Author: Nitin Maheshwari

Learn how to automate sending Slack messages when a new lead is added in Clientjoy CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To automate sending Slack messages when a lead is added in Clientjoy CRM, you will first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website, where you can create a free account. Click on the ‘Sign Up Free’ button to register and gain access to automation tasks each month.

Once you have signed up, log in to your Pabbly Connect account. You will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, give your workflow a name such as ‘Clientjoy to Slack Automation’, and click ‘Create’ to proceed with the setup.

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2. Configuring the Trigger App: Clientjoy

In this step, you will configure Clientjoy as the trigger app in your Pabbly Connect workflow. Select Clientjoy from the list of applications as your trigger app. The trigger event you need to choose is ‘New Lead’ which will initiate the workflow whenever a new lead is created.

After selecting the trigger event, click on ‘Connect’. You can either create a new connection by entering your Clientjoy email and password or use an existing connection if you have set one up previously. Once connected, select your workspace name from the dropdown and click ‘Save & Send Test Request’ to confirm the connection.

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3. Adding a Test Lead in Clientjoy

Now that you have set up the trigger, it’s time to add a test lead in Clientjoy. Navigate to the sales section in Clientjoy and click on ‘New Lead’. Fill in the necessary details for your test lead, such as name, email, and phone number, and click ‘Save’. This action will ensure that data is captured in Pabbly Connect.

Once the lead is created, return to your Pabbly Connect dashboard. You should see the test lead data captured in the response section. This data will be used to send a message to your Slack channel, ensuring your team is informed about the new lead.

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4. Configuring the Action App: Slack

In this section, you will set up Slack as the action app in your Pabbly Connect workflow. Search for Slack and select it as your action application. The action event to select is ‘Send Channel Message’. Click on ‘Connect’ to establish a connection with your Slack account.

• Choose the token type (User or Bot) for the connection.
• Authorize Pabbly Connect to access your Slack account.
• Select the channel where you want the message to be sent.

After completing the connection, you will need to compose the message that will be sent to your Slack channel. Use the test lead details captured earlier to customize your message. Click ‘Save & Send Test Request’ to test the setup and ensure that the message is delivered to your Slack channel.

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5. Finalizing the Integration

With both Clientjoy and Slack configured in your Pabbly Connect workflow, it’s time to finalize the integration. After testing the action step, you should see a confirmation message in your Slack channel indicating that a new lead has been added. This automation will ensure that your team is promptly informed about new leads, enhancing communication and response time.

Once the integration is set up, you will no longer need to manually inform your team about new leads. The process is fully automated, allowing for seamless communication through Slack whenever a new lead is created in Clientjoy CRM. This setup will save time and improve efficiency in managing leads.

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Conclusion

In conclusion, using Pabbly Connect to automate sending Slack messages when a new lead is added in Clientjoy CRM streamlines communication within your team. This tutorial has guided you through the steps to set up this integration effectively, ensuring that your team stays informed about new leads instantly.

Learn how to seamlessly integrate Cashfree Payment Forms with Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for efficient automation. 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. Access Pabbly Connect for Integration

To begin integrating Cashfree Payment Forms with Google Sheets, first, you need to access Pabbly Connect. Head over to the Pabbly website and either sign in or create a new account if you are a new user. Signing up is quick and allows you to get free tasks every month.

Once logged in, navigate to the all apps section and select Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on the plus sign to create a workflow and name it ‘Cashfree Payments to Google Sheets Integration’ as per your requirement.

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2. Set Up Cashfree Payments as the Trigger Application

In this step, you will set up Cashfree Payments as the trigger application within Pabbly Connect. Click on the trigger window and select ‘Cashfree’ as the application name. Then, choose the trigger event as ‘Payment via Form’. This setup ensures that every time a payment is made through your Cashfree form, the details will be captured.

• Select Cashfree as the application.
• Choose ‘Payment via Form’ as the trigger event.
• Copy the generated webhook URL.

Next, you will need to set up this webhook URL in your Cashfree account. Navigate to the developers section and click on ‘Webhooks’. Here, you can add a new webhook by pasting the copied URL and clicking on ‘Add Webhook’. Once added successfully, return to Pabbly Connect to capture the test response.

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3. Capture the Webhook Response

After setting up the webhook, you need to capture the actual response from Cashfree Payments. In Pabbly Connect, click on the ‘Recapture Webhook Response’ button. This action will prompt you to perform a test submission to simulate a payment.

