Author: Nitin Maheshwari

Learn how to use Pabbly Connect to automate sharing Google My Business reviews as images on Instagram effortlessly. Step-by-step guide 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 Automation

To start automating the sharing of Google My Business reviews on Instagram, you need to access Pabbly Connect. This is an integration platform that allows you to create workflows without any coding. Sign up for a free account on the Pabbly Connect landing page and log in to access the dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Share Google Reviews on Instagram’, and click on the ‘Create’ button. This opens the workflow page where you can set up the trigger and action needed for your automation.

---

2. Triggering Workflow with Google My Business

In this step, you will configure the trigger application, which is Pabbly Connect with Google My Business. Search for Google My Business in the trigger section and select it. Choose the trigger event as ‘New Review’. Click on the ‘Connect’ button to set up the connection.

When prompted, select ‘Add New Connection’ and sign in with the Google account linked to your business page. After granting access, choose your account name and location. Click on ‘Save and Send Test Request’ to fetch the most recent review, ensuring the workflow is correctly set up to trigger upon receiving a review.

---

3. Filtering Reviews for Positive Ratings

To ensure only positive reviews are shared on Instagram, you will need to filter the reviews using Pabbly Connect. Add a Filter step after the trigger. Select the star rating label from the previous step and set the filter type to ‘Equals to’. Enter ‘5’ for five-star ratings.

• Select ‘Or’ condition to also include four-star ratings.
• Configure the filter to check if the rating equals ‘4’ as well.

Once configured, click on ‘Save and Send Test Request’. The condition will show as true if the review meets the criteria, allowing the workflow to continue.

---

4. Creating an Image for Instagram Post

After filtering the reviews, the next step is to create an image of the review using Pabbly Connect and Switchboard Canvas. Click on the plus icon to add a new action step and select Switchboard Canvas. Choose the action event ‘Create Image’ and connect your account using the API key from Switchboard Canvas.

Once connected, select the template you created for Instagram ratings. Fill in the required fields such as width and height, which can be obtained from your Switchboard template. Map the reviewer’s name and comment to the respective text fields in the image template.

---

5. Publishing the Image on Instagram

Finally, you will publish the created image to Instagram using Pabbly Connect. Add another action step and select Instagram for Business. Choose ‘Publish Photo’ as the action event. Connect your Instagram account by logging in through Facebook.

Map the image URL generated from the previous step and enter a caption for your post. Click on ‘Save and Send Test Request’. This will post the image to your Instagram account automatically. Verify the post on your Instagram profile to ensure everything is set up correctly.

---

Conclusion

By following this tutorial, you can easily set up an automation workflow using Pabbly Connect to share Google My Business reviews as images on Instagram. This process not only saves time but also enhances your business’s online presence.

Learn how to automatically update ClickUp tasks when they are closed in Jira using Pabbly Connect. Follow our step-by-step guide to streamline your project management.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Jira and ClickUp Integration

To begin the integration between Jira and ClickUp, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect website, where you can create automation workflows without coding.

Once you have signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start a new automation process. Give your workflow a descriptive name, such as ‘Update ClickUp Tasks from Jira Completed Task,’ and click on the ‘Create’ button to proceed.

---

2. Configuring the Jira Webhook in Pabbly Connect

In this section, you will configure the Jira webhook using Pabbly Connect. Select Jira as your trigger app and choose the event ‘Configure Webhooks.’ This will generate a webhook URL that you will use to connect Jira with Pabbly Connect.

• Go to your Jira application, click on the settings icon, and navigate to ‘System’ settings.
• Under ‘Advanced,’ find and click on the ‘Webhooks’ tab.
• Create a new webhook by clicking the ‘Create a Webhook’ button.

In the webhook configuration, name your webhook (e.g., ‘Jira Task Closure’) and paste the copied URL from Pabbly Connect. Ensure the webhook is enabled and select the appropriate issue-related events that should trigger the webhook.

---

3. Testing the Jira Integration with Pabbly Connect

After configuring the webhook, it is essential to test the integration. Go back to your Jira application and mark a test task as completed. This action will trigger the webhook and send data to Pabbly Connect.

