Author: Nitin Maheshwari

Learn how to automate WhatsApp messages for failed Razorpay payments using Pabbly Connect. This step-by-step guide simplifies the integration process. 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 Razorpay Integration

To send WhatsApp messages for failed Razorpay payments, first, access Pabbly Connect. This integration tool allows you to automate workflows easily. Start by signing up for a free account on the Pabbly website, where you can create your first workflow without any coding.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. After naming it, click on the ‘Create’ button to proceed. This will take you to the workflow setup page, where you can define your trigger and actions.

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2. Configuring the Trigger for Failed Payments

The next step involves setting up the trigger in Pabbly Connect. Click on the trigger window and search for Razorpay. Select Razorpay as the trigger application and choose the event ‘Payment Failed’. This event will initiate the workflow whenever a payment fails.

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

After copying the Webhook URL, go to your Razorpay dashboard. Under the settings, find the Webhooks section and click on ‘Add New Webhook’. Paste the copied URL and select the event ‘Payment Failed’. This will ensure Razorpay sends payment failure data to your Pabbly Connect workflow.

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3. Testing the Payment Failure Trigger

To test the setup, create a test payment in Razorpay. Fill in the required details and deliberately cancel the payment to trigger a failure. This action will send data back to Pabbly Connect, confirming that the integration is working correctly.

Once the payment is canceled, return to Pabbly Connect and check if the data from the failed payment appears in the workflow. You should see details like the customer’s name, email, and the amount of the failed transaction. This confirms that the trigger is functioning as intended.

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4. Formatting the Payment Amount

In the previous step, you might notice that the payment amount is displayed incorrectly due to formatting issues. To rectify this, use the ‘Number Formatter’ feature in Pabbly Connect. Select the action event ‘Perform Math Operation’ to divide the amount by 100, correcting the value.

• Choose ‘Number Formatter’ as the action application.
• Select the operation ‘Divide’ and input 100.
• Map the amount from the Razorpay trigger step.

After this setup, click on ‘Save and Send Test Request’ to check if the amount is now displayed correctly. This step is crucial for ensuring that the WhatsApp message will contain accurate payment information.

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5. Sending WhatsApp Messages Using Interakt

Now that you have the payment failure data formatted correctly, it’s time to send a WhatsApp message. Add a new action in Pabbly Connect and select Interakt as the application to send messages. Choose the action event ‘Send WhatsApp Message’.

Connect your Interakt account by entering the API key obtained from the Interakt developer settings. Map the necessary fields, such as the recipient’s phone number and the message template you created for failed payments. Make sure to include dynamic variables for personalization.

Map the recipient’s phone number with the country code. Input the message template code and language. Test the message to ensure delivery.

After configuring these settings, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. You should receive a message confirming the payment failure, personalized with the customer’s details.

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Conclusion

By following these steps, you can effectively automate WhatsApp notifications for failed Razorpay payments using Pabbly Connect. This integration not only enhances customer communication but also improves your chances of recovering lost sales. Start using Pabbly Connect today to streamline your payment processes!

Learn how to automate your Elementor forms with Pabbly Connect. Discover 15 powerful integrations to streamline your workflows and enhance productivity. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Sending WhatsApp Messages on Elementor Form Submission

In this section, we will learn how to send WhatsApp messages automatically using Pabbly Connect when a user submits an Elementor form. This integration allows you to notify the submitter instantly, enhancing customer engagement.

To set this up, first, create a new workflow in Pabbly Connect and select Elementor as the trigger app. Choose ‘New Form Submission’ as the trigger event, and copy the provided webhook URL. Then, go to your Elementor form settings and paste this URL into the Webhook field under ‘Actions After Submit’.

• Create a new workflow in Pabbly Connect.
• Select Elementor as the trigger app.
• Paste the webhook URL into your Elementor form settings.

Once the form is submitted, Pabbly Connect will capture the response, allowing you to send a WhatsApp message using the Interact app. Map the form fields to the message template in Interact, and your automation is complete!

