Author: Nitin Maheshwari

Learn how to add age-based conditions in Pabbly Connect Workflow using Google Sheets and form submissions to automate data handling based on user age. 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. Creating a Workflow in Pabbly Connect

To start using Pabbly Connect, first, sign up for a free account. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for example, ‘P Form Builder to Google Sheets’. This workflow will help automate data handling based on user age.

After naming your workflow, click on the ‘Create’ button. You will see two windows: the trigger window and the action window. The trigger window is where you set up the initial event that starts the workflow, while the action window is for the subsequent actions that will occur based on the trigger.

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2. Connecting the Trigger Application in Pabbly Connect

In the trigger window of Pabbly Connect, select the application that will initiate the workflow. For this example, we will use P Form Builder. Choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to capture user data from form submissions, including their date of birth.

• Select ‘P Form Builder’ from the app list.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your P Form Builder account, edit your form, and navigate to the Integrations page. Paste the copied webhook URL into the designated field to connect it with Pabbly Connect. Once saved, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to ensure the connection is successful.

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3. Calculating Age Based on Date of Birth

After successfully capturing the form submission data, the next step in Pabbly Connect is to calculate the user’s age based on their date of birth. This is done by comparing the current date with the date of birth provided in the form submission.

To achieve this, add an action step in Pabbly Connect and select the ‘DateTime Format’ app. Choose ‘Current Date’ as the action event. This will give you today’s date, which will be used for age calculation.

• Select ‘DateTime Format’ from the app list.
• Choose ‘Current Date’ as the action event.
• Set the date format to ‘Day-Month-Year’.

After obtaining the current date, add another action step using the ‘DateTime Format’ app and select ‘Date Duration Calculator’. Map the date of birth from the trigger response and the current date to calculate the user’s age.

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4. Setting Age-Based Conditions in Pabbly Connect

Now that we have calculated the user’s age, it’s time to set up conditions based on that age within Pabbly Connect. This involves creating two routes: one for users aged 18 and above and another for users below 18.

In the action window, click on ‘Add Action Step’ and select ‘Router’. This allows you to create different paths for the workflow based on the age condition. Name the first route ’18 and Above’ and the second route ‘Below 18’. Set up the filter conditions accordingly.

For the ’18 and Above’ route, set the filter condition to ‘Result Years > 17’. For the ‘Below 18’ route, set the filter condition to ‘Result Years < 18".

These conditions will ensure that form submissions are directed to the appropriate Google Sheets based on the user’s age, allowing for efficient data management.

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5. Adding Data to Google Sheets Based on Age

The final step in this automation process using Pabbly Connect is to add the form submission data into the correct Google Sheets based on the user’s age. For users 18 and above, you will map the data to a designated sheet for adults.

In the action step for the ’18 and Above’ route, select ‘Google Sheets’ and choose the action event ‘Add New Row’. Connect your Google Sheets account and select the appropriate spreadsheet and sheet for users aged 18 and above. Map the fields from the form submission to the corresponding columns in Google Sheets.

Select the spreadsheet and sheet for users aged 18 and above. Map the form submission data to the respective fields in Google Sheets.

Repeat this process for the ‘Below 18’ route, selecting the appropriate sheet for users under the age of 18. This setup allows for seamless data handling based on age, demonstrating the power of Pabbly Connect in automating workflows.

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Conclusion

In this tutorial, we explored how to add age-based conditions in Pabbly Connect workflows, integrating Google Sheets and form submissions. By setting up triggers, calculating ages, and directing data based on conditions, you can effectively manage user data based on age. This automation not only saves time but also enhances data accuracy in your workflows.

Learn how to execute MySQL custom queries using Pabbly Connect and Pabbly Connect in this detailed tutorial. Step-by-step instructions 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

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1. Introduction to Pabbly Connect and MySQL Integration

Pabbly Connect serves as the central platform to execute MySQL custom queries seamlessly. In this tutorial, we will explore how to utilize Pabbly Connect to integrate MySQL with various applications like Facebook and YouTube.

