Author: Nitin Maheshwari

Learn how to send WhatsApp template messages automatically using Pabbly Connect when there is a new submission in Carrd. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Integration

To automate sending WhatsApp messages on new submissions in Carrd, start by accessing Pabbly Connect. Visit the Pabbly website, where you can sign up for a free account to get started. Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button to initiate the integration process.

In the workflow creation window, name your workflow something descriptive, such as ‘Carrd to WhatsApp’. This will help you identify the workflow later. After naming it, you will see two sections: Trigger and Action. The Trigger defines what starts the automation, while the Action specifies what happens afterward. In this case, the Trigger will be a new submission in Carrd, and the Action will be sending a WhatsApp message.

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2. Configuring the Trigger in Pabbly Connect

Now, select Carrd as your trigger application in Pabbly Connect. The trigger event you need to choose is ‘New Submission’. Upon selection, a unique webhook URL will be generated. This URL is essential as it connects Carrd to Pabbly Connect, allowing data to flow between the two applications.

• Copy the generated webhook URL.
• Log into your Carrd account and navigate to the form you want to integrate.
• Set the form type to ‘Custom’ and select ‘Send to URL’ from the dropdown menu.

Paste the copied webhook URL into the appropriate field and click on the ‘Done’ button. Finally, publish the changes in your Carrd dashboard to ensure the webhook is active and ready to capture submissions.

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3. Testing the Integration with Pabbly Connect

With the webhook set up, it’s time to test the integration. Go back to Pabbly Connect and you will see it is waiting for a webhook response. To test, fill out the Carrd form with dummy data, such as a name, email, and contact number. Once you submit the form, Pabbly Connect will capture the data sent from Carrd.

After the submission, check Pabbly Connect to see if it successfully captured the response. You should see the details you submitted, confirming that the integration is working correctly. This step is crucial as it ensures that the data flow from Carrd to Pabbly Connect is functioning as intended.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Next, you will set up the action for sending a WhatsApp message using the WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API as your action application. Choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp account by providing a few details: Temporary Access Token, Phone Number ID, and WhatsApp Business Account ID.

• Retrieve the Temporary Access Token from your WhatsApp developer dashboard.
• Copy the Phone Number ID from the same dashboard.
• Finally, get your WhatsApp Business Account ID and paste it into Pabbly Connect.

After entering these details, Pabbly Connect will fetch your available message templates. You can select the template you wish to use for the WhatsApp message. In this case, choose the template that acknowledges the user’s submission, personalizing it with the recipient’s name and your company’s details.

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5. Finalizing the Workflow in Pabbly Connect

After selecting your WhatsApp message template, you will need to map the recipient’s mobile number and other dynamic fields from the Carrd submission data. In Pabbly Connect, map the mobile number ensuring it includes the country code but without the plus sign. For instance, if the country code is 91, enter it as 91XXXXXXXXXX.

Next, fill in the body fields with dynamic data such as the recipient’s name and a welcome message. Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This will send a test message to the recipient’s WhatsApp to confirm everything is set up correctly.

Upon successful completion, check the recipient’s WhatsApp account to see if the message was received. This confirms that your integration between Carrd and WhatsApp via Pabbly Connect is fully functional. You can now automate this process for all future submissions, enhancing your communication efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp template messages automatically upon new submissions in Carrd. By following the detailed steps outlined, you can streamline your communication and keep your leads informed effortlessly.

Learn how to send Slack channel messages for Process Street tasks using Pabbly Connect. This detailed tutorial covers step-by-step integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Slack channel messages for Process Street tasks, you first need to access Pabbly Connect. Begin by visiting the Pabbly website at Pabbly.com. Here, you will find options to either sign in or sign up for a new account.

If you are new to Pabbly, click on the ‘Sign up free’ button to create your account. Existing users can simply sign in from the all apps section. After logging in, navigate to the Pabbly Connect dashboard to create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the plus icon to create a new workflow. Name this workflow something like ‘Process Street to Slack Integration’. This name will help you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see a trigger window and an action window.
• Pabbly Connect works on the trigger-action model.

Set the trigger application as Process Street and select the event as ‘Task Checked or Unchecked’. This configuration will allow Pabbly Connect to capture task updates from Process Street.

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3. Integrating Process Street with Pabbly Connect

To integrate Process Street, you need to copy the webhook URL provided by Pabbly Connect. Go to your Process Street account and navigate to the workflow you want to connect.

