Author: Nitin Maheshwari

Learn how to automate revoking customer access from Kajabi courses upon subscription cancellation in Stripe using Pabbly Connect. Follow our detailed tutorial now! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Subscription Cancellation

In this tutorial, we will explore how to use Pabbly Connect to revoke customer access from Kajabi courses when a subscription is canceled in Stripe. This automation can save time and streamline your workflow.

When a customer cancels their subscription, it is essential to revoke their access to the corresponding Kajabi course. By using Pabbly Connect, you can automate this entire process, ensuring that your course access management is efficient and accurate.

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2. Setting Up Your Pabbly Connect Account

To begin, you need to access Pabbly Connect. If you are a new user, you can sign up for a free account at Pabbly.com/connect. Existing users can simply log in to their dashboard.

Once logged in, follow these steps to create your automation workflow:

• Click on the blue button labeled ‘Create Workflow’
• Name your workflow, such as ‘Revoke Customer Access from Kajabi on Subscription Cancellation’
• Select Stripe as the first application for the trigger event

By setting up your account and creating a workflow, you are ready to integrate Stripe and Kajabi using Pabbly Connect.

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3. Connecting Stripe and Setting Up the Trigger Event

In this step, you will connect Stripe to Pabbly Connect to capture subscription cancellation events. Select Stripe as your trigger application and choose the event labeled ‘Canceled Subscription’. This event will activate the automation whenever a subscription is canceled.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Stripe account. Here’s how to set it up:

• Go to the Developer section in Stripe
• Select the Webhooks option and add an endpoint using the copied URL
• Choose the event ‘customer.subscription.deleted’

After saving the webhook, Pabbly Connect will wait for a response from Stripe to confirm that the integration is working correctly.

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4. Testing the Integration and Retrieving Customer Details

Once the webhook is set up, it’s time to test the integration. Go back to Pabbly Connect and cancel a subscription in Stripe. This action will trigger the webhook and send the cancellation data to Pabbly Connect.

After canceling a subscription, you will see the response in Pabbly Connect. This response will include important details, such as the customer ID. You will need this ID to retrieve the customer’s details:

Select Stripe again in Pabbly Connect as the next application Choose the action event ‘Retrieve Customer Details’ Map the customer ID from the previous step

This process ensures that you have the necessary customer details to proceed with revoking access in Kajabi.

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5. Revoking Access to Kajabi Courses

With the customer details retrieved, it’s time to revoke access to the Kajabi course. In Pabbly Connect, select Kajabi as the next application and choose the action event ‘Revoke Access to an Offer’. This step is crucial for managing course access effectively.

To complete this action, you will need to provide the deactivation URL from Kajabi and the external user ID, which is typically the customer’s email address. Follow these steps:

Copy the deactivation URL from your Kajabi course settings Map the external user ID to the customer’s email address Click on the button to send the request

After executing these steps, the customer’s access to the Kajabi course will be automatically revoked, completing the automation process set up through Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can efficiently manage customer access to Kajabi courses upon subscription cancellation in Stripe. This automation not only saves time but also ensures that access is revoked accurately without manual intervention. Set up this workflow today to streamline your course management process!

Learn how to automate Slack notifications for new Calendly appointments using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Calendly and Slack Integration

To automate Slack notifications for new Calendly invites, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Begin by signing up for a free account on the Pabbly Connect dashboard.

Once you are logged in, click on ‘Create Workflow’ and give your workflow a name, such as ‘Calendly to Slack.’ After naming your workflow, click on ‘Create’ to proceed. This action opens a new workflow interface with two main sections: the trigger window and the action window.

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2. Configuring the Trigger Event in Pabbly Connect

In the trigger window, select Calendly as the application. For the trigger event, choose ‘Invitee Created’ from the dropdown menu. This setup allows Pabbly Connect to capture new appointments made through Calendly.

• Search for ‘Calendly’ in the app selection.
• Select ‘Invitee Created’ as the trigger event.
• Connect your Calendly account by clicking on ‘Connect with Calendly’.

After connecting your Calendly account, ensure you select the correct organization and user from the provided fields. Once done, click on ‘Save and Send Test Request’ to test the connection. Pabbly Connect will wait for a response from Calendly, indicating that the integration is set up correctly.