To do this, go back to your Cashfree account, create or access an existing payment form, and fill in the customer details. After entering the necessary information, proceed to make a payment. Once the payment is processed, Pabbly Connect will capture the response, displaying all relevant payment details such as order ID, transaction ID, and customer information.

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4. Add Payment Details to Google Sheets

With the payment details captured, the next step is to add this information to Google Sheets using Pabbly Connect. In the action window, select ‘Google Sheets’ as the application and choose ‘Add New Row’ as the action event. Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets account.

• Select the correct spreadsheet where you want to store the data.
• Map the fields from the Cashfree response to the corresponding columns in Google Sheets.
• Save and send the test request to verify the integration.

After mapping all the required fields such as order ID, transaction ID, and customer details, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the payment details have been successfully added.

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5. Verify the Integration Success

Finally, to ensure that the integration between Cashfree Payments and Google Sheets via Pabbly Connect is successful, perform a real-time test. Use the payment link again to make another payment with different customer details. After the payment is processed, check your Google Sheets to see if the new payment details have been captured accurately.

If the details appear in your Google Sheets as expected, then your integration is working perfectly. This integration allows you to automate your payment data collection, saving time and minimizing manual entry errors.

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Conclusion

In this tutorial, we demonstrated how to integrate Cashfree Payment Forms with Google Sheets using Pabbly Connect. By following these steps, you can automate the process of recording payment details, enhancing efficiency in your payment management system. Start using Pabbly Connect today to streamline your business operations.

Learn how to integrate Cashfree Payment Links with Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless automation. 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. Accessing Pabbly Connect for Integration

To begin integrating Cashfree Payment Links with Google Sheets, first access Pabbly Connect. Visit the Pabbly website and log in or sign up for a free account. This platform allows seamless automation between various applications.

After logging in, navigate to the dashboard. Here, you can create a new workflow by clicking on the plus sign. Name your workflow something descriptive, like ‘Add Payment Details of Cashfree Payment Links to Google Sheets.’ This sets the stage for further integration steps.

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2. Setting Up Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Select Cashfree as your trigger application and choose the event as ‘Payment via Link.’ This event will activate whenever a payment is made through your Cashfree payment link.

• Open the trigger window in Pabbly Connect.
• Select Cashfree and the trigger event as Payment via Link.
• Copy the provided webhook URL.

Next, go to your Cashfree account, navigate to the developers section, and add the copied webhook URL under the payment link settings. This will ensure that payment notifications are sent to Pabbly Connect whenever a transaction occurs.

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3. Filtering Payment Events in Pabbly Connect

After configuring the trigger, the next step is to filter the payment events. In Pabbly Connect, you will apply a filter to ensure that only successful payment events proceed to the next step. This is crucial for accurate data entry into Google Sheets.

Set the filter to trigger only when the payment type is ‘Payment Link Event.’ This will help you avoid processing irrelevant data. Click on the action window and select the filter application. Then, set the conditions based on the payment type.

• Choose the filter application in Pabbly Connect.
• Set the label to Payment Link Event.
• Select the filter type as equal to and set the value accordingly.

This filter ensures that only successful payment events proceed to the next integration step, maintaining the integrity of your data.

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4. Adding Payment Details to Google Sheets

Once the filter is set, it’s time to integrate Google Sheets with Pabbly Connect. Choose Google Sheets as your action application and select the action event as ‘Add New Row.’ This will allow payment details to be added automatically to your designated spreadsheet.

Connect your Google account to Pabbly Connect and authorize access. After successful connection, select the spreadsheet where you want the payment details to be stored. In this case, it should be named ‘Cashfree Payment Details.’

Select the spreadsheet and sheet name in Google Sheets. Map the required fields such as Order ID, Transaction ID, Customer Name, and Amount. Click on Save and send test request to ensure data is captured.

After mapping, perform a test to verify that the payment details are correctly added to your Google Sheets. If successful, you will see all relevant payment information in the spreadsheet.

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5. Testing the Integration and Conclusion

To confirm that everything is set up correctly, generate a new payment link in your Cashfree account. Complete a test payment using this link. This simulates a real transaction and allows you to see if the details populate in Google Sheets as intended.

