Author: Nitin Maheshwari

Learn how to automate the process of publishing YouTube videos to WordPress using Pabbly Connect with this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for YouTube and WordPress Integration

To publish YouTube videos to WordPress, you first need to set up Pabbly Connect. This platform allows you to automate tasks between different applications. Start by visiting the Pabbly Connect website and creating a free account. Once you have signed up, log in to access your dashboard.

In your Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this integration, you can name it ‘Automatically Upload YouTube Videos to WordPress as Blog Post’. After naming, click on ‘Create’ to proceed.

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2. Selecting YouTube as the Trigger Application

Now that you have created a workflow, the next step is to select YouTube as the trigger application. In the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. Select YouTube from the trigger options. Choose the trigger event as ‘New Video Published’. This means that every time a new video is uploaded to your YouTube channel, it will trigger the workflow. using Pabbly Connect

• Click on ‘Connect’ and then ‘Add New Connection’.
• Authenticate your YouTube account by providing the required access.
• Select your YouTube channel from the dropdown list.

Once you have set up the connection, click on ‘Save and Send Test Request’. This will fetch the most recent video details from your YouTube channel, confirming that the connection is successful and that Pabbly Connect is functioning properly.

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3. Connecting WordPress to Pabbly Connect

After successfully connecting YouTube, the next step is to connect your WordPress site. In the action box, select WordPress as the application and choose ‘Create Post’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’. You will need to provide your WordPress username, password, and the base URL of your website. using Pabbly Connect

Make sure you have the WordPress REST API Authentication plugin installed and activated on your WordPress site. This is essential for the connection to work. After entering your credentials, click on ‘Save’. Once connected, you can configure the post settings. You will map the title and content fields to the YouTube video details fetched earlier.

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4. Mapping YouTube Video Details to WordPress Post

In this step, you will map the YouTube video details to the WordPress post fields. For the post title, select the title fetched from the YouTube response. For the content, you will use the embed URL of the video. This ensures that when a new video is published, the same video will appear on your WordPress site as a blog post. using Pabbly Connect

• Select the post type as ‘Post’.
• Map the video title and embed URL to the respective fields.
• Set the post status to ‘Publish’ to ensure it goes live immediately.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This will create a new post on your WordPress site with the YouTube video embedded in it. You can check your WordPress blog to see the newly created post.

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5. Finalizing Your YouTube to WordPress Integration

After testing the integration, you should verify that everything works as intended. Go to your WordPress blog and refresh the page to see if the new post has been created successfully. The post should contain the same title and embedded video as the one published on YouTube.

With Pabbly Connect, you have successfully automated the process of publishing YouTube videos to WordPress. This integration saves you time and effort, ensuring that your audience can access your video content directly through your blog without any manual action required.

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Conclusion

Using Pabbly Connect to automate the publishing of YouTube videos to WordPress simplifies your workflow. By following these steps, you can ensure that every video you publish on YouTube is automatically available on your WordPress site as a blog post. This integration enhances your content distribution and saves valuable time.

Learn how to automate morning meeting reminders on WhatsApp using Pabbly Connect and Google Calendar with this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate morning reminders about your first meeting daily on WhatsApp, you’ll first need to set up Pabbly Connect. Start by visiting the Pabbly website and creating a free account, which allows you to test this automation.

Once you have your account, log in to Pabbly Connect. Click on the ‘Access Now’ button to reach the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button and name it something like ‘Google Calendar Reminders on WhatsApp Daily’. This is the foundation for your automation.

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2. Configuring the Trigger and Action in Pabbly Connect

In Pabbly Connect, you will set a trigger and an action. For this automation, the trigger will be based on a schedule. Select the ‘Schedule’ option to run this automation daily at your preferred time, for instance, 7 AM.

• Choose ‘Every Day’ as the frequency.
• Set the time to 7 AM in your chosen time zone.

After saving this trigger, select Google Calendar as your action application. Choose the action event as ‘Get All Events’ to fetch the events for the day. This integration through Pabbly Connect ensures you receive all relevant meeting details.

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3. Connecting Google Calendar to Pabbly Connect

Next, you will need to connect your Google Calendar to Pabbly Connect. Click on ‘Add New Connection’ and authenticate using the Gmail account where your calendar is created. Once connected, you will see all your calendars listed in Pabbly Connect.

