What’s New in Pabbly Connect – February 2023 Updates

Explore the latest features of Pabbly Connect in February 2023, including ChatGPT integration, Google Ads insights, and Facebook page enhancements. 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. ChatGPT Integration with Pabbly Connect

Pabbly Connect has introduced a significant update in February 2023 with the integration of ChatGPT. This new feature allows users to automate responses and tasks through ChatGPT seamlessly. By utilizing Pabbly Connect, you can connect ChatGPT with various applications to enhance your workflow.

To set up this integration, follow these steps:

  • Access Pabbly Connect dashboard.
  • Select ChatGPT as your action step.
  • Choose the desired action event, like generating responses.

By integrating ChatGPT, you can automate tasks such as responding to Google My Business reviews or Facebook comments, thereby streamlining your customer interactions.


Another exciting update is the addition of the Google Ads integration in Pabbly Connect. This feature allows users to retrieve valuable insights about their Google Ads performance. With this integration, you can analyze your ad campaigns more effectively and make data-driven decisions.

To utilize this feature, you need to create a workflow in Pabbly Connect that includes the following steps:

  • Select Google Ads as the application.
  • Choose the action event ‘Get Google Ads Insights’.
  • Input your manager ID and customer ID to retrieve data.

This integration will allow you to access metrics such as clicks, cost, CTR, and impressions directly from your Google Ads account, enhancing your ability to track campaign performance.


3. Facebook Page Enhancements with Pabbly Connect

Pabbly Connect has also enhanced its Facebook Pages integration, introducing new actions for posting multiple images and deleting posts. This update simplifies managing your Facebook content directly through Pabbly Connect, making it easier to engage with your audience.

To create a multi-image post, follow these steps:

Open Pabbly Connect and select Facebook Pages. Choose the action event ‘Create Multi Image Post’. Map your message and image URLs appropriately.

Once you complete these steps, you can post up to 30 images simultaneously, enhancing your visual content strategy on Facebook.


4. Thinkific Integration Returns to Pabbly Connect

The Thinkific integration has made a comeback in Pabbly Connect, allowing users to automate their course selling processes. This integration is crucial for educators and businesses looking to streamline their online course management.

To set this up, you’ll need to follow these steps:

Access the Pabbly Connect dashboard. Select Thinkific as your application. Choose the action you want to automate, such as course enrollment.

This integration enables you to automate notifications, enrollments, and course updates, enhancing the overall user experience for your students.


Conclusion

In February 2023, Pabbly Connect introduced several powerful updates, including ChatGPT integration, Google Ads insights, and Facebook page enhancements. These features streamline workflows and enhance automation capabilities. By utilizing Pabbly Connect, users can significantly improve their operational efficiency and engagement strategies.

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

How to Send SMS Notifications for New Orders in Dukaan Using Pabbly Connect

Learn how to automate SMS notifications for new orders in Dukaan using Pabbly Connect and Twilio. Follow our step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for SMS Notifications

To send SMS notifications for new orders in Dukaan, you first need to set up Pabbly Connect. Start by signing up for a free account at Pabbly Connect, which allows you to create automated workflows. After signing in, click on ‘Create Workflow’ to begin your integration process.

Once you have created your workflow, you will see two sections: the trigger window and the action window. The trigger is the event that starts the workflow, while the action is what happens after the trigger. In this case, the trigger will be a new order received in Dukaan, and the action will be sending an SMS notification via Twilio.


2. Connecting Dukaan to Pabbly Connect

Next, you need to connect your Dukaan account to Pabbly Connect. In the trigger window, search for the Dukaan app and select it. Then, choose the trigger event as ‘New Order Received’. This will allow Pabbly Connect to capture the order details whenever a new order is placed.

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

After copying the webhook URL, go to your Dukaan dashboard, navigate to the plugins section, and install the webhook plugin. Create a new webhook by pasting the copied URL and selecting ‘New Order Received’ as the trigger event. This setup ensures that every new order is sent to Pabbly Connect.


3. Creating a Test Order in Dukaan

To test your integration, you need to create a test order in your Dukaan store. Go to your store link and place an order for a product. For example, you can order a medium-sized T-shirt. Enter the customer details, including the mobile number where you want to send the SMS notification.

