Author: Nitin Maheshwari

Learn how to integrate Taplink payment details into Google Sheets automatically using Pabbly Connect with this detailed 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 Taplink Payments

To begin integrating Taplink payment details into Google Sheets, you first need to set up Pabbly Connect. This powerful automation platform allows you to create workflows without any coding. Start by visiting the Pabbly Connect website and signing up for a free account.

Once you’re signed in, navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. Here, you can name your workflow, for example, ‘Taplink Payments to Google Sheets’. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Connecting Taplink as a Trigger in Pabbly Connect

In this step, you will connect Taplink as the trigger application within Pabbly Connect. Select Taplink from the list of applications and choose the trigger event labeled ‘New Payments’. This action will initiate the workflow whenever a new payment is collected through Taplink.

• Select ‘New Payments’ as the trigger event.
• Copy the provided webhook URL.
• Navigate to your Taplink account.

In your Taplink account, go to the ‘Add-ons’ section and search for ‘Webhooks’. Check the box for ‘New Payment’ and paste the copied webhook URL into the designated field. Ensure the data format is set to JSON and click ‘Save Changes’. This will complete the connection between Taplink and Pabbly Connect.

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3. Testing the Taplink Payment Connection

After setting up the webhook, it’s crucial to test the connection to ensure everything is working correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a webhook response. To test this, you need to perform a test payment using your Taplink payment page.

Create a test payment by filling in the necessary details such as name, email, and phone number. Use test card details to complete the payment. Once the payment is submitted, check back in Pabbly Connect to see if the payment data has been captured successfully.

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4. Adding Google Sheets as an Action in Pabbly Connect

Now that you have confirmed that Taplink is successfully sending data to Pabbly Connect, the next step is to add Google Sheets as the action application. Search for Google Sheets in the action section and select the event ‘Add New Row’. This action will allow you to input the payment details directly into your spreadsheet.

• Click ‘Connect’ and select ‘Add New Connection’.
• Sign in with your Google account.
• Select the spreadsheet where you want to save the payment details.

After connecting to Google Sheets, map the fields from the Taplink payment data to the respective columns in your spreadsheet. Ensure all relevant information such as name, email, phone number, payment purpose, and amount are correctly mapped. This mapping will allow Pabbly Connect to automatically populate your spreadsheet with new payment details.

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5. Finalizing the Integration and Testing

Once you have mapped all the necessary fields, it’s time to finalize your integration. Click on the ‘Save’ and ‘Test Request’ buttons in Pabbly Connect to send the test data to your Google Sheets. Verify that a new row is added with the correct payment details.

If the test is successful, your automation is complete! From now on, every time a payment is made through Taplink, the details will automatically be recorded in your Google Sheets without any manual intervention. This seamless integration ensures that you can focus on your business while Pabbly Connect handles the data collection.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of collecting Taplink payment details into Google Sheets. By following the steps outlined, you can set up this integration effortlessly, allowing for efficient data management and streamlined workflows.

Learn how to automate the integration of Taplink leads into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Taplink and Google Sheets Integration

To start using Pabbly Connect for integrating Taplink leads into Google Sheets, first, access the Pabbly Connect website. Here, you can create a free account by clicking on the ‘Sign Up Free’ button. This allows you to utilize free automation tasks each month, making it easy to set up your integrations.

Once you have signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the automation setup. Name the workflow as ‘Taplink to Google Sheets’ and click on the ‘Create’ button to proceed. You will be directed to a page where you can configure your trigger and action.

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2. Choosing Taplink as the Trigger Application in Pabbly Connect

In this step, you will select Taplink as your trigger application within Pabbly Connect. Start by choosing Taplink from the ‘Choose App’ field. The trigger event you need to select is ‘Create Lead’. This event will activate the workflow whenever a new lead is created in Taplink.

• Select ‘Create Lead’ as the trigger event.
• Copy the provided webhook URL.
• Follow the instructions to connect this URL to your Taplink account.

After copying the webhook URL, navigate to your Taplink account. Go to the add-ons section and select ‘Webhooks’. Choose the ‘New Lead’ option and paste the copied URL into the link field. Ensure you select JSON format and activate it before saving the changes.

