Author: Nitin Maheshwari

Learn how to integrate Stripe and ConvertKit using Pabbly Connect to automate refund notifications and tag subscribers effectively. 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

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1. Accessing Pabbly Connect for Integration

To start the process of sending refund information from Stripe to ConvertKit, we need to access Pabbly Connect. This platform acts as the central hub for integrating these two applications effectively.

Begin by navigating to the Pabbly Connect website at Pabbly.com/connect. If you already have an account, click on ‘Sign In’. New users can easily sign up for free in under two minutes.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located on the dashboard. In the dialog box that appears, name your workflow something like ‘Stripe to ConvertKit Integration’.

• Workflow name: Stripe to ConvertKit Integration
• Trigger Application: Stripe
• Action Application: ConvertKit

After naming the workflow, click on ‘Create’. You will be directed to a new window with two modules: Trigger and Action. The trigger application is Stripe, and the event that will initiate this workflow is a ‘New Refund’.

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3. Setting Up the Trigger for Stripe Refunds

In Pabbly Connect, select Stripe as your trigger application and choose the event ‘New Refund’. This event will activate the workflow whenever a refund is processed in Stripe.

Upon selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect Stripe with Pabbly Connect. Next, log into your Stripe account and navigate to the ‘Developers’ section, then click on ‘Webhooks’.

• Go to Developers > Webhooks in Stripe
• Click on ‘Add Endpoint’ and paste the copied URL
• Select ‘Charge Refunded’ as the event

After setting this up, click on ‘Add Endpoint’ to finalize the webhook integration. This allows Stripe to send refund notifications to Pabbly Connect.

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4. Testing the Webhook Connection

Now that your webhook is set up, it is crucial to test the connection. Go back to Pabbly Connect and click on ‘Test Submission’. This action will prompt Stripe to send a test refund notification.

To generate a test refund, go to the ‘Payments’ section in Stripe and find a successful payment. Click on the three dots next to the payment and select ‘Refund Payment’. Fill in the reason for the refund and confirm the action.

Select a successful payment to refund Click on ‘Refund Payment’ and confirm Check Pabbly Connect for the webhook response

Once the test is successful, you should see the refund details reflected in Pabbly Connect, confirming that the integration is working correctly.

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5. Sending Data to ConvertKit

With the refund information successfully received in Pabbly Connect, the next step is to set up the action application, which is ConvertKit. Select ConvertKit and choose the action event ‘Tag a Subscriber’.

To connect ConvertKit, you will need your API key and API secret. Retrieve these from your ConvertKit account under the settings section. Paste the API key and secret into Pabbly Connect to establish the connection.

Retrieve API key and secret from ConvertKit Paste the credentials in Pabbly Connect Map the subscriber’s email and name to tag them properly

After mapping the required fields, click ‘Save and Send Test Request’. This process will tag the subscriber in ConvertKit as ‘Refund Stripe’. You can verify this by checking the subscriber list in ConvertKit to ensure the tag has been applied successfully.

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Conclusion

In conclusion, integrating Stripe with ConvertKit using Pabbly Connect allows you to automate the process of tagging subscribers when refunds are issued. This integration enhances your workflow efficiency and keeps your subscriber list updated automatically.

By following the steps outlined in this tutorial, you can ensure that your refund processes are seamlessly managed through Pabbly Connect, enhancing your overall operational efficiency.

Learn how to integrate Thrivecart and Thinkific using Pabbly Connect for seamless user enrollment upon payment. Step-by-step guide with detailed instructions. 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 integrating Thrivecart with Thinkific, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect into your browser. You will arrive at the landing page where you can sign in if you are an existing user or sign up for free if you are new.

Once logged in, navigate to the dashboard and click on the option to create a workflow. Here, you will name your workflow, such as ‘Enroll Thinkific User for Thrivecart Payment’, and click on create. This sets the stage for automating your user enrollment process.

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2. Setting Up the Trigger Event in Pabbly Connect

In the workflow setup, you will define the trigger application as Thrivecart. Click to select Thrivecart and choose the trigger event, which is set to ‘Product Purchase’. This event will activate the workflow every time a payment is made. using Pabbly Connect

• Select ‘Add New Connection’ to link your Thrivecart account.
• You will need to generate an API key from your Thrivecart account.
• Copy and paste the API key into Pabbly Connect to finalize the connection.