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2. Creating Google Calendar Events from Elementor Form Submissions

This section explains how to create Google Calendar events automatically when a new form is submitted via Elementor using Pabbly Connect. This is particularly useful for appointment bookings or event registrations.

Start by setting up a new workflow in Pabbly Connect with Elementor as the trigger. Select ‘New Form Submission’ and copy the webhook URL. In your Elementor form, paste this URL in the Webhook field under ‘Actions After Submit’. This allows Pabbly Connect to capture the form submission data.

• Set up a new workflow in Pabbly Connect.
• Select Google Calendar as the action app.
• Map the form submission fields to the event details.

After submitting the form, Pabbly Connect will create a new event in Google Calendar with the details provided in the form, ensuring all appointments are tracked efficiently.

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3. Adding MailChimp Subscribers from Elementor Form Submissions

In this section, we will explore how to automatically add subscribers to MailChimp from Elementor form submissions using Pabbly Connect. This integration streamlines your email marketing efforts.

Begin by creating a new workflow in Pabbly Connect and selecting Elementor as the trigger app. Choose ‘New Form Submission’ as the trigger event and copy the webhook URL. Paste this URL into your Elementor form settings under ‘Actions After Submit’ to enable data capture.

Create a new workflow in Pabbly Connect. Select MailChimp as the action app. Map the form fields to MailChimp subscriber details.

Once the form is submitted, Pabbly Connect will automatically add the subscriber to your MailChimp list, ensuring your email marketing campaigns are always up to date.

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4. Creating Salesforce Contacts from Elementor Form Submissions

This section covers how to create contacts in Salesforce automatically when a new Elementor form is submitted, using Pabbly Connect. This integration helps manage leads more effectively.

Start by creating a new workflow in Pabbly Connect, selecting Elementor as the trigger app, and ‘New Form Submission’ as the trigger event. Copy the webhook URL and paste it into your Elementor form under ‘Actions After Submit’.

Set up a new workflow in Pabbly Connect. Select Salesforce as the action app. Map the form submission fields to Salesforce contact details.

After the form is submitted, Pabbly Connect will create a new contact in Salesforce with the details from the form, allowing for seamless lead management.

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5. Creating Items in Monday.com from Elementor Form Submissions

In this final section, we will learn how to create items in Monday.com automatically from Elementor form submissions using Pabbly Connect. This integration helps keep your project management organized.

Create a new workflow in Pabbly Connect and select Elementor as the trigger app, choosing ‘New Form Submission’ as the trigger event. Copy the webhook URL and paste it into your Elementor form settings under ‘Actions After Submit’.

Create a new workflow in Pabbly Connect. Select Monday.com as the action app. Map the form fields to the item details in Monday.com.

When the form is submitted, Pabbly Connect will create a new item in Monday.com, keeping your tasks organized and up to date.

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Conclusion

In this guide, we explored how to automate Elementor form submissions using Pabbly Connect. By integrating with various applications like WhatsApp, Google Calendar, MailChimp, Salesforce, and Monday.com, you can streamline your workflows and enhance productivity.

Learn how to automate leave notifications on Slack when Google Forms are submitted using Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Setting Up Pabbly Connect for Leave Notifications

To automate leave notifications on Slack when Google Forms are submitted, you need to access Pabbly Connect. Start by creating a free account on Pabbly Connect if you haven’t already. Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘Automatic Leave Notification on Slack from Google Forms.’ This step is crucial as it establishes the automation process.

After naming your workflow, click on the ‘Create’ button. You will see two boxes labeled ‘Trigger’ and ‘Action.’ The Trigger is the event that starts the automation, and the Action is what happens as a result. In this case, the Trigger will be Google Forms submission, and the Action will be sending a message to Slack. Select Google Forms as your Trigger application and Slack as your Action application.

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2. Connecting Google Forms to Pabbly Connect

The next step is connecting Google Forms to Pabbly Connect. Choose the Trigger event as ‘New Response Received’. This means that every time a new response is submitted through your Google Form, it will trigger the automation. To set this up, you will need to copy the webhook URL provided by Pabbly Connect.