• Click on the settings icon and select ‘Integrations’.
• Add a new webhook and paste the copied URL.
• Select the event for when tasks are checked or unchecked.

Make sure to activate the webhook. Once done, return to Pabbly Connect, which will be waiting for a response from Process Street. To test the setup, check or uncheck a task in your Process Street workflow.

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4. Connecting Slack to Pabbly Connect

After successfully integrating Process Street, the next step is to connect Slack. In the action window of Pabbly Connect, select Slack as the application and choose the action event as ‘Send Channel Message’.

Click on ‘Connect’ and then ‘Add New Connection’. Choose the token type (User or Bot) as per your needs. Authorize the connection to allow Pabbly Connect access to your Slack workspace.

Once connected, you will need to specify the Slack channel where the messages will be sent. Map the message details you want to share, such as task name and status, to customize the message.

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5. Testing the Integration and Conclusion

With everything set up, it’s time to test the integration. After mapping the message details, click on ‘Save and Send Test Request’. If configured correctly, you should see the message appear in your designated Slack channel.

To verify, check your Slack channel for the message confirming the task update, such as ‘Task is completed for Customer Onboarding Process’. This confirms that Pabbly Connect is successfully sending updates from Process Street to your Slack channel.

In conclusion, by using Pabbly Connect, you can efficiently manage task updates from Process Street and keep your team informed via Slack. This integration streamlines communication and enhances workflow management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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Learn how to integrate Mailchimp subscribers with ProveSource events using Pabbly Connect in this step-by-step tutorial. Automate your marketing workflow effectively! 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 begin the integration process, you must access Pabbly Connect by visiting the official website at Pabbly.com/connect. Once on the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on the ‘Sign Up’ tab to create your account quickly. Upon signing up, you will receive 100 free tasks to get started with.

After creating your account, click on the ‘Sign In’ button. Once logged in, navigate to the ‘All Applications’ page and select Pabbly Connect. On the dashboard, you will find the ‘Create Workflow’ button, which you will click to start the integration setup.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you will need to create a new workflow for integrating Mailchimp with ProveSource. A dialog box will prompt you to name your workflow. Enter a descriptive name, such as ‘Add Mailchimp Subscribers to ProveSource Events,’ and click on the ‘Create’ button.

• Name your workflow clearly for easy identification.
• Select the trigger and action applications correctly.

After naming your workflow, you will see options for trigger and action events. Here, select Mailchimp as the trigger application, and then choose ‘New Subscriber’ as the trigger event. This ensures that every time a new subscriber is added in Mailchimp, it will initiate the workflow in Pabbly Connect.

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3. Setting Up Mailchimp Webhook

Once you have configured the trigger in Pabbly Connect, you will receive a webhook URL. This URL will act as a bridge between Mailchimp and ProveSource. Copy this URL, and then go to your Mailchimp dashboard. Navigate to the ‘Audience’ section, click on ‘Manage Audience,’ and select ‘Settings.’

Scroll down to find the ‘Webhooks’ option. Click on it, and then select ‘Create New Webhook.’ Paste the copied webhook URL into the Callback URL field. Ensure that you check the box for ‘Subscribers’ and select the option that says to send updates only when a change is made. Finally, click on the ‘Save’ button to create the webhook.

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4. Testing the Integration with a New Subscriber

After setting up the webhook, return to Pabbly Connect. Click on ‘Recapture Webhook Response’ to test the integration. You will need to create a new subscriber in Mailchimp to generate a webhook response. Go back to Mailchimp, fill out the signup form with the subscriber’s details, and click on ‘Subscribe.’ Make sure to confirm the subscription.

• Fill in the form with a first name, last name, and email address.
• Confirm the subscription to activate the webhook.

Once the subscriber is created, go back to Pabbly Connect to check if the API response has been received. You should see the subscriber’s details, including first name, last name, email address, and mobile number.

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5. Creating an Event in ProveSource

Now that you have the subscriber’s information, you can create an event in ProveSource. In Pabbly Connect, select ProveSource as the next application and choose the action event ‘Send Event.’ You will need to connect to your ProveSource account to proceed.

Once connected, you will be prompted to enter the Webhook URL and map the subscriber’s information from Mailchimp. This includes the email address, first name, and last name. Mapping is crucial as it allows the workflow to capture new subscriber data automatically. After mapping the fields, click on ‘Save and Send Test Request.’ You should receive a success message indicating that the event has been created successfully in ProveSource.

