Author: Nitin Maheshwari

Learn how to create a Facebook Lead Ads form and automate lead notifications to WhatsApp using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To start the process of creating a Facebook Lead Ads form and automating lead notifications to WhatsApp, first, access Pabbly Connect by navigating to the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up’ button to create an account, which will give you 100 free tasks to start with.

Once signed in, you will be taken to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button on the right-hand side. A dialog box will prompt you to name your workflow. For this integration, name it ‘Integrate WhatsApp and Facebook Lead Ads’ and click ‘Create’. This sets the stage for the integration process.

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2. Setting Up the Trigger with Facebook Lead Ads in Pabbly Connect

In this section, we will configure the trigger application to be Facebook Lead Ads. Click on the trigger application dropdown and select ‘Facebook Lead Ads’. The next step is to choose the trigger event, which should be set to ‘New Lead Instant’. Click on ‘Connect’ to establish a connection with your Facebook account.

• Click on ‘Add New Connection’ to link your Facebook Lead Ads account.
• Authorize Pabbly Connect to access your Facebook account.
• Select the Facebook page and lead generation form you wish to use.

After selecting the page and form, click on ‘Save and Send Test Request’. This action will prompt you to log into Facebook and perform a test submission to capture the data in Pabbly Connect. Once you complete this step, you will see the API response indicating that the integration is successful.

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3. Connecting WhatsApp Cloud API to Send Notifications

Now that we have set up the trigger with Facebook Lead Ads, the next step is to connect the WhatsApp Cloud API to send notifications about new leads. Click on the action application dropdown and select ‘WhatsApp Cloud API’. Set the action event to ‘Send Template Message’ and click on ‘Connect’ to link your WhatsApp account.

To establish this connection, you will need to enter a temporary access token, phone number ID, and WhatsApp business account ID. You can find these details in your Meta for Developers account. Make sure to create a permanent access token for long-term use.

• Navigate to your Meta for Developers account to retrieve the necessary IDs.
• Paste the access token, phone number ID, and WhatsApp account ID into Pabbly Connect.
• Click ‘Save’ to establish the connection.

Once the connection is established, you can select the template name for the message you want to send. This template will be pre-written and can include variables such as the lead’s name, email, and phone number.

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4. Sending Customized Messages to Leads via WhatsApp

After setting up the WhatsApp Cloud API, the next step is to customize the messages that will be sent to the leads. You will need to map the data received from Facebook Lead Ads into your WhatsApp message template. Select the template you created earlier and specify the recipient’s mobile number.

Ensure that the mobile number is formatted correctly, including the country code but without the plus sign. You can use the ‘Text Formatter’ feature in Pabbly Connect to manipulate the phone number if necessary. After mapping the fields, click on ‘Save and Send Test Request’ to verify that the messages are sent correctly.

Map the lead’s name, mobile number, and email address into the WhatsApp message template. Test the message sending function to confirm successful integration. Check your WhatsApp to see if the message was received.

With these steps completed, you will have successfully automated the process of sending lead notifications from Facebook Lead Ads to WhatsApp using Pabbly Connect.

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5. Testing the Integration and Finalizing the Workflow

To ensure everything is working as intended, it’s essential to test the entire workflow. Go back to the Facebook Lead Ads testing tool and create a new lead entry. Fill in the necessary details such as name, email, and phone number, and submit the form.

Once the lead is submitted, check both your WhatsApp and the Pabbly Connect dashboard to confirm that the messages have been sent successfully. You should receive notifications in real-time, indicating that the integration is functioning as expected.

In summary, you have integrated Facebook Lead Ads with WhatsApp using Pabbly Connect, allowing for automated lead notifications. This setup not only saves time but ensures that you can engage with leads instantly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create a Facebook Lead Ads form and automate lead notifications to WhatsApp. By following these steps, you can streamline your lead management process and enhance customer engagement effectively.

Learn how to create documents in PandaDoc using Pabbly Connect with our detailed tutorial. Automate your invoice generation seamlessly! 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 Document Automation

To start using Pabbly Connect for document automation, first, navigate to the Pabbly Connect website. Sign up for a free account or log into your existing account. Once logged in, you will land on the Pabbly Connect dashboard where you can create your workflows.

Click on the ‘Create Workflow’ button to begin setting up your document automation process. You can name your workflow something like ‘WooCommerce to PandaDoc’ to easily identify its purpose. This sets the stage for integrating WooCommerce with PandaDoc through Pabbly Connect.