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3. Booking a Test Appointment to Trigger Slack Notification

Now that you have configured the trigger, it’s time to book a test appointment. Go to your Calendly account and select an event to book. Enter the required details, such as the date and time, and fill in the name and email address of the invitee.

Once you confirm the appointment, return to Pabbly Connect. You should see that the system has received the response from Calendly, displaying all the details of the new appointment, including the time, email, and any messages entered during booking.

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4. Adding a Filter Condition for Specific Events

Next, you will want to filter the appointments to send notifications only for specific events. Scroll down to the action window and select the ‘Filter’ app in Pabbly Connect. Set the filter condition to ensure that only relevant events trigger Slack messages.

• Choose the label as ‘Resource Name’ from the dropdown.
• Set the filter type to ‘Equals’.
• Enter the exact event name you wish to track.

By clicking on ‘Save and Send Test Request,’ you can verify that the filter is working correctly. This step ensures that notifications are only sent for the specified events, allowing for more organized communication in your Slack channels.

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5. Sending the Slack Message with Appointment Details

Finally, set up the action to send a message in Slack. In the action window, select Slack as the app and choose ‘Send Channel Message’ as the action event. Connect your Slack account by clicking ‘Connect with Slack’ and follow the prompts to authorize the connection. using Pabbly Connect

In the message field, create a personalized message that includes the name and email of the invitee. You can map these fields from the response received from Calendly. After configuring the message, click on ‘Save and Send Test Request’ to send a test message to your designated Slack channel.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate Slack notifications for new Calendly appointments. By following each step, you can ensure that your team stays informed about new bookings effortlessly. This integration streamlines communication and enhances workflow efficiency.

Learn how to send Slack notifications for inbound SMS in Close CRM using Pabbly Connect with this step-by-step tutorial. Automate your CRM notifications! 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. Setting Up Pabbly Connect for Integration

To send Slack notifications for inbound SMS in Close CRM, start by accessing Pabbly Connect. This automation tool allows you to create workflows without coding. Visit the Pabbly Connect website and sign up for a free account to get started.

Once you’ve registered and logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the automation setup. Name your workflow, for example, ‘Close CRM to Slack’, and click the ‘Create’ button to continue.

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2. Setting Up Close CRM as the Trigger Application

In this step, you will set up Close CRM as the trigger application in Pabbly Connect. Select Close CRM from the list of applications and choose the trigger event as ‘New SMS’. This event will activate the workflow whenever a new SMS is received.

• Select ‘Close CRM’ as the trigger application.
• Choose the trigger event ‘New SMS’.
• Click on ‘Connect’ and add a new connection using your API key.

After entering your API key from the Close CRM settings, click ‘Save’. This will establish the connection between Pabbly Connect and Close CRM, allowing it to listen for new SMS messages.

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3. Testing the Close CRM Integration

To test the integration, send a demo SMS to the number associated with your Close CRM account. After sending the SMS, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will check if the SMS data is being captured correctly.

Once the test request is sent, you should see the response data appearing in the Pabbly Connect interface. Ensure that the SMS content is displayed correctly, confirming that the integration is functioning as expected.

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4. Filtering Inbound SMS for Slack Notifications

After confirming that the SMS data is received, you need to set up a filter to ensure notifications are only sent for inbound SMS. In Pabbly Connect, add a filter step after the Close CRM trigger.

• Select the label for the SMS direction to filter.
• Set the filter type to ‘Equals’ and input ‘Inbound’ as the value.
• Click ‘Send Test Request’ to validate the filter condition.

This filter will ensure that only inbound SMS notifications trigger Slack messages, keeping your team informed without unnecessary alerts.

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5. Sending Notifications to Slack

Now that the filter is set, you can configure Slack as the action application in Pabbly Connect. Select Slack and choose the action event ‘Send Channel Message’. Connect your Slack account by selecting the appropriate token type, either user or bot, and authorize the connection.

Once connected, select your desired Slack channel and customize the message. Map the SMS content from the Close CRM trigger into your Slack message. For example, you can write: ‘Hello team, we have just received a new inbound SMS in Close CRM: {SMS content}’. After finalizing the message, click ‘Save and Send Test Request’ to verify that the notification is delivered to Slack.