After completing the payment, check your Google Sheets. You should see the newly added row containing the Order ID, Transaction ID, Customer Name, Email, and other relevant details. This indicates that Pabbly Connect is functioning as expected, automating the workflow between Cashfree and Google Sheets.

In summary, you have successfully integrated Cashfree Payment Links with Google Sheets using Pabbly Connect. This process not only saves time but also ensures accurate record-keeping of payment details. Automate your workflows today with Pabbly Connect!

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 send emails from Microsoft Office 365 to WhatsApp automatically using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Introduction to Pabbly Connect Automation

In this tutorial, we will explore how to use Pabbly Connect to send emails from Microsoft Office 365 to WhatsApp automatically. This automation allows users to receive notifications on WhatsApp whenever they get important emails in their Outlook account.

This setup is particularly useful for scenarios such as receiving payment notifications from Stripe or alerts for job applications. With Pabbly Connect, you can filter and send only the emails that matter to you, streamlining your communication process.

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2. Setting Up Your Pabbly Connect Account

To begin, access Pabbly Connect by visiting its official website. If you don’t have an account, create a free account by clicking on the ‘Sign Up’ button. Existing users can log in directly.

Once you are logged in, you will be directed to your dashboard. Here, click on the ‘Create Workflow’ button. Name your workflow something like ‘Get Notified on WhatsApp About Specific Emails’ and click on ‘Create’ to proceed.

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3. Connecting Microsoft Office 365 to Pabbly Connect

In your newly created workflow, you will see two sections: Trigger and Action. The trigger event for this automation will be a new email in Microsoft Office 365. To set this up, select Microsoft Office 365 as the application and choose the trigger event ‘New Email’.

Next, click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Microsoft Office 365 account. Click on ‘Add New Connection’ and follow the prompts to log in and grant the necessary permissions. Once connected, Pabbly Connect will fetch the most recent email from your Outlook account automatically.

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4. Filtering Emails Before Sending to WhatsApp

After fetching the email, you need to filter it to ensure only relevant emails trigger a WhatsApp notification. To do this, add a filter step in your workflow. This feature allows you to set conditions based on the email subject line.

• Set the condition: Subject contains ‘payout’.
• Add another condition: Subject also contains ‘US dollar’.

This ensures that only emails containing these specific keywords proceed to the next step. If the conditions are met, Pabbly Connect will continue to the WhatsApp notification step; otherwise, it will stop.

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5. Sending WhatsApp Notifications via Pabbly Connect

Now that your email is filtered, it’s time to send the notification via WhatsApp. Select WhatsApp Cloud API as the application for this action. Click on ‘Connect’ and add a new connection by providing the required details such as your WhatsApp Business Account ID and permanent token. using Pabbly Connect

In this step, you will also need to select the message template you created for WhatsApp notifications. Make sure to fill in the recipient’s mobile number and the body of the message with the relevant amount from the email subject line. Finally, test your connection by sending a test message to ensure everything is set up correctly.

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Conclusion

Using Pabbly Connect, you can easily automate the process of sending important emails from Microsoft Office 365 to WhatsApp. This integration not only saves time but ensures you never miss crucial notifications. Start using Pabbly Connect today for seamless automation!

Learn how to automatically add Google Forms responses to Clientjoy CRM as leads using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, visit the Pabbly website and create a free account. This account allows you to test the automation features available in Pabbly Connect.

Once your account is set up, log in to your dashboard. From here, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Automate Lead Collection from Google Forms to Clientjoy’. After naming, click on ‘Create’ to proceed.

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2. Setting Up the Workflow in Pabbly Connect

In this step, you will set up the trigger and action for your automation. In Pabbly Connect, the trigger application will be Google Forms, and the event will be ‘New Response Received’. This means that every time a new form submission occurs, it will trigger the workflow. using Pabbly Connect

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

Next, return to your Google Forms and open the responses section. You will need to link your Google Forms to Pabbly Connect using the copied webhook URL. This connection enables Pabbly Connect to receive form submissions automatically.

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3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, open the spreadsheet linked to your form responses. Click on ‘Extensions’, then ‘Add-ons’, and search for the Pabbly Connect Webhooks add-on. Install this add-on if you haven’t done so already.

Once installed, click on ‘Extensions’ again, select ‘Pabbly Connect Webhooks’, and proceed to ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the last data entry column in your spreadsheet.

