for automation.


2. Configuring the Google Sheets Trigger in Pabbly Connect

In this section, we will set Google Sheets as the trigger application within Pabbly Connect. Search for Google Sheets in the ‘Choose App’ field and select it. Choose the trigger event as ‘New or Updated Row’. This action will initiate the workflow whenever a new row is added to your Google Sheets.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL is essential for connecting your Google Sheets to the workflow. Follow these steps to set up the connection:

  • Open your Google Sheets document.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for ‘Pabbly Connect Webhooks’ and install it.

After installing, refresh the spreadsheet to ensure the add-on is active. Then, go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’.


3. Initializing the Webhook URL for Google Sheets

In the Initial Setup window, you will see two fields: the Webhook URL and the Trigger Column. Paste the webhook URL from Pabbly Connect into the Webhook URL field. Specify the Trigger Column, which is the last column where you will enter data to trigger the workflow. For example, if your data ends in column D, enter ‘D’ as the trigger column.

After setting this up, click the ‘Send Test’ button in your Google Sheets. This action will send a test row of data to Pabbly Connect, confirming that the connection is successful. Once the test data is sent, you will see a success message in Pabbly Connect, indicating that your integration is working properly.


4. Setting Up Google Docs Action to Create Document from Template

Now that we have the trigger set up, it’s time to define the action in Pabbly Connect. Click on the plus icon to add a new action step. Search for Google Docs and select it, then choose the action event ‘Create Document from Template’. This allows you to generate a new document based on your predefined template.

After selecting the action, connect your Google account to Pabbly Connect. You will need to authorize access to your documents. Once connected, select the document template you want to use for the new document. For example, if you have a template named ‘Job Offer Letter’, select that from the list. You will also need to define the name for the new document, which can be based on the candidate’s email or name for easy identification.


5. Finalizing the Integration and Testing

After configuring the Google Docs action, you need to map the fields from your Google Sheets to the placeholders in your document template. For instance, map the candidate’s name, contact person, and current date to their respective placeholders in the document. This mapping ensures that the correct data fills into the appropriate fields in your document template. using Pabbly Connect

Finally, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will create a new document in Google Docs with the data filled in from your Google Sheets. You can check your Google Drive to confirm that the document has been created successfully with all the mapped data.


Conclusion

By using Pabbly Connect, you can automate the process of copying data from new Google Sheets rows into a Google Docs template. This integration saves time and reduces manual errors, making document creation seamless and efficient. Start using Pabbly Connect today to 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.

Automatically Draft Emails in Zoho Mail from Google Sheets Using Pabbly Connect

Learn how to automatically draft emails in Zoho Mail from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Email Drafting Automation

To automatically draft emails in Zoho Mail from Google Sheets, start by accessing Pabbly Connect. This powerful integration platform enables seamless automation between Google Sheets and Zoho Mail.

New users must sign up for a free account at Pabbly Connect, where they will receive free tasks every month. Existing users can simply log in to their accounts. Once logged in, click on the ‘Create Workflow’ button to begin.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, name your workflow appropriately, such as ‘Draft Emails Automatically from Google Sheets Data’. This helps in identifying the workflow later.

In the workflow setup, you will see two boxes labeled Trigger and Action. Select Google Sheets as the trigger application and choose the ‘New or Updated Spreadsheet Row’ event. This means that every time a new row is added or updated in Google Sheets, the automation will trigger.

  • Select Google Sheets as the trigger application.
  • Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
  • Click on ‘Save’ to proceed.

Once this is set up, you will receive a webhook URL from Pabbly Connect, which will be used to connect Google Sheets to the automation.


3. Connecting Google Sheets to Pabbly Connect

Next, go to your Google Sheets and click on ‘Extensions’. From there, navigate to ‘Add-ons’ and select ‘Get Add-ons’. Search for the Pabbly Connect Webhook add-on and install it. using Pabbly Connect

Once installed, access the add-on from the ‘Extensions’ menu. Click on ‘Initial Setup’ and paste the webhook URL you copied from Pabbly Connect. Set the trigger column to the final data column, which in this case is column C. This means that when data is filled in column C, the automation will be triggered.