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Conclusion

By following these steps, you can effectively automate Slack notifications for inbound SMS received in Close CRM using Pabbly Connect. This integration streamlines communication and ensures your team stays updated without manual intervention. Start using automation today to enhance your workflow!

Learn how to automatically send WhatsApp messages for new Kajabi purchases using Pabbly Connect. Step-by-step integration guide with WhatsApp Cloud API. 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. Accessing Pabbly Connect for WhatsApp Integration

To automatically send WhatsApp messages for new Kajabi purchases, you first need to access Pabbly Connect. This powerful automation tool enables seamless integration between Kajabi and WhatsApp.

Start by signing up for a free account at Pabbly Connect. Once logged in, navigate to the dashboard where you can begin creating your automation workflow. Click on the blue ‘Create Workflow’ button to get started.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to automate WhatsApp messaging. Name your workflow something descriptive, like ‘Send WhatsApp Messages After Kajabi Purchase’. This will help you identify the purpose of the automation easily. using Pabbly Connect

After naming your workflow, you will see two boxes labeled trigger and action. The trigger indicates what event will start the automation, while the action defines what happens as a result. In this case, select Kajabi as the trigger application and choose the event ‘New Purchase’.

• Select Kajabi as the trigger application.
• Choose ‘New Purchase’ as the trigger event.
• Copy the provided webhook URL for later use.

Once you’ve configured these settings, proceed to the Kajabi dashboard to set up the webhook with the URL you copied from Pabbly Connect.

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3. Setting Up the Webhook in Kajabi

To connect Kajabi to Pabbly Connect, navigate to your Kajabi product settings. Locate the ‘Offer’ section and select the product for which you want to send WhatsApp messages.

In the Offer settings, look for the ‘Webhooks’ option. Here, paste the webhook URL you copied earlier from Pabbly Connect. Save the changes to ensure that Kajabi can send purchase data to Pabbly Connect.

• Access the Offer settings for your product in Kajabi.
• Locate the Webhooks section and paste the URL.
• Save your changes to finalize the setup.

With the webhook in place, any new purchases made will trigger the data to be sent to Pabbly Connect, allowing for the next steps of the automation.

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4. Testing the Webhook Response

After setting up the webhook, it’s crucial to test its functionality. Go back to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action will prompt you to make a test purchase in Kajabi. using Pabbly Connect

Open your Kajabi checkout page and fill in the required details, including the WhatsApp number and email address. Complete the purchase to generate a test response that Pabbly Connect can capture.

Navigate to your Kajabi checkout page. Fill in the form with test details, ensuring to include the WhatsApp number. Submit the form to complete the test purchase.

Once the purchase is made, Pabbly Connect will capture the details, confirming that the webhook is functioning correctly. You will see the purchase data reflected in the Pabbly Connect dashboard.

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5. Sending WhatsApp Messages with Pabbly Connect

Now that the webhook is successfully set up and tested, it’s time to send WhatsApp messages. In the Pabbly Connect dashboard, select the WhatsApp Cloud API as your action application. Choose the action event ‘Send Template Message’. using Pabbly Connect

Connect your WhatsApp Cloud API account by entering the required credentials, including the access token and phone number ID. This connection allows Pabbly Connect to send messages on your behalf.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the customer’s WhatsApp number and other variables for the message.

After configuring the message template and mapping the required fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation message on WhatsApp indicating the purchase has been successful.

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Conclusion

By following these steps, you can effectively automate WhatsApp messages for new Kajabi purchases using Pabbly Connect. This integration not only enhances customer communication but also streamlines your business processes, allowing you to focus on growth.

Implementing this automation ensures that every new purchase is acknowledged promptly via WhatsApp, improving customer satisfaction and engagement. Start using Pabbly Connect today to revolutionize your business automation!

Learn how to automate integration of Stripe payment details into Airtable and Slack using Pabbly Connect with this detailed 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

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1. Setting Up Pabbly Connect for Stripe Integration

To begin the integration process with Pabbly Connect, you need to access the Pabbly Connect dashboard. After signing up for a free account, navigate to the dashboard where you can create a new workflow.

Click on ‘Create Workflow’ and name it something descriptive, like ‘Stripe to Airtable and Slack’. This workflow will serve as the automation hub for capturing new Stripe payment details and sending them to Airtable and Slack.