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Conclusion

This tutorial demonstrated how to integrate Mailchimp subscribers with ProveSource events using Pabbly Connect. By following the steps outlined, you can automate your marketing processes efficiently, ensuring that every new subscriber is recognized in ProveSource as an event. This integration streamlines your workflow and enhances your marketing efforts.

Learn how to integrate Google Sheets with ProveSource using Pabbly Connect for seamless event creation. Follow this detailed tutorial for step-by-step guidance. 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 Google Sheets and ProveSource Integration

To begin the integration process using Pabbly Connect, first, navigate to the Pabbly Connect website. Type the URL Pabbly.com/connect in your browser. This will take you to the landing page of Pabbly Connect, where you can sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks to start with. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button located on the right side. A dialog box will pop up asking you to name your workflow. For this integration, name it something relevant like ‘Google Sheets to ProveSource Integration’ and click on ‘Create’.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger application will be Google Sheets, and the action application will be ProveSource. This setup allows Pabbly Connect to automate the process of creating events based on new data in your Google Sheets.

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3. Setting Up Google Sheets as the Trigger

In this section, select Google Sheets as your trigger application. The trigger event you need to choose is ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your Google Sheets.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Now, head over to your Google Sheets document where you have your customer data.

• Open your Google Sheets and navigate to Extensions.
• Go to Add-ons and then Get Add-ons.
• Search for the Pabbly Connect Webhooks add-on and install it.

After installation, refresh your Google Sheets page. Then, go back to Extensions, select Pabbly Connect Webhooks, and proceed to Initial Setup. Here, paste the webhook URL you copied earlier, and set your trigger column to the final data column (e.g., Column I). Click on ‘Send Test’ to verify that the connection is successful.

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4. Setting Up ProveSource as the Action Application

Now that your trigger is set up, it’s time to configure the action application. Select ProveSource as the action application in Pabbly Connect. The action event to choose is ‘Send Event’. This action will send the event data to ProveSource when triggered by Google Sheets.

Next, you will need to connect your ProveSource account. Log in to your ProveSource account and create a webhook endpoint. Copy this endpoint URL and return to Pabbly Connect to paste it in the designated field. This is crucial for linking the two platforms effectively.

• Map the fields from Google Sheets to ProveSource, such as first name, last name, email address, product name, and total amount.
• Ensure all necessary data is included for creating an event.

After mapping the fields, click on ‘Save and Send Test Request’ to test the integration. If everything is set up correctly, you should see a success message indicating that the event has been created in ProveSource.

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5. Finalizing the Integration and Testing

To finalize the integration, return to Google Sheets and add a new row with relevant customer data. This will trigger the workflow you set up in Pabbly Connect and automatically create an event in ProveSource.

After adding the new data, refresh your ProveSource dashboard to see if the event appears. You should see the newly created event with all the details you provided in Google Sheets. This successful integration demonstrates how Pabbly Connect streamlines the process of creating events from Google Sheets into ProveSource.

With Pabbly Connect, you can easily automate various tasks between applications, enhancing productivity and efficiency in your workflow.

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Conclusion

In conclusion, using Pabbly Connect to integrate Google Sheets with ProveSource allows for seamless event creation. This automation process saves time and simplifies data management, making it an essential tool for any business looking to optimize their operations.

Learn how to automate adding Mailchimp subscribers to MemberPress using Pabbly Connect. Follow this detailed step-by-step guide to streamline your membership management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Mailchimp and MemberPress

To start integrating Mailchimp and MemberPress, you need to access Pabbly Connect. First, visit Pabbly’s website and sign in to your account. If you don’t have an account, you can sign up for free and get free tasks every month.

Once signed in, click on the ‘Create Workflow’ button. Name your workflow as ‘Mailchimp to MemberPress’ and proceed. This will set up the trigger and action events for your automation process.

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2. Configuring the Mailchimp Trigger in Pabbly Connect

In this step, you will set up Mailchimp as the trigger application in Pabbly Connect. Select Mailchimp and choose the trigger event as ‘New Subscriber’. This action will initiate the automation when a new subscriber is added.

• Select ‘New Subscriber’ in Mailchimp as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Log into your Mailchimp account and navigate to the Audience page.