Using Pabbly Connect, you can automate actions and triggers for your MySQL database, enhancing your workflow efficiency. This integration allows you to execute custom queries, making data management simpler and more effective.

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2. Setting Up Pabbly Connect for MySQL Queries

To begin, access your Pabbly Connect account and create a new workflow. Select Pabbly Form Builder as the trigger application. This integration allows you to capture form submissions directly into your MySQL database.

• Login to your Pabbly Connect account.
• Create a new workflow and select Pabbly Form Builder as the trigger.
• Set up the webhook URL to connect your form.

Once your form is set up, you will receive a trigger response that includes user details like first name, last name, and email. This response will be crucial for executing our MySQL custom queries.

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3. Connecting MySQL to Pabbly Connect

Next, scroll down to the action window in Pabbly Connect and search for MySQL. Select it to establish a connection and choose the action event as ‘Custom Queries’. This event allows you to run specific SQL commands on your MySQL database.

To connect your MySQL database, you need to provide the following details:

• Database username and password.
• Host and database name.
• Port number for MySQL connection.

After entering these details, click on ‘Save’ to establish the connection. This will allow Pabbly Connect to communicate with your MySQL database effectively.

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4. Executing Custom SQL Queries with Pabbly Connect

Once the MySQL connection is established, you can enter your custom SQL query. For this example, we will run a ‘SELECT’ query to find user details based on the email received from the form submission.

Enter the following SQL command in the query field:

SELECT * FROM new_contacts WHERE email = 'user_email'

Replace ‘user_email’ with the mapped email address from the form submission. This mapping process is crucial as it allows Pabbly Connect to dynamically search for the user in the database.

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5. Testing and Using the Query Response

After entering your custom query, click on ‘Save and Send Test Request’ to execute the query. You will receive a response that includes the details of the user from your MySQL database.

This response can be utilized in subsequent steps of your Pabbly Connect workflow. For instance, you can send a notification or update another application based on the data retrieved from MySQL.

By leveraging Pabbly Connect, you can efficiently manage your MySQL database operations and automate various tasks, enhancing your overall productivity.

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Conclusion

In this tutorial, we explored how to execute MySQL custom queries using Pabbly Connect and Pabbly Form Builder. By following these steps, you can streamline your database management and automate workflows effectively.

Learn how to integrate Zoho Inventory with Interakt using Pabbly Connect for seamless customer management. Follow our step-by-step guide to automate your workflow! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Zoho Inventory with Interakt, first access Pabbly Connect. Sign in to your Pabbly Connect account, where you can create and manage your automation workflows.

After logging in, navigate to the dashboard. Click on the big blue button labeled ‘Create Workflow’ to start setting up your integration. This will allow you to connect Zoho Inventory and Interakt seamlessly.

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2. Creating a New Workflow in Pabbly Connect

The next step is to create a new workflow using Pabbly Connect. Name your workflow something descriptive, such as ‘Add Zoho Inventory Customers to Interakt’. Click on the ‘Create’ button to proceed.

Once your workflow is created, you will see two main sections: Trigger and Action. The Trigger section is where the event occurs, while the Action section performs the task. In this case, the trigger will be set to Zoho Inventory.

• Select Zoho Inventory as the trigger application.
• Choose ‘Create or Update Customer’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now that your trigger is set, you can move on to configuring Zoho Inventory to send data to Pabbly Connect.

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3. Configuring Zoho Inventory for Webhooks

To ensure Pabbly Connect receives the necessary data from Zoho Inventory, you need to configure webhooks. In Zoho Inventory, navigate to the ‘Settings’ section and select ‘Automation’.

Click on ‘Webhooks’ and create a new webhook. Name it appropriately, such as ‘Pabbly Connect Webhook’. Paste the copied webhook URL into the designated field, set the method to POST, and click ‘Save’. This will connect your Zoho Inventory to Pabbly Connect.

• Create a webhook rule to specify when customer data should be sent.
• Choose ‘Customer’ as the module for the webhook.
• Set the trigger to ‘Created or Edited’ for customer data updates.