  • Go to Extensions > Add-ons > Get Add-ons.
  • Install the Pabbly Connect Webhook add-on.
  • Configure the Initial Setup with the webhook URL.

After setting this up, test the connection to ensure that data is being sent correctly to Pabbly Connect.


4. Setting Up Zoho Mail Integration in Pabbly Connect

Now that Google Sheets is connected, it’s time to set up Zoho Mail in Pabbly Connect. Search for Zoho Mail as the action application and select the ‘Create Draft’ action event.

Click on ‘Connect’ and add a new connection by providing your Zoho Mail account details. Once connected, you will be prompted to map the fields from Google Sheets to Zoho Mail. This includes the recipient email address, subject line, and email content.

Select Zoho Mail as the action application. Choose ‘Create Draft’ as the action event. Map the fields from Google Sheets to Zoho Mail.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the email draft is created successfully in Zoho Mail.


5. Testing the Automation

With everything set up, it’s time to test the automation. Go back to your Google Sheets and add a new row with the email details, including the subject line and content. using Pabbly Connect

As soon as you fill in the details up to column C, the automation should trigger, and you will see the drafted email in your Zoho Mail account. This process eliminates the need to manually draft emails, making your workflow efficient.

To ensure everything works in real-time, enable the ‘Send on Event’ option, which allows the automation to capture new entries automatically. Once you have tested this, you can continue adding new email drafts seamlessly.


Conclusion

Using Pabbly Connect, you can easily automate the process of drafting emails in Zoho Mail from Google Sheets. This integration streamlines your workflow and saves time, allowing you to focus on more important tasks.

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 Send Slack Channel Messages for New Apollo Contacts Using Pabbly Connect

Learn how to integrate Apollo with Slack using Pabbly Connect to automate sending messages for new contacts. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Apollo and Slack Integration

To start automating your workflow, access Pabbly Connect by signing up on its landing page. This platform enables seamless integration between different applications, including Apollo and Slack. After signing up, log in and select the Pabbly Connect product to reach the dashboard.

On the dashboard, click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Apollo Contacts to Slack Messages’. After naming your workflow, click on the ‘Create’ button to proceed. You will see two modules: the trigger and the action, which are essential for setting up your automation.


2. Configuring the Trigger for New Apollo Contacts

In the trigger section of Pabbly Connect, you need to select Apollo as your trigger application. This is where the automation begins. Search for ‘Apollo’ and select it, then choose the trigger event as ‘New Contact’.

Next, click on the ‘Connect’ button. You will be prompted to add a new connection using the API key from Apollo. To obtain your API key, log into your Apollo account and navigate to the API Keys section. Create a new key if you don’t have one, copy it, and paste it into the Pabbly Connect field. Click ‘Save’ to establish the connection.


3. Fetching New Contact Details from Apollo

Once your trigger is set up, it’s time to test it. In Pabbly Connect, click on ‘Save and Send Test Request’. This will fetch the details of a new contact added in Apollo. To demonstrate this, create a new contact in your Apollo application with the necessary details such as name, email, and organization.

  • Enter the contact’s name and email.
  • Fill in additional details like organization and phone number.
  • Click ‘Save Contact’ to add the new contact.

After saving the contact, return to Pabbly Connect and click ‘Save and Send Test Request’ again. You should see the contact details populated in the response section.


4. Setting Up the Action to Send Messages to Slack

Now that you have fetched the contact details, it’s time to set up the action in Pabbly Connect. Select Slack as your action application and choose the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to proceed.

You will need to add a new connection to Slack. Choose the token type (User or Bot) based on your requirements. For this tutorial, select the User token type, click ‘Save’, and authorize the connection. Then, select the channel where you want to send the message, such as ‘General’.


5. Customizing the Slack Message with Contact Details

In the message field, you can customize the content of the Slack message. Write a message like ‘Hello team, we have just added a new contact in Apollo with the following details:’. To include the contact’s information, map the fields from the previous step, such as name, email, and organization. using Pabbly Connect

  • Click on the respective fields in the message to map the data.
  • Ensure all necessary details are included in the message.