After copying the webhook URL, you need to set it up in Mailchimp. Navigate to the settings of your audience and click on ‘Webhooks’. Create a new webhook and paste the copied URL into the Callback URL field. Ensure that you select the ‘Subscribe’ checkbox to receive updates on new subscribers.

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3. Testing the Mailchimp Integration with Pabbly Connect

After configuring the webhook, it’s time to test the integration. Go back to Mailchimp and create a new subscriber using the form you set up. Fill in the details, such as first name, last name, and email address, and click the subscribe button.

Once you’ve added a new subscriber, return to Pabbly Connect to check if the webhook response has been captured. You should see the subscriber’s details displayed, confirming that the integration is working correctly.

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4. Setting Up MemberPress Action in Pabbly Connect

Now that you have tested your Mailchimp integration, the next step is to set up MemberPress as the action application in Pabbly Connect. Choose MemberPress and select the action event as ‘Create Member’. This action will add the new Mailchimp subscriber as a member in MemberPress.

• Enter your WordPress site URL without including ‘/wp-admin’.
• Obtain the API key from MemberPress by navigating to Developer > REST API.
• Map the fields from Mailchimp to MemberPress, including email, username, first name, and last name.

After mapping the required fields, click on ‘Save and Send Test Request’. You should receive a response indicating that the member was successfully created in MemberPress.

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5. Verifying the MemberPress Integration

Finally, to confirm that everything is set up correctly, log into your MemberPress account. Navigate to the Members section and check if the new member has been created successfully. You should see the subscriber’s details, including their ID, username, and registration date.

If the member appears in your MemberPress account, congratulations! You have successfully integrated Mailchimp and MemberPress using Pabbly Connect. This automation will now run seamlessly, adding new subscribers to your membership platform automatically.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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By following these steps, you can easily automate your membership management and ensure that new Mailchimp subscribers are added to MemberPress without any manual effort. For further assistance, visit the Pabbly forum or their website for more updates.

Learn how to automatically send payment reminders on WhatsApp to late payers from Google Sheets using Pabbly Connect in this detailed tutorial. 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

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1. Setting Up Pabbly Connect for Automation

To automatically send payment reminders on WhatsApp, first, you need to set up Pabbly Connect. Access the Pabbly Connect landing page and create an account. This platform allows you to automate tasks between Google Sheets and WhatsApp without any coding.

Once you sign in, navigate to the dashboard. Click on the ‘Create Workflow’ button to start your automation. Name your workflow, such as ‘Payment Reminders Automation,’ and click ‘Create’. This sets the stage for your integration process.

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2. Configuring the Trigger with Google Sheets

The next step involves setting up the trigger in Pabbly Connect. Choose the ‘Scheduler’ option to run the workflow daily. Set the time you want the workflow to check for due payments, for example, 10 AM.

• Select ‘Everyday’ as the frequency.
• Set the time for the workflow to run.

After scheduling, add Google Sheets as the next step. Select ‘Lookup Spreadsheet Rows’ as the action event. This allows you to fetch customer details based on due dates. Connect your Google Sheets account and select the specific spreadsheet containing the payment data.

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3. Fetching Customer Data from Google Sheets

With Pabbly Connect, you can fetch customer data efficiently. In the Google Sheets action, specify the spreadsheet name and the sheet containing client data. Set the lookup column to search for the term ‘due’ in the specified column.

• Select the sheet name where your data is stored.
• Map the column for due dates.

After fetching the data, use the Iterator feature in Pabbly Connect to process each customer individually. This allows the workflow to send reminders one by one, ensuring no customer is overlooked.

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4. Sending WhatsApp Reminders Using Cloud API

Once the customer data is ready, it’s time to send reminders via WhatsApp. In this step, connect to WhatsApp using the Cloud API. You must first set up your WhatsApp number with the Cloud API system to send messages. using Pabbly Connect

Select the ‘Send Template Message’ option in the WhatsApp action. Map the recipient’s WhatsApp number from the iterator step.

Prepare your message template in the Cloud API. This template will serve as the standard format for your reminders. Customize the message with the customer’s name, due amount, and other relevant details. Test the connection to ensure messages are sent correctly.

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5. Finalizing Your Workflow in Pabbly Connect

After setting up the WhatsApp integration, finalize your workflow in Pabbly Connect. Ensure all steps are correctly configured and test the entire process to verify that reminders are sent as intended.