After setting this up, you can test the webhook by creating a new customer in Zoho Inventory, which will send data to Pabbly Connect.

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4. Creating User in Interakt via Pabbly Connect

Now that the webhook is set up, it’s time to configure the action in Pabbly Connect. Select Interakt as the action application, and choose ‘Create or Update User’ as the action event.

You will need to connect your Interakt account to Pabbly Connect. For this, go to Interakt and find your secret key under ‘Settings’ > ‘Developer Settings’. Copy this key and paste it into Pabbly Connect to establish the connection.

Map the customer details from Zoho Inventory to the corresponding fields in Interakt. Ensure to include the phone number and email address correctly. Test the action to confirm that the user is created successfully in Interakt.

Once the test is successful, you can finalize the workflow in Pabbly Connect.

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5. Verifying the Integration Between Zoho Inventory and Interakt

After completing the setup in Pabbly Connect, it’s essential to verify that the integration works as intended. Go back to your Interakt account and navigate to the ‘Users’ section.

Check if the newly created customer from Zoho Inventory appears in Interakt with the correct details. This confirms that your integration is successful and that any future customer updates in Zoho will also reflect in Interakt.

With Pabbly Connect, you can automate this process effectively, ensuring that your customer data remains synchronized between Zoho Inventory and Interakt.

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Conclusion

Integrating Zoho Inventory with Interakt using Pabbly Connect allows for seamless customer management. By following this tutorial, you can automate the process of adding or updating customers across both platforms, enhancing your workflow efficiency.

Learn how to send Slack messages for closed won opportunities in Salesforce using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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

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1. Setting Up Pabbly Connect for Salesforce and Slack Integration

To begin sending Slack messages for closed won opportunities in Salesforce, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. Once logged in, you will see a dashboard where you can create a new workflow.

Click on the big blue button labeled ‘Create Workflow’. You will be prompted to name your workflow; enter a suitable name like ‘Send Slack Messages for Closed Won Opportunity in Salesforce’. After naming it, click on ‘Create’ to proceed.

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2. Connecting Salesforce to Pabbly Connect

In this step, you will connect your Salesforce account to Pabbly Connect. Click on the trigger application, which is Salesforce, and select the event ‘Opportunity Updated’. This event will trigger the workflow whenever an opportunity is updated in Salesforce.

Next, you need to connect your Salesforce account by clicking on ‘Connect with Salesforce’. Allow Pabbly Connect to access your Salesforce account. Once the connection is established, click on ‘Save and send test request’ to test the connection. Ensure you have an opportunity in Salesforce that you can update to closed won.

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3. Updating Opportunity Stage in Salesforce

Now that Salesforce is connected to Pabbly Connect, you need to update the opportunity stage to closed won. Go back to your Salesforce account and find the opportunity you want to update. Edit the opportunity and change its stage to ‘Closed Won’.

After updating the opportunity, return to Pabbly Connect and click on ‘Save and send test request’. This action will retrieve the updated opportunity details. You should see a response confirming that the opportunity stage has been changed to closed won.

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4. Setting Up a Filter in Pabbly Connect

To ensure that only closed won opportunities trigger Slack messages, you need to set up a filter in Pabbly Connect. Click on the plus icon to add a new step and select the filter option. This filter will check if the opportunity stage is equal to ‘Closed Won’.

• Select the response from your Salesforce account.
• Set the condition to check if the stage name is equal to ‘Closed Won’.

Click on ‘Save and send test request’ to test the filter. If the condition is true, the workflow will proceed to send a message to Slack.

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5. Sending a Slack Message for Closed Won Opportunity

The final step is to send a Slack message based on the opportunity update. In Pabbly Connect, click on the plus icon to add Slack as your action application. Choose the event ‘Send Channel Message’.

Connect your Slack account by clicking ‘Connect with Slack’. You will need to enter the token type as ‘Bot’ to send messages to a channel. After connecting, select the Slack channel where you want to send the message. Customize the message to include details about the opportunity that was updated.