After saving the connection, you will select the product to be purchased. For example, choose ‘PHP for Beginners’ and click on ‘Send Test Request’ to ensure everything is set up correctly. This step is crucial as it captures the necessary user details for the next action.

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3. Searching for the User in Thinkific

Once you have captured the user details from Thrivecart, the next step in Pabbly Connect is to search for the user in Thinkific. Set the action application to Thinkific and select the action event as ‘Search User’. Click on connect to link your Thinkific account.

To establish this connection, you will need to provide your Thinkific subdomain. After saving the connection, map the user’s email address from the previous step to search for the user in Thinkific. This is done by clicking on ‘Save and Send Test Request’ to verify the user’s existence.

• Check the response to see if the user exists based on the pagination details.
• If pagination shows total pages as 1, the user exists; if 0, the user does not exist.

This step is essential as it determines the next action in your workflow, whether to enroll the existing user or create a new one.

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4. Enrolling the User in Thinkific

After determining whether the user exists, you can proceed to enroll them in Thinkific using Pabbly Connect. If the user exists, you will simply enroll them using the ‘Enroll User’ action event in Thinkific.

Map the user ID obtained from the previous search to the enrollment action. Ensure you select the correct course, such as ‘PHP for Beginners’. If the user does not exist, you will need to create a new user first, filling in the necessary details like first name, last name, email, and phone number.

Activate the option to send a welcome email to the new user. After creating the user, map the user ID again to enroll them in the course.

Upon successful enrollment, you will receive a confirmation response from Thinkific, indicating that the user has been successfully added to the course.

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5. Conclusion: Successful Integration with Pabbly Connect

In this tutorial, we have successfully integrated Thrivecart with Thinkific using Pabbly Connect. By following the steps outlined, you can automate user enrollment based on product purchases, streamlining your workflow significantly.

By utilizing Pabbly Connect, you have created a seamless connection between your payment platform and your course platform, ensuring that every purchase leads to an automatic enrollment. This not only saves time but enhances the user experience.

For further assistance or to explore more integrations, feel free to reach out to the Pabbly community or check their website for updates.

Learn how to create a PDF from the body of a mail using Pabbly Connect, integrating Gmail, Google Docs, and Google Drive seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Email PDF Creation

To create a PDF from the body of an email, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Here, you can sign in if you are an existing user or sign up if you are new.

Once logged in, you will reach the dashboard where you can create a workflow. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where the automation process will start, enabling you to convert emails into PDF documents seamlessly.

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2. Setting Up Email Parser in Pabbly Connect

In this step, you will set up the Email Parser feature in Pabbly Connect. This feature allows you to extract data from incoming emails. Start by selecting the Email Parser as your trigger application. This setup captures all essential details from incoming emails, including the subject and body.

• Select the Email Parser as the trigger application.
• Forward your emails to the address provided by Pabbly Connect.
• Capture the data from the body of the email for further processing.

After setting up the Email Parser, you will need to configure your Gmail settings to forward emails to the parser’s email address. This ensures that all relevant emails are captured for PDF creation.

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3. Creating Documents from Email Data Using Google Docs

Next, you will use Pabbly Connect to create a Google Document from the parsed email data. After the Email Parser captures the email, the next action will be to create a document using Google Docs. This is done by selecting Google Docs as your action application.

Here, you need to choose the action event as ‘Create Document from Template’. This allows you to utilize a pre-made template where the email data will be inserted. Ensure that your template is correctly formatted to receive the data from the parsed email.

• Select the template document you created earlier.
• Map the fields from the email to the corresponding placeholders in the template.
• Save and test the request to ensure the document is created successfully.

By following these steps, you ensure that every email with the specified keyword is transformed into a document accurately, ready for the next step in the process.

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4. Sharing and Uploading PDFs to Google Drive

The next crucial step in the process involves sharing the created document and converting it into a PDF format. Using Pabbly Connect, select Google Drive as your next action application.

In this step, you will first share the document with anyone who has the link. This is essential for accessibility. After sharing the document, you will upload the PDF version of the document back to Google Drive.

Select the action event to share the document with anyone. Map the document ID to ensure the correct file is shared. Upload the PDF version of the document to your desired Google Drive folder.

