Author: Nitin Maheshwari

Learn how to automate sending salary slips every month using Google Sheets and WhatsApp Cloud API with Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Salary Slip Automation

To automate sending salary slips every month, begin by accessing Pabbly Connect. This integration platform allows for seamless connectivity between Google Sheets and WhatsApp Cloud API.

Start by visiting Pabbly.com/connect and create a free account. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, for instance, ‘Send Salary Slips on WhatsApp,’ and click on ‘Create’ to proceed.

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2. Integrating Google Sheets with Pabbly Connect

In this section, you will set Google Sheets as the trigger app in Pabbly Connect. This means that every time you add a new employee’s salary details in the sheet, it will trigger the workflow you’ve set up.

Choose Google Sheets from the app list and select the trigger event as ‘New or Updated Spreadsheet Row.’ You will receive a webhook URL that you need to connect to your Google Sheets. Follow these steps:

• Open your Google Sheets and click on Extensions.
• Select Add-ons and then Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your spreadsheet.

Once refreshed, click on the Pabbly Connect Webhooks option and choose ‘Initial Setup.’ Here, paste the webhook URL and set the trigger column to the last column where you will enter data (e.g., Column P).

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3. Creating Salary Slips with Google Docs

Now that your Google Sheets is set up, the next step in Pabbly Connect is to create a salary slip using Google Docs. This document will pull information from the Google Sheets data you entered.

Add a new action step in Pabbly Connect and select Google Docs. Choose the action event ‘Create Document from Template.’ Connect your Google account and select the template you have prepared for salary slips. Ensure your template contains variable tags like month, employee code, and name.

• Map the employee’s details from Google Sheets to the corresponding fields in the Google Docs template.
• Provide a unique name for the generated document using the employee’s name and code.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to generate the salary slip document.

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4. Sharing the Salary Slip via Google Drive

After creating the salary slip, the next action in Pabbly Connect is to share the document using Google Drive. This ensures that the generated salary slip can be accessed via a shareable link.

Add another action step and select Google Drive, with the action event set to ‘Share a File with Anyone.’ Connect your Google Drive account and map the document ID from the previous step to generate the shareable link.

Once the link is generated, copy the link to use in the next step. Click on ‘Save and Send Test Request’ to ensure the link is generated successfully.

Now that the salary slip is shareable, you can proceed to send it via WhatsApp.

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5. Sending Salary Slips via WhatsApp Cloud API

The final step in your automation workflow with Pabbly Connect is to send the salary slip to the employee’s WhatsApp account. For this, you will need to set up WhatsApp Cloud API.

Choose WhatsApp Cloud API from the app list in Pabbly Connect and select the action event ‘Send Template Message.’ Connect your WhatsApp Cloud account and map the required fields such as the recipient’s mobile number, the message template, and the document link.

Map the employee’s mobile number from the Google Sheets data. Include the generated PDF link in the message body.

After mapping all fields, click on ‘Save and Send Test Request’ to send the salary slip via WhatsApp. You should receive a confirmation message indicating that the slip was sent successfully.

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Conclusion

In this tutorial, we explored how to automate sending salary slips every month using Pabbly Connect, Google Sheets, Google Docs, and WhatsApp Cloud API. This integration streamlines the HR process and saves valuable time.

By following the steps outlined, you can efficiently manage salary slip distribution, ensuring employees receive their slips promptly each month. Embrace automation with Pabbly Connect to enhance your workflow!

Learn how to automate document creation in Google Docs based on Typeform responses using Pabbly Connect. Step-by-step guide 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. Accessing Pabbly Connect for Integration

To create a document automatically based on Typeform submissions, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly, enabling automation without coding skills. Visit Pabbly Connect and sign up for a free account to get started.

Once you are logged in, you will reach the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Auto Create Document on Typeform Submission’. This step sets the stage for integrating Typeform with Google Docs using Pabbly Connect.

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2. Setting Up Trigger with Typeform in Pabbly Connect

In the workflow setup, the first step is to set the trigger application to Typeform. This is crucial for capturing responses from your form submissions. Select Typeform as your trigger app and choose the event as ‘New Entry’. This event will trigger the workflow whenever a new response is submitted.

• Search for Typeform in the app selection.
• Select the trigger event as ‘New Entry’.
• Connect your Typeform account to Pabbly Connect.