In Pabbly Connect, you will see that it is waiting for a response. Once the test task in Jira is marked as completed, the corresponding data will appear in Pabbly Connect, showing the task details and its status.

---

4. Updating ClickUp Task Based on Jira Closure

With the data received from Jira, the next step is to update the corresponding task in ClickUp. In your Pabbly Connect workflow, add an action step and select ClickUp as the action app. Choose the action event ‘Update Task.’ This will allow you to modify the task details in ClickUp based on the Jira closure.

Connect your ClickUp account by providing the API token. You can find this token in your ClickUp profile under the ‘Apps’ section. Once connected, you will need to specify the workspace, space name, folder name, list name, and task ID to update the specific task in ClickUp.

• Map the task ID from the Jira response to ensure the correct task is updated.
• Set the status of the task in ClickUp to ‘Complete’ to reflect the closure.
• Save and test the action to ensure the task updates correctly.

After testing, you should see that the task in ClickUp has been marked as completed, demonstrating the successful integration between Jira and ClickUp using Pabbly Connect.

---

5. Conclusion

In conclusion, using Pabbly Connect to integrate Jira and ClickUp allows for seamless automation. By following the steps outlined, you can ensure that tasks are updated automatically when closed in Jira, enhancing your project management efficiency.

This integration not only saves time but also keeps your task lists synchronized across both platforms, allowing for better productivity and collaboration.

---

Learn how to automate the export of disputed payments from Stripe to MySQL using Pabbly Connect with this detailed 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

---

1. Accessing Pabbly Connect for Stripe MySQL Integration

To start exporting disputed payments from Stripe to MySQL, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding. Begin by signing up for a free account on the Pabbly Connect website.

Once you are logged in, you will be directed to the dashboard. From here, click on the ‘Create Workflow’ button to initiate the setup. You can name your workflow something like ‘Export Stripe Payment Disputes to MySQL’ and then click the ‘Create’ button to proceed.

---

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up Stripe as the trigger application in Pabbly Connect. Select Stripe from the list of applications and choose the trigger event as ‘New Dispute’. This event will initiate the workflow whenever a payment dispute occurs in Stripe.

• Select Stripe as your trigger app.
• Choose the ‘New Dispute’ trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Stripe account and go to the ‘Developers’ section. Click on the ‘Webhooks’ tab and add a new endpoint using the copied URL. Ensure you select the event ‘charge.dispute.created’ to capture disputes accurately. After adding the endpoint, your Stripe account will be connected to Pabbly Connect.

---

3. Testing the Connection Between Stripe and Pabbly Connect

After setting up the trigger, it’s crucial to test the connection to ensure everything is functioning correctly. To do this, create a test dispute in Stripe. Use a payment link to simulate a payment and input test card details to trigger a dispute.

• Open a payment link in Stripe.
• Fill in the test customer details and use test card information.
• Complete the payment to generate a dispute.

Once the payment is processed, check your workflow in Pabbly Connect. You should see the data from the test dispute captured successfully, including details such as the customer’s name, email, and the reason for the dispute.

---

4. Correcting the Disputed Amount Using Pabbly Connect

After capturing the dispute data, you may notice that the amount displayed could have extra zeros. To correct this, you can utilize the number formatter action in Pabbly Connect. This step ensures that the amount is accurately reflected in your MySQL database.

To set this up, add an action step and select the number formatter. Choose the action event as ‘Perform Math Operation’. Map the amount from the previous step and divide it by 100 to correct the value. This ensures the amount stored in MySQL is accurate.

---

5. Inserting Disputed Payment Data into MySQL

With the correct amount now set, the final step is to insert the disputed payment data into your MySQL database. In Pabbly Connect, add another action step and select MySQL as the application. Choose the action event as ‘Insert Row’.

Fill in the required database connection details such as username, password, and database name. Select the table where you want to store the disputes, ensuring you map the necessary fields like customer name, email, dispute type, and corrected amount. Once everything is mapped, save the configuration and test the connection to verify that the data is inserted correctly.

---

Conclusion

By following this tutorial, you can efficiently export disputed payments from Stripe to MySQL using Pabbly Connect. This automation not only saves time but also helps in tracking and analyzing payment disputes effectively. With just a few simple steps, you can set up this integration and enhance your payment management process.