This step finalizes the integration process, ensuring that your email data is now accessible in PDF format, stored safely in Google Drive for future reference.

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5. Final Steps and Testing the Integration

In the final step, you will test the entire integration process to ensure everything works as intended. Using Pabbly Connect, send a test email that includes the keyword you specified. Monitor the workflow to confirm that the email is captured, the document is created, shared, and the PDF is uploaded successfully.

After sending the test email, check your Google Drive to verify that the PDF has been created and is accessible. This confirms that your integration is functioning correctly, automating the process of converting emails to PDFs.

By using Pabbly Connect, you streamline the process of managing email data effectively and efficiently, allowing for seamless integration between Gmail, Google Docs, and Google Drive.

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Conclusion

This tutorial demonstrated how to create a PDF from the body of an email using Pabbly Connect, integrating Gmail, Google Docs, and Google Drive. With these steps, you can automate your workflow and simplify document management.

Learn how to automate posting messages on Slack channels by date using Pabbly Connect. This detailed tutorial explains each step 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 Slack Automation

To automate posting messages on Slack channels, the first step is to access Pabbly Connect. Sign in to your Pabbly account and navigate to the Pabbly Connect dashboard. Here, you will find various applications that can be integrated, including Slack.

Click on the big blue button labeled ‘Create Workflow’ to start. Give your workflow a suitable name, such as ‘Post Slack Channel Messages by Date to Mention Users,’ and click on ‘Create.’ This will take you to a blank workflow setup where you can define the trigger and action applications.

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2. Setting Up the Trigger in Pabbly Connect

The trigger for this automation will be set to run daily using Pabbly Connect. Choose the ‘Scheduled’ trigger, which allows you to specify the time of day when the automation should start. This ensures that your Slack messages are sent at a consistent time every day.

• Select the ‘Scheduled’ trigger option.
• Set the desired time for the automation to run daily.
• Click on ‘Save’ to confirm your trigger settings.

Once the trigger is set, you can move on to the action application, which will be Slack. This integration allows you to send messages to your Slack channel based on the defined schedule.

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3. Configuring the Action Application in Pabbly Connect

In this step, you will configure the action application in Pabbly Connect. Select ‘Slack’ as the action application and choose the event as ‘Send Channel Message.’ This will allow you to send messages to your specified Slack channel.

Next, connect your Slack account to Pabbly Connect. You will need to choose whether to connect as a user or a bot. For sending messages, select ‘Bot’ and follow the prompts to authorize the connection. Once connected, select the specific Slack channel where you want the messages to be sent, such as ‘Daily Reminders.’

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4. Formatting and Sending Messages in Slack

With the Slack channel selected, you can now format the message to be sent. In Pabbly Connect, you can use dynamic fields to mention users in your message. For example, you can use the ‘@’ symbol followed by the user’s name to mention them directly in the message.

• Compose your message, including user mentions.
• Test the message by clicking on ‘Save and Send Test Request.’
• Check your Slack channel to confirm the message was sent.

This step allows you to customize messages based on the current date and the user assigned tasks for that day. You can set conditions to determine which user receives which message based on the date.

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5. Routing Messages Based on Date Logic

The final step involves setting up logic to route messages based on the date. Using Pabbly Connect, you can create conditions that determine which user is mentioned based on the current date. For instance, you can divide the date by the number of users and assign tasks accordingly.

Set up a router in Pabbly Connect to create branches for different conditions. For example, if the date modulo 3 equals 0, mention User 1; if it equals 1, mention User 2; and if it equals 2, mention User 3. This ensures that tasks are distributed evenly among users throughout the month.

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Conclusion

In conclusion, using Pabbly Connect to automate posting messages on Slack channels by date is a powerful way to manage team tasks efficiently. By following the steps outlined in this tutorial, you can ensure that your team members are consistently informed of their tasks, enhancing productivity and communication.

Learn how to integrate WooCommerce orders to Monday.com using Pabbly Connect for seamless automation. Follow our step-by-step tutorial for effective 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. Access Pabbly Connect to Start Integration

To integrate WooCommerce orders with Monday.com, first, you need to access Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard.