After placing the order, Pabbly Connect will capture the order details, including the customer’s name, email, and mobile number. This information will be essential for sending the SMS notification through Twilio. Make sure to check the response in Pabbly Connect to confirm that the order details have been successfully captured.


4. Integrating Twilio for SMS Notifications

With the order details captured in Pabbly Connect, the next step is to integrate Twilio for sending SMS notifications. In the action window of your workflow, search for Twilio and select it. Choose ‘Send SMS Message’ as the action event to configure the SMS notification.

  • Connect your Twilio account by entering the Account SID and Auth Token.
  • Create the SMS body by mapping the customer’s name and order details.
  • Specify the sender’s number from your Twilio account.

After setting up the SMS body, including a message like ‘Hello [Customer Name], we have received your order of [Product Name] for [Amount]. Thank you!’, you will need to map the customer’s mobile number to ensure the SMS is sent to the correct recipient. Once everything is set, click on ‘Save and Send Test Request’ to verify the integration.


5. Testing the SMS Notification Automation

After configuring the SMS notification settings, it’s time to test your automation. Go back to your Dukaan store and place another test order. Ensure that you use a different customer name and mobile number to see if the SMS notification is sent correctly.

Once the order is placed, check the mobile number you provided. You should receive an SMS notification with the details of the order. This confirms that the integration between Dukaan, Twilio, and Pabbly Connect is working seamlessly. If you receive the SMS as expected, your automation is successfully set up!


Conclusion

In this tutorial, we demonstrated how to automate SMS notifications for new orders in Dukaan using Pabbly Connect and Twilio. By following the steps outlined, you can ensure that every new order is acknowledged with a timely SMS notification, enhancing customer experience and engagement.

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

Integrate Twitter with WordPress Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WordPress posts from your new tweets using Pabbly Connect. This guide provides detailed steps 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


1. Overview of Pabbly Connect for Automation

Pabbly Connect is an automation and integration tool that allows users to connect various applications seamlessly. In this tutorial, we will use Pabbly Connect to integrate Twitter with WordPress, enabling automatic posting of tweets as WordPress posts.

To get started, visit the Pabbly Connect website and sign up for an account. Once signed in, navigate to the Pabbly Connect dashboard to create your workflow. This integration will help you repurpose your social media content effectively.


2. Creating a New Workflow in Pabbly Connect

To set up the integration, begin by creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and name your workflow (e.g., ‘Twitter to WordPress Integration’). This name will help you identify the automation later.

After naming the workflow, you will see two modules: Trigger and Action. The Trigger module will be set to activate whenever a new tweet is posted, while the Action module will create a new post in WordPress. Follow these steps to set up the trigger module:

  • Select Twitter as the trigger application.
  • Choose ‘New Tweet’ as the trigger event.
  • Connect your Twitter account by authorizing Pabbly Connect.

Once you have completed these steps, your workflow is ready to capture new tweets that will trigger the posting process in WordPress.


3. Connecting Twitter to WordPress via Pabbly Connect

After setting the trigger for Twitter, the next step is to connect your WordPress account. In the Action module of Pabbly Connect, select WordPress as your action application. Choose the ‘Create Post’ action event to enable the automation of creating new posts from tweets.

To establish this connection, you will need to provide your WordPress credentials, including your username, password, and the base URL of your WordPress site. Follow these steps:

  • Enter your WordPress username and password.
  • Copy your WordPress site URL, ensuring to exclude any additional paths like ‘wp-admin’.
  • Click ‘Save’ to establish the connection.

Once connected, you will be able to map the fields from your Twitter tweet to the corresponding WordPress post fields, such as the title and content.


4. Mapping Twitter Data to WordPress Posts

With both Twitter and WordPress connected through Pabbly Connect, it’s time to map the data from your tweets into the WordPress post. In the WordPress action settings, you will specify the post title and content. For example, set the post title to something like ‘New Tweet from Our Twitter Handle’.

Next, you need to map the tweet content. Click on the content field and select the ‘Full Text’ option from the dropdown menu that appears, which contains the tweet text. Here are the key steps:

Set the post status to ‘Published’ if you want the post to go live immediately. You can also add categories or tags if desired. Finally, click ‘Save and Send Test Request’ to create a test post in WordPress.

