Author: Nitin Maheshwari

Learn how to integrate Calendly with Sendinblue using Pabbly Connect to automatically add invitees as subscribers. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To begin integrating Calendly with Sendinblue, you first need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Access Now’ button to enter the dashboard. Here, you will create a workflow to connect Calendly with Sendinblue, enabling automatic addition of invitees as subscribers.

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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, like ‘Add Calendly Invitees to Sendinblue as Subscribers.’ This name reflects the workflow’s purpose and makes it easier to identify later.

• Click on ‘Create Workflow’ after naming it.
• You will see a trigger window and an action window.

In this setup, Calendly will be your trigger application, and Sendinblue will be your action application. This means whenever an appointment is scheduled in Calendly, it will trigger an action in Sendinblue to add the invitee as a subscriber.

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3. Setting Up Calendly Integration in Pabbly Connect

To set up the integration, open the trigger window in Pabbly Connect and select ‘Calendly’ as the application. Choose the trigger event as ‘Invitee Created’. This event captures new invitees created when an appointment is booked.

Next, click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to log into your Calendly account. Ensure you are logged in before proceeding. After successful authorization, the organization name and user details will be automatically captured.

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4. Setting Up Sendinblue Action in Pabbly Connect

Now, scroll down to the action step in Pabbly Connect and select ‘Sendinblue’ as the application. Choose the action event as ‘Create Contact’. Click on ‘Connect’ and then select ‘Add New Connection’. You will need your Sendinblue API key for this step.

• Log into your Sendinblue account and navigate to the ‘SMTP & API’ section.
• Create a new API key, name it (e.g., ‘Calendly Integration’), and generate it.

Copy the API key and paste it into Pabbly Connect. After clicking ‘Save’, your Sendinblue account will be connected. Select the list where you want to add the new subscribers, such as ‘Calendly Invitee’.

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5. Mapping Data and Testing the Integration

With both applications connected, it’s time to map the data. In Pabbly Connect, you will see fields to input the invitee’s email address, first name, and last name. Use the data received from the Calendly trigger to fill these fields accurately.

To extract the first and last names from the full name, you will need to use a text formatter. Click on the plus sign to add an action step, select ‘Text Formatter’, and choose ‘Split Text’. Map the full name from the trigger response and use a space as a separator to split the names.

Once the names are separated, map them back into the Sendinblue action fields. After completing the mapping, click on ‘Save and Send Test Request’. You should see a confirmation that a new subscriber has been added to your Sendinblue account.

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Conclusion

By following these steps, you can effectively integrate Calendly with Sendinblue using Pabbly Connect. This automation ensures that every new invitee is automatically added as a subscriber in your email marketing platform, streamlining your workflow and enhancing your marketing efforts.

Learn how to integrate Mailchimp with Elementor Form submissions using Pabbly Connect. Step-by-step guide to automate subscriber creation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Accessing Pabbly Connect for Mailchimp Integration

To create Mailchimp subscribers from Elementor form submissions, you first need to access Pabbly Connect. Begin by navigating to the Pabbly website at Pabbly.com.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Once logged in, go to the ‘All Apps’ section and select Pabbly Connect to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Create Mailchimp Subscribers from Elementor Form Submissions’. This helps you identify the workflow later.

Next, you will see a trigger window and an action window. Pabbly Connect operates on a trigger-action basis, meaning that when a specific event occurs (trigger), another event will be executed (action). Here, the trigger will be Elementor form submissions, and the action will be adding subscribers to Mailchimp.

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3. Setting Up the Trigger with Elementor Forms

To set up the trigger, click on the trigger window and select ‘Elementor’ as the application. Choose ‘New Form Submission’ as the trigger event. Pabbly Connect will provide you with a webhook URL and instructions on how to configure it in your Elementor form. using Pabbly Connect

Copy the webhook URL and head over to your WordPress dashboard. Edit the page containing your Elementor form. In the Elementor editor, locate the form settings and find the ‘Actions After Submit’ section. Click on the plus sign to add a new action and select ‘Webhook’. Paste the copied URL into the Webhook field and click ‘Update’ to save your changes.

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4. Testing the Integration with a Form Submission

Now that the webhook is set up, return to Pabbly Connect. It will be waiting for a webhook response. To test the integration, fill out the Elementor form on your website with a test submission. Enter a first name, last name, email address, and a mobile number, then submit the form.

• First Name: Demo
• Last Name: User
• Email: [email protected]
• Mobile: 1234567890

After submitting, return to Pabbly Connect, where you should see the response with all the details captured from the form submission. This confirms that the integration is working correctly.

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5. Adding the Subscriber to Mailchimp

Scroll down to the action step in Pabbly Connect and select ‘Mailchimp’ as the application. Choose ‘Add New Member with Custom Fields’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’. You will need to provide your Mailchimp API key and data center.