Once you are on the dashboard, look for the ‘Create Workflow’ button located on the right-hand side. Click on it to initiate the integration process.

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2. Create a New Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button, you will be prompted to name your workflow. Here, you can name it something like ‘Integrate WooCommerce with Monday.com’. Once named, click on the ‘Create’ button to proceed.

This will take you to a blank workflow setup with two main modules: Trigger and Action. The trigger will be WooCommerce, and the action will be Monday.com. This is where Pabbly Connect plays a crucial role in automating the integration.

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3. Set Up WooCommerce Trigger in Pabbly Connect

In this step, you will set WooCommerce as the trigger application. Choose the event ‘New Order Created’ as the specific trigger. Pabbly Connect will generate a webhook URL that you need to copy.

Next, navigate to your WooCommerce account. Go to Settings, then Advanced, and find the Webhooks section. Click on ‘Add Webhook’ and fill in the required fields:

• Webhook Name: Monday.com Orders
• Status: Active
• Topic: Order Created
• Delivery URL: Paste the copied webhook URL here.

After filling in these details, click on ‘Save Webhook’. This allows Pabbly Connect to receive data whenever a new order is created in WooCommerce.

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4. Capture Webhook Response in Pabbly Connect

Now that the webhook is set, it’s time to capture the webhook response. Go back to Pabbly Connect and click on ‘Recapture Webhook Response’. Create a sample order in WooCommerce to generate data.

Once the order is created, return to Pabbly Connect. You should see the captured response containing details like the product name, price, and customer information. This confirms that the webhook integration is functioning correctly.

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5. Set Up Monday.com Action in Pabbly Connect

After successfully capturing the webhook response, the next step is to set up the action in Monday.com. Choose ‘Create Item’ as the action event. You will need to connect your Monday.com account by providing the API token.

To get the API token, log into your Monday.com account, navigate to the admin menu, and find API Tokens. Copy the token and paste it into Pabbly Connect. Once connected, select the board where you want to create items.

Map the necessary fields from the captured WooCommerce order data to the corresponding fields in Monday.com, such as item name, date, and city of delivery. Finally, click on ‘Save and Send Test Request’ to ensure everything is working correctly. If successful, your items will be created in Monday.com automatically whenever a new order is placed in WooCommerce.

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Conclusion

Integrating WooCommerce orders to Monday.com using Pabbly Connect allows for seamless automation of your workflow. By following these steps, you can ensure that every new order is automatically recorded in your Monday.com board, enhancing your productivity and efficiency.

Learn how to automate sharing HTML links of new files in Google Docs using Pabbly Connect. Step-by-step tutorial with detailed integration instructions. 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. Setting Up Pabbly Connect for Google Docs HTML Automation

To automate sharing HTML links of new files in Google Docs, start by accessing Pabbly Connect. This platform enables seamless integration between Google Docs and other applications.

Begin by creating a new workflow in Pabbly Connect. Select Google Sheets as your trigger app to pull data from a spreadsheet that contains employee details. This data will be used to populate your Google Docs template.

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2. Creating a Google Docs Template for Automation

Next, you need to create a template in Google Docs. This template will hold placeholders for the data you will automate. Use a job offer letter as an example, where placeholders will include the employee name, designation, and salary.

• Create a job offer letter template in Google Docs.
• Include placeholders for employee details.
• Ensure your Google Docs is linked to the Google Drive where the documents will be saved.

With your template ready, go back to Pabbly Connect to set up the action step where Google Docs will create a new document from this template using the data from Google Sheets.

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3. Generating HTML Link for the New Document

Once the document is created in Google Docs, the next step is to generate its HTML link. In Pabbly Connect, add a new action step and select Google Drive to share the file.

Here, you will need to map the document ID from the previous step to get the sharable link. Select the action event as ‘Share a file with anyone’ to enable link sharing.

• Choose the Google Drive action event to share the file.
• Map the document ID obtained from the document creation step.
• Click on ‘Save and send test request’ to retrieve the link.

After executing this step, you will receive several links, including the HTML link, which can then be shared with others.

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4. Sharing the HTML Link via Email or Other Platforms

With the HTML link generated, you can now share it through various channels. Use Pabbly Connect to send the link via Gmail or other messaging platforms like WhatsApp.