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3. Testing the Integration with a Sample Lead Submission

Now that you have set up the webhook in Taplink, it’s time to test the integration using Pabbly Connect. To do this, you will need to perform a test submission of a lead through your Taplink landing page. Open your landing page and fill in the details such as name, email, and phone number, then click on submit.

Once the submission is complete, return to Pabbly Connect. You should see a response section displaying the details of the lead you just submitted. This confirmation indicates that the integration is working correctly and that the data is being captured successfully.

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4. Adding Google Sheets as the Action Application in Pabbly Connect

With the lead data successfully captured, the next step is to send this information to Google Sheets using Pabbly Connect. In the action step of your workflow, search for Google Sheets in the ‘Choose App’ field. Select it and choose the action event ‘Add New Row’.

Click on ‘Connect’ and then select ‘Add New Connection’. Sign in with your Google account that has access to the Google Sheets where you want to store the lead data. Once authorized, you will be prompted to select the spreadsheet you created for Taplink leads.

• Choose the spreadsheet named ‘Taplink Leads’.
• Select the specific sheet where the data will be added.
• Map the fields from the trigger step to the corresponding columns in Google Sheets.

After mapping the fields such as name, email, and phone number, click on the ‘Save and Send Test Request’ button. This will send the test data to your Google Sheets, allowing you to verify that the integration works as intended.

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5. Finalizing the Automation Workflow

Congratulations! You have now successfully set up the automation to add Taplink leads to Google Sheets using Pabbly Connect. After testing, you can check your Google Sheets to confirm that the lead data appears as expected. This automation will run in the background, ensuring that every new lead captured through your Taplink landing page is automatically added to your spreadsheet.

Remember, you only need to set up this automation once. After that, any new submissions will automatically populate in your Google Sheets without any manual effort. This seamless integration allows you to focus on other important tasks while keeping track of your leads efficiently.

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Conclusion

In this tutorial, we demonstrated how to integrate Taplink leads into Google Sheets using Pabbly Connect. By following these steps, you can automate the process of capturing leads efficiently and effectively. Enjoy the benefits of automation with Pabbly Connect!

Learn how to integrate Razorpay and Twilio using Pabbly Connect to send SMS notifications for failed payments. Step-by-step tutorial included. 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 Integration

To begin the integration process, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows you to automate workflows by connecting different applications seamlessly.

Once on the site, you’ll see options to sign in or sign up. If you are a new user, click on the ‘Sign Up’ button, which takes only a few minutes and provides 100 free tasks for your initial use. After signing in, navigate to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start setting up your integration. Name your workflow something descriptive, like ‘Send SMS for Failed Razorpay Payments’ to easily identify its purpose. using Pabbly Connect

• Click on the ‘Create’ button after naming your workflow.
• Choose Razorpay as your trigger application, since this will initiate the workflow when a payment fails.
• Select the trigger event as ‘Payment Failed’.

Once you have set this up, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it connects Razorpay to Pabbly Connect, allowing data to flow between the two applications.

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3. Setting Up Webhook in Razorpay

Log into your Razorpay account and navigate to the ‘Settings’ section. Here, you will find an option for ‘Webhooks’. Click on it and then select ‘Add New Webhook’. Paste the webhook URL provided by Pabbly Connect into the designated field.

For the active events, ensure you select ‘Payment Failed’ to ensure that Razorpay sends notifications to Pabbly Connect whenever a payment fails. Click on ‘Create Webhook’ to save your settings.

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4. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect and click on the ‘Test Submission’ button. This action will allow you to check if the webhook is properly receiving data from Razorpay. using Pabbly Connect

To simulate a failed payment, go to your Razorpay payment page and initiate a payment. Fill in the necessary details but cancel the payment before completion. This action should trigger the webhook, and you will see the payment status as ‘Failed’ in Pabbly Connect.

• Check the webhook response in Pabbly Connect to ensure it captures the payment details.
• Verify that the user details such as name and WhatsApp number are correctly received.

This step is crucial as it confirms that your integration is working correctly and that Pabbly Connect is receiving data from Razorpay.