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2. Triggering New Payments from Stripe

In this section, we will set up the trigger for our workflow to capture new payments from Stripe using Pabbly Connect. In the trigger window, select Stripe as the application and choose ‘New Charge’ as the trigger event.

• Search for and select the Stripe application.
• Choose ‘New Charge’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Set up the webhook in your Stripe account under the Developers section.

After setting up the webhook, any new payment received will trigger the workflow in Pabbly Connect, allowing you to capture payment details automatically.

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3. Retrieving Payment Details from Stripe

Once a payment is triggered, the next step in Pabbly Connect involves retrieving the payment details. This is done by adding a new action step where you select Stripe again and choose the action event ‘Retrieve a Payment Intent’.

To connect your Stripe account, you will need your API token. This can be found in the Developers section of your Stripe account. After connecting, map the Payment Intent ID from the previous response to retrieve specific details about the payment.

• Select ‘Retrieve a Payment Intent’ as the action event.
• Map the Payment Intent ID from the Stripe response.
• Click ‘Save and Send Test Request’ to retrieve payment details.

After executing this step, you will have access to all relevant payment details which can be used in further steps of your automation.

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4. Adding Payment Records to Airtable

With the payment details retrieved, the next step is to add these details into Airtable. In this part of the workflow, you will again use Pabbly Connect to select Airtable as the application and choose ‘Create Record’ as the action event.

Connect your Airtable account by entering the API key found in your Airtable account settings. After connecting, you will need to select the base and table where the payment records will be stored. Map the relevant fields with the data from the Stripe response.

Select your Airtable base and table for storing payment records. Map fields like Payment ID, Customer Name, Email, Product Name, and Amount. Click ‘Save and Send Test Request’ to add the record.

Once this step is complete, the payment details will be stored in your Airtable database, ready for future reference.

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5. Notifying Team Members on Slack

Finally, to keep your team updated, you will set up a notification in Slack using Pabbly Connect. In the last action step, select Slack as the application and choose ‘Send Channel Message’ as the action event.

Connect your Slack account and select the channel where you want to send the message. You can customize the message to include customer details, product information, and payment amount. Map the necessary fields from the Stripe response to personalize the message.

Choose the Slack channel for notifications. Customize the message to include customer name, email, product, and amount. Click ‘Save and Send Test Request’ to send the message.

This way, every time a new payment is processed, your team will be instantly notified through Slack, ensuring everyone is aware of the latest transactions.

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Conclusion

In this tutorial, we explored how to automate the integration of Stripe payment details into Airtable and Slack using Pabbly Connect. By following these steps, you can ensure that your payment records are accurately captured and your team is promptly informed about new transactions. This seamless automation enhances workflow efficiency and keeps everyone in the loop.

Learn how to automate the creation of HubSpot contacts for new purchases in Kajabi using Pabbly Connect, streamlining your customer management process. 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 Kajabi and HubSpot Integration

To automate the creation of HubSpot contacts for new purchases in Kajabi, you will need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the blue button to create a new workflow. You will need to name your workflow, for instance, ‘Auto create contacts in HubSpot when Purchase made in Kajabi.’ This sets the stage for integrating Kajabi with HubSpot through Pabbly Connect.

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2. Setting Up Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. You will select Kajabi as the first application and choose the trigger event as ‘New Purchase.’ This means that every time a new purchase is made in Kajabi, the automation will be triggered.

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

After copying the webhook URL, navigate back to your Kajabi account and open the specific product for which you want to create contacts in HubSpot. Paste the webhook URL into the appropriate section and save your changes. This step effectively connects Kajabi with Pabbly Connect, allowing it to capture purchase data.

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3. Testing the Webhook Response

Now that the connection between Kajabi and Pabbly Connect is established, it’s time to test the webhook response. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect. This action requires you to make a test purchase in Kajabi to ensure that the data can be captured successfully.

Go back to your Kajabi dashboard and create a dummy purchase using a test account. Fill in the necessary details and complete the purchase. Once the purchase is successful, return to Pabbly Connect to see if the details of the purchase have been recorded in the webhook response. If successful, you will see the customer’s name and email address displayed, confirming that the integration works as intended.