This will allow you to verify that the integration is working correctly and that your tweets are being posted as WordPress articles.


5. Testing and Verifying the Integration

After mapping the data, it’s essential to test the integration to ensure everything functions as expected. By clicking on the ‘Save and Send Test Request’ button in Pabbly Connect, a new post should be created in your WordPress account based on the latest tweet.

Upon successful execution, you will receive a response confirming the creation of the post. You can then navigate to your WordPress site to view the newly created post. It should display the title and content exactly as specified in your mapping.

If the test is successful, your automation is complete. From now on, every time you tweet, Pabbly Connect will automatically create a corresponding post in WordPress without any manual intervention required. This integration saves time and keeps your blog updated with your latest tweets.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating WordPress posts from new tweets. By following the detailed steps outlined, you can streamline your content sharing and keep your audience engaged effortlessly. Automating your social media content with Pabbly Connect enhances productivity and ensures your blog remains lively with fresh updates.

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

How to Add Dukaan Order Details to Google Sheets Using Pabbly Connect

Learn how to automate adding Dukaan order details to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial 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


1. Setting Up Pabbly Connect for Dukaan Order Integration

To start automating the process of adding Dukaan order details to Google Sheets, you need to set up Pabbly Connect. First, sign up for a free account on Pabbly Connect and log into your dashboard. Once you are in, click on ‘Create Workflow’ to begin.

Next, name your workflow. For instance, you can name it ‘Dukaan to Google Sheets’. This workflow will manage the automation between Dukaan and Google Sheets, ensuring that every new order is recorded automatically.


2. Configuring the Trigger for New Orders in Dukaan

In this section, you will configure the trigger for capturing new orders from Dukaan using Pabbly Connect. In the trigger window, choose the app ‘Dukaan’ and select the event ‘New Order Received’. This action will initiate the workflow whenever a new order is placed.

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

After this, you will need to connect your Dukaan store to Pabbly Connect. To do this, install the Webhook plugin in your Dukaan account. Then, navigate to the settings and create a new webhook by pasting the copied URL. This setup allows Pabbly Connect to capture order details automatically whenever a new order is placed.


3. Placing a Test Order to Capture Data

Once the webhook is set up, it’s time to test the integration by placing a test order. Visit your Dukaan store, select a product, and complete the purchase as a customer would. This step is crucial as it allows Pabbly Connect to receive the order details.

When placing the order, ensure to fill in all customer details accurately. This includes the name, mobile number, email address, and shipping address. After completing the order, return to Pabbly Connect to check if the order details have been captured successfully.


4. Adding Order Details to Google Sheets Using Pabbly Connect

Now that you have the order details captured in Pabbly Connect, the next step is to add these details to Google Sheets. In the action window, select ‘Google Sheets’ as the app and choose ‘Add New Row’ as the action event. This will enable you to input new order details directly into your designated Google Sheets file.

Connect your Google Sheets account by signing in and selecting the spreadsheet where you want to store the order details. Map the fields from the Dukaan order response to the corresponding columns in your Google Sheet. For example, map the order ID, customer name, email, and product details.

  • Select the spreadsheet where order details will be stored.
  • Map the order fields from Dukaan to the respective columns in Google Sheets.
  • Test the connection to ensure data is added correctly.

After mapping, save your settings and send a test request to verify that the data is correctly added to your Google Sheets. This confirms that the integration is functioning as expected.


5. Testing the Complete Automation Workflow

With the integration set up, it’s essential to conduct a final test of the entire workflow. Place another order on your Dukaan store and observe if the order details are automatically populated in your Google Sheets. This step ensures that the automation is seamless and reliable.

If everything is configured correctly, you should see the new order details reflected in your Google Sheets shortly after placing the order. This real-time data transfer is the primary benefit of using Pabbly Connect.

In case of any issues, revisit each step to ensure that the trigger and action settings are correctly configured. Once verified, your automation will be fully functional, allowing for efficient order management.


Conclusion

In conclusion, integrating Dukaan with Google Sheets using Pabbly Connect streamlines your order management process. By following these steps, you can automate the addition of order details to your Google Sheets, ensuring accurate and timely record-keeping.