After connecting, select the specific form you want to use. This allows Pabbly Connect to listen for submissions from that form. Click on ‘Save and Send Test Request’ to ensure that the connection is working correctly. This step is essential for moving forward with the document generation process.

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3. Creating Google Docs Template for Automation

Next, you need to create a template in Google Docs that will be used for generating documents based on the responses. Open Google Docs and create a new document where you will include variable tags that will be replaced with actual data. For example, you can use tags like {{Name}}, {{Email}}, {{Phone}}, and responses for questions.

Once your template is ready, return to Pabbly Connect and add an action step to create a document from this template. Choose Google Docs as the action app and select the event ‘Create Document from Template’. Connect your Google account and map the template you just created.

• Ensure you have the correct variable tags in your Google Docs template.
• Map the necessary fields like Name, Email, and Phone from the Typeform response.
• Select the correct folder in Google Drive where the document will be saved.

This setup allows Pabbly Connect to generate personalized documents automatically based on user responses, making the process efficient and streamlined.

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4. Sending Generated Documents via Email

After the document is created, you may want to send it to the user who submitted the Typeform response. To accomplish this, add another action step in Pabbly Connect and select Gmail as the application for sending emails. Choose the action event ‘Send Email’ and connect your Gmail account.

In the email setup, map the recipient’s email address from the Typeform response. You can also customize the email subject and body. For instance, include a message that addresses the user and informs them about their document. Attach the generated document using its shareable link from Google Drive.

Map the recipient’s email address from the Typeform submission. Customize the email subject and body to provide context. Attach the document using the link generated in the previous step.

This integration through Pabbly Connect ensures that users receive their documents promptly after submission, enhancing the overall experience.

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5. Finalizing the Automation and Testing

To finalize your automation, review all steps in Pabbly Connect to ensure everything is properly mapped and connected. Once satisfied, conduct a test by submitting a new entry through your Typeform. This will trigger the workflow, creating a document in Google Docs and sending it via email.

Check your Google Drive to confirm that the document was created accurately and that the email was sent successfully. This testing phase is crucial to ensure that the entire integration works seamlessly, allowing you to automate document creation effectively.

After testing, you can activate your workflow in Pabbly Connect, and it will run automatically for every new Typeform submission, saving you time and effort in document management.

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Conclusion

In this tutorial, we demonstrated how to automate document creation in Google Docs based on Typeform responses using Pabbly Connect. By following the outlined steps, you can streamline your document management process and enhance user experience.

Learn how to integrate Salesforce with WhatsApp using Pabbly Connect to automate messaging to new leads effortlessly. Follow our detailed tutorial for a seamless setup.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Connect for Salesforce and WhatsApp Integration

To begin integrating Salesforce with WhatsApp, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This will give you access to 100 free automation tasks every month, making it easy to automate your workflows.

Once you have created your account, log in to the Pabbly Connect dashboard. From here, you will create a new workflow that connects Salesforce and WhatsApp. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WhatsApp Messages to Salesforce Leads.’ This sets the stage for automating your messaging process.

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2. Setting Up the Trigger in Pabbly Connect with Salesforce

The first step in your workflow is setting up the trigger, which will initiate the automation when a new lead is added to Salesforce. In the Pabbly Connect dashboard, search for and select ‘Salesforce’ as your trigger application. using Pabbly Connect

• Select the trigger event as ‘New Lead’ to capture new entries.
• Connect your Salesforce account by clicking on ‘Connect’ and then ‘Add New Connection.’
• Follow the prompts to allow Pabbly Connect access to your Salesforce account.

After allowing access, you will need to enter the instance URL from Salesforce. This URL is crucial as it connects Pabbly Connect to your Salesforce account. Once everything is set up, save the settings and send a test request to ensure that the connection is successful.

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3. Configuring the Action Step with WhatsApp Cloud API

After successfully setting up the trigger, the next step is to configure the action that sends WhatsApp messages using the WhatsApp Cloud API. In Pabbly Connect, search for ‘WhatsApp Cloud API’ as your action application. using Pabbly Connect

• Select the action event as ‘Send Template Message’ to send predefined messages.
• If it’s your first time connecting, choose ‘Add New Connection’ and enter your WhatsApp Cloud API details.
• Fill in the token, phone number ID, and business account ID as required.

After entering the necessary details, save the connection. Now, you can select the message template you created previously in your WhatsApp Cloud API settings. This template will be used to send messages to your new leads automatically.