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2. Setting Up the WooCommerce Trigger in Pabbly Connect

In this section, we will configure the trigger that will initiate the workflow. Select WooCommerce as your trigger application. From the dropdown menu, choose the event ‘New Order Created.’ This event will signal Pabbly Connect to start the automation whenever a new order is placed.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL needs to be copied and pasted into your WooCommerce settings to establish the connection. Follow these steps to add the webhook:

• Log into your WordPress site and navigate to WooCommerce settings.
• Go to the Advanced tab and select Webhooks.
• Click on ‘Add Webhook,’ enter a name, set the status to Active, and paste the webhook URL.

After saving the webhook, your WooCommerce store will be successfully connected to Pabbly Connect. This integration allows Pabbly Connect to receive order details automatically whenever a new order is created.

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3. Transforming Order Data Using Pabbly Connect

Once the WooCommerce trigger is set up, the next step is to transform the order data. In this step, we will use the Data Transformer feature in Pabbly Connect to format the order details appropriately. Select the Data Transformer module and choose the ‘Line Itemizer’ action.

This action will help segregate the line items from the order details. You will need to map the line items array from the WooCommerce response to this action. This ensures that the data is structured correctly for the next steps in the workflow.

• Select the line items array from the previous WooCommerce response.
• Click ‘Save and Send Test Request’ to confirm that the data is transformed correctly.

After successfully transforming the data, you will receive a structured response that can be used in the next steps of creating the document in PandaDoc.

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4. Creating a Section in PandaDoc via Pabbly Connect

Now that we have the order data formatted, the next step is to create a section in PandaDoc. In Pabbly Connect, select PandaDoc as your action application and choose the ‘Generate a Section Item’ event. This action will allow you to create a section in your PandaDoc template.

Connect your PandaDoc account by entering the API key. After establishing the connection, you will need to select the template you wish to use. Map the necessary fields such as section name and line items to ensure that the order details are included in the document.

Select the template from PandaDoc for invoice creation. Map the section details including product names, prices, and quantities.

Once all fields are mapped, click ‘Save and Send Test Request’ to create the section. This section will now hold the order details and will be ready to be added to the pricing table in the next step.

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5. Finalizing Document Creation in PandaDoc with Pabbly Connect

In the final step, we will create the document in PandaDoc using the section we just created. Again, select PandaDoc as your action application, and this time choose the ‘Create Document’ event. This step will generate the final document that includes all the mapped details from the previous steps.

Map the document name, recipient details, and the pricing table containing the order information. Ensure to include the customer’s name and invoice details to personalize the document. Once all fields are mapped correctly, click ‘Save and Send Test Request’ to create the document.

After clicking the button, you will receive a confirmation response indicating that the document has been created successfully. Check your PandaDoc account to see the newly generated invoice, confirming that the integration using Pabbly Connect worked seamlessly.

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Conclusion

In this tutorial, we explored how to automate document creation in PandaDoc using Pabbly Connect. By integrating WooCommerce with PandaDoc, you can streamline your invoice generation process, ensuring efficiency and accuracy in your business operations. Start using Pabbly Connect today to enhance your automation capabilities!

Learn how to set up Pabbly Connect to receive Slack messages when Quotient quotes are viewed. Follow this step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Slack and Quotient Integration

To get started with receiving Slack messages when Quotient quotes are viewed, you need to set up Pabbly Connect. First, visit the Pabbly Connect landing page and sign up for a free account. This will allow you to create automated workflows without any coding.

Once you log in, you will access the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow something descriptive, like ‘Quotient to Slack Automation’, and click ‘Create’. This sets the foundation for integrating Quotient and Slack through Pabbly Connect.

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2. Configuring the Trigger Event in Pabbly Connect

In this section, you will configure the trigger event that will initiate the workflow. Select Quotient as the trigger application within Pabbly Connect. The trigger event you want to set is ‘Customer Viewed Quote’. This event will notify you whenever a client views the quote you sent.

• Select the Quotient application as the trigger.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, you will paste this webhook URL into your Quotient account. Navigate to your profile settings in Quotient, find the ‘Webhooks’ section, and paste the URL into the designated field. Make sure to save your changes. This connection is crucial as it allows Quotient to communicate with Pabbly Connect.