• Map the opportunity name and stage in the message.
• Click on ‘Save and send test request’ to send the message.

Check your Slack channel to confirm that the message has been sent successfully. This automation will ensure that every time an opportunity is updated to closed won, a notification is sent to your Slack channel.

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Conclusion

In this tutorial, you learned how to send Slack messages for closed won opportunities in Salesforce using Pabbly Connect. By following the steps outlined, you can automate notifications and streamline your workflow efficiently. This integration enhances communication and keeps your team updated in real-time.

Learn how to use Pabbly Connect to send automated emails through Gmail after working hours. Step-by-step guide for seamless integration. 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 Email Automation

To send automated emails after working hours, start by accessing Pabbly Connect. Navigate to the Pabbly website and log in to your account. If you’re a new user, signing up is quick and easy, taking less than two minutes.

Once logged in, head to the dashboard. Here, you will find the option to create a new workflow. Click on ‘Create Workflow’ to initiate the setup for sending automated emails in your inbound email after working hours.

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2. Creating a New Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, a dialog box will prompt you to name your workflow. For this purpose, name it ‘Send Automated Emails in Inbound Email After Working Hours’. Click on ‘Create’ to proceed. using Pabbly Connect

• Name your workflow appropriately.
• Select the trigger application, which will be Email Parser.
• Choose the action application as Gmail.

This workflow will automate the process of sending replies to emails received after working hours. Setting it up correctly is crucial for effective automation.

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3. Setting Up Email Parser in Pabbly Connect

In this step, configure the Email Parser feature in Pabbly Connect. This feature will capture the emails sent to a specific address. You will see a unique email address provided by Pabbly Connect for this purpose.

Next, go to your Gmail settings to set up forwarding. Navigate to ‘Settings’, then ‘Forwarding and POP/IMAP’, and add the Pabbly Connect email address. Confirm the forwarding by entering the verification code sent to your Gmail.

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4. Filtering Emails Based on Time Using Pabbly Connect

Once the Email Parser is set up, you need to filter the emails based on the time they are received. Utilize the Text Formatter feature in Pabbly Connect to extract the time from the email header. This will help determine if the email was received after working hours.

• Use the ‘Split Text’ action to extract the time from the email header.
• Set conditions to check if the time is before 9 AM or after 6 PM.
• Ensure to map the correct segments to evaluate the time accurately.

These filters will ensure that only emails received after working hours trigger an automated response.

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5. Sending Automated Emails Using Gmail Integration

Finally, set up the Gmail action in Pabbly Connect. Choose the action event as ‘Send Email’ and connect your Gmail account. This step is crucial for sending automated replies.

In the setup, map the email addresses and fill out the subject and body of the email. Personalize the message to ensure the recipient knows when to expect a reply. After configuring, save the settings and test the workflow to confirm it works as intended.

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Conclusion

Using Pabbly Connect, you can efficiently send automated emails after working hours. This tutorial guides you through the steps to set up Gmail integration, ensuring timely communication with your users. Automate your email responses today for a more efficient workflow.

Learn how to use Pabbly Connect to route Webflow form submissions to different emails for effective management. Follow this step-by-step guide 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

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1. Accessing Pabbly Connect for Webflow Integration

To begin routing Webflow form submission responses to different emails, you will need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account.

Once logged in, you will be directed to the dashboard where you can create a new workflow. This is where you will set up the integration between Webflow and Gmail using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to manage form submissions. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. For instance, you can name it ‘Get Webflow Form Submission Responses to Different Emails for Different Forms’.

• Click on ‘Create’ to proceed.
• Select Webflow as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

This sets the foundation for your workflow, enabling Pabbly Connect to listen for new form submissions from Webflow.

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3. Configuring Webflow to Send Data to Pabbly Connect

Next, you will configure Webflow to send data to Pabbly Connect. Copy the webhook URL provided by Pabbly Connect and log into your Webflow account. Navigate to your project settings and go to the Integrations tab.