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4. Mapping Data for WhatsApp Messages

Once your action step is configured, it’s time to map the data from Salesforce to your WhatsApp message. This involves linking the information from the new lead to the message that will be sent. using Pabbly Connect

In the WhatsApp action configuration, you will see fields for recipient mobile number and body fields. For the recipient mobile number, map the phone number you received from the Salesforce trigger step. Ensure that the number includes the country code without any plus sign.

In the body fields, map the lead’s name and your company name to personalize the message. Make sure to fill in the body fields with the correct variables to ensure they change dynamically with each new lead.

After mapping the data, click on ‘Save and Send Test Request’ to verify that the message sends correctly to the specified WhatsApp number. This test will show you how the message appears to the recipient.

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5. Finalizing the Integration and Testing

With everything set up, it’s time to finalize the integration. Review all the configurations in Pabbly Connect to ensure that all fields are correctly filled out. Once you are satisfied with the setup, you can activate the workflow. using Pabbly Connect

After activation, every time a new lead is added to Salesforce, Pabbly Connect will automatically send a WhatsApp message to that lead using the configured template. This automation will save you time and improve your communication efficiency.

To ensure everything is functioning as expected, conduct a few test runs by adding new leads in Salesforce. Check your WhatsApp account to confirm that messages are being received correctly. This step is crucial for validating the entire integration process.

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Conclusion

Integrating Salesforce with WhatsApp using Pabbly Connect allows for automated messaging to new leads, enhancing your communication strategy. By following this tutorial, you can set up the integration quickly and efficiently, ensuring that your leads receive timely messages.

Learn how to save payment details in Google Sheets and send WhatsApp confirmations seamlessly 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. Accessing Pabbly Connect for Integration

To save payment details in Google Sheets and send WhatsApp confirmations, you first need to access Pabbly Connect. Head over to your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect dashboard.

Once there, you can either sign up for a new account or log in if you already have one. After logging in, click on ‘Create Workflow’ and name your workflow, for example, ‘Instamojo to Google Sheets to WhatsApp’. This sets the stage for your automation.

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2. Setting Up Trigger with Instamojo in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture new payment details from Instamojo. Select ‘Instamojo’ as the app in the trigger window and choose ‘New Sale’ as the trigger event.

• Select ‘Instamojo’ from the app list.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your Instamojo account and create a new payment link. Paste the webhook URL in the appropriate field to connect your payment page with Pabbly Connect. This allows payment details to be sent automatically whenever a sale is made.

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3. Retrieving Customer Payment Details

After setting up the trigger, the next step is to retrieve customer payment details using Pabbly Connect. In the action window, again select ‘Instamojo’ and choose ‘Get Payment Details’ as the action event.

Connect your Instamojo account again using the API key and authentication token. Map the payment ID received from the trigger to fetch the customer’s details. This ensures you have all necessary information about the transaction.

• Select ‘Get Payment Details’ as the action event.
• Map the payment ID from the trigger step.
• Click on ‘Save and Send Test Request’ to retrieve the details.

Once you have the response, you will see customer details such as name, email, phone number, and payment amount. This data will be used in the next steps.

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4. Saving Payment Details to Google Sheets

Now that you have the customer payment details, the next action is to save these details to Google Sheets using Pabbly Connect. In the action step, search for ‘Google Sheets’ and select ‘Add New Row’ as the action event.

Connect your Google Sheets account and select the spreadsheet where you want to save the payment details. Map the fields such as customer name, email, phone number, amount, and payment ID to the corresponding columns in your Google Sheet.

Select your Google Sheets account. Choose the correct spreadsheet and sheet name. Map the customer details to the respective columns.

After mapping, click on ‘Save and Send Test Request’. Check your Google Sheet to confirm that the payment details have been added correctly.

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5. Sending WhatsApp Confirmation Using WhatsApp Cloud API

The final step is to send a confirmation message to the customer via WhatsApp using Pabbly Connect. In the action step, choose ‘WhatsApp Cloud API’ and select ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account and select the message template you created earlier. Map the recipient’s mobile number and include dynamic fields for the customer’s name and payment amount.

Select ‘Send Template Message’ as the action event. Map the recipient’s mobile number and dynamic fields. Click on ‘Save and Send Test Request’ to send the message.