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5. Sending SMS via Twilio Using Pabbly Connect

Now that the webhook is set up and tested, the next step is to configure Twilio to send SMS notifications. In Pabbly Connect, select Twilio as your action application. using Pabbly Connect

Choose the action event as ‘Send SMS Message’. You will need to connect your Twilio account by providing your Account SID, Authorization Token, and Twilio phone number. Once connected, you can customize the SMS content.

Craft your SMS message, including the user’s name and a notification about the failed payment. Map the recipient’s mobile number from Razorpay to ensure the SMS is sent to the right user.

After setting up the SMS details, click on ‘Save’ and then send a test request to verify that the SMS is sent successfully. You should receive a confirmation SMS indicating that the integration is complete.

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Conclusion

This tutorial has guided you through the process of integrating Razorpay and Twilio using Pabbly Connect to send SMS notifications for failed payments. By following these steps, you can automate your payment notifications efficiently.

With Pabbly Connect, you can easily set up workflows that enhance your customer communication and streamline your payment processes. Start using Pabbly Connect today to maximize your automation capabilities!

Learn how to send WhatsApp messages for failed payments using Pabbly Connect to integrate Razorpay and WhatsApp Cloud API effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin automating the process of sending WhatsApp messages for failed payments, you first need to access Pabbly Connect. Simply type the URL Pabbly.com/connect in your browser, reaching the landing page of the software.

On this page, you will find options to either sign in or sign up. If you are a new user, click on the ‘Sign up for free’ tab to create an account. This will only take a couple of minutes, and you’ll receive 100 free tasks upon account creation. If you already have an account, click on ‘Sign in’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Send WhatsApp Messages for Failed Razorpay Payments’ and click on ‘Create’ to proceed.

• Trigger Application: Razorpay
• Action Application: WhatsApp

You will see two main events: Trigger and Action. The trigger is the event that starts the workflow, while the action is the response to that trigger. Here, select Razorpay as the trigger application and choose the ‘Payment Failed’ event as the trigger.

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3. Setting Up the Webhook in Razorpay

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect, allowing data transfer. Copy this webhook URL and log in to your Razorpay account.

In Razorpay, go to Settings and then Webhooks. Click on ‘Add New Webhook’ and paste the copied webhook URL. Set the active event to ‘Payment Failed’ and click ‘Create Webhook’. This step ensures that Razorpay will send data to Pabbly Connect whenever a payment fails.

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4. Testing the Integration Setup

Now that the webhook is set up, it’s time to test the integration. Go back to Razorpay and initiate a payment process. For instance, you can select a product, fill in the details, and when prompted for OTP, cancel the payment instead. This action simulates a failed payment.

• Check for the API response in Pabbly Connect.
• Ensure the payment status shows as ‘Failed’.

After cancellation, return to Pabbly Connect to see if the API response has captured the failed payment details, including the user’s mobile number and email address.

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5. Sending WhatsApp Messages via Pabbly Connect

With the failed payment data captured, it’s time to set up the action to send a WhatsApp message. Select WhatsApp as the action application in Pabbly Connect and choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required credentials: token, phone number ID, and WhatsApp business account ID.

Once connected, you will need to fill in the message template details. Use the template you created for payment failures, ensuring to map the necessary fields like recipient’s mobile number, product name, and order ID. This mapping allows for dynamic message generation based on the data received from Razorpay.

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Conclusion

By following these steps, you can successfully integrate Razorpay with WhatsApp using Pabbly Connect to automate notifications for failed payments. This setup ensures timely communication with customers, enhancing their experience and improving payment recovery efforts. With Pabbly Connect, automating such workflows becomes seamless and efficient.

Learn how to automate adding new Google Ads leads to ActiveCampaign using Pabbly Connect with this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Ads and ActiveCampaign Integration

To automate adding contacts in ActiveCampaign for new Google Ads leads, you need to start with Pabbly Connect. First, sign up for a free account on Pabbly Connect’s dashboard. Once logged in, click on ‘Create Workflow’ and name it, for example, ‘Google Ads to ActiveCampaign.’ This name will help you identify the workflow later.

After creating the workflow, you will see two windows: the trigger window and the action window. The trigger will be set to recognize new leads from Google Ads, while the action will be to add these leads as contacts in ActiveCampaign. Make sure to navigate through these options carefully to ensure a smooth setup.