• Copy the webhook URL from Pabbly Connect.
• Open your Google Sheets associated with the Google Form.
• Install the Pabbly Connect Webhooks add-on from the Extensions menu.
• Paste the webhook URL into the add-on settings.
• Set the trigger column to the final data column (Column I in this case).

After setting up the trigger, you need to ensure that the add-on is correctly configured to send data to Pabbly Connect. Now, whenever a new response is submitted, the data will be captured by Pabbly Connect, allowing the automation to work seamlessly.

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3. Sending Leave Notifications to Slack

Once the Google Forms integration is set up, the next step is to send notifications to Slack using Pabbly Connect. Select Slack as your Action application and choose the action event ‘Send Channel Message.’ This action will send a message to your chosen Slack channel whenever a new leave application is submitted.

To connect Slack with Pabbly Connect, click on ‘Connect with Slack’ and authorize the connection. You will need to choose the channel where notifications should be sent. For example, you might select the ‘team-updates’ channel. Once connected, you will see options to customize the message that will be sent.

• Compose a message like ‘Hello team members, [Name] has applied for a [Type of Leave] from [Start Date] to [End Date].’
• Map the fields from the Google Forms submission to personalize the message.
• Test the notification to ensure it appears correctly in Slack.

Once you have mapped all the necessary fields and tested the notification, you can save your workflow. Now, every time a leave application is submitted through Google Forms, a notification will be sent to your Slack channel automatically.

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4. Enabling Automation in Pabbly Connect

After successfully setting up the integration between Google Forms and Slack using Pabbly Connect, it’s essential to enable the automation. Ensure that the ‘Send on Event’ option is activated in your Pabbly Connect workflow settings. This feature allows every new submission to trigger the Slack notification automatically.

Additionally, check that your Google Sheets is configured correctly to prevent any interruptions in the automation process. It is recommended to use only one Google account in your browser to avoid authorization issues. If you have multiple accounts, consider using an incognito window for this setup.

Once everything is set up, you can relax knowing that Pabbly Connect will handle the notifications automatically. Whenever a team member submits a leave application, a notification will be sent to your designated Slack channel without any manual intervention.

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5. Final Steps and Testing Your Automation

To finalize your setup, perform a test by submitting a dummy leave application through your Google Form. This will allow you to verify that the entire automation process works as intended. Check your Slack channel to see if the notification appears correctly, including all the mapped details from the form submission.

If the test is successful, you can confidently enable the automation and start using it in your daily operations. Remember, Pabbly Connect makes it easy to automate tedious tasks like sending leave notifications, allowing you to focus on more important work.

In case you encounter any issues, revisit each step to ensure that all configurations are correct. You can also access support through Pabbly’s forums or help documentation for further assistance.

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Conclusion

In this tutorial, we explored how to automate leave notifications on Slack using Pabbly Connect and Google Forms. By following these steps, you can streamline your team’s leave management process and ensure timely notifications. Automating tasks not only saves time but also enhances communication within your team.

Learn how to manage asset records with Google Forms and Slack integration using Pabbly Connect. Follow this detailed tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Introduction to Pabbly Connect for Google Forms and Slack Integration

Pabbly Connect is an essential tool for automating workflows between applications like Google Forms and Slack. In this tutorial, we will explore how to manage asset records using these applications through Pabbly Connect. This integration allows you to send notifications to your Slack channel whenever a new form submission is made on Google Forms.

To begin, you need to access your Pabbly Connect account. Once logged in, you’ll be directed to the dashboard where you can create a new workflow. This is the first step in setting up your integration.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, we will name it ‘Manage Assets Records with Google Forms and Slack’. Click on ‘Create’ to proceed.

Once your workflow is created, you will see a blank screen with options for setting up your trigger and action applications. For this integration, we will set Google Forms as the trigger application. Follow these steps:

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

After selecting the trigger event, you will be provided with a webhook URL. This URL is crucial for connecting your Google Forms with Pabbly Connect.

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3. Linking Google Forms with Pabbly Connect

To link your Google Form with Pabbly Connect, copy the webhook URL provided. Next, open your Google Form where you have set up your asset request questions. Navigate to the ‘Responses’ tab and click on ‘Link to Sheets’ to create a Google Sheet for your form responses.