Select the calendar that contains your meetings, such as ‘Meeting and Daily Routine’. This step is crucial as it allows Pabbly Connect to pull the necessary event information from your Google Calendar.

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4. Sending WhatsApp Reminders Using Pabbly Connect

After fetching the events, the next step is to send reminders via WhatsApp. You will need to connect to the WhatsApp Cloud API through Pabbly Connect. Ensure you have a WhatsApp Business account and generate a permanent token for the API.

• Copy the token and phone number ID from your WhatsApp Cloud API account.
• Paste these details into Pabbly Connect to establish the connection.

Once connected, configure the message template you want to send. This template will include variables for the name of the event and the time, ensuring that your reminders are personalized each day.

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5. Finalizing Your Automation in Pabbly Connect

To finalize the automation, you will need to set up the message body for the WhatsApp message. Map the variables such as the event name and time from the previous steps. This ensures that every message sent contains the correct details.

After completing your setup, test the automation by clicking on ‘Save and Send Test Request’. If everything is configured correctly, you should receive a WhatsApp message reminding you of your meeting. This seamless integration through Pabbly Connect simplifies your scheduling and reminder process.

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Conclusion

By following these steps, you can efficiently automate morning reminders about your first meeting daily on WhatsApp using Pabbly Connect and Google Calendar. This integration ensures you stay organized and never miss an important meeting again.

Learn how to automate sending WhatsApp messages for DEAR Invoice Authorization using Pabbly Connect. Follow our 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 WhatsApp Automation

To start automating WhatsApp messages when a sales invoice is authorized in DEAR Inventory, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free, which gives you access to a limited number of tasks each month.

Once logged in, locate the ‘Create Workflow’ button at the top right corner. Click on it and name your workflow, for example, ‘DEAR Inventory to WhatsApp’. This sets the stage for the automation process where Pabbly Connect will facilitate the integration between DEAR Inventory and WhatsApp.

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2. Setting Up DEAR Inventory as the Trigger in Pabbly Connect

In this step, you will configure DEAR Inventory as the trigger application. Select DEAR Inventory from the trigger application options and choose the event ‘Sale Invoice Authorized’. This event will initiate the workflow whenever a sales invoice is authorized. using Pabbly Connect

• Choose DEAR Inventory as the trigger application.
• Select the event ‘Sale Invoice Authorized’.
• Connect your DEAR Inventory account by entering the required API credentials.

To connect your account, you will need the account ID, application key, and domain name. These can be found in your DEAR Inventory account under the integration settings. Once you have entered the required information, click on ‘Save and Send Test Request’ to ensure the connection is successful. Pabbly Connect will wait for a response from DEAR Inventory.

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3. Testing the Trigger with a Sample Invoice

After setting up the trigger, it’s crucial to test the connection to confirm everything is working properly. Go to your DEAR Inventory account and authorize a sales invoice. This action will trigger the workflow in Pabbly Connect. using Pabbly Connect

Once the invoice is authorized, return to Pabbly Connect to check if the response has been captured. You should see details such as the customer name, email, and invoice number. This confirms that Pabbly Connect has successfully integrated with DEAR Inventory and is ready to proceed with the next steps.

• Authorize a sales invoice in DEAR Inventory.
• Check Pabbly Connect for the captured response.
• Ensure customer details are visible in the response.

With a successful test, you are now ready to set up the action step, which will send a WhatsApp message to the authorized customer using the captured details.

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4. Configuring WhatsApp as the Action Application

Now that the trigger is set up and tested, it’s time to configure WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API from the action application options and choose ‘Send Template Message’ as the action event.

You will need to connect your WhatsApp account by providing the necessary credentials such as the temporary access token, phone number ID, and WhatsApp business account ID. This information can be obtained from the WhatsApp developer page. Make sure to save the connection once all details are entered.

Next, select the template message you want to send. You can create a template that includes customer-specific information such as their name and the product they ordered. For example, a template might say, ‘Hello [Customer Name], thank you for shopping with us. Your order for [Product Name] is confirmed.’

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5. Finalizing and Testing the WhatsApp Message Automation

In this final step, you will finalize the configuration of the WhatsApp message and test the entire workflow. Ensure that all necessary fields in the WhatsApp message template are mapped correctly to the data captured from DEAR Inventory.

Once all mappings are complete, click on ‘Save and Send Test Request’ to send a test message. You should check the WhatsApp account of the customer to confirm that the message has been received successfully.