After mapping the fields, click on ‘Save and Send Test Request’ to test the Slack message. If everything is set up correctly, you will see the message appear in your selected Slack channel.


Conclusion

Using Pabbly Connect, you can effortlessly automate the process of sending Slack messages for new contacts added in Apollo. This integration not only saves time but also keeps your team informed about important updates. Follow the steps outlined in this tutorial to set up your own automation and enhance your workflow efficiency.

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 Subscribers in Botbiz on Google Forms Submission Using Pabbly Connect

Learn how to automate adding subscribers in Botbiz from Google Forms submissions using Pabbly Connect. Follow this step-by-step 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. Setting Up Pabbly Connect for Google Forms Integration

To start the integration process, access Pabbly Connect by signing up for a free account. Once logged in, you will arrive at the Pabbly dashboard where you can create workflows for automation.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms to Botbiz’. This will set the stage for automating the process of adding subscribers based on Google Forms submissions.


2. Configuring Google Forms as the Trigger in Pabbly Connect

In this step, you will configure Google Forms as the trigger app in Pabbly Connect. Select Google Forms from the app list and choose the event ‘New Response Received’. This event will trigger the automation whenever a new form response is submitted.

After selecting the trigger event, Pabbly Connect provides you with a webhook URL. Copy this URL as you will need it to link your Google Form to Pabbly Connect. Follow these steps to set up the connection:

  • Open your Google Form and navigate to the ‘Responses’ tab.
  • Click on ‘Link to Sheets’ and create a new spreadsheet.
  • In the new spreadsheet, go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’.
  • Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh the Google Sheet, go to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the webhook URL you copied earlier and set the trigger column to the last data entry column (e.g., Column E). Click ‘Submit’ to finalize the setup.


3. Making a Test Submission to Capture Data

Now that your Google Form is connected to Pabbly Connect, it’s time to test the integration. Navigate back to your Google Form and submit a test response with details such as a name, email, and phone number.

Upon submission, the response will be recorded in the linked Google Sheet, and simultaneously, Pabbly Connect will receive the form submission data. You should see the captured response in your Pabbly Connect workflow, confirming that the trigger is functioning correctly.


4. Adding Subscribers in Botbiz via Pabbly Connect

Next, you will set up the action in Pabbly Connect to add the captured user as a subscriber in Botbiz. In the action window, search for Botbiz and select the action event ‘Add WhatsApp Subscriber’. This will allow you to add the user details into your WordPress Botbiz account.

To establish this connection, you will need your Botbiz API token. Access your WordPress account, go to the profile section, and navigate to the API Developer settings to retrieve your API token. Paste this token into Pabbly Connect to connect your Botbiz account.

  • Enter the Phone Number ID of your Botbiz account.
  • Map the subscriber’s full name using the first and last names from the Google Form response.
  • Provide the phone number along with the country code in the designated fields.

Once all fields are mapped correctly, click ‘Save and Send Test Request’ to verify the connection. You should receive a positive response indicating that the subscriber has been successfully added.


5. Finalizing the Workflow and Testing Automation

After successfully adding the subscriber, it’s essential to test the automation workflow you created with Pabbly Connect. Go back to your Google Form and submit another test response to see if the new subscriber is added to your Botbiz account automatically.

Upon refreshing your subscriber list in Botbiz, you should see the new subscriber reflected there, confirming that the integration is working seamlessly. This automation ensures that every time a user submits the Google Form, they are automatically added as a subscriber in Botbiz without manual intervention.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding subscribers in Botbiz from Google Forms submissions. This integration streamlines your workflow, saving you time and effort while ensuring accurate data transfer.

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 Send Emails When New Files Are Added to Google Drive Using Pabbly Connect

Learn how to automate sending emails via Gmail when new files are added to Google Drive using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Access Pabbly Connect for Automation

To automate sending emails via Gmail when new files are added to Google Drive, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign up for a free account if you don’t already have one. If you have an account, simply log in using your credentials.

Once logged in, you can create a new workflow. Click on the blue button labeled ‘Create Workflow’ located on the right side of the screen. Name your workflow something descriptive, like ‘Google Drive to Gmail Automation’, and click on ‘Create’ to proceed.