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2. Trigger Setup: Capturing New Leads from Google Ads

In the trigger window of Pabbly Connect, search for ‘Google Ads’ and select it. Choose ‘New Lead Form Entry’ as the trigger event. Once selected, Pabbly Connect will generate a webhook URL. This URL is crucial as it will connect your Google Ads leads to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Ads account and navigate to the ‘Ads and Assets’ section.
• Under ‘Assets,’ click on the plus button to create or select a lead form.

Once the lead form is set up, scroll to the ‘Export Leads from Google Ads’ section. Here, click on ‘Other Data Integration’ and paste the webhook URL into the designated area. Ensure that you also enter the required key. After completing this, you can test the integration by sending a test lead, which will confirm that everything is correctly linked.

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3. Action Setup: Adding Contacts to ActiveCampaign

Next, in the action window of Pabbly Connect, search for ‘ActiveCampaign’ and select it. Choose ‘Create or Update Contact’ as the action event. Click on ‘Connect’ and select ‘Add New Connection’ to link your ActiveCampaign account with Pabbly Connect.

To establish this connection, you will need your ActiveCampaign API key and URL. To find these, go to your ActiveCampaign dashboard, click on ‘Settings,’ then ‘Developer.’ Here, you can copy the API URL and key. Paste these into the appropriate fields in Pabbly Connect and save the connection.

Once connected, you will need to map the fields from the Google Ads lead data to ActiveCampaign. This includes entering the email address, first name, last name, and phone number from the Google Ads lead response. Ensure all fields are correctly mapped to maintain data integrity.

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4. Using Text Formatter in Pabbly Connect for Name Splitting

Since the full name is received as a single field from Google Ads, you will need to split it into first and last names using Pabbly Connect‘s Text Formatter feature. Add a new action step, search for ‘Text Formatter,’ and select it. Choose ‘Split Text’ as the action event.

• Map the full name response from Google Ads as the text to split.
• Use a space as the separator to divide the first name and last name.
• Select all segments to ensure both names are captured.

After configuring this step, save and send a test request. The response should show separate entries for first and last names, which you can then map back into the ActiveCampaign setup. This ensures that the names are correctly formatted for your contacts.

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5. Finalizing the Integration and Testing

After setting up the Text Formatter, go back to the action step for ActiveCampaign in Pabbly Connect. Reconnect your ActiveCampaign account to ensure it captures the new data from the Text Formatter. Then, map the first name and last name fields using the responses generated from the Text Formatter.

Finally, complete the mapping by including the phone number and selecting the appropriate list in ActiveCampaign where you want these new contacts to be added. Once everything is set, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

After testing, check your ActiveCampaign account to confirm that the new lead has been added successfully as a contact. This automated workflow will now ensure that every new lead from Google Ads is added to ActiveCampaign without manual intervention, streamlining your marketing efforts.

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Conclusion

By following this detailed tutorial, you can effectively use Pabbly Connect to automate the process of adding new Google Ads leads to ActiveCampaign. This integration not only saves time but also enhances your marketing efficiency by ensuring that all leads are captured and organized automatically.

Learn how to effectively use the Copy & Paste Action Steps Module inside Pabbly Connect to streamline your workflows with Facebook, YouTube, and Google. 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 Copy & Paste Action Steps

To start using the Copy & Paste Action Steps module in Pabbly Connect, first, log into your account. This feature allows you to duplicate action steps across workflows, enhancing efficiency.

After logging in, navigate to the workflows section. You will see your existing workflows listed. Select the workflow you want to work with to utilize this new feature.

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2. Copying Action Steps in Pabbly Connect

Within your selected workflow in Pabbly Connect, identify the action step you wish to copy. For instance, if you have a YouTube upload action, locate this step.

• Click on the ‘Copy Step’ button next to the action step.
• A confirmation message will indicate that the step is being copied.

Once copied, you can paste this action step within the same workflow or transfer it to another workflow using Pabbly Connect.

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3. Pasting Action Steps in Pabbly Connect Workflows

To paste the copied action step in Pabbly Connect, navigate to the desired location within the same workflow. For example, if you want to paste after a Google Sheets action, click on the ‘Paste Step Below’ button.

• The copied action step will be inserted automatically, maintaining the workflow sequence.
• You can also paste the step after any other actions by selecting the appropriate ‘Paste’ option.