Map customer name and product details to the WhatsApp message template. Send a test message to verify the configuration. Check the customer’s WhatsApp for the received message.

With the successful receipt of the test message, you have now fully automated the process of sending WhatsApp messages when a sales invoice is authorized in DEAR Inventory using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages upon DEAR Invoice Authorization using Pabbly Connect. By following the steps outlined, you can streamline communication with customers effectively and efficiently.

Learn how to seamlessly integrate Facebook Lead Ads with Close using Pabbly Connect. Follow this step-by-step tutorial for effective automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To start integrating Facebook Lead Ads with Close, first access Pabbly Connect. Go to the Pabbly website and sign in using your credentials. If you don’t have an account, you can sign up for free, which provides you with a limited number of tasks each month.

Once signed in, locate the ‘Create Workflow’ button at the top right corner of your dashboard. Clicking this will prompt you to name your workflow; enter ‘Facebook Lead Ads to Close’. This initial setup is crucial as it sets the stage for the automation process using Pabbly Connect.

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2. Setting Up the Trigger for Facebook Lead Ads

In this step, you will configure the trigger application. Select ‘Facebook Lead Ads’ as your trigger application and choose the event ‘New Lead’. This action will initiate the workflow whenever a new lead is generated through your Facebook Lead Ads.

• Select ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.
• Choose the Facebook page linked to your lead generation form.
• Select the specific lead form you created.

After selecting your form, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the lead details generated from Facebook Lead Ads, ensuring the integration works correctly.

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3. Configuring the Action to Create Leads in Close

Now, you will set up the action application. Select ‘Close’ as your action application and choose ‘Create Lead’ as the action event. This action will add the captured leads directly into your Close account.

To connect Pabbly Connect with Close, you will need your API key. Log into your Close account, navigate to ‘Settings’, and generate a new API key. After copying the API key, return to Pabbly Connect and paste it into the required field, leaving the password field blank.

• Map the fields from Facebook Lead Ads to Close.
• For example, map the lead’s name, email, and phone number.
• Set the status of the lead, such as ‘Potential’.

Once everything is mapped correctly, click on ‘Save and Send Test Request’ to check if the lead is created successfully in Close.

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4. Verifying the Integration in Close

After setting up the action, it’s essential to verify that the integration works as intended. Go to your Close dashboard and navigate to the ‘Leads’ section. Here, you should see the lead that was created from the Facebook Lead Ads submission.

Check the details of the lead, including the name, status, and contact information. This confirmation indicates that Pabbly Connect has successfully integrated Facebook Lead Ads with Close, automating the lead creation process.

Should there be any issues, revisit the mapping in Pabbly Connect to ensure all fields are correctly aligned with the information captured from Facebook.

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5. Conclusion: Automating Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Facebook Lead Ads with Close simplifies the lead management process. By following the steps outlined, you can ensure that every new lead generated through Facebook is automatically added to your Close account.

This automation not only saves time but also helps in maintaining a seamless workflow for managing potential customers. Start utilizing Pabbly Connect today to enhance your lead generation strategy.

Learn how to integrate Fitbit with Twilio using Pabbly Connect to receive daily activity updates via SMS. Step-by-step guide included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To get started with integrating Fitbit and Twilio, the first step is to access Pabbly Connect. Open your web browser and type the URL Pabbly.com/connect. This will take you to the landing page where you can either sign in or sign up for a new account.

If you are a new user, signing up is quick and gives you access to 100 free tasks. Once you have logged in, you will be directed to the dashboard, where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘Fitbit to Twilio Integration’. This name will help you identify the workflow later. using Pabbly Connect

After naming your workflow, you will see two options: Trigger and Action. The trigger will be Fitbit, where you will select the event to monitor. Here’s how to set it up:

• Select ‘Schedule’ as the trigger application to run daily.
• Set the schedule to run every day at 8:00 AM.

Once you configure the trigger, click on ‘Save’ to proceed with the next steps in your integration.

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3. Integrating Fitbit with Pabbly Connect

After setting the trigger, the next step is to choose Fitbit as your action application. You will want to select the event ‘Get Activity Summary by Date’. Click on ‘Connect’ to link your Fitbit account with Pabbly Connect.

During the connection process, you will be prompted to log in to your Fitbit account. After logging in, click ‘Allow’ to grant Pabbly Connect access to your Fitbit data. Now, you need to map the date for which you want to retrieve the activity summary.