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

Integrate Kajabi Purchase Details with Google Sheets Using Pabbly Connect

Learn how to automate the integration of Kajabi purchase details into Google Sheets using Pabbly Connect with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Kajabi to Google Sheets Integration

To begin integrating Kajabi purchase details into Google Sheets, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications, ensuring that every new purchase in Kajabi is recorded in your Google Sheets automatically.

Start 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 something descriptive, such as ‘Kajabi to Google Sheets’, then click on ‘Create’ to proceed.


2. Configuring the Trigger with Kajabi in Pabbly Connect

In this step, you will configure the trigger to capture new purchases from Kajabi. In the trigger window of Pabbly Connect, select Kajabi as the app. For the event, choose ‘New Purchase’ from the dropdown menu. This setup will notify Pabbly Connect whenever a new purchase occurs.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your Kajabi account. In Kajabi, navigate to the product for which you want to track purchases, go to the ‘Offers’ section, and find the specific offer. Click on the three dots on the right, select ‘Webhooks’, and paste the webhook URL into the ‘Purchase Webhook URL’ field. Finally, click ‘Save’.


3. Testing the Kajabi Purchase Trigger in Pabbly Connect

To ensure that your trigger is set up correctly, you need to test it by making a dummy purchase. Go back to your Kajabi product page and copy the link for the offer. Open this link in an incognito tab, enter the details for a test customer, and complete the purchase process. using Pabbly Connect

After making the test purchase, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. You should see that Pabbly Connect has received the details of the purchase, including the product name, customer details, and other relevant information. This confirms that the connection between Kajabi and Pabbly Connect is functioning properly.


4. Setting Up Google Sheets Action in Pabbly Connect

Now that you have confirmed the trigger works, it’s time to set up the action to send purchase details to Google Sheets. In the action window of Pabbly Connect, select Google Sheets as the app and choose ‘Add New Row’ as the action event. Click on ‘Connect’ and then select ‘Add New Connection’.

You will be prompted to sign in with your Google account. After successful authentication, select the spreadsheet you want to use. For this integration, choose the spreadsheet named ‘Kajabi Sales’. Make sure this spreadsheet has columns for customer name, email, mobile number, offer ID, and member ID.

  • Select the spreadsheet from your Google Sheets account.
  • Choose the specific sheet within the spreadsheet (e.g., Sheet1).
  • Map the fields from Kajabi to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Test Request’ to verify that the details are being sent correctly to your Google Sheet. If successful, you will see the new purchase details added as a new row in your specified sheet.


5. Final Testing of the Automation Workflow

To ensure that your automation workflow is fully operational, perform another test purchase. Go back to the incognito tab, use a different test customer email, and complete the purchase process again. This will simulate a real-world scenario to confirm that everything works as expected.

After completing the second test purchase, check your Google Sheet. You should see the new customer details populated in a new row. This confirms that the integration between Kajabi and Google Sheets via Pabbly Connect is successful and fully automated, allowing you to manage purchase details effortlessly.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Kajabi purchase details into Google Sheets. By following these steps, you can streamline your workflow and efficiently manage customer data without manual entry. This automation not only saves time but also enhances accuracy in your record-keeping.

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

How to Update Status if User Fills the Terms & Condition Form Within 24 Hours Using Pabbly Connect

Learn how to automate status updates for users filling out terms and conditions forms within 24 hours using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To automate the process of updating user statuses when they fill out the terms and conditions form, you will first need to access Pabbly Connect. This integration platform allows you to connect multiple applications seamlessly without any coding.

Once you sign up and log in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Terms and Conditions Automation’), and click on the ‘Create’ button to proceed.


2. Configuring Trigger Event with Jotform

The first step in the workflow is setting up the trigger event using Jotform. This application will capture the form submissions. Select Jotform as your trigger application and choose ‘New Response’ as the trigger event.

  • Choose Jotform as the application.
  • Select ‘New Response’ as the trigger event.
  • Connect your Jotform account using the provided webhook URL.

After setting up the connection, manually fill the form to receive a test response. This will allow you to capture user details such as name, email, age, and submission date, which are essential for the next steps in Pabbly Connect.


3. Saving Data in Google Sheets

In this section, you’ll use Pabbly Connect to save the captured data into Google Sheets. After the Jotform trigger, add a new action step and select Google Sheets as your application.