Once you have linked the form to a Google Sheet, go to the ‘Extensions’ menu. If you haven’t installed the Pabbly Connect webhook add-on yet, you can find it in the ‘Add-ons’ section. After installing, navigate back to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field.

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4. Setting Up Slack Integration with Pabbly Connect

Now that your Google Form is connected to Pabbly Connect, it’s time to set up the action application, which is Slack. In your Pabbly Connect workflow, search for Slack and select it as the action application. Choose ‘Send Channel Message’ as the action event.

Next, click on ‘Connect’ to establish a connection with your Slack account. You will be prompted to enter your token type, which can be either user or bot. After entering the token type, click ‘Save’ and authorize the connection. Once connected, select the Slack channel where you want to send the notifications.

• Enter the message you want to send, such as ‘Hello team, this asset has been ordered’.
• Map the information from the Google Form to the message.

After setting up the message, click on ‘Save and Send Test Request’ to verify that the integration is working correctly.

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5. Testing the Integration and Conclusion

To test the integration, fill out the Google Form with sample data, such as an asset name and user details. Once submitted, check your Google Sheet to confirm that the response has been recorded.

Next, go back to Slack and check the selected channel. You should see the message you configured earlier. This confirms that the integration between Google Forms and Slack through Pabbly Connect is successful.

In conclusion, managing asset records with Google Forms and Slack is made easy using Pabbly Connect. This powerful automation tool allows you to streamline your workflows and ensure your team is promptly notified of new asset requests.

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 automate adding users to MemberVault from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Google Sheets and MemberVault Integration

To automate adding users to MemberVault from Google Sheets, you need to start with Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. First, log in to your Pabbly Connect account or create a free account if you don’t have one.

Once logged in, navigate to the dashboard and click on the blue ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add users to MemberVault from Google Sheets automatically,’ and click ‘Create’ to initiate your integration process.

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2. Selecting Google Sheets and MemberVault in Pabbly Connect

In your workflow, you will see two boxes labeled as trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, select Google Sheets as the trigger application and MemberVault as the action application.

• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Select ‘Add User’ as the action event in MemberVault.

After selecting the applications, you will be prompted to connect your Google Sheets account to Pabbly Connect. Follow the on-screen instructions to authorize the connection. Once connected, you will be able to capture the data from your Google Sheets.

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3. Configuring Google Sheets to Send Data to Pabbly Connect

Next, you need to set up your Google Sheets to communicate with Pabbly Connect. Copy the webhook URL provided by Pabbly Connect after selecting the trigger event. Go to your Google Sheets, click on ‘Extensions,’ then ‘Add-ons,’ and search for the Pabbly Connect Webhooks add-on.

• Install the Pabbly Connect Webhooks add-on if you haven’t already.
• Click on ‘Initial Setup’ within the add-on and paste the webhook URL.
• Select the trigger column, which is the last column of your data that will send updates to Pabbly Connect.

After configuring these settings, click on ‘Send Test Data’ to ensure that your Google Sheets is properly connected to Pabbly Connect. You should see a confirmation that the test data was sent successfully.

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4. Connecting MemberVault to Pabbly Connect

Now that your Google Sheets is set up, it’s time to connect MemberVault. In Pabbly Connect, select the action event as ‘Add User’ from MemberVault. You will need to enter your MemberVault API key and subdomain to establish the connection.

To find your API key, log in to MemberVault, navigate to ‘Integrations,’ then select ‘Other’ and find the API Key section. Copy this key and paste it into Pabbly Connect. For the subdomain, use the part of your MemberVault URL that comes before ‘membervault.com’ and paste it into the appropriate field.

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5. Testing and Using the Integration

With both applications connected, it’s time to map the fields from Google Sheets to MemberVault. You will need to map the email, first name, last name, and course ID for each user you want to add. This mapping ensures that the correct data is sent to MemberVault whenever a new row is added in Google Sheets.