For Gmail, simply add another action step in Pabbly Connect and configure it to send an email containing the HTML link. You can also save the link in a Google Sheets document for record-keeping.

Add a new action step to send an email via Gmail. Map the HTML link to the email body. Alternatively, save the link in Google Sheets for future reference.

This flexibility allows you to efficiently distribute the HTML link to relevant parties.

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5. Conclusion: Streamlining Document Sharing with Pabbly Connect

In conclusion, using Pabbly Connect to automate the sharing of HTML links for new files in Google Docs simplifies your workflow significantly. By integrating Google Sheets and Google Drive, you can create documents and share them effortlessly.

This automation not only saves time but also ensures that your documents are shared promptly with the required stakeholders. Start leveraging Pabbly Connect for your document automation needs today!

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Learn how to automate form responses from JotForm to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect to Automate Form Responses

To begin automating your form responses from JotForm to Google Sheets, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect landing page, where you will receive free automation tasks each month.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately and click ‘Create’. This will lead you to the workflow page where you can set up your trigger and action modules.

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2. Configuring JotForm as the Trigger in Pabbly Connect

In this step, you will set JotForm as the trigger application in Pabbly Connect. Click on the trigger window and search for ‘JotForm’. Select it, and then choose the trigger event as ‘New Response’. This event will initiate the workflow whenever a new form submission is received.

• Search for JotForm in the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your JotForm account, select the form you are using, and go to the settings. Under the integrations tab, search for ‘Webhooks’ and paste the copied URL into the appropriate field. Complete the integration, and your JotForm is now connected to Pabbly Connect.

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3. Testing the JotForm Integration

After setting up the webhook, it’s essential to test the integration to ensure that data is flowing correctly into Pabbly Connect. Open your form in a new tab and fill out the fields with dummy data. Submit the form to capture the response.

Once submitted, return to Pabbly Connect and check if the response data appears in the response section. You should see all the details captured, such as name, email, and the response to the question about living in India.

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4. Using Pabbly Connect Lookup Table to Change Responses

To transform specific responses, such as changing ‘true’ or ‘false’ to ‘yes’ or ‘no’, utilize the lookup table feature in Pabbly Connect. Add a new action step and select ‘Lookup Table’. This allows you to define pairs of labels and their corresponding values.

• Define the label-value pairs for the responses.
• Map the incoming values from JotForm to the lookup key.
• Test the lookup table to ensure it returns the correct values.

For example, if the incoming value is ‘false’, the result should be ‘no’. Map these results so that they can be sent to the next application seamlessly.

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5. Sending Data to Google Sheets via Pabbly Connect

In the final step, set up Google Sheets as the action application in Pabbly Connect. Select ‘Add New Row’ as the action event. Connect your Google account and choose the spreadsheet where you want to store the modified data.

Map the fields from the JotForm response, making sure to send the transformed data for the specific question about living in India. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to verify the integration.

Check your Google Sheets to confirm that the data has been added with the correct values. The automation setup is now complete, and your responses will be processed automatically moving forward.

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Conclusion

By following this detailed tutorial, you have successfully learned how to automate form responses from JotForm to Google Sheets using Pabbly Connect. This integration streamlines your workflow, saving you time and enhancing productivity.

Learn how to use Pabbly Connect to automate adding Calendly invitee details to specific Google Sheets for different events. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

In this section, we will learn how to set up Pabbly Connect to facilitate the integration between Calendly and Google Sheets. First, you need to create a free account on Pabbly Connect if you haven’t done so already. This process takes just a few minutes, and you can start by clicking on the free sign-up link provided.

Once you are logged into your Pabbly Connect dashboard, click on ‘Create Workflow’ to begin. Name your workflow something relevant, such as ‘Calendly to Google Sheets’. This will help you identify the workflow later. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Configuring the Trigger Event from Calendly

The next step involves configuring the trigger event from Calendly in Pabbly Connect. In the trigger window, select Calendly as the app. Then, choose the trigger event as ‘Invitee Created’. This means that every time a new invitee books an appointment, it will trigger the workflow.

• Select ‘Invitee Created’ from the dropdown menu.
• Click on ‘Connect’ and choose ‘Add New Connection’.
• Follow the prompts to connect your Calendly account.