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4. Configuring HubSpot Integration in Pabbly Connect

With the webhook successfully capturing data from Kajabi, the next step is to configure the HubSpot integration. In Pabbly Connect, select HubSpot as the second application and choose the action event as ‘Create Contact.’ This action will automatically add the new customer to your HubSpot CRM.

• Select HubSpot as the application.
• Choose ‘Create Contact’ as the action event.
• Connect your HubSpot account to Pabbly Connect.

After connecting HubSpot, you will need to map the fields from the Kajabi purchase data to the HubSpot contact fields. This is crucial for ensuring that the correct information is transferred. For instance, map the customer’s email and name to their corresponding fields in HubSpot. Once all fields are mapped, save and send the request.

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5. Verifying Automation Success in HubSpot

To verify that the automation is working correctly, go to your HubSpot CRM and check the contacts section. You should see the new customer added automatically after the test purchase was made in Kajabi. This confirms that Pabbly Connect has successfully integrated the two applications.

To further test the automation, repeat the purchase process with a different test account. Each time a new purchase is made, a corresponding contact should appear in HubSpot without any manual intervention. This demonstrates the effectiveness of using Pabbly Connect to automate your customer management process.

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Conclusion

In this tutorial, we explored how to set up an automation using Pabbly Connect to create HubSpot contacts for new purchases in Kajabi. By following these steps, you can streamline your customer management process and ensure that all new purchases are automatically recorded in HubSpot.

Learn how to send Learnyst transaction details to Google Sheets seamlessly using Pabbly Connect. Follow our step-by-step guide for easy 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

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1. Accessing Pabbly Connect for Integration

To send Learnyst transaction details to Google Sheets, first access Pabbly Connect. Open your browser and type the URL Pabbly.com/connect to reach the landing page of this integration platform.

On the landing page, you’ll see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up’, which takes less than two minutes. Existing users can simply click ‘Sign In’ to access their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you will see an option to create a workflow. Click on ‘Create Workflow’ and name it ‘Send Learnyst Transaction Details to Google Sheets’. This name reflects the objective of the integration.

Upon naming your workflow, you will be presented with two significant events: Trigger and Action. The trigger application will be Learnyst, and the action application will be Google Sheets. Select Learnyst as the trigger application and choose the event ‘Purchase’ as the trigger event.

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3. Setting Up the Webhook for Learnyst

Once you select the Purchase trigger, Pabbly Connect generates a webhook URL. This URL acts as a bridge, enabling Learnyst to send transaction details to Pabbly Connect.

Copy the webhook URL and navigate to your Learnyst account. Go to Marketing > Integrations > Pabbly, and paste the webhook URL in the designated field. Click on ‘Test and Save’ to complete the setup. This step ensures that Learnyst can successfully communicate with Pabbly Connect.

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4. Capturing the Webhook Response in Pabbly Connect

After setting up the webhook, go back to Pabbly Connect and click on ‘Recapture Webhook Response’. This requires a test submission to verify that the data is being sent correctly. Perform a transaction on Learnyst to trigger the webhook.

Once the transaction is completed, return to Pabbly Connect to check if the webhook response has been captured. You should see details such as the username, email address, transaction ID, product name, price, and creation date. If the date format is not suitable, you can format it using the DateTime Formatter feature in Pabbly Connect.

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5. Adding Google Sheets Action in Pabbly Connect

The final step involves adding Google Sheets as the action application in Pabbly Connect. Select ‘Add New Row’ as the action event. You will need to connect your Google Sheets account by authorizing Pabbly Connect to access it.

After connecting, map the necessary fields such as learner name, email address, course name, amount paid, and enrollment date. Once the mapping is complete, click on ‘Save and Send Test Request’. This action will send the transaction details to your Google Sheet, confirming the integration was successful.

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Conclusion

In this tutorial, we demonstrated how to send Learnyst transaction details to Google Sheets using Pabbly Connect. This integration automates the process, ensuring that every transaction is recorded seamlessly in your spreadsheet. By following these steps, you can easily manage your transaction data without any manual effort.

Learn how to seamlessly integrate Graphy subscribers with HubSpot using Pabbly Connect. Follow this step-by-step guide for a smooth setup. 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. Accessing Pabbly Connect for Integration

To integrate Graphy subscribers with HubSpot, you will first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ button, which allows you to create an account quickly and receive 100 free tasks.