Once you have mapped the fields, click on the ‘Save’ button in Pabbly Connect. You can now add new users directly into your Google Sheets, and they will automatically be added to MemberVault in real-time. Test this by adding a new user row in your Google Sheets and checking MemberVault to confirm the user was added.

Additionally, if you want to import multiple users at once, enable the ‘Send All Data’ option in the Pabbly Connect Webhooks add-on settings. This will allow you to send bulk data from Google Sheets to MemberVault efficiently.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding users to MemberVault from Google Sheets. By following the steps outlined, you can streamline your user management and ensure that new users are added seamlessly and in real-time. Utilize this integration to enhance your online course or membership management with ease.

Learn how to automate the creation of MailerLite subscribers from Calendly invitees using Pabbly Connect with this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Integration

To integrate MailerLite subscribers from Calendly invitees, the first step is to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up for a free account if you’re a new user. This process takes just a couple of minutes and provides you with 100 free tasks to explore the platform.

Once you have your account, sign in to access the dashboard. From the dashboard, navigate to the ‘All Apps’ section and select Pabbly Connect. Here, you will create a new workflow to connect Calendly and MailerLite. Click on the ‘Create Workflow’ button to start the integration process.

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2. Creating the Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Create MailerLite Subscribers from Calendly Invitee’. After clicking on the ‘Create Workflow’ button, a dialog box will prompt you to name your workflow. Once you provide the name, click on the ‘Create’ button.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will be set to Calendly, which will activate whenever a new invitee is created. The Action will be set to MailerLite, where a new subscriber will be created based on the invitee’s details.

• Name the workflow as ‘Create MailerLite Subscribers from Calendly Invitee’.
• Set the Trigger application to Calendly.
• Set the Action application to MailerLite.

This setup allows Pabbly Connect to facilitate the integration, ensuring that every new invitee in Calendly automatically creates a new subscriber in MailerLite.

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3. Setting Up Calendly Invitee as Trigger

Next, you will configure the trigger for the workflow. Select Calendly as the Trigger application and choose the event ‘Invitee Created’. Click on ‘Connect’ and select ‘Add New Connection’ to link your Calendly account with Pabbly Connect.

Make sure you are logged into your Calendly account to simplify the connection process. Once connected, the integration will ask for your organization name and username, which should be automatically filled. Click on ‘Save and Send Test Request’ to test the connection.

• Select ‘Invitee Created’ as the trigger event.
• Connect to your Calendly account by logging in.
• Click ‘Save and Send Test Request’ to confirm the trigger.

After completing this step, Pabbly Connect will be ready to capture the invitee details from Calendly, which will be used in the next step for MailerLite.

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4. Configuring MailerLite Action for New Subscribers

Now that the trigger is set, you will configure the action to create a new subscriber in MailerLite. Select MailerLite as the Action application and choose the event ‘Create or Update Subscriber’. Click on ‘Connect’ and select ‘Add New Connection’ to link your MailerLite account with Pabbly Connect.

To connect your MailerLite account, you will need the API key. This can be found in your MailerLite account under the profile section. Copy the API key and paste it into Pabbly Connect. After saving the connection, select the group where you want to add the new subscriber.

Select ‘Create or Update Subscriber’ as the action event. Copy the API key from MailerLite and paste it in Pabbly Connect. Choose the group for the new subscriber.

This configuration allows Pabbly Connect to automatically add new subscribers to your MailerLite account when a new invitee is created in Calendly.

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5. Mapping Data for Seamless Integration

The final step involves mapping the data from the Calendly invitee to the MailerLite subscriber fields. In the MailerLite action setup, you will see fields for email, first name, last name, and phone number. Instead of entering these manually, use the mapping feature to pull data from the previous Calendly step. using Pabbly Connect

Click on the fields for email, first name, last name, and phone number, and select the corresponding data from the Calendly trigger. This dynamic mapping is crucial for ensuring that the details are updated automatically with each new invitee.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to confirm the integration. If successful, you will receive a confirmation email for the new subscriber, and you can check your MailerLite account to see the new subscriber added to the group you selected.