After connecting, you will be prompted to select your organization and user. Ensure you have a Calendly Pro Plan to utilize this integration. Once everything is set up, click on ‘Save and Send Test Request’ to test the connection. This ensures that Pabbly Connect is receiving data from Calendly correctly.

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3. Formatting the Date and Time in Pabbly Connect

After successfully setting up the trigger, the next step is to format the date and time received from Calendly. Since Calendly sends the appointment details in UTC, we need to convert it to the desired time zone, such as Indian Standard Time (Asia/Kolkata). This is done using the Date Time Formatter feature in Pabbly Connect.

To format the date and time, add a new action step and select ‘Date Time Formatter’ from the app options. Choose the action event as ‘Format Date with Time Zone’. You will need to map the start date and time received from Calendly and specify the output format and time zone.

• Map the start date and time from the trigger response.
• Select UTC as the original time zone and Asia/Kolkata as the target time zone.
• Click ‘Save and Send Test Request’ to see the formatted date and time.

Repeat this process for the end date and time to ensure both are correctly formatted before proceeding to the next step.

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4. Adding Invitee Details to Google Sheets Using Pabbly Connect

The final step is to add the formatted invitee details into the appropriate Google Sheets. In this step, you will select Google Sheets as the action app in Pabbly Connect. Choose the action event ‘Add New Row’ to insert the data into the specified sheet.

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and selecting the appropriate account. After connecting, choose the spreadsheet where you want the invitee details to be stored. Ensure that the sheet names match the event names in Calendly for accurate data transfer.

Select the correct spreadsheet and sheet where data should be added. Map the invitee details such as name, email, mobile number, and formatted start and end times. Click ‘Save and Send Test Request’ to verify the data is added correctly.

Once the test is successful, you will see the invitee details appear in your Google Sheets, confirming that the integration works as intended.

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5. Conclusion

In summary, using Pabbly Connect to automate the addition of Calendly invitee details to Google Sheets for different events streamlines your workflow significantly. By following the steps outlined in this tutorial, you can efficiently manage your appointments and ensure that all details are accurately recorded in real time. This integration not only saves time but also minimizes the chances of errors in data entry.

With this setup, you can focus more on your appointments and less on manual data management, enhancing your productivity and efficiency. Try implementing this integration today and experience the benefits firsthand!

Learn how to automate sending PDF brochures in bulk via email using Pabbly Connect with Google Sheets and Gmail. Follow this step-by-step tutorial. 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

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1. Setting Up Pabbly Connect for PDF Brochure Automation

To begin sending a PDF brochure in bulk via email, you need to set up Pabbly Connect. Start by creating a free account on Pabbly Connect if you do not already have one. Once logged in, access the dashboard and click on the blue button labeled ‘Create Workflow’.

Enter a name for your workflow, such as ‘Send PDF Brochure in Bulk via Email’, and click on ‘Create’. You will see two boxes for trigger and action. In this case, your trigger will be Google Sheets, and the action will be Gmail. This setup allows Pabbly Connect to automate the process whenever new data is added to your Google Sheets.

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2. Connecting Google Sheets to Pabbly Connect

In this section, we will connect Google Sheets to Pabbly Connect. Select Google Sheets as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This means that every time a new row is added, Pabbly Connect will automatically initiate the action.

• Copy the provided webhook URL from Pabbly Connect.
• Go to your Google Sheets, click on Extensions, then Add-ons, and select Get Add-ons.
• Search for the Pabbly Connect Webhook add-on and install it if you haven’t done so already.

After installation, go back to Extensions, select Pabbly Connect Webhook, and click on Initial Setup. Paste the copied webhook URL and define your trigger column, which is the final data entry column. For example, if your data ends in column C, set that as your trigger column. This setup ensures that Pabbly Connect captures the correct data when a new entry is made.

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3. Testing the Webhook Response with Pabbly Connect

To ensure that the connection between Google Sheets and Pabbly Connect is working properly, you need to test the webhook response. After setting up the trigger, you will see a prompt to add test data to your Google Sheets.

Enter sample data in a new row and click on the ‘Send Test’ button in the Pabbly Connect interface. You should see a successful response indicating that the data has been captured. This confirms that your Google Sheets is correctly linked to Pabbly Connect, and any new entries will trigger the automation.