Once confirmed, your automation is ready to run. This setup will automatically send payment reminders to late payers from your Google Sheets, enhancing your payment collection process.

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Conclusion

By using Pabbly Connect, you can efficiently automate the process of sending payment reminders on WhatsApp to late payers directly from Google Sheets. This integration saves time and ensures timely communication with your customers.

Learn how to seamlessly integrate Process Street workflow runs with Google Sheets using Pabbly Connect. This step-by-step guide covers everything you need to know. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To begin integrating Process Street with Google Sheets, you must first set up Pabbly Connect. This powerful automation tool allows you to create workflows effortlessly. Start by signing up for a free account on the Pabbly Connect website, where you can access automation tasks every month.

Once you have signed up, log in to Pabbly Connect and navigate to the dashboard. Here, click on the ‘Create Workflow’ button to initiate your integration process. Name your workflow something descriptive, like ‘Process Street to Google Sheets Integration,’ and click on the ‘Create’ button to proceed.

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2. Setting the Trigger Event with Process Street

In this step, you will configure the trigger event in Pabbly Connect to monitor Process Street. Select Process Street as your trigger application and choose the ‘Workflow Completed’ event. This event will activate the workflow whenever a workflow run is completed in Process Street.

Pabbly Connect will generate a webhook URL for you. Copy this URL and head to your Process Street dashboard. Navigate to the settings by clicking on your profile icon, then select the ‘Integrations’ tab. Here, you will find the option to create a new webhook. Click on ‘New Webhook’ and paste the copied URL into the provided field.

• Select the workflow you wish to connect.
• Check the box for ‘When a workflow run is completed’.
• Toggle the active button to ON.

After setting this up, Pabbly Connect will show that it is waiting for a webhook response. This means you are ready to test the connection by completing a workflow run in Process Street.

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3. Running a Workflow in Process Street

Next, you need to run a workflow in Process Street to generate test data for Pabbly Connect. Locate the workflow you want to test, such as the ‘Content Promotion’ workflow. Click on ‘Run Workflow’ to initiate the process.

Once the workflow is running, complete the tasks by clicking on the ‘Show Menu’ option. Select ‘Complete Run’ to finish the workflow. After completion, Pabbly Connect will capture the details of this workflow run, including the workflow name, status, and any task details associated with it.

• Workflow name: Content Promotion
• Template ID and updated time
• User account details

With the workflow completed, check back in Pabbly Connect to see if the data has been received correctly. You should see all the details captured from the workflow run.

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4. Integrating Google Sheets with Pabbly Connect

Now, it’s time to connect Google Sheets to Pabbly Connect to store the workflow run details. In the action step, search for Google Sheets and select it. Choose the action event ‘Add New Row’ to insert the data into your spreadsheet.

Click on ‘Connect’ and select ‘Add New Connection’ to link your Google account. Choose the Google account that contains the spreadsheet you want to use. After successful authorization, select your spreadsheet from the dropdown list, which should be named something like ‘Workflow Runs Completed.’ Then, select the specific sheet where you want to add the data.

Map the workflow name from the captured data. Map the workflow status as well.

Once you have mapped the fields, click on ‘Save and Send Test Request’ to verify the connection. If successful, a new row will be added to your Google Sheets with the workflow run details.

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5. Finalizing Your Automation Setup

After verifying that the data has been successfully added to Google Sheets, you have completed the integration process using Pabbly Connect. This automation will now run in the background, automatically adding details of future completed workflow runs from Process Street into your Google Sheets.

This setup requires only a one-time configuration. From now on, every time a workflow is completed in Process Street, the data will be sent to Google Sheets without any manual intervention. You can monitor the integration and make adjustments as needed through the Pabbly Connect dashboard.

Feel free to explore additional features and options within Pabbly Connect to enhance your automation further. You can also clone this automation workflow if you wish to use it for other processes.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Process Street workflow runs with Google Sheets. This automation allows you to efficiently manage your workflow data without manual input, streamlining your processes significantly.

By following the steps outlined above, you can easily set up this integration and enhance your productivity. Start using Pabbly Connect today to automate your workflows effectively!

Learn how to integrate 3veta with Slack using Pabbly Connect to automate booking notifications. Follow this step-by-step tutorial for seamless integration. 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. Access Pabbly Connect for Integration

To send Slack channel messages for 3veta bookings, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you are a new user, click on the ‘Sign Up Free’ button to create an account quickly. Once logged in, navigate to the all apps section to find Pabbly Connect.