2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to monitor Google Drive for new files. Click on the trigger box and select Google Drive as your application. The trigger event will be ‘New File Upload’. This event will activate the workflow every time a new file is uploaded to your Google Drive.

  • Choose Google Drive as the trigger application.
  • Select ‘New File Upload’ as the trigger event.
  • Connect your Google Drive account by clicking on ‘Connect’.

After connecting, click on ‘Save and Send Test Request’. At this point, you need to upload a new file to your Google Drive to test the trigger. Once the file is uploaded, return to Pabbly Connect to verify that the trigger has captured the new file details.


3. Configuring Gmail Action in Pabbly Connect

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on the action box and select Gmail as your application. The action event will be ‘Send Email’. This will allow you to send an email notification whenever a new file is uploaded to your Google Drive.

Before proceeding, ensure you have your Gmail account open in another tab. Click on ‘Connect’ to link your Gmail account with Pabbly Connect. Follow the prompts to allow access to your Gmail account.

  • Select Gmail as the action application.
  • Choose ‘Send Email’ as the action event.
  • Connect your Gmail account by clicking on ‘Connect’.

Once connected, fill in the required fields such as recipient email address, subject, and email content. Use mapping to insert dynamic data from the trigger step, such as the file name and link.


4. Finalizing the Workflow in Pabbly Connect

Now that both the trigger and action are set, it’s time to finalize your workflow in Pabbly Connect. Ensure that the recipient’s email address is correctly entered and that you have mapped the file name and Google Drive link appropriately.

Fill out the email subject, for example, ‘New File Uploaded’, and the email content stating, ‘A new file has been uploaded to Google Drive. Please check it here: [file link].’ Once all fields are filled, click on ‘Save and Send Test Request’ to test the workflow.

You should receive a confirmation that the email was sent successfully. If everything is set up correctly, the recipient will receive an email notification each time a new file is uploaded to your Google Drive.


Conclusion

In this tutorial, you learned how to use Pabbly Connect to send emails via Gmail whenever new files are added to Google Drive. By following these steps, you can automate notifications effectively, ensuring timely updates for your team or partners. Automating this process saves time and enhances communication.

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

Automate Trello Card Creation from Microsoft Outlook Emails Using Pabbly Connect

Learn how to automate Trello card creation from new Microsoft Outlook emails using Pabbly Connect. Follow this step-by-step tutorial to streamline your workflow. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Automation

Pabbly Connect serves as a powerful automation tool that enables seamless integration between Microsoft Outlook and Trello. This tutorial will guide you through creating Trello cards automatically from new Microsoft Outlook emails.

To begin, access Pabbly Connect by visiting their website. If you are a new user, sign up for a free account, which includes free monthly tasks for testing automations. Existing users can log in to access the dashboard.


2. Setting Up Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the blue button labeled ‘Create Workflow’ to initiate the automation process. Name your workflow, such as ‘Auto-create Trello Cards from Microsoft Outlook Emails,’ and click ‘Create’.

Next, you will see two boxes labeled ‘Trigger’ and ‘Action.’ For this integration, select Microsoft Office 365 as the trigger application. Choose the trigger event as ‘New Email Received’ to ensure the workflow activates upon receiving a new email.

  • Log in to your Microsoft Outlook account through Pabbly Connect.
  • Authorize Pabbly Connect to access your Outlook emails.
  • Click on ‘Save and Send Test Request’ to capture recent email details.

After completing these steps, you will have successfully connected Microsoft Outlook with Pabbly Connect and captured email details for further processing.


3. Connecting Trello to Pabbly Connect

To proceed, you will now connect Trello as the action application in your Pabbly Connect workflow. Search for Trello and select the action event ‘Create Card’ to set up the automation.

Enter your Trello username, API key, and token to connect Trello with Pabbly Connect. You can obtain the API key and token by following the instructions provided in the Trello interface.

  • Copy the API key from Trello and paste it into Pabbly Connect.
  • Generate a token by allowing access in Trello.
  • Save the connection and select the desired Trello board for card creation.

By following these steps, you will have successfully integrated Trello with Pabbly Connect, enabling the automation of card creation from Outlook emails.