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3. Enabling the Quotation View Event in Quotient

After setting up the webhook, you need to enable the specific event that triggers the workflow. In your Quotient account, locate the events section under the Webhooks settings. Here, turn on the option for ‘Customer Viewed Quote’. This ensures that the workflow will activate when a customer views their quote.

• Find and enable the ‘Customer Viewed Quote’ option.
• Test the connection using sample data to verify everything is working correctly.

Once you enable the event, you can return to Pabbly Connect to test the connection. Click on ‘Test with Sample Data’ to ensure that the setup is functioning as intended. If successful, you’ll see a confirmation in your Pabbly Connect workflow.

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4. Setting Up Slack as the Action Application

Now that the trigger is set, it’s time to configure Slack as the action application in Pabbly Connect. Select Slack from the list of applications and choose ‘Send Channel Message’ as the action event. This will allow you to receive notifications in your Slack channel whenever a quote is viewed.

To connect Slack, click on ‘Connect’ and choose ‘Add New Connection’. You will need to select the token type, either User or Bot. For this tutorial, we’ll use the User token type. After selecting, click ‘Save’ and authorize the connection by clicking ‘Allow’ in the Slack permissions window.

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5. Finalizing the Integration and Testing

With both the trigger and action configured, it’s time to finalize your integration. In the Slack action setup, select the channel where you want to receive notifications. You can customize the message that will be sent to your team, including details like the client’s name and the quote title.

To test the integration, click on ‘Save and Send Test Request’. If everything is set up correctly, you should receive a message in your selected Slack channel indicating that a prospect has viewed the quote. This confirms that your integration is working seamlessly through Pabbly Connect.

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Conclusion

By using Pabbly Connect, you can easily automate the process of receiving Slack notifications when your Quotient quotes are viewed. This integration not only saves time but also ensures timely follow-ups with clients. Set up your workflow today and enhance your business communication!

Learn how to create passes using Pabbly Connect to automate Google Forms, Sheets, and Docs integration seamlessly. Follow our step-by-step guide! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Pass Creation

To start creating passes using Pabbly Connect, first, visit the Pabbly website. Sign up for a free account if you are a new user or log in if you already have an account. Pabbly Connect is essential for automating the integration between Google Forms, Google Sheets, and Google Docs. using Pabbly Connect

Once logged in, access the Pabbly Connect dashboard. Click on the plus sign to create a new workflow. Name your workflow ‘Create Passes Using Google Forms, Google Sheets, and Google Docs’ and click on the create button. This workflow will automate the process of generating passes when a Google Form is filled out.

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2. Integrating Google Forms with Pabbly Connect

In this step, we will integrate Google Forms with Pabbly Connect. Select Google Forms as your trigger application and choose the trigger event as ‘New Response Received.’ This action will allow Pabbly Connect to capture form submissions automatically. using Pabbly Connect

• Open your Google Form and ensure the last question is marked as required.
• Submit a test response to generate data in Google Sheets.
• Link your Google Form to a new Google Sheet for response collection.

This integration captures responses in real-time, allowing Pabbly Connect to work seamlessly with the data collected from Google Forms.

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3. Linking Google Sheets with Pabbly Connect

Next, we will link Google Sheets to Pabbly Connect to facilitate data transfer. Open your Google Sheet and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to activate the add-on. using Pabbly Connect

Once refreshed, go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup.’ Paste the webhook URL provided by Pabbly Connect into the designated field and specify the trigger column. This setup ensures that when new data is added, it will be sent to Pabbly Connect.

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4. Creating Passes in Google Docs via Pabbly Connect

Now, we will set up the action to create passes in Google Docs. In Pabbly Connect, select Google Docs as the action application and choose ‘Create Document from Template.’ Connect your Google Docs account and select the previously created document template for the pass. using Pabbly Connect

• Map the name from the trigger response to personalize the pass.
• Specify the location in Google Drive where the pass should be saved.
• Test the action to ensure the document is created successfully.

This step is crucial for generating personalized passes for each employee based on their form submissions using Pabbly Connect.

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5. Sharing Passes via WhatsApp Using Pabbly Connect

Finally, we will share the generated passes with employees via WhatsApp. In Pabbly Connect, add a new action step and select the WhatsApp Cloud API. Choose the action event as ‘Send Template Message.’ Connect your WhatsApp account and specify the required parameters such as phone number ID and template ID. using Pabbly Connect

This integration allows you to send the generated pass as a PDF file along with a personalized message to the employee’s WhatsApp number. Ensure that you have created and approved a message template in your WhatsApp Cloud API account for this step to work.