• Paste the webhook URL in the designated field.
• Set the trigger column to the last column of your data.
• Click on ‘Send Test’ to verify the connection.

After setting this up, submit a test response through your Google Form. This will allow Pabbly Connect to capture the data and confirm that the integration is functioning correctly.

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4. Adding Leads to Clientjoy CRM via Pabbly Connect

With the Google Forms integration established, the next step is to add the captured leads to Clientjoy CRM. In Pabbly Connect, select Clientjoy as the action application and choose ‘Create Lead’ as the action event. using Pabbly Connect

Connect your Clientjoy account by entering your login credentials. Once connected, you will need to map the fields from the Google Forms responses to the corresponding fields in Clientjoy. This includes mapping the name, email, and phone number from the form submission.

Select Clientjoy as the action application. Choose ‘Create Lead’ as the action event. Map the fields from Google Forms to Clientjoy CRM.

After mapping the fields, click on ‘Save and Send Test Request’ to create a lead in Clientjoy. Check your Clientjoy dashboard to confirm that the lead has been successfully added.

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5. Finalizing the Integration with Pabbly Connect

Now that you have successfully set up the integration, you can finalize it by enabling the ‘Send on Event’ setting in Pabbly Connect. This ensures that every new form submission will automatically create a lead in Clientjoy CRM without any manual intervention.

Remember to test the integration by submitting another response through your Google Form. This will confirm that everything is working as expected. Once everything is set up, you can close Pabbly Connect and let the automation run in the background.

By following these steps, you have effectively automated the process of adding Google Forms responses to Clientjoy CRM using Pabbly Connect. This integration will save you time and ensure that all leads are captured seamlessly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Google Forms responses to Clientjoy CRM as leads. This integration streamlines your lead collection process, ensuring that no potential client is overlooked.

Learn how to automatically create blogs using OpenAI and share them on Discord with Pabbly Connect in this detailed tutorial. 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. Setting Up Pabbly Connect for Blog Automation

To automate blog creation, first access Pabbly Connect by visiting Pabbly.com/connect. Here, you can create an account or log in if you already have one. Once logged in, you will be directed to the dashboard where you can start creating your automation workflow.

Click on the blue button to create a new workflow. Name your workflow something like ‘Create Blog Automatically via OpenAI and Share on Discord’. This workflow will connect Google Sheets, OpenAI, and Discord, enabling you to automate the entire blog creation and sharing process.

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2. Connecting Google Sheets with Pabbly Connect

The first step in your automation is to connect Google Sheets to Pabbly Connect. Choose Google Sheets as your trigger application. This integration will allow you to fetch blog titles from a Google Sheet where you’ve listed your topics.

• Click on ‘Add-ons’ in Google Sheets and select ‘Get add-ons’.
• Search for ‘Pabbly Connect Webhook’ and install it.
• Copy the webhook URL provided by Pabbly Connect and paste it in the Webhook add-on setup.

Once the setup is complete, any new title added to your Google Sheet will trigger the workflow in Pabbly Connect, allowing the automation to proceed to the next step.

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3. Generating Blog Content with OpenAI

After successfully connecting Google Sheets, the next step involves generating blog content using OpenAI. In Pabbly Connect, select OpenAI as your action application. This will allow you to create blog content based on the titles fetched from Google Sheets.

Choose the action event as ‘Generate Content’. You will need to connect your OpenAI account by providing the API key. Once connected, set up the parameters for content generation:

• Select the model (e.g., ‘text-davinci-002’) for content generation.
• Set the temperature to control randomness in the output.
• Map the blog title from Google Sheets to the prompt for content generation.

After setting these parameters, you can send a test request to see if the blog content is generated successfully. This content will then be ready to be shared with your team.

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4. Creating and Sharing the Blog in Google Docs

With the blog content generated, the next step is to create a document in Google Docs using Pabbly Connect. Choose Google Docs as your action application and select the ‘Create Document’ action event. This will allow you to store the generated blog content in a Google Document.

Connect your Google account and name the document based on the blog title. Then, use the ‘Append Paragraph’ action to add the generated content into the newly created document. This ensures that all generated content is stored in an organized manner.

Finally, you will need to change the sharing permissions of the Google Doc to allow your team to access it. Use the ‘Share a File’ action in Google Drive to change the permissions so that anyone with the link can view the document. This step is crucial for collaboration.