Learn how to automate Zoho Books invoices for WooCommerce orders using Pabbly Connect in this detailed tutorial. Save time and improve productivity! 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 Automation

To automate the creation of invoices in Zoho Books for WooCommerce orders, you will first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect’s website. Once your account is created, log in to access the dashboard.

From the dashboard, click on the ‘Create Workflow’ button. You can name your workflow, for instance, ‘WooCommerce to Zoho Books Invoice Automation,’ and then click on the ‘Create’ button. This sets the stage for integrating WooCommerce and Zoho Books using Pabbly Connect.

---

2. Triggering WooCommerce Orders in Pabbly Connect

In this step, you will set up WooCommerce as the trigger application in Pabbly Connect. Select WooCommerce as your trigger application and choose the ‘New Order’ event. This event will initiate the workflow whenever a new order is placed in your WooCommerce store.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. You will need to copy this URL and set it up in your WooCommerce settings. Here’s how:

• Go to your WordPress dashboard.
• Navigate to WooCommerce settings.
• Click on the Advanced tab and then on Webhooks.
• Add a new webhook, give it a name, and paste the webhook URL.

Now, save the webhook settings, and you will be ready to capture the order data.

---

3. Capturing Order Data from WooCommerce

Once the webhook is set up, you can test it by placing a new order on your WooCommerce store. Ensure that the customer data is already available in Zoho Books, as this automation works for existing customers. After placing the order, return to Pabbly Connect to capture the response.

You should see the order details populated in Pabbly Connect. This includes customer information, order total, and line items. Make sure to toggle the response format to ‘Advanced’ to capture detailed data, especially if there are multiple products in the order. This ensures that all relevant data is available for the next steps in the automation.

---

4. Creating Invoices in Zoho Books

With the order data captured, the next step is to create an invoice in Zoho Books. In Pabbly Connect, select Zoho Books as the action application and choose the ‘Create Invoice’ action event. Connect your Zoho Books account by providing the necessary credentials and selecting your organization.

Map the required fields, such as customer ID, invoice date, and line items. Ensure that you also map the product names and quantities correctly. Once everything is set up, click on ‘Save and Send Test Request’ to create the invoice. If successful, you should see a confirmation message, and the invoice will appear in your Zoho Books account.

---

5. Finalizing the Automation Workflow

After testing and confirming that the invoice has been created successfully, your automation workflow is almost complete. You can now finalize the settings in Pabbly Connect. Make sure to save the workflow and check that it is active.

This automation will now run in the background, creating invoices automatically every time a new order is placed in WooCommerce. You can monitor the workflow from the Pabbly Connect dashboard, ensuring that all invoices are generated without any manual intervention.

---

Conclusion

In this tutorial, we demonstrated how to automate the creation of Zoho Books invoices for WooCommerce orders using Pabbly Connect. This integration not only saves time but also enhances productivity by eliminating manual invoice creation. With just a few steps, you can streamline your invoicing process effectively.

Learn how to automate moving files in Google Drive using Pabbly Connect. Follow this step-by-step tutorial for seamless integration with your workflow. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Google Drive Integration

To move files in Google Drive from one folder to another shared with specific users, you need to set up Pabbly Connect. This integration will automate the process of transferring files from a shared folder to a restricted access folder.

Start by signing up for a free account on Pabbly Connect. After logging in, navigate to the dashboard where you can create a new workflow. Name your workflow something descriptive, like ‘Google Drive Files Movement’ to keep track of its purpose.

---

2. Configuring the Trigger Event in Pabbly Connect

In this step, you will configure the trigger event that will initiate the automation when a new file is uploaded to your Google Drive. Select Google Drive as the application in the trigger window of Pabbly Connect.

Choose the trigger event as ‘New File in Specific Folder’. This setting ensures that the automation responds to new uploads in the designated folder. Connect your Google Drive account by clicking on the ‘Connect’ button, then select ‘Add New Connection’. Sign in to your Google account and allow Pabbly Connect the necessary permissions.

• Select the folder where team members upload files, such as ‘Project Data’.
• Click on ‘Save and Send Test Request’ to fetch the details of the last uploaded file.

Upon successful configuration, you will see the details of the most recent file uploaded in the trigger window, confirming that Pabbly Connect is receiving data from Google Drive.