• Add another action step for ‘Date Time Formatter’ to fetch the current date.
• Click ‘Save and Send Test Request’ to check if the data is correctly fetched.

Once you have successfully fetched today’s date, you can map this date in the Fitbit action step.

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4. Sending SMS via Twilio Using Pabbly Connect

With the Fitbit integration complete, the next step is to set up Twilio to send SMS messages. Select Twilio as your action application and choose the event ‘Send SMS Message’. Click on ‘Connect’ to link your Twilio account with Pabbly Connect.

For the Twilio connection, you will need your Account SID and Authorization Token. Log into your Twilio account to find these details. After entering the required information, click ‘Save’ to establish the connection.

Compose the SMS body, including the activity name and calories burned. Map the data from the previous steps to personalize the message.

Once you have configured the SMS message, input the sender’s number and the recipient’s number. Click ‘Save and Send Test Request’ to verify that the SMS is sent successfully.

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5. Testing the Integration for Success

After completing the setup, it’s essential to test your integration to ensure everything works as expected. Log a new activity on your Fitbit device, such as swimming, to trigger the workflow.

Check your SMS messages to confirm that you receive the update regarding your latest activity. If everything is set up correctly, you should receive a message detailing your activity summary sent via Twilio.

To summarize the integration process:

Scheduled the workflow to run daily. Configured Fitbit to get activity summary. Set up Twilio to send SMS notifications.

This successful integration allows you to receive daily updates about your Fitbit activities directly to your SMS, showcasing the powerful capabilities of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Fitbit with Twilio for daily activity updates via SMS. By following the steps outlined, you can automate your fitness activity notifications efficiently.

Learn how to automate your GST invoice creation on Instamojo using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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 GST Invoice Automation

To create a GST invoice sheet on Instamojo, the first step is to access Pabbly Connect. This platform enables seamless integration between various applications, ensuring that your payment data is efficiently processed and recorded.

Start by navigating to the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up Free’ to create one. Once logged in, you will reach the dashboard where you can easily set up your workflows for automation.

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2. Creating the Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on ‘Create Workflow’ to start your automation process. Name your workflow something relevant, like ‘Instamojo to Google Sheets GST Details’. This name helps in identifying the workflow later. using Pabbly Connect

• Click on ‘Access Now’ for Pabbly Connect.
• Select ‘Create Workflow’ and enter your workflow name.
• You will see two windows: Trigger and Action.

This is where you will set up the trigger event, which will be a new payment received on Instamojo. The action will be to add the payment details into a Google Sheet along with the applicable GST percentage.

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3. Setting Up the Trigger for Instamojo Payments

In the trigger window, select ‘Instamojo’ as your application. From the trigger event dropdown, choose ‘New Sale’. This will allow Pabbly Connect to capture any new payment made through your Instamojo account. using Pabbly Connect

After selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL as you will need to connect it to your Instamojo payment page. This connection is crucial for Pabbly Connect to receive payment data.

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4. Connecting Instamojo to Pabbly Connect

To connect Instamojo with Pabbly Connect, go to your Instamojo dashboard. Navigate to the Smart Pages section where you have created your payment page. Edit the page and scroll down to find the option labeled ‘Add Webhook’. using Pabbly Connect

• Turn on the ‘Add Webhook’ option.
• Paste the copied webhook URL from Pabbly Connect.
• Click ‘Save and Update’ to finalize the connection.

This setup ensures that every time a payment is made on your Instamojo page, the details will be captured and sent to Pabbly Connect for further processing.

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5. Adding Payment Data to Google Sheets

After capturing the payment details in Pabbly Connect, the next step is to send this information to Google Sheets. In the action window, select ‘Google Sheets’ as the application and choose the action event ‘Add New Row’. This will allow you to enter the payment details into a specific Google Sheet. using Pabbly Connect

Connect your Google Sheets account to Pabbly Connect by following the prompts. Choose the spreadsheet and the specific sheet where you want to add the payment data. Map the fields from the Instamojo payment details to the corresponding columns in your Google Sheet, ensuring that all relevant information, including GST percentages, is accurately recorded.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of creating GST invoices from Instamojo payments. This integration not only saves time but also ensures that all payment details are accurately recorded in your Google Sheets, making tax management much easier for your accountant. By following the steps outlined in this tutorial, you can streamline your invoicing process and maintain accurate financial records.