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Conclusion

In this tutorial, we demonstrated how to create passes using Pabbly Connect with Google Forms, Google Sheets, and Google Docs. By following these steps, you can automate the process of generating and sharing passes seamlessly. Pabbly Connect serves as the central platform for integrating these applications efficiently.

Learn how to automate sending random quotes via SMS daily using Pabbly Connect, Google Sheets, and Twilio. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for SMS Daily Automation

To automate sending random quotes via SMS daily, first, access Pabbly Connect. This platform allows you to create workflows that integrate Google Sheets and Twilio seamlessly. Start by creating a free account at Pabbly Connect, where you can test automation tasks.

Once you log in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow.’ Enter a name for your workflow, such as ‘Auto Send Random Codes on SMS via Google Sheets,’ and click on ‘Create’ to begin your automation setup.

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2. Scheduling Daily Automation with Pabbly Connect

In this step, you will set up the automation schedule using Pabbly Connect. Since the goal is to send SMS daily, you will need to select a scheduling trigger. Choose the ‘Schedule’ option, which allows you to run the workflow daily at a specific time.

• Select the frequency as ‘Every Day’.
• Set the time for the automation to run, for example, 8:00 AM.
• Click on ‘Save’ to confirm the scheduling.

After saving, you will see the scheduled time displayed in your workflow. This ensures that your automation will trigger daily at the specified time using Pabbly Connect.

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3. Connecting Google Sheets to Pabbly Connect

Next, you will connect your Google Sheets to Pabbly Connect. This is crucial for fetching user details and motivational quotes from your sheets. Select Google Sheets as the application and click on ‘Connect’. Choose the option to add a new connection, then authorize Pabbly Connect to access your Google account.

Once connected, select the spreadsheet containing your customer details. Make sure to choose the correct sheet and specify the data range, from A2 to C (to accommodate future entries). Click ‘Save’ and send a test request to see if the data is captured correctly in Pabbly Connect.

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4. Fetching Random Quotes Using Pabbly Connect

To send random quotes, you will need to implement a random selection process using Pabbly Connect. Start by choosing the ‘Number Formatter’ feature, which allows you to generate a random integer. Use the formula to define the range of your quotes in the Google Sheet.

• Input the formula: `RANDBETWEEN(2,9)` to get a random number between the specified range.
• Connect to Google Sheets again to fetch the corresponding quote based on the random number generated.
• Map the random value in the range input for fetching the quotes.

After setting this up, you can test the request to ensure that the correct random quote is fetched from your Google Sheets, thus utilizing Pabbly Connect to handle the logic of random selection.

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5. Sending SMS Using Twilio via Pabbly Connect

Finally, connect your Twilio account to Pabbly Connect to send the SMS. Choose Twilio as the application and set the action event to ‘Send SMS’. You will need to create a new connection to Twilio by entering your Account SID and Auth Token, which can be found in your Twilio account settings.

In the SMS body, craft a message that includes the user’s name and the random quote fetched earlier. For example, you might write: ‘Hello [User Name], start your morning with this beautiful quote: [Random Quote].’ Make sure to map the user details and the quote correctly before sending the test request.

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Conclusion

In this tutorial, you learned how to automate sending random quotes via SMS daily using Pabbly Connect, Google Sheets, and Twilio. By following these steps, you can set up an effective communication channel that engages your customers with motivational messages every day.

Learn how to seamlessly integrate Simvoly product details into Google Sheets using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration of Simvoly product details into Google Sheets, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a few minutes.

Once you have logged in, you will arrive at the Pabbly Connect dashboard. Here, click on ‘Create Workflow’ to initiate the process. Name your workflow, for example, ‘Simvoly to Google Sheets’ and click on ‘Create’ to proceed.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Simvoly’ and select it. Then, from the dropdown menu, choose the event ‘New Product’. This will trigger the automation whenever a new product is added in Simvoly.

• Select ‘New Product’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Follow the instructions to connect your Simvoly account.

After copying the webhook URL, go to your Simvoly website settings and add the webhook URL under the ‘Applications’ section. This setup ensures that every time a new product is added, the details will be sent to Pabbly Connect.