This feature ensures that your workflows in Pabbly Connect remain organized and efficient, saving you time and effort.

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4. Using Copy & Paste Across Different Workflows

One of the powerful features of Pabbly Connect is the ability to paste copied action steps into different workflows. After copying an action step, return to your workflow dashboard.

Select the workflow where you want to paste the action step. For instance, if you need to paste the YouTube upload step into a different workflow, simply click on the ‘Paste Step Below’ button at the desired location.

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5. Finalizing Your Workflows in Pabbly Connect

After pasting the action steps, review your workflows in Pabbly Connect. Ensure that all necessary data mappings are intact, especially when moving steps between workflows.

Once satisfied with the adjustments, save your workflow. This ensures that all copied and pasted actions are properly integrated and functional within your workflows.

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Conclusion

Using the Copy & Paste Action Steps module in Pabbly Connect streamlines workflow management, allowing you to efficiently duplicate actions between workflows. This powerful feature enhances your productivity significantly.

Learn how to set up Pabbly Connect to get alerts on Slack when a payment fails in Stripe and send email notifications to customers. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Payment Notifications

To get alerts on Slack when a payment fails in Stripe, you first need to access Pabbly Connect. This automation platform allows you to connect different applications seamlessly. If you’re a new user, sign up for a free account at Pabbly.com/connect.

Once you log in, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’ to start your automation. You will need to name your workflow, so enter something descriptive like ‘Get Alerts on Slack for Stripe Payment Failures’ and click ‘Create’ to proceed.

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2. Setting Up Stripe as the Trigger Application

In this section, we will set up Stripe as the trigger application using Pabbly Connect. Select Stripe from the list of applications and choose the trigger event ‘Payment Failed.’ This event will notify you whenever a payment fails in Stripe.

• Select Stripe as the application.
• Choose the trigger event: Payment Failed.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, go to your Stripe account, navigate to the Developers section, and click on Webhooks. Add a new endpoint using the copied URL and select the event ‘Payment Intent Payment Failed.’ This setup allows Pabbly Connect to capture payment failure details from Stripe.

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3. Testing Stripe Connection with Payment Failure

To ensure that the connection between Stripe and Pabbly Connect is working, you need to test it by simulating a payment failure. Use Stripe’s test card details to create a transaction that will fail.

Once you initiate the failed payment, return to Pabbly Connect to see if the payment failure details are captured. You should see a response containing all relevant information, including customer details and the payment amount.

• Initiate a payment using Stripe’s test card that is known to fail.
• Check the response in Pabbly Connect for the payment failure details.
• Confirm that customer information is included in the response.

If the details are captured successfully, you are ready to move on to the next step of sending alerts via Slack.

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4. Sending Alerts to Slack Using Pabbly Connect

Now that we have the payment failure details from Stripe, we can set up Slack to receive alerts. In Pabbly Connect, select Slack as the action application and choose the action event ‘Send Channel Message.’ This will allow you to notify your team about the payment failure.

Connect your Slack account by selecting either a user or bot token. Once connected, choose the channel where you want to send the message. You can format the message to include customer details like name, email, and the amount that failed.

After crafting your message, click on ‘Save and Send Test Request’ to send a test message to your selected Slack channel. Check your Slack to confirm that the alert has been received.

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5. Notifying Customers via Gmail

In the final step, we will set up email notifications for customers using Gmail through Pabbly Connect. Select Gmail as the action application and choose the action event ‘Send Email.’ This will enable you to inform customers about their payment failure.

Connect your Gmail account and map the recipient email address to the customer’s email captured from the Stripe response. You can customize the subject and body of the email to inform the customer about the payment failure and provide any necessary instructions.

Once you have configured the email details, click on ‘Save and Send Test Request’ to send a test email. Verify that the email is received by the customer, ensuring that both Slack and email notifications are working seamlessly.

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Conclusion

By following these steps, you can effectively set up Pabbly Connect to automate alerts on Slack when a payment fails in Stripe and send timely email notifications to your customers. This integration not only streamlines communication but also enhances customer service efficiency.