Once signed up, log in to your account. After logging in, you will be directed to the all applications page. Here, locate and click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to facilitate the integration between Graphy and HubSpot. Click on the ‘Create Workflow’ button on the dashboard. A dialog box will prompt you to name your workflow. You can name it something like ‘Graphy Subscribers to HubSpot’. After naming, click on the ‘Create’ button to proceed. using Pabbly Connect

• Name your workflow appropriately.
• Click on ‘Create’ to initialize the workflow.

Now, you will see options for setting up a trigger and an action. The trigger application will be Graphy, and the action application will be HubSpot. This setup allows you to automate the process of adding new subscribers from Graphy directly into HubSpot CRM.

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3. Setting Up the Trigger with Graphy

Next, you will set up the trigger for your workflow. Select Graphy as your trigger application and choose the trigger event as ‘New Subscriber’. This event will initiate the workflow whenever a new subscriber is added in Graphy.

After selecting the trigger event, you will be provided with a webhook URL. This URL acts as a bridge connecting Pabbly Connect with Graphy. Copy this webhook URL, as you will need it in the next steps.

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4. Configuring Graphy to Send Data to Pabbly Connect

Now, log in to your Graphy account and navigate to the Integrations section. Under third-party integrations, find Pabbly Connect. Here, you will select the event to send, which is ‘New Subscriber’. Paste the copied webhook URL from Pabbly Connect into the designated field. using Pabbly Connect

• Go to Graphy and open the Integrations section.
• Select ‘New Subscriber’ and paste the webhook URL.

After pasting the URL, click on the ‘Test’ button to ensure the webhook is working correctly. You should see a confirmation that the webhook has successfully triggered. Save your settings in Graphy to complete this step.

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5. Setting Up HubSpot to Receive Data

With the trigger set up, the next step is to configure HubSpot as the action application in your workflow. Select HubSpot and choose the action event as ‘Create Contact’. You will be prompted to connect your HubSpot account to Pabbly Connect. Click on ‘Add New Connection’ to initiate the connection.

Once connected, you will need to map the information received from Graphy to the corresponding fields in HubSpot. Ensure that you fill in the first name, last name, email address, and phone number fields appropriately. After mapping the fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in HubSpot.

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Conclusion

By following these steps, you can seamlessly integrate Graphy subscribers into HubSpot using Pabbly Connect. This integration automates the process of adding new subscribers to your CRM, ensuring efficient management of your contacts. With Pabbly Connect, you can easily set up workflows that enhance your productivity and streamline your operations.

Learn how to automate sending WhatsApp messages to students upon course enrollment using Pabbly Connect, Razorpay, and Learnyst in this detailed tutorial. 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 WhatsApp Automation

To automate WhatsApp messages for students enrolling in Learnyst courses, we will use Pabbly Connect to integrate Razorpay and WhatsApp Cloud API. Start by visiting the Pabbly Connect website and signing up or logging in if you already have an account.

After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘WhatsApp message to students on Learnyst course enrollment’. This setup will ensure that every time a payment is made through Razorpay, a WhatsApp message is sent to the student.

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2. Configuring the Trigger Event in Pabbly Connect

In this step, we will set Razorpay as the trigger application in Pabbly Connect. Select ‘Razorpay’ as your trigger application and choose the event as ‘Payment Captured’. This event will initiate the workflow each time a payment is successfully processed.

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

Once you have copied the webhook URL, you need to set it up in your Razorpay account. This configuration allows Pabbly Connect to receive data from Razorpay whenever a payment is made.

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3. Setting Up Razorpay Webhook

Next, log in to your Razorpay account and navigate to the settings. Under the Webhooks section, click on ‘Add New Webhook’. Here, paste the webhook URL you copied from Pabbly Connect and select ‘Payment Captured’ as the active event. This will ensure that Razorpay sends the payment data to Pabbly Connect.

After saving the webhook, return to Pabbly Connect and send a test request. This step is crucial to verify that the integration is working correctly and that data is being captured successfully from Razorpay.

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4. Integrating Learnyst with Pabbly Connect

Now that Razorpay is set up, the next step is to integrate Learnyst with Pabbly Connect. Add an action step and select Learnyst as the action application. You will need to connect your Learnyst account by entering the required API key and School ID, which can be found in your Learnyst dashboard under the marketing integrations section.