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3. Adding a New Product in Simvoly

Now that the trigger is set up, it’s time to add a new product in Simvoly. Navigate to the ‘Store’ section of your Simvoly website and click on ‘Add Product’. Fill in the product details such as the name, description, sale price, and SKU.

For example, you can add a product named ‘White T-Shirt’ with a description ‘This is just a simple white t-shirt’ and a sale price of $4. Once you have filled in all the necessary details, click on ‘Save’ to add the product. This action will automatically send the product details to Pabbly Connect.

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4. Sending Product Details to Google Sheets

After adding the product, the next step is to send these details to Google Sheets using Pabbly Connect. In the action window, search for ‘Google Sheets’ and select it. Choose the action event ‘Add New Row’ to store the product details in your chosen spreadsheet.

• Connect your Google Sheets account with Pabbly Connect.
• Select the spreadsheet you want to use for storing product details.
• Map the fields from Simvoly to the corresponding columns in Google Sheets.

Once everything is mapped correctly, click on ‘Save and Send Test Request’. This will send the product details to Google Sheets as a new row, confirming the integration is successful.

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5. Verifying the Integration

To verify that the integration is working, open your Google Sheets document. You should see the new product details you added in Simvoly reflected as a new row in your spreadsheet. This confirms that Pabbly Connect has successfully automated the process.

Now every time you add a new product in your Simvoly store, the details will automatically populate in Google Sheets, saving you time and effort. This powerful integration showcases how Pabbly Connect can streamline your workflow effectively.

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Conclusion

In this tutorial, we explored how to integrate Simvoly product details into Google Sheets using Pabbly Connect. By following these steps, you can automate the process of adding new product details into your Google Sheets, enhancing your productivity and efficiency.

Learn how to integrate Simvoly with Twilio to send order confirmation SMS using Pabbly Connect. Step-by-step guide included. 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 send a Simvoly order confirmation message via SMS, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigate to the Pabbly Connect section.

Click on ‘Sign Up Free’ to create a new account, or ‘Sign In’ if you already have one. Once logged in, go 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 ‘Create Workflow’ and name it, for example, ‘Simvoly to Twilio’. This workflow will handle the integration between Simvoly and Twilio. using Pabbly Connect

• Click on ‘Create’ to start setting up your workflow.
• You will see two main windows: the Trigger window and the Action window.

In the Trigger window, search for ‘Simvoly’ and select it. Choose ‘New Order’ as the trigger event. This setup will allow Pabbly Connect to receive new order details from your Simvoly store.

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3. Connecting Simvoly to Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL, as it will be used to connect your Simvoly store to Pabbly Connect. using Pabbly Connect

Go to your Simvoly account, access the website settings, and navigate to the Applications section. Click on ‘Add Application’ and select ‘Connect Webhook’. Paste the copied webhook URL into the destination URL field.

• Set the event to ‘New Order’ to send order details to Pabbly Connect.
• Click ‘Save’ to establish the connection.

Now, every time a new order is placed on your Simvoly website, the details will be sent to Pabbly Connect automatically.

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4. Setting Up Twilio for SMS Confirmation

Once your Simvoly store is connected, you need to set up Twilio to send SMS messages. In the Action window of Pabbly Connect, search for ‘Twilio’ and select it. Choose ‘Send SMS Message’ as the action event. using Pabbly Connect

Next, connect your Twilio account by entering the Account SID and Authorization Token from your Twilio dashboard. This will allow Pabbly Connect to send SMS messages through your Twilio account.

Map the SMS body content with customer details received from Simvoly. Specify the sender’s number from your Twilio account.

Finally, map the recipient’s mobile number from the order details and ensure it includes the country code, then click ‘Save and Send Test Request’.

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5. Testing the Integration

To confirm that your integration is working, place a test order on your Simvoly website. After completing the order, check Pabbly Connect for the response from the new order trigger.

If set up correctly, you should see the order details populated in Pabbly Connect. This includes the customer’s name, email, and the product ordered. Pabbly Connect will then send an SMS confirmation through Twilio.

You will receive a confirmation SMS at the customer’s mobile number. The SMS will include a personalized message with the customer’s name and product details.

This confirms that the integration between Simvoly and Twilio via Pabbly Connect is functioning correctly and automating your order confirmations.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Simvoly with Twilio for sending SMS order confirmations. This automation streamlines your order processing and enhances customer communication.