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5. Sharing the Blog Link on Discord with Your Team

The last step in this automation process is to share the blog link on Discord using Pabbly Connect. Select Discord as your action application and choose ‘Send Channel Message’ as the action event. This will allow you to send a message to your designated Discord channel.

Connect your Discord account and paste the webhook URL you created earlier. Craft your message to include the blog title and the link to the Google Doc where the blog is stored. By mapping the title and link dynamically, every time a new blog is created, the message sent to Discord will be updated accordingly.

Once everything is set up, send a test request to ensure that the message is sent successfully to your Discord channel. Your team will then receive timely updates about new blog content ready for review.

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Conclusion

By utilizing Pabbly Connect, you can automate the entire process of blog creation and sharing on Discord. This integration not only saves time but also enhances collaboration within your team. Start automating your content workflow today!

Learn how to automatically generate content using OpenAI and share it on Telegram with Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating content generation using OpenAI and sharing it on Telegram, you must first access Pabbly Connect. Visit the Pabbly Connect website and create a free account if you don’t have one.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will then be prompted to enter a name for your workflow. Enter something descriptive like ‘Auto Generate Blog in OpenAI and Share on Telegram’ and click ‘Create’. This sets the stage for your automation.

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2. Setting Up Google Sheets with Pabbly Connect

In this step, we will configure Google Sheets as our trigger application in Pabbly Connect. Select Google Sheets from the application list and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new blog title is added to the sheet, the automation will be activated.

• Go to your Google Sheet and add titles in the first column.
• Copy the webhook URL provided by Pabbly Connect.
• Install the Pabbly Connect Webhooks add-on from Google Sheets add-ons.

After installation, go back to your Google Sheet, click on the add-ons menu, and select Pabbly Connect Webhooks. Click on ‘Initial Setup’ and paste the webhook URL. Specify the trigger column, which should be the last data entry column, and click on ‘Send Test’. This will send a test response back to Pabbly Connect to confirm the setup.

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3. Integrating OpenAI to Generate Content

Next, we will set up OpenAI to automatically generate content based on the titles from Google Sheets using Pabbly Connect. In the action application, select OpenAI and choose the action event ‘Generate Content’. This is where the magic happens as OpenAI will create a blog post based on the title provided.

Before you can connect OpenAI, ensure you have an account and have logged in. You will need to provide an API key from OpenAI to connect it with Pabbly Connect. Once connected, set the model to ‘text-davinci-002’ and input the prompt as ‘Write a blog on’ followed by the title fetched from Google Sheets.

• Set the temperature to 0.7 for varied content generation.
• Specify a maximum token limit for the response.

After setting these parameters, click ‘Save and Send Test Request’. This will generate the blog content which will be sent back to Pabbly Connect.

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4. Creating Google Docs to Store Generated Content

Now that we have the content generated by OpenAI, the next step is to create a Google Docs document to store this content using Pabbly Connect. Select Google Docs in the action application and choose the action event ‘Create Document’. You will need to connect your Google account to allow Pabbly Connect to create documents.

When prompted, name the document using the title from Google Sheets. This ensures that the document is easily identifiable. After successfully creating the document, the next step is to append the content generated from OpenAI to this document.

Choose the option ‘Append a Paragraph to Document’ in the action event. Map the document ID from the previous step.

Finally, insert the content generated by OpenAI into the document. Click ‘Save and Send Test Request’ to finalize this step.

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5. Sharing the Document on Telegram

The final step in this automation process is to share the generated document link on Telegram using Pabbly Connect. Select Telegram as the action application and choose the action event ‘Send Message’. Connect your Telegram account by providing the bot token you obtained earlier.

Specify the chat ID of the group where you want to send the message. Create a message that includes the blog title and a link to the Google Docs document. This will notify your team about the new content ready for review.

Format the message to include necessary details about the blog. Click ‘Save and Send Test Request’ to send the message.

Your team will now receive a notification on Telegram with the blog title and link to the document, completing the automation process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the content generation process using OpenAI and share it on Telegram. By integrating Google Sheets, OpenAI, Google Docs, and Telegram, you can streamline your content creation workflow effectively.

This automation not only saves time but also ensures that your team is promptly informed about new content to review and publish. Start using Pabbly Connect today to enhance your content management processes!