To find your API key, log into your Mailchimp account, click on your profile picture, go to ‘Profile’, then ‘Extras’, and select ‘API keys’. Copy the API key and paste it into Pabbly Connect. For the data center, refer to your Mailchimp URL (e.g., us6) and enter it as well. After saving the connection, select the audience list to which the subscriber will be added.

Map the fields from the trigger response to Mailchimp fields, including email address, first name, last name, and mobile number. Click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new subscriber has been added to your Mailchimp account.

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Conclusion

In this tutorial, we demonstrated how to create Mailchimp subscribers from Elementor form submissions using Pabbly Connect. By following the steps outlined, you can automate subscriber additions seamlessly, enhancing your email marketing efforts.

Learn how to automate adding WooCommerce orders to Google Sheets using Pabbly Connect. Step-by-step guide to streamline your order management. 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 WooCommerce and Google Sheets Integration

To begin integrating WooCommerce orders into Google Sheets, you must first 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 dashboard and click on ‘Create Workflow’. Name your workflow something descriptive, like ‘WooCommerce to Google Sheets’. This will initiate the setup process for your automation.

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2. Configuring the Trigger in Pabbly Connect

In the newly created workflow, you will need to set up the trigger for your automation. Search for ‘WooCommerce’ in the app selection field and choose it. Select the trigger event as ‘New Order Created’.

• Choose WooCommerce as the trigger application.
• Select ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, head to your WooCommerce store’s settings. Under the ‘Advanced’ tab, find ‘Webhooks’ and click on ‘Add Webhook’. Fill in the details, including the name, status as active, and paste the copied webhook URL into the delivery URL field. Save the webhook to connect WooCommerce with Pabbly Connect.

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3. Testing the WooCommerce Order Trigger

To ensure the integration is working correctly, place a test order in your WooCommerce store. After placing the order, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will capture the order details sent from WooCommerce.

Once you have placed the test order, check the response in Pabbly Connect. You should see the order ID, status, customer details, and other relevant information captured successfully.

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4. Configuring Google Sheets in Pabbly Connect

Now that you have successfully set up the trigger, it’s time to configure the action to send data to Google Sheets. In the action window, search for ‘Google Sheets’ and select it. Choose the action event as ‘Add New Row’. using Pabbly Connect

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want the order details to be added.
• Map the order details from WooCommerce to the appropriate columns in Google Sheets.

After mapping the required fields such as order ID, customer name, email, and address, click on ‘Save and Send Test Request’. This will send the order details to your selected Google Sheets document.

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5. Verifying the Integration and Finalizing

To verify that everything is working, check your Google Sheets document for the newly added row containing the order details. You should see the same information you placed in the test order.

If everything looks good, your integration is complete! You can now automate the process of adding WooCommerce orders to Google Sheets using Pabbly Connect. This integration will save you time and ensure that your order data is always up to date.

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Conclusion

In this tutorial, we demonstrated how to integrate WooCommerce orders into Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your order management efficiently. This integration helps streamline your workflow and ensures accurate data tracking.

Learn how to automate adding Tally form responses to Salesforce as contacts using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Accessing Pabbly Connect for Tally and Salesforce Integration

To start integrating Tally form responses with Salesforce, you’ll need to access Pabbly Connect. First, go to your browser and search for Pabbly Connect. Once on the landing page, click on ‘Sign Up Free’ to create your account, or ‘Sign In’ if you already have an account.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, click on ‘Access Now’ under Pabbly Connect. This action will take you to the workflow creation area where you can begin setting up your automation.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to start a new integration. Name your workflow, for example, ‘Tally to Salesforce’, and click ‘Create’. This will open a new workflow interface with two main sections: the trigger and action windows. using Pabbly Connect

The trigger window is where you will specify what event starts the automation. In this case, select Tally as your application and choose ‘New Response’ as the trigger event. This setup allows Pabbly Connect to capture form submissions from Tally.

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3. Connecting Tally to Pabbly Connect

To connect Tally to Pabbly Connect, you will need a webhook URL. After selecting Tally and the trigger event, Pabbly Connect provides a webhook URL. Copy this URL as you will need it to link Tally with Pabbly Connect.

Next, go to your Tally account and locate the form you want to connect. Click on the three dots next to the form and select ‘Edit’. Navigate to the ‘Integrations’ tab and click on ‘Connect’ beside Webhooks. Paste the copied webhook URL into the endpoint URL field and click ‘Connect’. This action completes the connection between Tally and Pabbly Connect.

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4. Testing the Integration with Dummy Data

With Tally connected to Pabbly Connect, it’s time to test the integration. Create a test submission by accessing the share link of your Tally form. Fill in the form with dummy data, such as a name, mobile number, and email address, then submit the form.

• Enter a name for the dummy user.
• Provide a mobile number.
• Include a dummy email address.

After submitting the form, return to Pabbly Connect to check the trigger window. You should see the response from the Tally form submission, confirming that the integration is working correctly.