Once the request is sent, check the customer’s WhatsApp to confirm that they received the payment confirmation message.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to save payment details in Google Sheets and send confirmations via WhatsApp. This integration streamlines your payment processing and enhances customer communication with automated notifications.

Learn how to automate file delivery on WhatsApp after a successful Razorpay payment using Pabbly Connect and WhatsApp Cloud API. Follow this detailed tutorial. 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 automate file delivery on WhatsApp after a successful Razorpay payment, the first step is to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. If you don’t have an account, create a free account to get started.

Once signed in, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to initiate a new automation process. Name your workflow, for example, ‘Razorpay WhatsApp Automation’, and click on the ‘Create’ button to proceed.

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2. Setting Up Razorpay Trigger in Pabbly Connect

In this step, you will set up Razorpay as the trigger application in Pabbly Connect. Select ‘Razorpay’ from the list of applications and choose the trigger event as ‘Payment Captured’. This means that every time a payment is received, the automation will be activated.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your Razorpay account and navigate to the settings. In the Webhooks section, add a new webhook using the URL you copied from Pabbly Connect. Set the action event to ‘Payment Captured’ and save the webhook. This step connects Razorpay with Pabbly Connect.

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3. Testing the Razorpay Integration

After setting up the webhook, it’s essential to test the integration to ensure everything is functioning correctly. Initiate a test payment on your Razorpay payment page. Fill in the required details, including the WhatsApp number with the country code.

Once the payment is processed, return to Pabbly Connect to check if the payment data has been captured successfully. The response should display the payment details, confirming that Razorpay is now integrated with Pabbly Connect.

Now that the integration is tested and confirmed, proceed to set up the WhatsApp action to send the file. This is where you will connect the WhatsApp Cloud API through Pabbly Connect.

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4. Configuring WhatsApp Cloud API for File Delivery

To send files via WhatsApp after a successful payment, select ‘WhatsApp Cloud API’ as the action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This enables you to send a pre-approved message template to the customer.

• Connect your WhatsApp Cloud API account in Pabbly Connect.
• Fill in the required fields: Token, Phone Number ID, and WhatsApp Business Account ID.
• Select the message template you created for file delivery.

Ensure that the template message includes variables for the customer’s name and the file link. This personalization helps in delivering a tailored message to each customer. Once all fields are filled, save the configuration to finalize the setup.

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5. Finalizing the Automation Workflow

With both Razorpay and WhatsApp Cloud API configured in Pabbly Connect, the final step is to test the entire workflow. Click on the ‘Save and Send Test Request’ button to send a test message through WhatsApp to confirm that the file is delivered correctly.

If the test is successful, your automation is now fully operational. Whenever a payment is captured in Razorpay, the corresponding file will be automatically sent to the customer’s WhatsApp via the WhatsApp Cloud API, facilitated by Pabbly Connect.

Congratulations! You have successfully set up an automation that delivers files on WhatsApp after successful Razorpay payments. This integration not only saves time but also enhances customer experience by providing immediate access to purchased files.

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Conclusion

In this tutorial, we explored how to automate file delivery on WhatsApp after a successful Razorpay payment using Pabbly Connect. By following the detailed steps, you can streamline your payment process and enhance customer satisfaction effectively.

Learn how to automate hotel feedback collection using Pabbly Connect and WhatsApp Cloud API. Step-by-step guide to streamline customer interactions. 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. Setting Up Pabbly Connect for Hotel Feedback

To begin automating hotel feedback collection, access Pabbly Connect by visiting Pabbly.com/connect. Create an account to start using the platform, which allows you to set up workflows seamlessly.

Once you log in, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Send Thank You Messages to Customers for Feedback’. This sets the foundation for your automation.

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2. Configuring Google Forms as the Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger application in Pabbly Connect. Select ‘Google Forms’ from the list of applications and choose the event ‘New Response Received’. This event will trigger the workflow when a customer submits feedback.

• Select Google Forms as the trigger application.
• Choose the trigger event ‘New Response Received’.
• Copy the Webhook URL provided.

Next, you need to link this webhook to your Google Form. Open your Google Form, go to the connected spreadsheet, and install the Pabbly Connect Webhooks add-on. After installation, refresh your spreadsheet and set up the initial configuration using the copied webhook URL.

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3. Initial Setup in Google Sheets for Pabbly Connect

After installing the add-on, navigate to the ‘Extensions’ menu in your Google Sheets and select Pabbly Connect Webhooks. Click on ‘Initial Setup’ to configure the webhook URL and trigger column.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., the last data entry column).