Learn how to produce creative newsletters using Pabbly Connect to integrate Google Sheets, OpenAI, and Google Docs seamlessly. 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 Newsletter Creation

To start producing creative newsletters using Pabbly Connect, first, visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. This will take you to the landing page of the platform.

On the right-hand side, you will see options to either sign in or sign up for free. If you’re new, creating an account is quick and grants you 100 free tasks. Once logged in, you will be directed to the all apps page, where you can access Pabbly Connect to begin setting up your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Google Sheets, OpenAI, Google Docs Integration’. This will help you identify the workflow later.

Next, you will encounter two main components: the trigger and the action. Here, choose Google Sheets as your trigger application. Select the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate your workflow whenever there is a new entry in your Google Sheets.

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3. Setting Up Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL. Copy this URL and open your Google Sheets document where you have your newsletter titles. Navigate to Extensions > Add-ons > Get Add-ons to find and install the Pabbly Connect Webhooks add-on if you haven’t already.

• Install the Pabbly Connect Webhooks add-on.
• Go back to Extensions and select Pabbly Connect Webhooks.
• Click on Initial Setup and paste the copied webhook URL.
• Set the trigger column to Column B, which contains your newsletter titles.

After pasting the URL, click on ‘Send Test’ to ensure the connection works. Once the test is successful, you can submit the setup. This step ensures that your Google Sheets is now integrated with Pabbly Connect.

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4. Generating Newsletter Content Using OpenAI

With your Google Sheets set up, the next step is to generate content using OpenAI. In Pabbly Connect, add OpenAI as your action application. Choose the action event as ‘Generate Content’. You will need to connect your OpenAI account by providing a secret key.

To get this key, log into your OpenAI account, navigate to the API section, and copy your secret key. Go back to Pabbly Connect, paste the key, and click on ‘Save’. After connecting, you will see options to select the AI model, prompt, and maximum tokens for your content generation.

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5. Creating and Appending Content to Google Docs

After generating the content, the final step is to create a Google Document and append the generated newsletter content to it. In Pabbly Connect, add Google Docs as another action application. Choose the action event as ‘Create a Blank Document’.

Connect your Google Docs account, and for the document name, map it to the title from your Google Sheets. Click on ‘Save and Send Test Request’ to create the document. Next, you will append the generated content to this document by selecting the action event ‘Append a Paragraph to a Document’.

Map the document ID and the content you generated earlier. Once everything is set, click on ‘Save and Send Test Request’ again. This completes the integration, and your newsletter will now automatically populate in Google Docs whenever you add a new title in Google Sheets.

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Conclusion

This tutorial demonstrated how to produce creative newsletters using Pabbly Connect to integrate Google Sheets, OpenAI, and Google Docs seamlessly. By following these steps, you can automate your newsletter creation process effectively.

Learn how to automate daily employee reports to WhatsApp using Pabbly Connect with Gmail and WhatsApp Cloud API integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Employee Reports

To automate the process of getting daily employee reports on WhatsApp, you first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect landing page. This platform allows you to create automated workflows without any coding skills.

Once signed up, log into your Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. You can name your workflow, such as ‘Employee Reports’. This workflow will facilitate the integration between Gmail and WhatsApp, allowing you to receive daily reports from employees.

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2. Integrating Gmail with Pabbly Connect Using Email Parser

For the integration, you will utilize the Email Parser feature of Pabbly Connect. Select the Email Parser as your trigger application. This feature will monitor your Gmail inbox for incoming emails containing employee reports.

• Select Email Parser from the trigger options.
• Copy the email parser address generated by Pabbly Connect.
• Add this address as a forwarding address in your Gmail settings.

After adding the forwarding address, Gmail will send a test email to your Pabbly Connect Email Parser. This is essential for verifying that the integration is set up correctly and will allow the automation to function as intended.

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3. Filtering Reports for Relevant Notifications

Once the Email Parser is set up, the next step is to filter the incoming emails to ensure that only relevant employee reports trigger notifications. Using the filter feature in Pabbly Connect, you can specify conditions for the emails you want to process.

• Select the filter option in your action step.
• Choose the subject label from the previous step.
• Set the filter condition to ‘contains’ and enter ’employee report’.

This filter ensures that only emails with the subject containing ’employee report’ will proceed to the next step, thereby reducing unnecessary notifications and focusing on actual reports.