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Conclusion

This tutorial has detailed how to create MailerLite subscribers from Calendly invitees using Pabbly Connect. By following these steps, you can automate your subscriber management efficiently, ensuring that every new invitee is captured as a subscriber in your MailerLite account seamlessly.

Learn how to create contacts in Brevo and add data to Google Sheets using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Access Pabbly Connect to Start the Integration

To begin the process of creating contacts in Brevo and adding data to Google Sheets, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website in your browser. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks to explore the software.

Once you have created your account, log in to access the dashboard. Here, you will see all the workflows you have created. To initiate a new workflow, click on the ‘Create Workflow’ option located in the upper right corner of the dashboard. Give your workflow a suitable name, such as ‘Webhook to Google Sheets to Brevo’ and click on ‘Create’ to proceed.

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2. Set Up Webhook Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. In this case, the trigger will be a webhook that captures responses from a form. Select ‘Webhook by Pabbly’ as your trigger application. Once selected, you will receive a webhook URL which you will need to copy.

Now, go to your form builder application, such as Jotform, and paste the webhook URL in the integration section of your form. This step ensures that whenever a new form response is submitted, it will be captured by Pabbly Connect. To test this, fill out your form with dummy data and submit it to see if the webhook response is captured successfully.

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3. Add Data to Google Sheets from Webhook Response

After successfully capturing the webhook response, the next action is to add this data to Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as your action application and choose the ‘Add New Row’ event. Connect your Google Sheets account by clicking on ‘Connect’ and then ‘Add New Connection’. Make sure you are logged into your Google account to facilitate a smooth connection.

• Select the spreadsheet where you want to add data.
• Map the fields from the webhook response to the corresponding columns in your Google Sheets.
• Click on ‘Save and Test Request’ to see if the data is successfully added.

Once you have mapped the fields and saved the request, check your Google Sheets to confirm that the data has been added correctly. This integration allows you to automatically update your spreadsheet with new form responses.

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4. Create a New Contact in Brevo

Now that you have added the data to Google Sheets, the next step is to create a new contact in Brevo using the same response. In Pabbly Connect, add another action step and select ‘Brevo’ as your action application. Choose the ‘Create or Update Contact’ event and connect your Brevo account by entering your domain and API key.

To obtain your API key, log into your Brevo account and navigate to the SMTP and API section. Generate a new API key, name it, and copy it into Pabbly Connect when prompted. Map the necessary fields from the webhook response, such as email and name, to create the contact in Brevo. Finally, click on ‘Save and Send Test Request’ to ensure the contact is created successfully.

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5. Filter Responses Based on Age Criteria

Before creating contacts in Brevo, it is essential to filter responses based on age. In Pabbly Connect, add a filter step to ensure that only respondents aged 18 and above are added as contacts. Select the filter condition to be based on the age field from the webhook response.

• Set the condition to check if the age is equal to or greater than 18.
• If the condition is met, the workflow will proceed to create a contact in Brevo.
• If the condition is not met, the workflow will stop, preventing the creation of an underage contact.

This filtering process ensures that only eligible contacts are created in Brevo, streamlining your contact management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create contacts in Brevo and add data to Google Sheets from a webhook response. By following the steps outlined, you can efficiently automate the process of capturing form responses, updating your Google Sheets, and managing contacts in Brevo based on specific criteria. This integration not only saves time but also enhances your workflow efficiency.

Learn how to seamlessly remove MemberVault users from products using Google Sheets and Pabbly Connect in this detailed tutorial. 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 process of removing a MemberVault user from a product using Google Sheets, first access Pabbly Connect. Navigate to the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser’s address bar. If you are an existing user, simply sign in; otherwise, you can sign up in a few minutes.

Once logged in, you will reach the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button on the right side. A dialog box will appear asking you to name your workflow. Name it something descriptive, such as ‘Remove MemberVault User from Product via Google Sheets Row’, and click ‘Create’. This sets the stage for your integration process using Pabbly Connect.

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2. Setting Up Google Sheets Trigger in Pabbly Connect

Next, you will set up the Google Sheets trigger within Pabbly Connect. Click on the trigger application and select Google Sheets. The trigger event will be ‘New or Updated Spreadsheet Row’. This means every time a row is updated or added in your Google Sheets, it will trigger the automation.