Once the setup is complete, you can send a test submission from your Google Sheet to verify that the data is correctly captured in Pabbly Connect. This confirms that your integration is functioning as intended.

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4. Connecting WhatsApp Cloud API in Pabbly Connect

To send automated messages via WhatsApp, you need to connect the WhatsApp Cloud API in Pabbly Connect. Choose ‘WhatsApp Cloud API’ as the action application and select the event ‘Send Template Message’.

If this is your first time connecting, opt for ‘Add New Connection’. You will need to provide your permanent access token, phone number ID, and business account ID. These credentials can be obtained from your WhatsApp Cloud API setup on the Meta developer platform.

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5. Sending Thank You Messages Automatically

With everything set up, it’s time to configure the message that will be sent to customers. Select the message template you created in the WhatsApp Cloud API. This template should include variables for personalization, such as the customer’s name and hotel name.

Map the necessary fields from your Google Form response to the WhatsApp message template in Pabbly Connect. Ensure that the variables are correctly placed to personalize the message for each customer.

Finally, test the workflow by sending a test message. Once confirmed, your automation is complete, and every time a customer submits feedback, they will receive a thank you message automatically via WhatsApp.

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Conclusion

In conclusion, using Pabbly Connect to automate hotel feedback collection and send thank you messages via WhatsApp Cloud API streamlines customer interaction. This integration enhances customer experience while saving time and effort for businesses.

Learn how to send instant WhatsApp replies for missed calls using Pabbly Connect and WhatsApp Official Cloud API. 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 WhatsApp Automation

To initiate the process of sending instant WhatsApp replies for missed calls, you first need to set up Pabbly Connect. This integration tool allows you to automate workflows seamlessly. Start by visiting the Pabbly Connect dashboard and signing up for a free account, which provides you with 100 free automation tasks each month.

After logging in, click on the Create Workflow button. Name your workflow, for example, ‘Send Automated Messages on Missed Calls.’ This name will help you identify the workflow later. Once done, click on the Create button to proceed to the workflow setup page.

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2. Configuring the Trigger Using Webhooks

The next step is to configure the trigger for your workflow. In this case, the trigger will be a missed call. To achieve this, you will use the Pabbly Connect Webhook feature. Select the Webhook option to capture the phone number of the missed call from the connected application.

• Click on the Add New Webhook option.
• Copy the generated Webhook URL.
• Integrate this URL with the IFTTT application to fetch missed call data.

Once you have copied the Webhook URL, head over to the IFTTT app to create an applet that triggers when a missed call occurs. This applet will send the missed call details to your Pabbly Connect workflow.

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3. Creating an IFTTT Applet for Missed Calls

To create the IFTTT applet, log into your IFTTT account and click on the Create button. In the ‘If This’ section, search for the Android Phone Call service and select the option for any incoming phone call missed. This sets up the trigger for your missed calls.

Next, in the ‘Then That’ section, search for Webhooks and select the option to make a web request. Paste the copied Webhook URL from your Pabbly Connect setup into the URL field. Set the method to POST and the content type to application/json.

• In the body field, add the phone number details using the format: {‘from_phone_number’:'{{FromPhoneNumber}}’}.
• Click on Create Action to finalize the applet.

Now your IFTTT applet is ready to send missed call data to Pabbly Connect whenever you receive a missed call.

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4. Sending WhatsApp Replies via Pabbly Connect

With the missed call data flowing into Pabbly Connect, the next step is to set up the action to send a WhatsApp message. For this, you will need to connect to the WhatsApp Cloud API. In your Pabbly Connect workflow, click on the plus icon to add a new action step and search for WhatsApp Cloud API.

Select the action event as Send Template Message and connect your WhatsApp Cloud API account. If this is your first time connecting, you will need to enter your permanent access token and WhatsApp Business Account ID.

Choose the template you created for missed calls. Map the recipient’s mobile number from the previous step.

After setting this up, click on Save and Send Test Request to check if the integration works correctly. If everything is set up properly, you will receive an instant WhatsApp reply to the missed call.

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5. Conclusion

By following these steps, you can effectively send instant WhatsApp replies for missed calls using Pabbly Connect. This automation not only saves time but also helps maintain professional relationships by ensuring timely responses to missed calls. With Pabbly Connect, setting up such workflows is simple and requires no coding skills.