Learn how to automate the creation of Expensify expenses from Google Sheets using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Sheets and Expensify Integration

To create Expensify expenses from Google Sheets, start by accessing Pabbly Connect. Go to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account in just two minutes. Existing users can simply sign in to access their dashboard.

Once logged in, navigate to the dashboard and click on the plus sign to create a new workflow. You will need to name your workflow, for instance, ‘Create Expensify Expenses from Google Sheets’. After naming, click on ‘Create’ to proceed with setting up the integration.

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2. Setting Up the Trigger with Google Sheets

In this step, you will set Google Sheets as your trigger application in Pabbly Connect. Select Google Sheets from the trigger application options and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to initiate the workflow whenever new data is added to your Google Sheet.

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

Now, switch to your Google Sheet where you have already created an expense data sheet. To link this sheet with Pabbly Connect, go to ‘Extensions’, then ‘Add-ons’, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Don’t forget to refresh your Google Sheet after installation.

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3. Configuring Google Sheets with Pabbly Connect

After installing the add-on, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’, then click on ‘Initial Setup’. Here, you will paste the Webhook URL you copied earlier and specify the trigger column. The trigger column should be the last column where data will be entered, for example, Column D.

Once you’ve set the trigger column, click on ‘Send Test’. You should see a confirmation that the test data was sent successfully. After this, click on ‘Submit’ to complete the initial setup. This setup allows Pabbly Connect to automatically capture data from the specified Google Sheets whenever a new entry is made.

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4. Connecting Expensify to Pabbly Connect

Now that Google Sheets is set up, you need to configure the action application, which is Expensify. In Pabbly Connect, select Expensify as your action application and choose ‘Create Expense’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter your Expensify credentials: Partner User ID and Partner User Secret.

To find these credentials, click on the provided link to access your Expensify account. After copying the Partner User ID, generate a new Partner User Secret if necessary. Once you have both credentials, paste them into Pabbly Connect and click ‘Save’. This connection allows Pabbly Connect to create expenses in your Expensify account based on the data from Google Sheets.

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5. Mapping Data and Testing the Integration

After connecting Expensify, you will need to map the data fields from your Google Sheets to the respective fields in Expensify. This includes mapping the date, currency, merchant name, and amount. Ensure that the date is formatted correctly and the amount is converted into cents if necessary.

• Map the date field in YY-MM-DD format.
• Specify the currency (e.g., INR for Indian Rupees).
• Map the merchant name and amount accordingly.

Once all fields are mapped, click on ‘Save and Send Test Request’. You should see a confirmation that a new expense has been created in Expensify. Check your Expensify account to ensure that the new expense appears correctly. This confirms that the integration via Pabbly Connect is working as intended.

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Conclusion

In this tutorial, we explored how to create Expensify expenses from Google Sheets using Pabbly Connect. By setting up triggers and actions, you can automate your expense management process seamlessly. With Pabbly Connect, integrating various applications like Google Sheets and Expensify becomes effortless, enhancing your workflow efficiency.

Learn how to integrate LearnWorlds purchases to Google Sheets using Pabbly Connect step-by-step. Automate your workflow seamlessly! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating LearnWorlds purchases into Google Sheets, first access Pabbly Connect. Visit the Pabbly website by typing ‘Pabbly.com’ into your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on ‘Access Now’ to enter the dashboard where you can create a new workflow for your integration.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Add LearnWorlds Purchase to Google Sheets’. After naming your workflow, click on ‘Create’ to proceed.

You will see two windows: a trigger window and an action window. In this case, your trigger application is LearnWorlds, and the action application is Google Sheets. This means that whenever a new purchase is made on LearnWorlds, the details will be sent to Google Sheets.

• Click on the trigger window and select the application as LearnWorlds.
• Choose the trigger event as ‘New Purchase’.
• Copy the Webhook URL provided by Pabbly Connect.

After setting up the trigger, follow the instructions to configure the webhook in your LearnWorlds account.

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3. Configuring LearnWorlds for Webhook

To configure LearnWorlds, log into your LearnWorlds account and go to ‘Settings’. Under the ‘Integrations’ section, find ‘Webhooks’ and click on it. Activate the option for when products are bought by checking the active checkbox.