• Select ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Set up your Google Sheet with the necessary columns such as Name, Email Address, and Course Status.

After copying the webhook URL, go to your Google Sheets, navigate to Extensions > Add-ons > Get Add-ons, and search for Pabbly Connect Webhooks. Install this add-on to enable the integration. After installation, refresh your Google Sheets page to ensure the add-on is active and ready to use with Pabbly Connect.

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3. Configuring the Webhook URL in Google Sheets

After refreshing the Google Sheets, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the webhook URL you copied earlier into the designated field. Specify the trigger column, which is the final data column; in this case, it is Column C.

Click ‘Submit’ to save the configuration. This ensures that every time data is updated in the specified column, Pabbly Connect will receive the necessary information to process your automation. You can send a test to confirm that the data is being sent correctly to Pabbly Connect.

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4. Adding Filter Step in Pabbly Connect

Now that the Google Sheets trigger is set up, the next step is to add a filter in Pabbly Connect. This filter will ensure that the workflow continues only when the course status is marked as ‘Completed’. Click on the ‘+’ icon to add a filter and select the Course Status field.

• Choose the filter condition as ‘Equals’.
• Set the value to ‘Completed’ to trigger the next action.

Once the filter is successfully configured, it will allow the workflow to proceed only when the specified condition is met. This step is crucial for ensuring that users are removed from MemberVault only when their course status is completed, thereby streamlining the automation process with Pabbly Connect.

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5. Removing User from MemberVault via Pabbly Connect

The final step in this integration is to set up the action to remove the user from MemberVault. Select MemberVault as the action application in Pabbly Connect and choose the action event as ‘Remove User from Product’. You will need to connect your MemberVault account by entering the API key and subdomain.

Once connected, map the email address and course ID fields from the previous steps to ensure the correct user is removed. Click on ‘Save and Send Test Request’ to execute the action. If successful, you will receive a confirmation message indicating that the user has been removed from the product in MemberVault.

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Conclusion

In this tutorial, we demonstrated how to effectively remove a MemberVault user from a product using Google Sheets and Pabbly Connect. By following the outlined steps, you can automate this process efficiently, ensuring smooth workflow and user management.

Learn how to automate adding new users from Interakt to Zoho CRM every week using Pabbly Connect. Step-by-step tutorial included! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To automate the process of adding new users from Interakt to Zoho CRM every week, you first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect’s website. Once you have access to the dashboard, click on ‘Create Workflow’ to begin your integration process.

Give your workflow a name, such as ‘Interakt to Zoho CRM’. This name will help you identify the workflow later. After naming your workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the schedule for your automation.

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2. Scheduling the Automation Every Week

In the trigger window, select ‘Schedule by Pabbly’ to configure your automation to trigger every week. This is essential for ensuring that the new users from Interakt are added to Zoho CRM regularly. Choose how often you want the workflow to run, and select ‘Days of the Week’ from the dropdown menu. using Pabbly Connect

• Select the day of the week you want the automation to run (e.g., Friday).
• Set the time for the automation to execute (e.g., 10 AM).

After setting your preferred day and time, click on ‘Save’. This ensures that your automation is scheduled to run every Friday at 10 AM, fetching the details of new users added in the past week.

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3. Fetching New User Details from Interakt

Next, you will need to fetch the details of new users added in the last week from your Interakt account. In the action window, search for ‘Interakt’ and select it. Choose the action event as ‘Fetch Created User’ and click on ‘Connect’ to link your Interakt account with Pabbly Connect.

To establish this connection, you will need to enter the secret key from your Interakt account. You can find this key in your Interakt profile under ‘Developer Settings’. Copy the secret key and paste it into Pabbly Connect, then click on ‘Save’ to connect your accounts.

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4. Processing User Data with Iterator

Once you have fetched the user details, you will receive the data in an array format. To process this data, add an action step and select ‘Iterator’ from the list. This step will allow you to handle each user’s details individually. using Pabbly Connect

• Select the array response from the previous step in the Iterator action.
• Click on ‘Save and Send Test Request’ to see the details of the first user.