Under the Webhooks section, click on ‘Add Webhook’. Select the form submission event and paste the copied URL. After clicking ‘Add Webhook’, your Webflow account will be linked to Pabbly Connect, enabling it to receive form submission data.

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4. Setting Up Email Routing Based on Form Type

Now that Webflow is configured, you will set up email routing using Pabbly Connect. Utilize the Router feature to create conditions based on the form type. For example, when a request form is submitted, the email should go to one address, and for an inquiry form, it should go to another.

• Name the first route as ‘Request Form’.
• Set the condition to check if the form name equals ‘Request Form’.
• Link the action to Gmail with the event ‘Send Email’.

This setup in Pabbly Connect ensures that each form submission is directed to the appropriate email address based on the form type.

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5. Testing the Integration with Pabbly Connect

After configuring the routing, it’s time to test the integration. Fill out the Webflow forms and submit them. Pabbly Connect will capture these submissions and route them accordingly based on the conditions set.

Check the designated email addresses to confirm that the responses have been received. If everything is set up correctly, you should see emails arriving for each form submission, demonstrating the successful integration facilitated by Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can effectively route Webflow form submissions to different emails based on the form type. This automation not only streamlines your workflow but also ensures that the right team members receive the appropriate information promptly.

Learn to automatically insert images into Google Slides presentations using Pabbly Connect. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Slides Integration

To automatically insert images in Google Slides presentations, you first need to access Pabbly Connect. This powerful automation platform serves as the central hub for integrating various applications, including Google Sheets and Google Slides.

Log into your Pabbly Connect account and navigate to the dashboard. Here, you can create a new workflow that will connect your Google Sheets data to Google Slides, enabling seamless image insertion based on the data from your spreadsheet.

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2. Setting Up Google Sheets with Pabbly Connect

Before proceeding, ensure your Google Sheets is ready with the necessary data. Your sheet should include details such as competition names, cities, dates, and image URLs. Pabbly Connect will pull this data to generate your slides.

• Ensure your spreadsheet has columns for competition name, city, date, and image URL.
• Verify that the image URLs are accessible and correctly formatted.

Once your data is organized, return to Pabbly Connect to set up the integration. This step will involve selecting Google Sheets as your trigger application and configuring it to fetch data from the first row of your sheet.

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3. Creating Google Slides Presentations with Pabbly Connect

After setting up Google Sheets, the next step is to create a new presentation in Google Slides using Pabbly Connect. Here, you will select the action event to create a presentation based on your chosen template.

In the action event settings, choose the existing connection to your Google Slides account. If you’re a new user, you will need to authorize Pabbly Connect to access your Google Slides. Select the competition banner template and map the fields from your Google Sheets to the relevant fields in the presentation.

• Map the competition name to the title field.
• Include the city name in the presentation title.

Once all fields are mapped, save and send the test request. This will create a new Google Slides presentation with the mapped data from your Google Sheets.

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4. Uploading Images to Google Slides with Pabbly Connect

After creating the presentation, the next step is to upload the images using Pabbly Connect. Search for the Google Slides application again and select the action event to upload an image in the presentation.

Connect to the existing Google Slides connection and select the presentation you just created. Map the image URL from Google Sheets to the image upload field. This ensures that the correct image is uploaded based on the competition details.

Choose the correct slide where the image should be inserted. Set the image replacement method to ‘Center Inside’.

Save and send the test request to upload the image. Upon successful execution, the image will be automatically replaced in the Google Slides presentation, showcasing the relevant competition image.

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5. Executing the Automation Workflow in Pabbly Connect

With your workflow set up in Pabbly Connect, you can now execute the automation. Decide whether you want to run the automation in real-time or in bulk. If you choose real-time, enable the ‘Send on Event’ option.

For bulk operations, enable the ‘Send All Data’ option. This allows you to create multiple presentations simultaneously based on the entries in your Google Sheets. Refresh your Google Drive folder to see the newly created presentations populating automatically.