Learn how to automate sharing articles from your website to social media with Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Setting Up Pabbly Connect for Automation

To begin sharing your articles on social media, you need to set up Pabbly Connect. This platform allows you to automate the process effortlessly. First, visit the Pabbly Connect landing page and sign up to create your free account.

Once you have signed in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Share Website Articles on Social Media’. After naming, click ‘Create’ to proceed to the workflow setup.

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2. Selecting Trigger Application: WordPress

For this automation, select WordPress as the trigger application in Pabbly Connect. This means that any new post published on your WordPress site will initiate the sharing process. Choose the trigger event as ‘New Post Published’ from the dropdown options.

• Select WordPress as the trigger application.
• Choose the trigger event as ‘New Post Published’.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your WordPress site using the WP Webhooks plugin. This integration allows Pabbly Connect to receive data from your WordPress site whenever a new post is published.

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3. Configuring Webhooks in WordPress

To configure webhooks, go to your WordPress dashboard and find the settings for WP Webhooks. Click on ‘Send Data’ and select ‘Post Created’ from the options available. Here, you will add the webhook URL you copied earlier from Pabbly Connect.

Next, name your webhook connection (e.g., ‘Share Articles’) and set the trigger to only activate for published posts. This ensures that only live content is shared on social media.

• Add the webhook URL in the ‘Send Data’ section.
• Select the post type to trigger (e.g., ‘Post’).
• Save your settings to finalize the webhook configuration.

With the webhook set up, any new post published on your WordPress site will trigger the automation workflow in Pabbly Connect.

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4. Sharing Articles on Social Media

Now that your WordPress is connected to Pabbly Connect, it’s time to set up the action to share your article on social media. Select Facebook as your action application and choose the action event ‘Create Page Post’.

Connect your Facebook account and select the page where you want to share the post. In the message field, map the title and content of the article from the trigger step. This allows you to automatically include the article title and a link to the post in your Facebook share.

Select Facebook as the action application. Choose ‘Create Page Post’ as the action event. Map the title and content from the WordPress post.

After setting this up, test the connection to ensure that the post appears correctly on your Facebook page. Once confirmed, your automation is ready to share articles automatically.

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5. Extending Automation to Other Social Media Platforms

With your Facebook integration complete, you can extend the automation to other social media platforms using Pabbly Connect. Simply click on the plus icon to add another action step, allowing you to connect platforms like Instagram, Twitter, or Reddit.

Choose the desired platform and select the appropriate action event. For example, if you want to share on Instagram, you can choose to publish a photo or create a video post. Each platform will have unique options that you can customize based on your needs.

Add additional actions for platforms like Instagram or Twitter. Customize the message and content for each platform. Ensure all connections are tested for proper functionality.

This flexibility allows you to automate sharing across multiple channels effortlessly, enhancing your online presence and engagement.

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Conclusion

In conclusion, using Pabbly Connect for automating the sharing of articles from your website to social media platforms simplifies the process significantly. With just a few steps, you can ensure that every new post reaches your audience across various channels automatically, enhancing your content’s visibility and engagement.

Learn how to automate SMS notifications for DEAR Inventory invoice authorizations with Pabbly Connect and Twilio. Step-by-step tutorial included. 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 automate SMS notifications for DEAR Inventory invoice authorizations, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account or logging in if you already have one.

Once logged in, navigate to the ‘All Apps’ page and click on the ‘Access Now’ button under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button and name your workflow, for example, ‘DEAR Inventory to Twilio’. This workflow will handle the automation of sending SMS notifications. using Pabbly Connect

After naming your workflow, you will see two main sections: the trigger window and the action window. The trigger will be the event that starts the automation, while the action will be the SMS sending task.

• Click on the trigger window and search for ‘DEAR Inventory’.
• Select the trigger event ‘Sale Invoice Authorize’ from the dropdown.
• Connect your DEAR Inventory account by providing the required credentials.

Now that you have set up the trigger, you can proceed to configure the action that will send the SMS.

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3. Configuring DEAR Inventory Connection

To connect your DEAR Inventory account, you need to input your Account ID, Application Key, and Domain into Pabbly Connect. These details can be found in the ‘Integrations’ section of your DEAR Inventory dashboard. using Pabbly Connect

Once you have these details, paste them into the respective fields in Pabbly Connect. Make sure to remove the ‘https://’ prefix from the domain before saving your connection.