Choose the action event ‘Add New Row’. Connect your Google Sheets account and select the spreadsheet where you want to save the data. Map the fields from the Jotform response to the corresponding columns in Google Sheets, including name, email, age, and submission date.


4. Sending Email Notifications via Gmail

Once the data is saved in Google Sheets, the next step is to send an email notification to the user who filled out the form. Again, use Pabbly Connect to add another action step and select Gmail as your application.

  • Choose ‘Send Email’ as the action event.
  • Map the recipient’s email address from the previous Jotform step.
  • Compose the email content, including a link to the terms and conditions form.

By clicking ‘Save and Send Test Request’, you can verify if the email is sent successfully to the user. This step ensures that users are notified promptly about the terms and conditions they need to accept.


5. Updating User Status Based on Form Submission

The final part of the automation is to check if the user has filled the terms and conditions form within 24 hours and update their status accordingly. Create a new workflow in Pabbly Connect for this purpose.

Set the trigger event to Jotform again for the terms and conditions form. After capturing the response, use the ‘Lookup Spreadsheet Rows’ action in Google Sheets to find the corresponding user entry based on the email address. This allows you to check the submission date and compare it with the current date to see if it falls within the 24-hour timeframe.

If the condition is met, use the ‘Update Cell Value’ action in Google Sheets to change the status to ‘Yes’ indicating that the user has accepted the terms and conditions. This entire process runs automatically, ensuring that user statuses are updated without manual intervention.


Conclusion

Using Pabbly Connect, you can efficiently automate the process of updating user statuses when they fill out the terms and conditions form within 24 hours. This setup not only saves time but ensures compliance with your terms and conditions seamlessly.

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

How to Get eSignatures for Bills Automatically Using Pabbly Connect

Learn how to automate eSignatures for bills automatically using Pabbly Connect. Follow our detailed tutorial for seamless integration with Jotform and e-signatures.io. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To get eSignatures for bills automatically, start by accessing Pabbly Connect. This platform allows you to create seamless automation workflows without coding. Sign up for a free account to begin integrating applications like Jotform and e-signatures.io.

Once you have signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the automation process. Give your workflow a meaningful name, such as ‘eSignatures for Bills Automatically,’ and click on the ‘Create’ button to set up your automation.


2. Setting Up the Trigger with Jotform

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Search for Jotform in the trigger application list and select it. The trigger event will be ‘New Response,’ which captures responses submitted through your form.

  • Select Jotform as the trigger application.
  • Choose the ‘New Response’ trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, go to your Jotform dashboard, locate the form you created for collecting billing information, and click on the ‘Settings’ option. Under the settings, navigate to the ‘Integrations’ tab, search for ‘Webhooks,’ and paste the copied webhook URL into the designated field. Click on ‘Complete Integration’ to finalize the setup.


3. Capturing Form Responses in Pabbly Connect

After setting up the webhook in Jotform, it’s time to capture the form responses in Pabbly Connect. Perform a test submission by filling out the form you just integrated. Once the form is submitted, return to your Pabbly Connect workflow to see if the data has been captured.

You should see the response data in the workflow’s response section, including the buyer’s name, email address, and other relevant details. This data will be used to create the bill automatically.


4. Creating a Bill with e-signatures.io

Now that you have captured the form responses, the next step is to create the bill using e-signatures.io through Pabbly Connect. In the action step, search for e-signatures.io and select it as the action application. The action event will be ‘Create a Contract.’

  • Connect to e-signatures.io by providing the API secret token.
  • Select the contract template you created for billing.
  • Map the fields from the Jotform response to the e-signature template.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to create the bill automatically. The bill will be sent to the email address provided in the form submission, allowing the buyer to sign it digitally.


5. Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of getting eSignatures for bills automatically. By integrating Jotform and e-signatures.io, you can streamline your billing process and ensure a hassle-free experience for your clients. Set up your workflow once, and enjoy the convenience of automation in your business operations.