---

3. Setting Up the Action to Move Files

Next, you will set up the action in Pabbly Connect that will move the uploaded files to another folder. Again, select Google Drive as the application in the action window.

Choose the action event as ‘Move a File’. This action will allow the automation to relocate files from the shared folder to a designated restricted folder. Since you have already connected your Google Drive account, simply select the existing connection and continue.

• Map the file ID from the trigger response to the ‘File’ field in the action setup.
• Select the folder you want to move the file to, such as ‘Authorized Personal Only’.

After mapping the fields, click on ‘Save and Send Test Request’ to execute the action. If successful, you will receive a positive response indicating that the file has been moved as intended.

---

4. Testing the Automation Workflow

Now that you have set up the trigger and action in Pabbly Connect, it’s time to test the automation. Upload a new file to the shared folder, such as a document or an image, to see if it moves to the restricted folder.

After uploading, the automation will take a few minutes to process. Pabbly Connect checks for new files every 10 minutes due to its polling-based connection. Once the automation runs, check both the shared folder and the restricted folder to confirm that the file has been moved successfully.

With this setup, every time your team members upload files, they will be automatically transferred to the authorized folder, ensuring that only the intended users have access.

---

5. Conclusion

Using Pabbly Connect, you can efficiently automate the movement of files in Google Drive, streamlining your workflow. This integration ensures that sensitive files are kept secure and accessible only to specific users.

By following the steps outlined in this tutorial, you can set up your own automated file management system in Google Drive, enhancing collaboration while maintaining control over access.

---

Learn how to automate sending content based on user choices in Google Forms using Pabbly Connect and Gmail. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Google Forms Integration

To automate sending content based on user choices in Google Forms, start by accessing Pabbly Connect. This platform serves as the central hub for integrating various applications, including Google Forms and Gmail.

Begin by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for instance, ‘Google Forms to Gmail’, to keep it organized. This setup will allow you to capture form submissions directly into Pabbly Connect.

---

2. Connecting Google Forms to Pabbly Connect

The next step involves linking your Google Forms account to Pabbly Connect. In your workflow, locate the Trigger window and select Google Forms from the app list. Choose the event ‘New Response Received’ to initiate the connection.

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

Next, link this webhook URL to your Google Forms. Go to the Responses tab in your form, click on ‘Link to Sheets’, and create a new spreadsheet. This spreadsheet will store all the responses from your form submissions. Make sure to install the Pabbly Connect Webhooks add-on in Google Sheets to facilitate this connection.

---

3. Configuring the Webhook in Google Sheets

After installing the Pabbly Connect Webhooks add-on, go back to your Google Sheets. Under Extensions, find Pabbly Connect Webhooks and select ‘Initial Setup’. Here, you will need to configure the sheet and the trigger column.

• Select the sheet containing your form responses.
• Paste the copied webhook URL into the designated field.
• Specify the trigger column (the last column with data).

After completing these steps, your Google Sheets will be able to send form submission data to Pabbly Connect automatically. This connection is crucial for enabling the automation process.

---

4. Sending Emails with Gmail via Pabbly Connect

With the Google Forms and Sheets connected to Pabbly Connect, the next step is to set up the action to send emails via Gmail. In the action window of your workflow, select Gmail as the app and choose the action event ‘Send Email’.

Connect your Gmail account to Pabbly Connect by clicking ‘Connect’ and authorizing the necessary permissions. Once connected, map the recipient’s email address from the form submission data. This ensures that the email is sent to the correct user.

---

5. Finalizing the Automation Process

After configuring the Gmail action, you will need to customize the email content. Set the email subject to include the product name selected by the user in the Google Form. For the email body, create a message that includes a greeting and the brochure link corresponding to the selected product.

Finally, test the workflow by submitting a new response in your Google Form. Check your Gmail account to confirm that the email with the product brochure has been sent successfully. This confirms that Pabbly Connect is effectively automating the process.

---

Conclusion

In this tutorial, we explored how to automate sending content based on user choices in Google Forms using Pabbly Connect and Gmail. By following these steps, you can streamline your communication process and enhance user experience.