4. Mapping Email Data to Trello Cards

Once Trello is connected, you can map the email data to the Trello card fields. In the card creation setup, select the board and list where you want the cards to appear.

For the card name, use the subject line of the email, and for the card description, input the email content. This allows the Trello card to reflect the details of the incoming email accurately.

Choose the list named ‘Incoming Emails’ in Trello. Map the email subject to the card name field. Map the email body to the card description field.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a test card in Trello. This step verifies that your automation is functioning correctly through Pabbly Connect.


5. Finalizing and Testing Your Automation

After successfully creating a test card, review your Trello board to confirm that the card appears as expected. This ensures that the automation from Microsoft Outlook to Trello via Pabbly Connect is working flawlessly.

To finalize your setup, consider adding filters in Pabbly Connect if you want to specify which emails trigger card creation based on certain criteria, such as keywords in the subject line. This allows for more refined automation.

Once you are satisfied with the setup, you can close Pabbly Connect and let the automation run in the background. Every time a new email arrives in your Outlook account, a corresponding Trello card will be created automatically.


Conclusion

Using Pabbly Connect, you can effortlessly automate the creation of Trello cards from new Microsoft Outlook emails. This integration streamlines your workflow, ensuring that no important email goes unnoticed.

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

Automate Product Creation in BigCommerce from Google Sheets with Pabbly Connect

Learn how to automate product creation in BigCommerce using Google Sheets with Pabbly Connect. Follow our step-by-step guide 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


1. Accessing Pabbly Connect for Integration

To automate product creation in BigCommerce from Google Sheets, the first step is to access Pabbly Connect. This powerful integration platform allows you to link various applications seamlessly. Head over to the Pabbly Connect website and sign up for a free account if you’re a new user.

Once signed in, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’ to start your automation process. Here, you will name your workflow, for instance, ‘Create Product in BigCommerce from Google Sheets’. This will help you easily identify your automation later.


2. Setting Up Google Sheets as a Trigger

In this step, we will configure Google Sheets as the trigger application in Pabbly Connect. You need to select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that every time you add or update a product detail in your spreadsheet, the automation will activate.

  • Select Google Sheets from the application list.
  • Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
  • Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, open your Google Sheets, go to Extensions, click on Add-ons, and then Get Add-ons. Search for the Pabbly Connect Webhooks add-on and install it. Once installed, set it up by pasting the webhook URL into the add-on’s initial setup section.


3. Configuring BigCommerce as an Action

Next, we will set up BigCommerce as the action application in Pabbly Connect. Choose BigCommerce and select the action event as ‘Create Product’. This will allow you to automatically create a product in your BigCommerce store whenever new data is captured from Google Sheets.

To connect BigCommerce, you will need to enter your store’s Client ID, Access Token, and Store Hash Key. These credentials can be obtained from your BigCommerce account under Advanced Settings > API Accounts. Make sure to enable the necessary permissions for the API account to allow product creation.

  • Log into your BigCommerce account and navigate to API Accounts.
  • Create a new API account with the required permissions.
  • Copy the Client ID, Access Token, and Store Hash Key into Pabbly Connect.

Once the connection is established, you will be prompted to map the fields from Google Sheets to BigCommerce. This mapping ensures that the product details from your spreadsheet are accurately transferred to your BigCommerce store.


4. Mapping Fields and Testing the Workflow

After successfully connecting BigCommerce, the next step involves mapping the fields from Google Sheets to the corresponding fields in BigCommerce within Pabbly Connect. This is crucial for ensuring that the right data is sent to the right place.

Click on each field in the BigCommerce setup and select the corresponding data from the Google Sheets trigger. For example, map the product name, price, description, and image URL from your spreadsheet. Once all fields are mapped, you can test the workflow to ensure everything works correctly.

Select the product name field and map it to the corresponding column in Google Sheets. Map the price, description, and image URL in the same manner. Click on ‘Test’ to send a sample product to BigCommerce.

Once the test is successful, you can check your BigCommerce store to see if the product has been created. This confirms that your automation is functioning as intended.