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4. Configuring Gmail to Send Emails via Pabbly Connect

Next, we will configure Gmail within Pabbly Connect to send the PDF brochure to your customers. In the action section, select Gmail and choose ‘Send Email’ as the action event. You will then need to connect your Gmail account to Pabbly Connect.

Once connected, fill in the required fields such as recipient email address, subject, and email content. You can map the recipient email address from the data captured in the previous step. This mapping ensures that each email is sent to the correct customer without manual input. Additionally, you can attach the PDF brochure link in the email content, ensuring that every customer receives the same information.

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5. Finalizing the Automation in Pabbly Connect

After configuring Gmail, review all settings in Pabbly Connect to finalize your automation. Ensure that the email content is correctly formatted and includes any necessary links or attachments. Once everything looks good, click on ‘Save and Send Test Request’ to send a test email.

Check your Gmail account for the test email to confirm that the automation works as intended. If successful, you can now set the automation to run in bulk by selecting the appropriate settings in Pabbly Connect. This will allow you to send the PDF brochure to all customers in your Google Sheets automatically.

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Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate sending PDF brochures in bulk via email using Google Sheets and Gmail. By following these steps, you can streamline your email processes and ensure that all customers receive their brochures promptly. Automate your workflow today with Pabbly Connect for efficient communication!

Learn how to automate email responses for customer feedback form submissions using Pabbly Connect, Google Forms, and Gmail. 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

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

To automate email responses based on customer feedback form submissions, you first need to access Pabbly Connect. This platform allows you to integrate Google Forms with Gmail seamlessly. Start by logging into your Pabbly Connect account or create a free account if you don’t have one.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. Choose a descriptive name such as ‘Auto Reply to Customer Based on Feedback’. After naming your workflow, click on ‘Create’ to proceed.

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2. Configuring Trigger and Action with Google Forms and Gmail

In this step, you’ll configure the trigger and action for your automation. The trigger will be when a new response is received in Google Forms, while the action will be sending an email via Gmail. Select ‘Google Forms’ as your trigger application and choose the event ‘New Form Response’. using Pabbly Connect

• Search for ‘Google Forms’ in Pabbly Connect.
• Select ‘New Form Response’ as the trigger event.
• Connect your Google Forms account to Pabbly Connect.

After setting up the trigger, you will need to select ‘Gmail’ as the action application. Choose ‘Send Email’ as the action event. This setup ensures that every time a form is submitted, an email will be sent automatically based on the feedback received.

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3. Connecting Google Forms to Pabbly Connect

Next, you need to connect your Google Forms to Pabbly Connect. This is done by copying the webhook URL provided by Pabbly Connect. Open the associated Google Sheets for the form, click on ‘Extensions’, and then ‘Add-ons’.

Search for the Pabbly Connect Webhooks add-on if you haven’t installed it already. After installation, go back to the spreadsheet, click on ‘Extensions’, select Pabbly Connect Webhooks, and then click on ‘Initial Setup’. Paste the copied webhook URL in the designated field and set the trigger column, which is usually the final data column.

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4. Setting Up Email Response Conditions in Pabbly Connect

Once the connection is established, you can set up conditions for sending different emails based on customer feedback ratings. In Pabbly Connect, you can use the Router feature to define conditions. For instance, if the feedback rating is less than or equal to 2, a specific email for negative feedback will be sent.

• Click on the plus icon and select ‘Router’.
• Define conditions based on the rating received.
• Set actions for each condition, specifying which email to send.

This setup allows you to customize responses effectively, ensuring customers receive appropriate feedback based on their ratings.

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5. Testing Your Automation with Pabbly Connect

After configuring the email response conditions, it’s time to test your automation. Submit a test response through your Google Form to see how Pabbly Connect processes the data. Check if the email is sent successfully according to the defined conditions.

For example, if you submit feedback with a rating of 5, the positive feedback email should be sent. Conversely, if the rating is 1, the negative feedback email should be triggered. This testing phase is crucial to ensure that your automation works seamlessly and meets customer expectations.

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Conclusion

Using Pabbly Connect to automate email responses based on customer feedback form submissions can significantly enhance customer engagement. By following this step-by-step guide, you can set up a robust system that responds to feedback dynamically, improving customer satisfaction and streamlining your communication process.