Learn how to set up notifications on Slack for specific values appearing in Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. 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. Accessing Pabbly Connect for Integration

To get started with notifications on Slack when a particular value appears in Google Sheets, you will first need to access Pabbly Connect. Open your browser and type the URL Pabbly.com/connect. If you are an existing user, simply click on ‘Sign In’; new users can sign up in just a couple of minutes.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow. For this integration, name it ‘Send Notification on Slack When a Particular Value Appears in Google Sheets’ and click on ‘Create’. This sets up the foundation for your automation using Pabbly Connect.

---

2. Setting Up Google Sheets as the Trigger

In this section, we will set Google Sheets as the trigger application in Pabbly Connect. Click on the ‘Trigger’ application option and select ‘Google Sheets’. The trigger event you need is ‘New or Updated Spreadsheet Row’. This event is crucial as it will notify us whenever a specific value appears in our Google Sheets.

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

After copying the webhook URL, go to your Google Sheets and set up the necessary add-ons. Go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh your Google Sheets and you will see the Pabbly Connect Webhooks option in the Extensions menu.

---

3. Configuring Google Sheets for Notifications

With Pabbly Connect set up, you need to configure your Google Sheets to send data to the webhook. Go back to the Extensions menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier. You will also need to specify the trigger column where data will be added, which is typically the last column where data is entered.

• Paste the webhook URL in the Initial Setup.
• Specify the trigger column (e.g., Column B).
• Click on ‘Submit’ to save the settings.

After submitting, send a test request to ensure that the connection is working. If successful, you will see the response in Pabbly Connect, confirming that the setup is complete. Now, every time a new row is added or updated in Google Sheets, Pabbly Connect will trigger the next action.

---

4. Setting Up Slack for Notifications

Now that we have Google Sheets configured, the next step is to set up Slack as the action application in Pabbly Connect. Select Slack from the action application options and choose ‘Send Channel Message’ as the action event. This will allow us to send notifications to a specific Slack channel when the value appears in Google Sheets.

Select ‘Slack’ as the action application. Choose ‘Send Channel Message’ as the action event. Connect your Slack account to Pabbly Connect.

After connecting, specify the channel where you want to send notifications. Write a message template that includes the product name and a notification about insufficient quantity. Click on ‘Save and Send Test Request’ to ensure that the message is sent successfully to the selected Slack channel. This completes the setup for sending notifications from Google Sheets to Slack using Pabbly Connect.

---

5. Finalizing the Integration and Testing

With both Google Sheets and Slack set up, the final step is to test the integration thoroughly. Return to your Google Sheets and input a value that triggers the notification. For example, enter a stock number below the threshold (e.g., 45) to see if it successfully sends a notification to Slack.

After entering the value, check your Slack channel to ensure that you receive the notification. If the notification appears, the integration is functioning correctly. If not, revisit the steps in Pabbly Connect to ensure everything is configured correctly. This integration allows for seamless communication between your Google Sheets and Slack, ensuring your team is always informed.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to set up notifications on Slack when a particular value appears in Google Sheets. By following the detailed steps provided, you can automate notifications effortlessly, ensuring your team stays updated on crucial stock levels.

Learn how to automate email notifications when a student completes a lesson in Thinkific using Pabbly Connect and Gmail. 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

---

1. Setting Up Pabbly Connect for Integration

The first step in this integration process is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website at Pabbly.com/connect. If you are an existing user, simply click on the ‘Sign In’ button. New users can sign up quickly, taking less than two minutes.

Once logged in, you will arrive at the dashboard where you can see various applications. Click on the Pabbly Connect option to proceed. On the right side, find the ‘Create Workflow’ tab and click on it to start your integration process.

---

2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ a dialog box will appear prompting you to name your workflow. For this integration, name it ‘Receive an Email When a Student Completes a Lesson in Thinkific’ and click on ‘Create.’ This action will take you to a new window featuring two essential modules: Trigger and Action.

• Trigger Application: Thinkific
• Action Application: Gmail

In this setup, your trigger application is Thinkific, and the trigger event is ‘Lesson Completed.’ Upon selecting this, you will receive a webhook URL which acts as a bridge between Thinkific and Pabbly Connect. Copy this URL for the next steps.