After processing the array, you will receive the details of each user, including their name, email, and phone number. This allows you to prepare for adding them as leads in Zoho CRM.

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5. Adding Users as Leads in Zoho CRM

To finalize the integration, you will now add the processed user details as leads in Zoho CRM. In the action step, search for ‘Zoho CRM’ and select it. Choose the action event ‘Insert/Update Record’ and connect your Zoho CRM account to Pabbly Connect.

After connecting, you will need to specify the module name (select ‘Leads’) and map the user details such as first name, last name, email, and phone number from the Iterator response. Once you have mapped all required fields, click on ‘Save and Send Test Request’ to add the user as a lead in Zoho CRM.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding new users from Interakt to Zoho CRM every week using Pabbly Connect. By following these steps, you can ensure that your CRM is always up-to-date with the latest user information, streamlining your workflow and enhancing your productivity.

Learn how to automate document creation and email sending for MakeForms responses using Pabbly Connect. Follow this detailed 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 Integration

To start integrating MakeForms with Gmail, you first need to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage, where you can either sign in if you’re an existing user or sign up if you’re new. Signing up takes less than two minutes and provides you with 100 free tasks to explore the platform.

Once you are logged in, navigate to the dashboard. Here, you will find the option to create a workflow, which is essential for automating the document creation and email sending processes. Click on the ‘Create Workflow’ button to begin setting up your integration.

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2. Setting Up the Trigger with MakeForms

In this step, you will set MakeForms as the trigger application in Pabbly Connect. Select MakeForms from the list of applications and choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new response is received from your MakeForms application.

• Select MakeForms as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you’ll need to go to your MakeForms account. In the settings, navigate to the Integrations section, and add a new webhook. Paste the copied URL, select POST as the method, and choose the specific form you want to integrate.

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3. Creating a Document from Template Using Google Docs

With the trigger set, the next step involves creating a document using Google Docs through Pabbly Connect. After receiving a response from MakeForms, you will need to set Google Docs as your action application. Choose the action event as ‘Create Document from Template’.

To connect your Google Docs account, select ‘Add New Connection’ and sign in with your Google credentials. Once connected, you will need to specify the template document you want to use for creating new documents. Map the fields from the MakeForms response to the template fields to ensure the correct data is populated.

• Select the Google Docs action application.
• Choose ‘Create Document from Template’ as the action event.
• Map the MakeForms response fields to the template document.

This mapping process is crucial as it allows the workflow to automatically pull in new data each time a submission is made, ensuring that your documents are always up to date.

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4. Sharing the Document via Google Drive

Once the document is created, the next action is to share it publicly using Google Drive through Pabbly Connect. Set Google Drive as your action application and choose the action event as ‘Share a File with Anyone’. This step will make the document accessible to the applicant.

Connect your Google Drive account by selecting ‘Add New Connection’ and signing in. After successfully connecting, you will need to provide the Document ID from the previous step. This ID is essential to specify which document you want to share.

Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Map the Document ID to share the correct file.

After saving your settings and testing the request, the document will be shared publicly, allowing the applicant to access it easily.

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5. Sending Email Notifications via Gmail

The final step in this integration process is to send an email notification to the applicant using Gmail through Pabbly Connect. Set Gmail as your action application and select ‘Send Email’ as the action event. This will allow you to notify the applicant about their application details.

Connect your Gmail account by selecting ‘Add New Connection’ and signing in. Once connected, you will need to fill in the recipient’s email address, subject, and body of the email. Use the mapped fields from the MakeForms response to personalize the email.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Fill in the recipient’s email and personalize the message.

After completing these steps, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. This step confirms that your integration is working seamlessly, automating the entire process from form submission to email notification.

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Conclusion

This tutorial has guided you through the process of integrating MakeForms with Gmail using Pabbly Connect. By following these steps, you can automate document creation and email notifications effectively. Utilize Pabbly Connect to streamline your workflows and enhance productivity.