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4. Formatting the Report Data for WhatsApp

After filtering the reports, you will need to format the data extracted from these emails before sending it to WhatsApp. This is done using the Text Formatter feature in Pabbly Connect. This feature allows you to parse specific details from the email body.

For instance, you can extract the employee’s name, the number of tasks assigned, and the number of tasks completed. You will need to set up multiple text parsing steps to achieve this:

Map the body text from the previous step into the text parser. Specify the keywords to extract relevant data. Clone the text parser step for each data point you want to extract.

By using the Text Formatter, you can create a structured summary of the report that will be sent via WhatsApp.

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5. Sending the Formatted Reports to WhatsApp

Finally, to send the formatted report summary to WhatsApp, you will use the WhatsApp Cloud API feature in Pabbly Connect. This step requires that you have already set up your WhatsApp Cloud API account and obtained the necessary access tokens.

In the action step, select WhatsApp Cloud API and choose the action event as ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering your access token, phone number ID, and business account ID. After connecting, you can map the formatted report data into the message template:

Select the message template you created for employee reports. Map the employee details into the template fields. Send a test message to verify the setup.

Once this step is complete, you will receive daily summaries of your employees’ reports directly on WhatsApp, streamlining your workflow and enhancing communication.

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Conclusion

In this tutorial, we demonstrated how to automate the process of getting daily employee reports on WhatsApp using Pabbly Connect. By integrating Gmail and WhatsApp Cloud API, you can efficiently manage employee communications and stay updated on their daily tasks.

This integration not only saves time but also ensures that you receive important updates instantly. With Pabbly Connect, setting up such automations is straightforward and requires no coding skills.

Learn how to integrate Clientjoy CRM leads to Google Sheets in real-time using Pabbly Connect. This step-by-step tutorial covers all necessary actions and settings. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Clientjoy CRM leads into Google Sheets, you will need to use Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Create a free account to access the automation features and connect your applications seamlessly.

Once you have signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration process. Click on the blue button to start setting up your automation.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to connect Clientjoy CRM and Google Sheets. Name your workflow something descriptive, like ‘Sync Clientjoy Leads with Google Sheets in Real-Time’. After naming, click on the Create button to proceed.

• Click on the Trigger option to select the application that will start the automation.
• Choose Clientjoy CRM as the trigger application.
• Select the event as ‘New Lead’ to trigger the workflow when a new lead is added.

After setting the trigger, you will need to connect your Clientjoy account to Pabbly Connect. Click on the Connect button and provide the necessary account access. Once connected, proceed to save and send a test request to ensure everything is working correctly.

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3. Testing the Trigger with Clientjoy CRM

After connecting Clientjoy CRM to Pabbly Connect, it’s essential to test the trigger. Click on the ‘Save and Send Test Request’ button. This action prompts you to create a test lead in Clientjoy so that Pabbly Connect can capture the data.

Go to your Clientjoy CRM account and manually add a new lead with dummy details. For example, use a name like ‘Dummy User’, an email like ‘[email protected]’, and a phone number. After saving this lead, return to Pabbly Connect to see if the lead details have been captured successfully.

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4. Adding Data to Google Sheets via Pabbly Connect

Now that you have successfully tested the trigger, it’s time to add the lead data to Google Sheets using Pabbly Connect. In the action step, select Google Sheets as the application where the lead data will be sent.

• Choose the action event as ‘Add New Row’ to insert the captured lead data into your spreadsheet.
• Connect your Google Sheets account by clicking on the Connect button and granting access.
• Select the spreadsheet you created for storing leads, ensuring it matches the columns defined in your workflow.

Once connected, map the fields from the Clientjoy lead data to the corresponding columns in Google Sheets, such as name, email, phone number, and lead status. After mapping, click on ‘Save and Send Test Request’ to confirm that the data is being added correctly.

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5. Finalizing Your Automation Setup

With the data now being sent to Google Sheets, you can finalize your automation setup in Pabbly Connect. Test the integration by adding another lead in Clientjoy CRM. Check your Google Sheets to confirm that the new lead appears automatically.

Once everything is functioning as expected, you can close Pabbly Connect. The automation will run in the background, ensuring that all new leads from Clientjoy are added to Google Sheets without manual intervention.

This integration saves time and ensures that your leads are organized in one place, enhancing your business operations.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Clientjoy CRM leads into Google Sheets automatically. By following the steps outlined, you can streamline your lead management process and ensure your data is always up-to-date.