---

3. Configuring Thinkific to Use Pabbly Connect

Now, switch to your Thinkific account to configure the webhook. Navigate to ‘Settings,’ then to ‘Code and Analytics,’ followed by ‘Webhooks.’ Click on ‘Create Webhook’ and select the model as ‘Lesson’ and the topic as ‘Lesson Completed.’ Paste the webhook URL you copied from Pabbly Connect into the designated field.

After saving the webhook, Thinkific is now set to send events whenever a lesson is completed. The next step is to test this integration by creating a user and having them complete a lesson. This will allow Pabbly Connect to capture the webhook response.

---

4. Testing the Integration with a Student

To test the integration, create a new user in Thinkific. Fill in the required details including first name, last name, email address, and password. Enroll this user in a course, such as ‘How to Increase Your Business.’ Once created, open the course in an incognito window, sign in with the new user, and complete a lesson.

After completing the lesson, return to Pabbly Connect to check if you have received the webhook response. You should see details such as the user’s name, email, and the course name. This confirms that the webhook is functioning correctly and ready to trigger an email notification.

---

5. Setting Up Gmail to Receive Notifications

Now, it’s time to set up Gmail as the action application in Pabbly Connect. Select Gmail and choose the action event as ‘Send Email.’ Click on ‘Connect’ and then ‘Add New Connection’ to link your Gmail account with Pabbly Connect. Authorize the connection by allowing access to your Google account.

Next, fill in the email details: recipient’s email address (admin’s email), sender’s name, subject (‘Lesson Completed Alert’), and the email body. Personalize the email with the user’s name and the course details. Once done, click on ‘Save and Send Test Request.’ You should receive a confirmation email indicating that the integration is successful.

---

Conclusion

This tutorial demonstrates how to automate email notifications using Pabbly Connect when a student completes a lesson in Thinkific. By following these steps, you can streamline communication and enhance the learning experience.

Learn how to post Slack messages for new HubSpot contacts using Pabbly Connect. This detailed tutorial walks you through the integration process step-by-step. 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. Setting Up Pabbly Connect for HubSpot and Slack Integration

To start posting Slack messages for new HubSpot contacts, you need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between HubSpot and Slack seamlessly. Begin by signing into your Pabbly Connect account.

Once logged in, click on the ‘Access Now’ button to reach the dashboard. Here, you can view your previous automations and create a new workflow by clicking the big blue ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Post Slack Messages for New HubSpot Contacts,’ and click on ‘Create’ to proceed.

---

2. Creating the Trigger for New HubSpot Contacts

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be HubSpot, and the event to choose is ‘New Contact Added.’ This means that every time a new contact is created in HubSpot, it will trigger the workflow.

To connect HubSpot with Pabbly Connect, click on the ‘Connect’ button and select ‘Add New Connection.’ You will need to authorize Pabbly Connect to access your HubSpot account. Choose the relevant HubSpot account and confirm your selection.

• Select the HubSpot account you want to connect.
• Authorize the connection to allow Pabbly Connect to access your HubSpot data.

Once connected, you can define the output properties you want to include in your Slack message. This typically includes the first name, last name, email, and phone number of the new contact.

---

3. Testing the Trigger Setup in Pabbly Connect

After configuring the trigger, it’s important to test it to ensure everything works correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to fetch the last created contact from HubSpot. Before running the test, create a new contact in HubSpot to ensure that the data is fresh.

Fill in the necessary details for the new contact in HubSpot, including first name, last name, email, and phone number. After saving the contact, return to Pabbly Connect and execute the test request. You should see the details of the newly created contact appear in the response.

• Create a new contact in HubSpot with all relevant details.
• Run the test in Pabbly Connect to ensure data is fetched correctly.

Once the test is successful, you can move on to the action step of sending a message to Slack.

---

4. Setting Up the Action to Post Messages in Slack

Now that the trigger is working, it’s time to set up the action in Slack using Pabbly Connect. Choose Slack as your action application and select the event ‘Send Channel Message.’ Click on ‘Connect’ and authorize Pabbly Connect to access your Slack account.

When prompted, you will need to specify whether you want to send the message as a user or a bot. For this example, select ‘bot’ to send messages without an image. After connecting, select the channel where you want the message to be sent, such as ‘General.’ You can then customize your message to include the new contact’s details.