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

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Create QuickBooks Invoice When Salesforce Opportunity Stage Changes with Pabbly Connect

Learn how to automate creating QuickBooks invoices when Salesforce opportunity stages change using Pabbly Connect. Step-by-step tutorial 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. Accessing Pabbly Connect for Automation

To automate the creation of QuickBooks invoices when a Salesforce opportunity stage is changed, you will need to access Pabbly Connect. Start by signing into your Pabbly account. If you do not have an account, you can sign up for free.

Once logged in, navigate to the applications page and select Pabbly Connect. Click on the ‘Access Now’ button to reach the dashboard. From there, click on the ‘Create Workflow’ button to initiate your automation process.


2. Creating Your Workflow in Pabbly Connect

In this section, you will name your workflow. A suitable name could be ‘Create Invoice in QuickBooks When an Opportunity is Changed in Salesforce.’ Click on the create button to proceed. You will now see a blank workflow with trigger and action boxes.

  • Select Salesforce as your trigger application.
  • Choose the event as ‘Opportunity Updated’ to trigger the workflow when an opportunity stage is changed.

With Pabbly Connect, you can seamlessly connect Salesforce to QuickBooks by setting this trigger. This is essential for ensuring that any updates in Salesforce are captured and processed.


3. Setting Up the Trigger in Salesforce

Now, you need to create a new opportunity in your Salesforce account. Navigate to the Opportunities section and click on ‘New’. Fill in the necessary details like opportunity name, account name, type, lead source, and close date. Make sure to save this opportunity.

After creating the opportunity, return to Pabbly Connect to connect your Salesforce account. Click on ‘Save and Send Test Request’ to check if Pabbly Connect can detect the opportunity update. Change the stage of the opportunity to trigger the automation.


4. Setting Up the Action to Create Invoice in QuickBooks

Once the trigger is set, you will configure the action to create an invoice in QuickBooks. In Pabbly Connect, select QuickBooks as your action application and choose the event ‘Create Invoice’. Before proceeding, ensure that you find the customer in QuickBooks.

  • Connect your QuickBooks Online account to Pabbly Connect.
  • Map the email address from the Salesforce opportunity to find the corresponding customer in QuickBooks.

By mapping the customer data, Pabbly Connect ensures that the invoice is created for the correct customer. Finally, fill in the invoice details and click on ‘Save and Send Test Request’ to create the invoice.


5. Verifying the Created Invoice in QuickBooks

After successfully creating the invoice, it’s time to verify it in QuickBooks. Open your QuickBooks account and navigate to the invoices section. You should see the newly created invoice reflecting the details from the Salesforce opportunity.

If everything is set up correctly, the invoice will include the relevant information such as the due date, customer name, and amount. This automation using Pabbly Connect streamlines your workflow and saves time by eliminating manual entry.


Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of creating QuickBooks invoices whenever there is a change in the Salesforce opportunity stage. This integration not only enhances efficiency but also ensures accuracy in your invoicing process.

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

Integrate YouTube and Facebook Page with Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly share YouTube videos to your Facebook Page using Pabbly Connect. Follow this detailed tutorial for easy integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start sharing YouTube videos to your Facebook Page, first access Pabbly Connect. Type ‘Pabbly.com/connect’ in your browser to reach the landing page. Here, you will find options to either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up’ button, which takes less than two minutes. Existing users can simply sign in. Upon account creation, you will receive 100 free tasks to get started.


2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this integration, name it something relevant like ‘YouTube to Facebook Page Sharing’ and click ‘Create’. using Pabbly Connect

  • Name your workflow appropriately.
  • Click on ‘Create’ to proceed.
  • You will see options for triggers and actions.

In this step, you will set up the trigger application. Select ‘YouTube’ as the first application, and then choose the trigger event as ‘New Video in Channel with Video URL’. This event will initiate the workflow every time a new video is uploaded to your channel.


3. Connecting Your YouTube Account

After selecting the trigger event, Pabbly Connect will prompt you to connect your YouTube account. Click on ‘Add New Connection’ and then ‘Connect with YouTube’. You will need to select your account and grant the necessary permissions. using Pabbly Connect

Once the authorization is successful, you will see your channel name. However, you need to map the channel ID. You can find this in the URL of your YouTube channel. Copy the channel ID and paste it into Pabbly Connect. Click ‘Save and Send Test Request’ to confirm the setup.