• Select Learnyst as the action application.
• Enter your API key and School ID to connect.
• Map the email and name fields from Razorpay to Learnyst.

This action will automatically enroll the student in the respective course once their payment is confirmed via Razorpay. Ensure that all fields are correctly mapped to avoid any errors during the integration.

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5. Sending WhatsApp Notifications via Pabbly Connect

The final step is to send a WhatsApp message to the student using the WhatsApp Cloud API integrated through Pabbly Connect. Add another action step and select WhatsApp Cloud API as the application. Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account by providing the necessary credentials such as the temporary access token, phone number ID, and business account ID.

Once connected, map the fields for the WhatsApp message. Select the template you created for course enrollment notifications and ensure to include the student’s name and course details. This will personalize the message sent to each student.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to students upon course enrollment through Razorpay and Learnyst. By following these steps, you can streamline your course enrollment process and enhance communication with your students effectively.

Learn how to automate offer letter generation from MySQL using Pabbly Connect, Google Docs, and Gmail. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating offer letter generation, you need to access Pabbly Connect. First, create an account on the Pabbly Connect website. This platform allows you to connect various applications seamlessly.

Once signed in, navigate to your dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow appropriately, like ‘MySQL to Gmail’, and hit the ‘Create’ button. This initiates the setup process for connecting MySQL, Google Docs, and Gmail through Pabbly Connect.

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2. Configuring MySQL as the Trigger Application

In this step, you will configure MySQL as the trigger application in Pabbly Connect. Select MySQL from the list of applications and choose the trigger event as ‘New Row in Table’. This event will activate the workflow whenever a new candidate is added to your database.

To connect MySQL, provide the necessary database details: username, password, host name, database name, and port number. After entering these details, click on ‘Save and Connect’. Pabbly Connect will establish a connection and fetch data from the most recent entry in your MySQL database.

• Enter database username and password.
• Provide host name and database name.
• Specify the port number.

Once connected, select the table containing candidate details and specify a unique column. Click ‘Save and Send Test Request’ to verify that the connection is working correctly, and the most recent candidate data will be fetched.

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3. Creating a Google Docs Template for Offer Letters

Next, you will create an offer letter template using Google Docs. In this template, include placeholders for dynamic data, such as employee name and position, formatted in double curly braces (e.g., {{EMP_NAME}}, {{COMPANY}}, {{POSITION}}). This allows Pabbly Connect to replace these placeholders with actual data during automation.

Once your template is ready, return to Pabbly Connect and add Google Docs as the action application. Choose the action event ‘Create Document from Template’. Connect your Google account and select the offer letter template you created earlier. Map the dynamic fields from the MySQL trigger step to the placeholders in your Google Docs template.

• Select the Google Docs action event.
• Map employee name, company, and position fields.
• Specify the folder in Google Drive for saving the document.

Click ‘Save and Send Test Request’ to create the document. This will generate a new offer letter in your specified Google Drive folder, confirming that the integration is functioning as intended.

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4. Sending the Offer Letter via Gmail

After successfully creating the offer letter, the next step is to send it via email using Gmail. In Pabbly Connect, add another action step and select Gmail. Choose the action event ‘Send Email’. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

In the email setup, map the recipient’s email address from the MySQL step to ensure the correct candidate receives their offer letter. Fill in the subject and body of the email, including a personalized message. Attach the offer letter document using the document ID generated in the previous step.

Map the recipient’s email from MySQL. Specify the email subject and body. Attach the offer letter document.

Click ‘Save and Send Test Request’ to send a test email. This will confirm that the entire workflow is working correctly, and the candidate will receive their offer letter automatically.

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5. Conclusion: Automate Your Offer Letter Process

By following these steps, you can effectively automate the process of generating and sending offer letters using Pabbly Connect. This integration between MySQL, Google Docs, and Gmail streamlines your hiring process, saving time and reducing manual effort.

Once set up, this workflow will run in the background, automatically generating and sending offer letters whenever a new candidate is added to your database. Implementing this automation will enhance your efficiency and improve the candidate experience.

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In conclusion, using Pabbly Connect to integrate MySQL, Google Docs, and Gmail allows for a seamless and automated offer letter generation process. This setup not only saves time but also ensures accuracy in your communications with new hires.