Select the Slack channel to which you want to send the message. Map the fields from HubSpot (name, phone number, email) into your Slack message.

Once you have set up the message, click on ‘Save and Send Test Request’ to send a test message to the selected Slack channel. If successful, you will see the message appear in your Slack channel confirming that the integration has been completed.

---

5. Verifying the Integration in Slack

To ensure that everything is functioning as expected, check your Slack channel after sending the test message through Pabbly Connect. You should see the newly created contact’s details displayed in the message format you specified.

This verification step confirms that every time a new contact is added in HubSpot, a corresponding message will be sent to your Slack channel automatically. This integration streamlines communication and ensures your team is always updated with new contacts.

With the successful integration of HubSpot and Slack via Pabbly Connect, you can now manage your contacts efficiently and keep your team informed. Should you wish to explore further integrations, Pabbly Connect offers a wide array of options to connect various applications seamlessly.

---

Conclusion

In this tutorial, we explored how to post Slack messages for new HubSpot contacts using Pabbly Connect. By following these steps, you can automate notifications for new contacts, ensuring your team stays informed and responsive. This integration enhances productivity and improves communication within your organization.

Learn how to send conditional email notifications from Google Forms to Gmail using Pabbly Connect. Follow this detailed guide for seamless automation. 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. Setting Up Pabbly Connect for Google Forms and Gmail

To send conditional email notifications using Pabbly Connect, first, access your Pabbly Connect account. If you’re not a user yet, create a free account on Pabbly Connect.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Assign a name to your workflow, such as ‘Automatically Reply to Form Submitters Based on Form Responses.’ Click on ‘Create’ to proceed.

---

2. Configuring Trigger Event in Pabbly Connect

In this section, configure the trigger event in Pabbly Connect. Select Google Forms as the application and choose the trigger event as ‘New Response Received.’ This event will initiate the workflow whenever a form submission is made.

After selecting the trigger, you will receive a webhook URL. Copy this URL and head back to your Google Form. Open the associated Google Sheets linked to your form submission.

• Open the Google Sheets associated with your form.
• Install the Pabbly Connect Webhook add-on from the Extensions menu.
• Paste the webhook URL in the initial setup dialog box of the add-on.

Once the setup is complete, Pabbly Connect will be ready to capture form submissions and process them accordingly.

---

3. Setting Up Conditional Emails in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the conditional email responses using Pabbly Connect. You will need to create different scenarios based on the responses from the Google Form. For instance, if a user selects ‘Kerala,’ you will send them specific information related to that destination.

To do this, add a router step in your workflow. This feature allows you to define multiple conditions. For each destination (Kerala, Manali, Northeast), create a separate route. Rename each route accordingly to keep track of them.

• Add a router step after the trigger.
• Define conditions for each destination based on the user’s selection.
• Ensure that the spelling matches exactly with the form responses.

This setup ensures that whenever a form is submitted, the appropriate email is sent based on the user’s choice.

---

4. Configuring Gmail Action for Email Notifications

After setting up the conditional routes, the next step is to configure the Gmail action in Pabbly Connect. For each route you created, you will need to connect Gmail and specify the email details.

Select Gmail as the action application and choose the action event as ‘Send Email.’ You will need to map the recipient’s email address from the form submission data. This allows the email to be sent directly to the user who submitted the form.

Fill in the necessary fields such as sender name, subject, and email content. You can personalize the email by mapping the user’s name and including the relevant brochure link based on their selection.

---

5. Testing Your Automation with Pabbly Connect

Once all configurations are complete, it’s crucial to test your automation. Submit a test response through your Google Form and check if the email is sent as expected. This ensures that the entire workflow is functioning correctly.

If everything is set up properly, you should receive an email in your Gmail account corresponding to the selection made in the form. The email will include the necessary details and attachments based on the user’s choice.

With Pabbly Connect, you can now automate the sending of conditional emails seamlessly. This setup not only saves time but also enhances user experience by providing immediate responses based on their input.

---

Conclusion

In conclusion, using Pabbly Connect to send conditional email notifications from Google Forms to Gmail is a powerful way to automate responses. By following the steps outlined, you can streamline communication and improve engagement with your users.