4. Setting Up Facebook Page Integration

Next, select ‘Facebook Pages’ as the action application. Choose the action event ‘Create Page Post’. Click ‘Connect’ to link your Facebook account with Pabbly Connect. Again, follow the prompts to authorize the connection. using Pabbly Connect

  • Select the Facebook Page where you want to post.
  • Map the page access token, message, and link URL.
  • For the message, write a brief note like ‘Check out my new video!’.

To map the link URL, click on the mapping option and select the video URL from the previous steps. This ensures that the correct video link is shared every time a new video is uploaded.


5. Testing the Integration

After setting up the Facebook Page integration, click on ‘Save and Send Test Request’. If everything is configured correctly, you should receive a successful API response indicating that the video link has been shared on your Facebook Page. using Pabbly Connect

To verify, head over to your Facebook Page and refresh it. You should see the new video post with your message. This confirms that the integration is successful, and now every time you upload a video to YouTube, it will automatically be shared on your Facebook Page.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate YouTube with Facebook Pages for seamless video sharing. By following these steps, you can automate the process of sharing new YouTube videos on your Facebook Page effortlessly.

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

How to Get Email Notifications of New Tweets on Twitter Using Pabbly Connect

Learn how to set up email notifications for new tweets on Twitter with Pabbly Connect. Follow this step-by-step guide for seamless integration with Gmail. 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 Twitter Notifications

To get email notifications of new tweets using Pabbly Connect, first, you need to access your Pabbly Connect account. If you don’t have one, sign up for free. Once logged in, navigate to the dashboard where you can see all applications.

Click on the blue button labeled ‘Create Workflow’ and give your workflow a name, such as ‘Send Email Notifications for New Tweets on Twitter’. Click on ‘Create’ to proceed to the next step where you will set up your trigger and action applications.


2. Choosing Twitter as the Trigger Application in Pabbly Connect

In this step, you will configure Twitter as your trigger application within Pabbly Connect. Select Twitter from the list of applications and choose the trigger event as ‘New Tweet’. This means that every time you create a new tweet, it will initiate the workflow.

Next, you need to connect your Twitter account. Click on ‘Connect’ and then ‘Add New Connection’. Authorize the app by clicking on ‘Authorize App’ to allow Pabbly Connect to access your Twitter account. Once connected, click on ‘Save and Send Test Request’ to start waiting for a new tweet to be created.


3. Creating a New Tweet to Test the Trigger

Now that your Twitter trigger is set up in Pabbly Connect, it’s time to create a new tweet. Go to your Twitter account and compose a new tweet. For example, you could write, ‘This is a sample tweet for Pabbly Connect’. Once posted, return to Pabbly Connect to check if the new tweet has been captured.

After creating the tweet, you should see a response in Pabbly Connect indicating that the new tweet has been detected. The response will include details such as the tweet’s content and the account name. Save this part of the workflow to proceed to the next step.


4. Setting Up Gmail as the Action Application

With the Twitter trigger successfully set, the next step is to configure Gmail as the action application in Pabbly Connect. Select Gmail and choose the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect by clicking on ‘Connect’. Authorize the connection to give Pabbly Connect permission to send emails on your behalf.

After connecting, fill in the required fields for sending the email. Enter the recipient’s email address, such as your team lead’s email. Set the subject to ‘New Tweet’ and write the body content. You can map the tweet content from the previous step into the email body to include the tweet message. Finally, click on ‘Save and Send Test Request’ to send the email notification.

  • Recipient Email: Enter the email address where notifications will be sent.
  • Subject: Set as ‘New Tweet’.
  • Body: Include a greeting, the tweet content, and a closing.

5. Testing the Integration and Finalizing

After configuring the email settings, it’s essential to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to send a test email. Check the recipient’s inbox to ensure that the email notification has been received successfully. The email should contain the details of the new tweet you created.

Once you verify that the email notification has been sent correctly, your integration is complete. You can now receive email notifications for every new tweet you create on Twitter, ensuring that your team is always updated. This automation using Pabbly Connect streamlines your communication process effectively.


Conclusion

In this tutorial, we have successfully set up email notifications for new tweets using Pabbly Connect. By integrating Twitter with Gmail, you can ensure your team stays informed about new tweets effortlessly. This automation enhances your workflow and communication efficiency.

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