• Go to your DEAR Inventory dashboard and click on ‘Integrations’.
• Select ‘API’ and create a new application to get your Account ID and Application Key.
• Copy and paste these details into Pabbly Connect.

After saving your connection, click on ‘Save and Send Test Request’ to ensure that the integration is working correctly.

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4. Sending SMS Notifications via Twilio

After successfully connecting DEAR Inventory, the next step is to send SMS notifications using Twilio. In the action window, search for ‘Twilio’ and select the action event ‘Send SMS Message’. using Pabbly Connect

To connect your Twilio account, you will need your Account SID and Authorization Token, which can be found on the Twilio dashboard. Paste these credentials into Pabbly Connect to establish the connection.

Go to your Twilio dashboard and find your Account SID and Authorization Token. Input these values in Pabbly Connect to connect your Twilio account. Configure the SMS body and recipient number using data received from DEAR Inventory.

For the SMS body, you can customize the message to include the customer’s name and the invoice ID to provide essential information. Once everything is set, click on ‘Save and Send Test Request’ to send a test SMS.

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5. Finalizing the Automation Process

After setting up the SMS sending action, it’s essential to finalize your automation. You can test the entire workflow by authorizing a new invoice in DEAR Inventory. using Pabbly Connect

Once you authorize an invoice, Pabbly Connect will capture the details and automatically send an SMS to the designated customer using Twilio. This automation ensures that your team or customers are promptly informed about invoice authorizations.

To ensure everything works smoothly, check the SMS inbox of the recipient to confirm that the message was received as intended. If any adjustments are needed, revisit your workflow settings in Pabbly Connect to make the necessary changes.

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Conclusion

By following these steps, you can effectively automate SMS notifications for DEAR Inventory invoice authorizations using Pabbly Connect. This integration not only saves time but also enhances communication with your customers.

Utilizing Pabbly Connect allows you to streamline your workflow and ensure that your team is always informed about important updates. Start automating today!

Learn how to seamlessly integrate DEAR Inventory supplier details into MS Excel using Pabbly Connect with this detailed tutorial, including step-by-step instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate DEAR Inventory supplier details into MS Excel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can either sign up for a free account or log in if you are an existing user. Once logged in, navigate to the dashboard to create a new workflow.

Click on the plus sign to create a new workflow and name it something descriptive, such as ‘Add DEAR Inventory Supplier Details to MS Excel’. This will help you identify the workflow later. After naming your workflow, click on the create button to proceed with the integration setup.

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2. Setting Up Trigger with DEAR Inventory

The next step involves setting up the trigger application, which is DEAR Inventory in this case. In the trigger window of Pabbly Connect, select DEAR Inventory as the application and choose the trigger event as ‘Create or Update a Supplier’. This action will initiate the integration whenever a new supplier is added or updated.

• Select the application name as DEAR Inventory.
• Choose the trigger event: Create or Update a Supplier.
• Click on ‘Connect’ and add a new connection.

After setting the trigger, you will need to enter your DEAR Inventory account ID, application key, and domain. Follow the instructions provided in Pabbly Connect to fetch these details from your DEAR Inventory account. Once connected, save the settings and proceed to test the connection.

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3. Creating a Supplier in DEAR Inventory

Now that the trigger is set up, you need to create a new supplier in DEAR Inventory to test if the connection works. Navigate to the purchase section of your DEAR Inventory account, and click on suppliers to add a new supplier. Fill in the necessary details such as the supplier name, currency, payment terms, and status.

• Name the supplier (e.g., ‘Dummy Supplier’).
• Set the currency to INR.
• Select payment terms (e.g., 30 days).

Once you save the supplier details, return to Pabbly Connect to check if the response has been captured. You should see the supplier details reflected in the response section, confirming that the trigger is functioning correctly.

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4. Adding Supplier Details to MS Excel

With the supplier created in DEAR Inventory, the next step is to add these details to your MS Excel spreadsheet. In Pabbly Connect, switch to the action window and select Microsoft Excel as the application. Choose the action event as ‘Add Row to a Worksheet’. This will allow you to insert the supplier information into your Excel file.