After accessing Pabbly Connect, you will see a dashboard where you can create a new workflow. Click on the plus sign to initiate the workflow creation process. Name your workflow, for example, ‘3veta to Slack Integration,’ and click on ‘Create’ to proceed.

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2. Set Up the Trigger for 3veta

In this step, we will set up the trigger for the integration. Select the application name as ‘3veta’ and the trigger event as ‘New Booking’. Click on ‘Connect’ to establish a connection through Pabbly Connect. If it’s your first time connecting, you will need to enter your 3veta username and password to authorize the connection.

• Select ‘3veta’ as the application.
• Choose ‘New Booking’ as the trigger event.
• Click on ‘Save and Send Test Request’ to capture the response.

Once you have successfully connected your 3veta account to Pabbly Connect, create a test booking to capture the booking details. This step is crucial as it allows Pabbly Connect to receive the necessary data for the next steps.

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3. Format Date and Time for Slack Message

After capturing the booking details, the next step is to format the date and time for the Slack message. In Pabbly Connect, add a new action step and select the application as ‘Date and Time Formatter’. Choose the action event as ‘Format Date with Time Zone’ and click on ‘Connect’.

• Map the meeting start date and time captured from the previous step.
• Select the format you want to convert to, such as DDM and YY.
• Specify the time zone as Asia/Kolkata for accurate timing.

Once you have set the formatting options, click on ‘Save and Send Test Request’. This will allow you to verify that the date and time are correctly formatted for your Slack message. After this, you will have all the necessary details to send a message to your Slack channel using Pabbly Connect.

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4. Send Message to Slack Channel

Now that you have the booking details formatted, it’s time to send the message to your Slack channel. Add another action step in Pabbly Connect and select ‘Slack’ as the application. Choose the action event as ‘Send Channel Message’ and click on ‘Connect’.

You will need to authorize Pabbly Connect to access your Slack workspace. Once connected, select the channel where you want the message to be sent. Customize your message by including the booking details such as date, time, customer name, and email address. For example, you can format your message like this: ‘Hello team, please find the new booking details: [Date and Time], [Customer Name], [Email Address].’

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5. Test and Save Your Workflow

After setting up the Slack message, it’s essential to test your entire workflow to ensure everything is functioning correctly. Create another booking in 3veta to trigger the integration. Monitor your Slack channel to see if the message appears as expected.

If the message is successfully sent to your Slack channel, you can now save your workflow in Pabbly Connect. This will ensure that every time a new booking is made in 3veta, the details are automatically sent to your Slack channel without any manual intervention.

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Conclusion

In conclusion, integrating 3veta with Slack using Pabbly Connect allows for seamless communication regarding booking details. By following the steps outlined in this tutorial, you can automate your workflow effectively, ensuring your team stays updated with new bookings promptly.

Learn how to seamlessly integrate 3veta booking details into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for effective automation. 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 Integration

To begin integrating 3veta booking details into Google Sheets, you must access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or sign up for a free account if you are a new user. This process is quick and allows you to get free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you will create a new workflow. Click on the plus sign to initiate this process. Name your workflow something like ‘3veta Booking Details to Google Sheets’ and click on create. This sets the stage for integrating your applications using Pabbly Connect.

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2. Setting Up the Trigger for 3veta

In this step, you will set up the trigger for your integration using Pabbly Connect. Select 3veta as your trigger application and choose the trigger event as ‘New Booking’. This means that every time a new booking is made in 3veta, it will trigger the action you set in Google Sheets.

• Choose the application name as 3veta.
• Select the trigger event as ‘New Booking’.
• Click on connect and add a new connection using your 3veta credentials.

After entering your username and password, click on save to create the connection. Once connected, you will need to send a test request to ensure that the integration is set up correctly. This is done by creating a new booking in your 3veta account to capture the response in Pabbly Connect.

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3. Formatting Date and Time for Google Sheets

Once you have set up the trigger, the next step is to format the date and time using Pabbly Connect. This ensures that the booking details are captured in the correct format in Google Sheets. Select the ‘Date and Time Formatter’ application as your action step.

• Choose ‘Format Date with Time Zone’ as the action event.
• Map the date that needs to be formatted from the trigger response.
• Specify the output format as ‘DD/MM/YYYY’ without a time zone.