Learn how to automate sending WhatsApp messages upon Kajabi form submission using Pabbly Connect. Step-by-step guide to streamline your communication. 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. Access Pabbly Connect for Automation

To automate sending WhatsApp messages on Kajabi form submissions, start by accessing Pabbly Connect. This powerful integration tool enables seamless connections between Kajabi and WhatsApp, allowing you to send automated messages effortlessly.

Visit Pabbly Connect by typing Pabbly.com/connect in your browser. If you’re a new user, sign up for a free account. Existing users can log in directly to access the dashboard where you can create your automation workflows.

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2. Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the blue button labeled ‘Create Workflow’. Name your workflow something descriptive, like ‘Send WhatsApp Messages on Kajabi Form Submission’. This name will help you identify the automation later.

After naming your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger indicates when the automation will start, while the action specifies what will happen. For this integration, select Kajabi as the trigger application and ‘Form Submission’ as the trigger event.

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3. Set Up Webhook URL in Kajabi

To capture the form submission data, you need to set up a webhook URL in Kajabi. Copy the webhook URL provided by Pabbly Connect after selecting your trigger event. Next, navigate to your Kajabi dashboard and locate the form you want to connect.

Open your form settings in Kajabi, and click on the three-dot menu where you will find the ‘Webhooks’ option. Paste the copied webhook URL here and click on ‘Save’. This step ensures that every time someone submits the form, Kajabi sends the data to Pabbly Connect.

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4. Test the Integration with a Dummy Submission

After setting up the webhook, it’s essential to test the integration. Go back to Pabbly Connect and click on ‘Recapture Webhook Response’. This will prompt you to do a test submission on your Kajabi form.

Fill out the form with dummy details, such as name, email, and WhatsApp number. Once you submit the form, return to Pabbly Connect to verify that the data has been captured successfully. This confirms that the connection between Kajabi and Pabbly Connect is working correctly.

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5. Connect WhatsApp Cloud API to Send Messages

To send WhatsApp messages, you need to connect the WhatsApp Cloud API through Pabbly Connect. In the action step, search for ‘WhatsApp Cloud API’ and select it. Choose the action event ‘Send Template Message’ to initiate the message sending process.

When prompted, click on ‘Add New Connection’ and provide the necessary details, including your WhatsApp Business Account ID and the permanent token. Ensure you have created and approved a message template in your WhatsApp Cloud API account.

• Access the Facebook Developer portal to create your app.
• Generate a permanent token for the WhatsApp Cloud API.
• Copy the template name and map it in Pabbly Connect.

Finally, map the variables such as recipient name and phone number from the Kajabi form submission data into the WhatsApp message template fields. Once everything is set, click on ‘Save and Send Test Request’ to confirm that the message is sent successfully.

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Conclusion

In summary, using Pabbly Connect to automate WhatsApp messages upon Kajabi form submissions streamlines your communication process. By following these steps, you can ensure immediate engagement with your users, enhancing their experience and saving time.

Learn how to automate the retrieval of YouTube channel stats from Social Blade to WhatsApp using Pabbly Connect. Step-by-step tutorial included. 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

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1. Setting Up Pabbly Connect for YouTube Stats

In this section, we will explore how to set up Pabbly Connect to automate the retrieval of YouTube stats. Start by signing up for a free account on the Pabbly Connect website. This allows you to access automation tasks and set up your workflows efficiently.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Daily YouTube Stats on WhatsApp’. This naming helps you identify the workflow easily later on.

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2. Scheduling Your Workflow with Pabbly Connect

To ensure that you receive daily updates on your YouTube channel stats, we will use the scheduling feature of Pabbly Connect. This feature allows you to run your workflow at a set time every day. Select ‘Every Day’ as the frequency and specify the time you want to receive the updates, for instance, 8 PM.

• Choose ‘Every Day’ as the schedule frequency.
• Set the time for the workflow to run, e.g., 8 PM.

After setting the schedule, click ‘Save’. Your workflow will now run automatically at the specified time, ensuring you get the latest stats from your YouTube channel daily.

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3. Connecting Social Blade to Pabbly Connect

Next, we will connect Social Blade to Pabbly Connect to fetch your YouTube channel statistics. In the action step, search for the Social Blade application and select the action event as ‘Get Statistics’. This step is crucial as it allows you to pull the required data from Social Blade.