5. Enabling and Automating the Process

With the testing complete, the final step is to enable the automation in Pabbly Connect. This means that every time you add a new product detail in Google Sheets, it will automatically create a product in BigCommerce without any manual intervention.

To do this, ensure that the ‘Send on Event’ option is enabled in your Google Sheets add-on. This allows the automation to trigger every time a new row is added or updated in your spreadsheet. Once set, you can relax knowing that your product creation process is fully automated.

Additionally, if you want to create multiple products at once, you can enable the ‘Send All Data’ option instead of ‘Send on Event’. This will allow you to send all product details to BigCommerce in bulk.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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


In conclusion, using Pabbly Connect allows you to seamlessly automate the process of creating products in BigCommerce from Google Sheets. This integration not only saves time but also reduces the chance of errors associated with manual data entry. With just a few steps, you can set up a robust workflow that enhances your e-commerce operations.

How to Post New Eventbrite Events to LinkedIn Using Pabbly Connect

Learn how to automate posting new Eventbrite events to LinkedIn using Pabbly Connect with this step-by-step guide. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Eventbrite and LinkedIn Integration

To post new Eventbrite events to LinkedIn using Pabbly Connect, first, you need to access the platform. Visit the Pabbly website and sign up for a free account if you don’t have one. If you already have an account, simply sign in using your credentials.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’ in the top right corner to start creating your new automation workflow.


2. Setting Up the Trigger Event in Pabbly Connect

In the workflow setup, the first step is to define the trigger event. Select Eventbrite as your application and choose the trigger event as ‘Event Published’. This means the workflow will activate whenever a new event is published in Eventbrite.

Before connecting, ensure you have your Eventbrite account open. Click on ‘Add New Connection’ to link your Eventbrite account to Pabbly Connect. You will need to allow access to your Eventbrite account for this integration to work seamlessly.

  • Select Eventbrite as the application.
  • Choose ‘Event Published’ as the trigger event.
  • Click ‘Add New Connection’ to connect your Eventbrite account.

Once connected, save the settings and proceed to create an event in your Eventbrite account. This event data will be used in the next steps of the automation.


3. Creating an Event in Eventbrite

Now that your trigger is set, it’s time to create an event in Eventbrite. Click on ‘Create an Event’ and fill in the necessary details such as event name, type, category, and tags. For example, if you’re hosting a music festival, you might name it ‘Music Festival’ and categorize it under ‘Social Gathering’.

Make sure to include relevant tags to help categorize your event effectively. After entering the basic details, set the location, date, and time for the event. Once all details are filled in, click on ‘Save and Continue’ to finalize the event creation.

  • Enter event name (e.g., Music Festival).
  • Select event type and category.
  • Set event date and time.

After saving your event, make sure to publish it. This action will trigger the workflow you set up in Pabbly Connect.


4. Retrieving Event Details for LinkedIn Post

Once the event is published, Pabbly Connect will capture the event details. You will need to extract specific information such as the event ID using the Text Formatter feature. This allows you to parse the necessary information from the Eventbrite URL.

Connect the Text Formatter in Pabbly Connect and configure it to extract the event ID from the URL. This ID will be crucial for retrieving detailed information about the event in the next step.

After extracting the ID, use the Eventbrite application again to fetch the complete details of the event using the ID you just retrieved. This will ensure that all relevant information is available for posting on LinkedIn.


5. Posting the Event to LinkedIn

The final step involves posting the event details to LinkedIn. Select LinkedIn as the action application in Pabbly Connect and choose the action event as ‘Share an Article or URL’. This is where you will map the event details you retrieved earlier.

Connect your LinkedIn account to Pabbly Connect and fill in the required fields, including the event title, description, and URL. Ensure that the visibility is set to Pabbly so that your connections can view the post.

After mapping all the necessary information, click on ‘Save and Send Test Request’. Verify that the post appears on your LinkedIn account, showcasing the new Eventbrite event effectively.


Conclusion

In this tutorial, we explored how to automate posting new Eventbrite events to LinkedIn using Pabbly Connect. By following these steps, you can streamline your event promotion process and ensure that your audience is always informed about your latest events. With Pabbly Connect, integration between these platforms becomes seamless and efficient.

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