Start using Pabbly Connect today to automate your missed call responses and enhance your communication efficiency!

Learn how to seamlessly add contacts from Google Forms to My Pipeline using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for automation. 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 Integration

To start using Pabbly Connect for integrating Google Forms with My Pipeline, first visit the Pabbly website. You can easily access it by typing ‘Pabbly.com/connect’ in your browser. Once there, you can sign up for a free account in just a couple of minutes or log in if you already have one.

After logging in, you will land on the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button to initiate your integration process. Name your workflow something descriptive, like ‘Google Forms to My Pipeline’, and click on ‘Create’ to proceed.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. In the trigger window, search for and select ‘Google Forms’. For the trigger event, choose ‘New Response Received’. This will allow Pabbly Connect to capture any new submissions from your Google Form.

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

Next, navigate to your Google Forms account and ensure you have set up a form to collect data. After setting up your form, create a linked Google Sheet where all responses will be stored. This is crucial for the next steps of the integration.

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3. Linking Google Forms to Pabbly Connect

To link your Google Forms to Pabbly Connect, you need to make sure that responses are being sent to a Google Sheet. Go to the ‘Responses’ tab in your Google Form and create a new spreadsheet by clicking on the spreadsheet icon.

Once your Google Sheet is set up, go to the extensions menu in Google Sheets, hover over ‘Add-ons’, and select ‘Get add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. After installation, refresh your Google Sheet to ensure that the add-on appears in the extensions menu.

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4. Configuring the Webhook in Google Sheets

After refreshing your Google Sheet, go to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and choose ‘Initial Setup’. Here, you will paste the webhook URL you copied from Pabbly Connect. Also, set the trigger column to the last data entry column of your Google Sheet.

• Paste the webhook URL in the designated field.
• Specify the trigger column, which should be the last filled column.
• Click ‘Submit’ to save your settings.

After saving, select ‘Send on Events’ from the same menu. This completes the connection between your Google Sheets and Pabbly Connect, allowing automatic data transfer when a new form submission occurs.

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5. Creating Contacts in My Pipeline

Now, it’s time to set up the action in Pabbly Connect to create contacts in My Pipeline. In the action window, search for ‘My Pipeline’ and select it as the app. For the action event, choose ‘Create Contact’. You will then need to connect your My Pipeline account to Pabbly Connect using the API key.

To obtain the API key, log in to your My Pipeline account, navigate to ‘Settings’, and find the API key under ‘Company’. Copy this key and paste it back in Pabbly Connect. Once connected, you can map the fields from your Google Form responses to the respective fields required for creating a new contact in My Pipeline.

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Conclusion

This tutorial demonstrates how to efficiently use Pabbly Connect to automate the process of adding contacts from Google Forms to My Pipeline. By following these steps, you can save time and streamline your workflow, ensuring every new lead is captured seamlessly.

Learn how to troubleshoot errors in Pabbly Connect effectively. This guide covers integration with Google Sheets, Gmail, and more. 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 Workflow Management

To troubleshoot errors in Pabbly Connect, start by accessing the platform. Log into your Pabbly Connect account and navigate to the workflows section. Here, you can manage and monitor your integrations seamlessly.

Once inside, you’ll see a list of your existing workflows. Select the workflow you want to troubleshoot. This step is crucial as it allows you to focus on the specific automation that may be experiencing issues.

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2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the workflow begins with a trigger event. For example, let’s say you want to trigger an action whenever a new row is added in Google Sheets. This action can send an email through Gmail or a message via WhatsApp. using Pabbly Connect

• Connect Google Sheets as the trigger application.
• Select the event as ‘New Row’ added or updated.
• Set up Gmail as the action application to send an email.

After setting up these applications, ensure that you save your workflow. This setup is essential for the automation to function properly.

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3. Testing the Workflow Execution in Pabbly Connect

After configuring your trigger and action, it’s time to test the workflow. Add a new row in your connected Google Sheet to see if the automation executes as intended. Check both your Gmail and WhatsApp to confirm the messages are sent. using Pabbly Connect

If you don’t receive the expected messages, it indicates a potential error in the setup. Go back to Pabbly Connect and click on the ‘History’ section to view previous executions and errors.

• Check for any task history indicating whether the workflow executed.
• Review the task status for any errors that occurred during execution.
• Click on the task history ID to get detailed information about the error.