As you refresh, you will notice that each presentation has been populated with the appropriate images and data, demonstrating how effective Pabbly Connect is at automating tasks across applications.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically insert images into Google Slides presentations using data from Google Sheets. By following the steps outlined, you can streamline your workflow and enhance your presentations effectively.

Learn how to download images from a Jotform webhook response to Google Drive using Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Jotform and Google Drive Integration

To begin the process of downloading images from Jotform to Google Drive, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account and navigating to the dashboard. Here, you will create a new workflow that connects Jotform as the trigger application.

Once you select Jotform as your trigger application, you will need to set the trigger event as ‘Webhook Response’. This action allows Pabbly Connect to listen for incoming data from Jotform, which includes the image URL you wish to download. After setting this up, click on the ‘Save’ button to proceed.

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2. Creating a Google Drive Folder Using Pabbly Connect

In this section, you will use Pabbly Connect to create a specific folder in Google Drive where the images will be stored. Click on the ‘+’ icon to add a new action and select Google Drive as the application.

• Choose the action event as ‘Create a File in a Specific Folder’.
• Connect your Google Drive account to Pabbly Connect.
• Create a new folder named ‘All Images Submitted by Freelancers’.

After creating the folder, refresh the connection to ensure the new folder appears in your list. This step is crucial as it allows you to access the newly created folder for storing images submitted through Jotform.

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3. Mapping the Image URL from Jotform

Now that you have created a folder, the next step involves mapping the image URL received from Jotform into the workflow using Pabbly Connect. This is done by selecting the image URL from the Jotform webhook response data.

To do this, you will need to set up another action in Pabbly Connect. Choose Google Drive again and select the action event ‘Upload a File’. Connect to your Google Drive account if you haven’t already. You will then map the image URL from the previous step into the designated field.

• Ensure the URL is publicly accessible for successful downloading.
• Map the folder ID from the folder you created earlier.
• Set the file name using the freelancer’s name for better organization.

Once you have configured these settings, click on the ‘Save’ button to finalize the mapping process. Pabbly Connect will now facilitate the transfer of the image to your Google Drive.

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4. Testing the Integration in Pabbly Connect

After setting up the mapping, the next step is to test the integration using Pabbly Connect. Trigger a test submission in Jotform to see if the image gets downloaded to the specified Google Drive folder correctly. This step is essential to ensure that everything is functioning as expected.

Once the test is completed, check your Google Drive for the new folder and the uploaded image. You should see the folder named ‘All Images Submitted by Freelancers’ with subfolders for each freelancer containing their respective images. This organization helps in managing submissions effectively.

If everything works perfectly, you can activate the workflow in Pabbly Connect to automate the process for future submissions. This ensures that every time a new image is submitted via Jotform, it will automatically be downloaded and saved in the designated Google Drive folder.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to download images from Jotform to Google Drive streamlines your workflow significantly. By following the steps outlined in this tutorial, you can efficiently manage image submissions from freelancers and store them systematically.

This integration not only saves time but also enhances organization. With Pabbly Connect, you can automate various tasks and improve productivity in your business operations.

Learn how to automate approval requests via email and send payment links using Pabbly Connect in this detailed tutorial. 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 Email Automation

To automate the process of asking for approvals via email and sending payment links, you need to start by accessing Pabbly Connect. This integration platform allows you to create workflows that can connect various applications seamlessly.

After signing up for a free account on Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button, where you can name your workflow. For instance, name it ‘Approval and Payment Automation’. This sets the stage for the automation process.

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2. Configuring Gmail Integration in Pabbly Connect

To begin the automation, you will configure Gmail within Pabbly Connect. This integration will monitor your inbox for approval emails. Set Gmail as the trigger application, which starts the workflow when it detects a specific email response.

• Select Gmail as the trigger application.
• Choose the trigger event as ‘New Email’.
• Connect your Gmail account to Pabbly Connect.

Once connected, set a filter that only processes emails with specific subjects or keywords, ensuring that the workflow only triggers for relevant approval emails.

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3. Setting Up Email Parser in Pabbly Connect

Next, you will utilize the email parser feature of Pabbly Connect to capture approval responses. This is crucial for ensuring that only the relevant emails trigger the automation.