When prompted, you will need to provide your Social Blade API credentials, including the Client ID and Access Token. You can find these in your Social Blade account settings. After entering these details, click ‘Save’ to establish the connection.

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4. Sending YouTube Stats to WhatsApp via Pabbly Connect

After successfully fetching the stats from Social Blade, the next step is to send this information to WhatsApp using Pabbly Connect. To do this, add another action step and search for the WhatsApp Cloud API integration. Select ‘Send Template Message’ as the action event.

• Connect your WhatsApp account using the Cloud API.
• Select the message template you created for sending stats.
• Map the required fields like total views and subscribers from the previous step.

After configuring the template and mapping the fields, click ‘Save’ and then ‘Send Test Request’ to verify if the message is sent to your WhatsApp. If everything is set correctly, you will receive a test message with your YouTube stats.

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5. Finalizing Your Automation with Pabbly Connect

Once you have confirmed that the test message is received on WhatsApp, your automation is nearly complete. The final step is to ensure that the workflow runs smoothly every day without manual intervention. With Pabbly Connect, this is straightforward.

You only need to set up the workflow once, and it will automatically run daily at the specified time, sending you the latest stats of your YouTube channel via WhatsApp. This integration saves time and keeps you updated effortlessly.

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Conclusion

By using Pabbly Connect, you can automate the retrieval of YouTube channel stats from Social Blade and send them directly to your WhatsApp. This seamless integration enhances your productivity and ensures you stay informed about your channel’s performance daily.

Learn how to integrate Social Blade and Twilio for SMS updates using Pabbly Connect in this detailed tutorial. 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

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1. Access Pabbly Connect to Set Up Your Workflow

To get started with automating your Social Blade stats via SMS, first, you need to access Pabbly Connect. This platform allows you to create automated workflows without any coding knowledge. Simply visit the Pabbly website and sign up for a free account, which gives you access to a limited number of automation tasks each month.

Once you have signed up, log in to your Pabbly Connect dashboard. From there, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; for this tutorial, we will name it ‘Social Blade Stats on SMS.’ After naming it, click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. For this automation, we will use the scheduler feature to run the workflow daily. Click on the trigger module and select the ‘Scheduler’ option. This feature allows you to specify when you want the automation to run.

• Select the frequency: Choose ‘Every Day’.
• Set the time: Input the time you want the stats to be fetched, e.g., 19:00 (7 PM).

After configuring these settings, click on the ‘Save’ button. Your workflow is now scheduled to run every day at the specified time, ready to fetch the Social Blade stats.

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3. Fetching Statistics from Social Blade

Now that you have scheduled your workflow, the next step is to fetch the statistics from Social Blade using Pabbly Connect. In the action step, select the Social Blade application. The action event should be set to ‘Get Statistics’. Click on ‘Connect’ and then choose ‘Add New Connection’.

You will need to enter the Client ID and Access Token from Social Blade. To obtain these, click on the respective links provided in the Pabbly interface, which will redirect you to Social Blade to copy the necessary credentials. After entering these details, select the platform from which you want to fetch stats, such as YouTube, and input the account name (e.g., Social Blade’s YouTube channel name).

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4. Sending Stats via Twilio SMS

With the stats fetched, we can now set up the SMS sending action using Twilio within Pabbly Connect. Click on the plus icon to add a new action and search for Twilio. Select the action event ‘Send SMS Message’. Click on ‘Connect’ and then ‘Add New Connection’. You will need to input your Twilio Account SID and Auth Token, which can be found in your Twilio console.

• Enter the sender’s number: Use your approved Twilio phone number.
• Input the recipient’s number: Enter your phone number with the country code.

In the SMS body, you can craft a message that includes the fetched stats. Use the mapping feature to insert dynamic data from the previous steps, ensuring that you receive updated stats every day. Save and send a test request to verify that the SMS is being sent correctly.

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Conclusion: Automating Your Social Blade Stats with Pabbly Connect

By following these steps, you can successfully automate the process of receiving Social Blade stats via SMS using Pabbly Connect and Twilio. This setup allows you to keep track of your social media performance effortlessly. Once configured, the workflow runs automatically, providing you with daily updates without any additional effort.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your ability to monitor your social media statistics effectively. Start automating today to stay informed about your online presence!