Click on ‘Connect’ and authorize the connection to your Microsoft Excel account. Make sure you are logged in to your Excel account before proceeding. After successful authorization, select the workbook where you want the supplier details to be added, which in this case is named ‘DEAR Inventory Data’.

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5. Mapping Supplier Details to Excel Columns

Once the connection to Excel is established, you need to map the supplier details from the trigger response to the appropriate columns in the Excel worksheet. In Pabbly Connect, you will see fields corresponding to the supplier name, currency, payment terms, and status. Map these fields accordingly using the details captured from the trigger.

Map the supplier name as ‘Dummy Supplier’. Map the currency as INR. Map payment terms as 30 days.

After mapping all the relevant fields, click on ‘Save and Send Test Request’. If everything is configured correctly, you will receive a confirmation that the new supplier details have been added to your Excel spreadsheet. You can refresh your Excel file to verify that the data is correctly populated.

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Conclusion

This tutorial has shown you how to integrate DEAR Inventory supplier details into MS Excel using Pabbly Connect. By following the steps outlined, you can automate the process of adding new suppliers to your Excel spreadsheet, ensuring accurate and up-to-date information. With Pabbly Connect, managing your inventory and supplier details becomes seamless and efficient.

Learn how to create leads in Copper from Google Sheets by integrating them using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 Google Sheets and Copper Integration

To create leads in Copper from Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly website and log in to your account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account quickly.

Once logged in, navigate to the ‘All Apps’ section to find Pabbly Connect. Here, you will create a new workflow for integrating Google Sheets with Copper. Click on the plus sign to create a new workflow and name it ‘Google Sheets to Copper Integration’ before clicking on create.

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2. Setting Up Google Sheets as the Trigger in Pabbly Connect

In this section, you will set up Google Sheets as the trigger application in Pabbly Connect. Choose Google Sheets as your application and select the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new contact detail is added to your Google Sheet, it will trigger the action in Copper.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheets document where you have entered customer details. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheet, then navigate back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. Click on ‘Initial Setup’ and paste the copied webhook URL, setting the trigger column to the last column used for data entry.

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3. Configuring Copper as the Action in Pabbly Connect

After setting up the trigger, you will now configure Copper as the action application in Pabbly Connect. Open the action window and select Copper as your application. Choose the action event ‘Create Lead’ to create a new lead in your Copper account based on the information captured from Google Sheets.

To connect your Copper account, click on ‘Connect’ and then ‘Add New Connection’. You will need to provide your Copper API key and email address. Generate an API key from your Copper account settings under ‘Integrations’ and paste it into Pabbly Connect.

• Select Copper as the action application.
• Choose the action event: Create Lead.
• Enter your Copper API key and email address to establish the connection.

Once connected, you will have the option to map the details from Google Sheets to the fields required in Copper, such as name, email, phone number, and address. This mapping ensures that the correct data is sent to Copper when a new lead is created.

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4. Testing and Saving the Integration in Pabbly Connect

Now that you have configured both Google Sheets and Copper, it’s time to test the integration using Pabbly Connect. After mapping the necessary fields, click on ‘Save and Send Test Request’. If the test is successful, you will receive a confirmation response indicating that a new lead has been created in your Copper account.

To verify that the lead has been created, navigate to the leads section in your Copper account. You should see the newly created lead with all the details you mapped from Google Sheets. This confirms that the integration is functioning correctly and leads are being created automatically.

Click on ‘Save and Send Test Request’ to test the integration. Check the Copper leads section to confirm the new lead is created. Save the workflow in Pabbly Connect for future use.

By saving the workflow, you ensure that the integration continues to operate automatically each time a new entry is added to your Google Sheet.

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5. Real-Time Testing of the Integration

Finally, to ensure that everything is working as expected, conduct a real-time test by adding a new entry in your Google Sheet. Input all the required details for a new lead, such as name, email, phone number, and address. Once you have entered the details, refresh your Copper account to check if the new lead appears.

If the integration is set up correctly, you will see the new lead in your Copper account with all the details you provided in Google Sheets. This confirms that Pabbly Connect is effectively automating the process of lead creation based on your Google Sheets entries.

In summary, you have successfully set up an integration between Google Sheets and Copper using Pabbly Connect. This automation allows you to streamline your lead management process and ensure that all new leads are captured efficiently.

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Conclusion

In this tutorial, we explored how to create leads in Copper from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate lead creation effortlessly, ensuring that your CRM is always up to date with the latest information.