Paste the webhook URL copied from Pabbly Connect into the designated field and click on ‘Save’. This step ensures that LearnWorlds sends purchase data to your Pabbly Connect workflow whenever a new course is purchased.

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4. Testing the Integration with a Purchase

To test the integration, make a test purchase on LearnWorlds. Navigate to the courses section, find a course, and click on the preview link. Open the link in incognito mode to simulate a new user experience.

Fill in the necessary details for a new user, including name, email, and password, and complete the purchase. After the payment is successful, return to Pabbly Connect to check if the data has been captured correctly.

• Verify that the response received includes all the purchase details.
• Ensure you capture details like product name, price, and customer information.

This confirms that Pabbly Connect is successfully receiving purchase data from LearnWorlds.

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5. Adding Purchase Data to Google Sheets

Now that you have tested the trigger successfully, it’s time to add the purchase data to Google Sheets. In the action window of Pabbly Connect, select Google Sheets as the application and choose the action event as ‘Add New Row’.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Connect’ and authorizing access. Once connected, select the spreadsheet where you want the data to be added. Map the fields from the LearnWorlds response to the corresponding columns in your Google Sheets, such as payment date, invoice number, user name, email address, course name, and amount.

After mapping the required fields, click on ‘Save and Send Test Request’ to verify that the data is successfully added to your Google Sheets. You can check your spreadsheet to confirm that the new purchase details appear correctly.

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Conclusion

By following these steps, you can seamlessly integrate LearnWorlds purchases into Google Sheets using Pabbly Connect. This automation allows you to manage your sales data efficiently and keep track of customer purchases automatically. With Pabbly Connect, you can create various integrations and enhance your workflow effortlessly.

Learn how to create contacts in Helpwise from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Sheets and Helpwise Integration

To begin the integration process between Google Sheets and Helpwise, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabbl.com and signing up for a free account if you are a new user. This setup will allow you to automate workflows effectively.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow to connect your Google Sheets with Helpwise. Click on the plus sign to create a new workflow and name it something relevant, like ‘Create Contact in Helpwise from Google Sheets’. This will set the stage for the automation process.

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

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new contact detail is added to your Google Sheets, it will trigger the automation.

• Open the trigger window and select Google Sheets.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the provided webhook URL for later use.

After setting up the trigger, you will need to configure the Google Sheets add-on. Go to your Google Sheets, click on Extensions, and select Add-ons. Search for Pabbly Connect Webhooks and install it. Remember to refresh your Google Sheets after installation to ensure it works correctly.

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3. Configuring the Webhook in Google Sheets for Pabbly Connect

Now that you have copied the webhook URL from Pabbly Connect, it’s time to paste it into your Google Sheets. Click on Extensions, then Pabbly Connect Webhooks, and select Initial Setup. Here, paste the webhook URL and specify the trigger column that will send data to Pabbly Connect.

For example, if your data spans from column A to E, set the trigger column as E. After pasting the URL and setting the trigger column, click on Send Test. This will ensure that the data is being captured correctly. Once the test is successful, click on Submit to finalize your setup.

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4. Setting Up Helpwise as the Action in Pabbly Connect

With Google Sheets configured, it’s time to set Helpwise as the action application in Pabbly Connect. Select Helpwise from the action application options and choose the action event as ‘Create Contact’. This action will allow you to create new contacts in Helpwise based on the data received from Google Sheets.

• Click on Connect and then Add New Connection.
• Enter your Helpwise API key and secret in the required format.
• Map the fields from Google Sheets to Helpwise, including email, first name, last name, and job title.

After mapping all necessary fields, click on Save and Send Test Request. If successful, you will receive a confirmation that a new contact has been created in Helpwise.

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5. Testing the Integration Between Google Sheets and Helpwise

Once you have set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Go back to your Google Sheets and add a new row with contact details. For instance, enter a company name, first name, last name, email, and job title.

After entering the details, refresh your Helpwise account to see if the new contact appears. If everything is set up correctly, you should see the new contact created in Helpwise, confirming that the integration is functioning as intended. This automation will save you time by automatically adding new contacts from Google Sheets to Helpwise without manual input.

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Conclusion

In this tutorial, we have demonstrated how to create a contact in Helpwise from Google Sheets using Pabbly Connect. By following these steps, you can automate the process of adding new contacts, enhancing your workflow efficiency. Integrating Google Sheets with Helpwise through Pabbly Connect streamlines your data management efforts effectively.