This detailed analysis helps in identifying the root cause of the issue.

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4. Identifying and Resolving Errors in Pabbly Connect

When troubleshooting errors in Pabbly Connect, focus on the details provided in the error messages. For instance, if the workflow shows a failure in the Gmail action, check the authentication credentials.

If you see an error like ‘unsupported post request’ or ‘missing permissions’, revisit the settings in your Gmail integration. Ensure that the necessary permissions are granted and that the email address is correctly configured.

Re-authenticate your Gmail connection if required. Check if the WhatsApp number used is valid and correctly formatted. Make sure to follow the setup instructions for Google Sheets webhooks.

By following these steps, you can resolve most common errors encountered in Pabbly Connect.

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5. Finalizing and Verifying Your Workflow in Pabbly Connect

Once you’ve addressed the errors, it’s time to finalize your workflow. Go back to your Google Sheets and add another test row to confirm everything is working correctly.

Check both your Gmail and WhatsApp to ensure that the messages are sent successfully. If everything is functioning as expected, your workflow is now correctly set up in Pabbly Connect.

If issues still persist, consider reaching out to the Pabbly Connect support team with screenshots of the errors for further assistance. They can provide specific guidance based on your workflow setup.

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Conclusion

Troubleshooting errors in Pabbly Connect can significantly enhance your automation experience. By following the steps outlined in this guide, you can effectively manage your integrations with Google Sheets, Gmail, and more, ensuring your workflows run smoothly.

Learn how to take orders via Google Forms and send details on WhatsApp using Pabbly Connect and WhatsApp Cloud API in this detailed guide. 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 Order Management

To begin automating your order management, you need to access Pabbly Connect. This platform serves as the central integration tool that connects Google Forms with WhatsApp Cloud API. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Sign up for a free account, which provides you with 100 free automation tasks every month.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Send Order Details on WhatsApp’. This will set the stage for automating notifications whenever an order is placed through your online form.

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2. Integrating Google Forms with Pabbly Connect

In this step, you will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the ‘Choose App’ dropdown and choose the trigger event as ‘New Response Received’. This event will activate whenever a customer submits the form.

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

Next, open your Google Form and navigate to the ‘Extensions’ menu. From there, click on ‘Add-ons’ and search for Pabbly Connect Webhooks to install it. After installation, refresh your spreadsheet to ensure the add-on is active. In the add-on, click on ‘Initial Setup’ and paste the webhook URL into the designated field. Set the trigger column to the final data entry column in your form.

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3. Setting Up WhatsApp Cloud API in Pabbly Connect

After configuring Google Forms, the next step involves integrating the WhatsApp Cloud API into your workflow using Pabbly Connect. Choose WhatsApp Cloud API from the ‘Choose App’ dropdown and select ‘Send Template Message’ as the action event. This action will send a notification message to both the customer and the store owner.

When connecting to WhatsApp Cloud API for the first time, you will need to create a new connection by providing your permanent access token, phone number ID, and business account ID. These elements are crucial for establishing a secure connection and can be found in your WhatsApp Cloud API settings.

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4. Mapping Data and Testing the Integration

Once the WhatsApp Cloud API is connected, it’s time to map the data from the Google Form responses to the WhatsApp message template. For this, select the message template you have created. This template should be structured to include variables for customer name, order details, and address. using Pabbly Connect

• Map the recipient’s WhatsApp number to the corresponding field.
• Fill in the body fields with mapped data from the Google Form.
• Test the integration by sending a test message to ensure everything is working correctly.

After mapping the fields, click ‘Save and Send Test Request’ to verify that the message is sent successfully. This step is crucial to ensure that your automation is functioning as intended before going live.

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5. Finalizing the Workflow and Sending Notifications

In this final step, you will finalize your workflow by adding any additional actions needed. For instance, you can clone the WhatsApp message step to send notifications to the store owner as well. Ensure that you change the template and map the relevant data for the store owner’s notification. using Pabbly Connect

Once everything is set, your workflow will automatically send WhatsApp messages to both the customer and the store owner whenever an order is placed through the Google Form. This automation significantly streamlines order management and enhances customer communication.

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Conclusion

By integrating Google Forms with WhatsApp Cloud API using Pabbly Connect, you can automate your order notifications efficiently. This setup not only saves time but also improves customer service by providing instant updates on orders.