Make sure to select UTC as the from time zone and Asia/Kolkata as the to time zone. After saving the settings, test the request to ensure that the date is captured correctly in Indian Standard Time (IST). This formatted date will be used in the next step to add the booking details to Google Sheets using Pabbly Connect.

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4. Adding Booking Details to Google Sheets

Now, you will integrate Google Sheets with Pabbly Connect to add the booking details. Click on the plus sign to add a new action step and select Google Sheets as your application. Choose ‘Add New Row’ as the action event.

Click on connect and then add a new connection to Google Sheets. You will need to choose your Google account where the Google Sheet is created. After granting access, select the spreadsheet where you want to store the booking details, which should be named ‘Pabbly Connect Demo Session’. The sheet name will be automatically captured as ‘Bookings’.

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5. Conclusion: Automating Booking Details with Pabbly Connect

In conclusion, by following these steps, you have successfully integrated 3veta booking details into Google Sheets using Pabbly Connect. This automation allows you to save time and streamline your booking management process. Each time a new booking occurs, the details will automatically populate in your Google Sheets, ensuring that you have accurate records.

With Pabbly Connect, you can automate various applications beyond just this integration. Explore more possibilities and optimize your workflow today!

Learn how to automate posting birthday wishes on Slack daily from Google Sheets using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To start automating the posting of birthday wishes on Slack daily from Google Sheets, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing up for a free account if you are a new user. Existing users can log in directly to access their dashboard.

Once logged in, click on the blue button labeled ‘Create Workflow’. You will need to give your workflow a name, such as ‘Post Birthday Wishes Daily on Slack via Google Sheets’. This naming helps in identifying the workflow later. After naming, click on the ‘Create’ button to proceed.

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2. Setting Up the Scheduler in Pabbly Connect

The first step in your automation process is to set up a scheduler in Pabbly Connect. This scheduler will run daily to check for any birthdays. Select ‘Scheduler’ as the trigger application. You will then be prompted to choose how often you want this workflow to run. Set it to run daily and specify the time, for instance, 8:30 AM.

• Select ‘Scheduler’ as the trigger application.
• Choose the frequency as daily.
• Set the time to 8:30 AM.

After configuring the scheduler, click on ‘Save’. This will ensure that your workflow is set to check for birthdays every day at the specified time, making the process automated and efficient.

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3. Fetching the Current Date with Pabbly Connect

Next, you need to fetch the current date using the Date & Time Formatter feature in Pabbly Connect. This step is crucial as it will help in comparing today’s date with the birthdays listed in your Google Sheet. Connect to the Date & Time Formatter and select the format you want, such as DD/MM/YYYY.

After connecting, click on ‘Save and Send Test Request’. This action will provide you with today’s date, which is essential for the next steps. Ensure that the format matches the one used in your Google Sheet for accurate comparisons.

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4. Checking Birthdays in Google Sheets

The next step involves checking if today’s date matches any birthdays in your Google Sheets. For this, you will use the Google Sheets integration in Pabbly Connect. Select ‘Google Sheets’ as the action application and choose ‘Lookup Spreadsheet Rows’ as the action event. Connect your Google Sheets account and select the spreadsheet containing the birthday data.

• Choose ‘Lookup Spreadsheet Rows’ as the action event.
• Connect to your Google Sheets account.
• Select the spreadsheet with the birthday data.

Map the current date into the lookup value field. This setup will allow Pabbly Connect to search for any matching birthdays in your spreadsheet, ensuring that you can send wishes to the right people.

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5. Posting Birthday Wishes on Slack

Finally, it’s time to post the birthday wishes on Slack using Pabbly Connect. Select ‘Slack’ as the action application and choose ‘Send Channel Message’ as the action event. Connect your Slack account, and select the channel where you want to post the birthday wishes. You can customize the message to include the name of the birthday person.

After setting up the message, click on ‘Save and Send Test Request’. This will send the birthday wish to the specified Slack channel, confirming that your automation is working correctly. From here on, Pabbly Connect will handle posting birthday wishes automatically every day.

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Conclusion

In this tutorial, we explored how to automate posting birthday wishes on Slack daily from Google Sheets using Pabbly Connect. By setting up a scheduled workflow, fetching the current date, checking for birthdays, and posting messages on Slack, you can streamline your birthday wish process effortlessly. This integration not only saves time but also ensures that no birthday goes unnoticed in your team.