In your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ section. Here, add the email parser address provided by Pabbly Connect as a forwarding address. After confirming the forwarding, any approval email will be sent to the parser.

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4. Filtering Conditions for Approval Emails

To ensure that only specific emails trigger the workflow, you will set up filtering conditions in Pabbly Connect. This step is essential to avoid unnecessary actions from unrelated emails.

• Create a filter that checks for the keyword ‘Yes’ in the body of the email.
• Ensure the subject matches the expected response, like ‘Payment Request’.

By applying these filters, Pabbly Connect will only proceed with the workflow if the conditions are met, ensuring that only valid approvals are processed.

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5. Sending Payment Links Automatically

Finally, after receiving the approval, you will use Pabbly Connect to send the payment link automatically via Gmail. This completes the automation process.

In the action step, select Gmail again and choose the action event ‘Send Email’. Map the recipient’s email address from the previous step to ensure that the payment link goes directly to the customer who approved the request.

Compose the email, including a personalized message and the payment link, ensuring that the email is clear and professional. Once everything is set, test the connection to verify that the email is sent correctly.

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Conclusion

In this tutorial, we explored how to automate the process of asking for approvals via email and sending payment links using Pabbly Connect. This integration streamlines communication and enhances efficiency in managing approval requests.

Learn how to delete contacts from Google Contacts automatically when they are deleted in Brevo using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To delete contacts from Google Contacts when they are deleted in Brevo, you will first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by entering the URL Pabbly.com/connect.

Once on the landing page, you will see options to sign in or sign up for free. If you are an existing user, click on the ‘Sign In’ button. After signing in, you will reach the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. For this integration, name it something like ‘Delete Contacts from Google Contacts when Deleted in Brevo’ and click on ‘Create’.

Now, you will be taken to a new window with two sections: Trigger and Action. The trigger application will be Brevo, and the action application will be Google Contacts. This setup ensures that when a contact is deleted in Brevo, the same contact will be deleted in Google Contacts.

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3. Setting Up the Trigger with Brevo

In this step, you need to set up Brevo as the trigger application. Select ‘Brevo’ as your trigger app and choose the trigger event as ‘Contact Deleted’. This event will initiate the workflow when a contact is deleted.

Pabbly Connect will provide a webhook URL, which acts as a bridge between Brevo and Pabbly Connect. Copy this webhook URL. Next, go to your Brevo account, navigate to the ‘Contacts’ section, and then to ‘Settings’. Under ‘Webhooks’, add a new webhook using the copied URL. Select the event for when a contact is deleted and click ‘Add’.

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4. Testing the Trigger for Data Capture

After setting up the webhook in Brevo, return to Pabbly Connect and perform a test submission. This step is crucial as it allows Pabbly Connect to capture the data from the webhook. Delete a contact from Brevo to trigger the webhook.

Once the contact is deleted, go back to Pabbly Connect to check if the webhook response has been recorded successfully. You should see the details of the deleted contact, including the email address. This confirms that the integration is functioning correctly up to this point.

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5. Setting Up Google Contacts Action

Now, it’s time to set up Google Contacts as the action application in Pabbly Connect. Choose ‘Google Contacts’ and select the action event as ‘Delete Contact’. Before proceeding, ensure you connect Pabbly Connect to your Google account by clicking ‘Connect’.

Once connected, you will need to map the email address of the contact you want to delete from Google Contacts. This mapping is essential for the workflow to function correctly. After mapping the email, click on ‘Save and Send Test Request’. This will delete the specified contact from your Google Contacts.

Finally, verify that the contact has been removed by refreshing your Google Contacts page. If the contact is no longer visible, your integration is successful, and the workflow is complete.

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Conclusion

In this tutorial, we demonstrated how to delete contacts from Google Contacts automatically when they are deleted in Brevo using Pabbly Connect. By following these steps, you can streamline your contact management process and ensure that your Google Contacts remain updated effortlessly.