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5. Sending Form Responses to Salesforce

Now, we will configure the action step to send the form responses to Salesforce. In the action window of Pabbly Connect, select Salesforce as the application and choose ‘Create Contact’ as the action event. This allows you to create a new contact in Salesforce using the data collected from Tally. using Pabbly Connect

Click on ‘Connect’ and select ‘Add New Connection’ to link your Salesforce account with Pabbly Connect. After clicking on the ‘Connect with Salesforce’ button, grant the necessary permissions. Once connected, you will need to map the fields from the Tally response to the corresponding fields in Salesforce, such as last name, first name, mobile number, and email address.

After mapping all required fields, click on ‘Save’ and then ‘Send Test Request’. If the setup is correct, you will receive a positive response indicating that the contact has been successfully created in Salesforce. You can then verify this by checking the contacts section in your Salesforce account.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Tally form responses as contacts in Salesforce. This integration streamlines your workflow, ensuring that every form submission is captured efficiently. By following the outlined steps, you can set up similar automations to enhance productivity and data management.

Learn to integrate Tally form responses with MS Excel using Pabbly Connect. Automate your workflow effortlessly with this detailed step-by-step tutorial. 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 Tally MS Excel Integration

To begin the integration of Tally form responses with MS Excel, start by accessing Pabbly Connect. Open your browser and type in the URL: Pabbly.com/connect. This platform serves as the central hub for automating workflows.

Once on the Pabbly Connect landing page, you can either sign up for a free account or log in if you already have one. After logging in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Tally to MS Excel’. This workflow will facilitate the integration process.

Within this workflow, you will see two main areas: the trigger window and the action window. The trigger window is where you will set up the event that initiates the automation, while the action window defines what happens next. Let’s start with the trigger.

• Click on the trigger window and choose ‘Tally’ from the apps list.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

These steps will allow you to capture the Tally form submissions in Pabbly Connect.

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3. Connecting Tally Form to Pabbly Connect

To connect your Tally form with Pabbly Connect, navigate to your Tally account. Open the form you created, click on the three dots next to it, and select ‘Edit’. In the edit mode, find the ‘Integrations’ option at the top.

In the integrations section, select ‘Webhooks’ and click on ‘Connect’. Paste the webhook URL you copied from Pabbly Connect into the endpoint URL field and click on ‘Connect’. This establishes a connection between your Tally form and Pabbly Connect.

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4. Sending Form Responses to MS Excel via Pabbly Connect

Now that your Tally form is connected, the next step is to send the captured form data to MS Excel. In the action window of your workflow, search for ‘Microsoft Excel’ and select it. Choose the action event ‘Add Row to Worksheet’. using Pabbly Connect

Click on ‘Connect’ and authorize Pabbly Connect to access your Microsoft Excel account. Once connected, select the workbook where you want to add the data. For example, choose ‘New Leads Data’ from the dropdown list. Then, select the worksheet where the data should be added.

• Map the fields from Tally to the corresponding columns in Excel.
• Ensure you map first name, last name, email, mobile number, and age correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify the integration.

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5. Verifying the Integration of Tally and MS Excel

Once you have successfully sent a test request, check your Microsoft Excel sheet to verify that the data has been added. Refresh the worksheet and you should see the new row containing the data from your Tally form submission.

This confirms that the integration is working effectively. Now, every time there is a new submission on your Tally form, Pabbly Connect will automatically add it as a new row in your specified Excel sheet. You can test this by submitting another dummy form response.

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Conclusion

Integrating Tally form responses with MS Excel using Pabbly Connect streamlines your data collection process. By following the steps outlined in this tutorial, you can automate your workflow and ensure that every form submission is recorded accurately in Excel. Start using Pabbly Connect today to enhance your productivity and efficiency.

Learn how to automate adding Tally form responses to Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Accessing Pabbly Connect for Tally Google Sheets Integration

To begin the integration of Tally form responses with Google Sheets, you first need to access Pabbly Connect. Open your web browser and search for Pabbly’s official site, then sign up for a free account if you don’t already have one. Once logged in, you will be directed to the all apps page where you can click on ‘Access Now’ for Pabbly Connect.

In Pabbly Connect, you will create a new workflow specifically for connecting Tally with Google Sheets. This process allows you to automate the addition of form responses directly into your Google Sheets, ensuring that all data collected is organized and easily accessible.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on ‘Create Workflow’ and name it something descriptive, like ‘Tally to Google Sheets’. This name will help you easily identify the workflow later. After naming your workflow, click on ‘Create’ to proceed to the setup.

In this workflow, you will encounter two main sections: the Trigger window and the Action window. The Trigger window will be used to capture data from Tally, while the Action window will send this data to Google Sheets. This separation helps in managing the workflow efficiently.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Tally to Google Sheets’).
• Access the Trigger and Action windows.

After setting up your workflow, you are ready to configure the trigger that will initiate the data transfer from Tally to Google Sheets using Pabbly Connect.

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3. Setting Up the Trigger for Tally Form Responses

In the Trigger window, you will need to select Tally as the application. In the ‘Choose App’ section, type and select Tally. Next, choose the trigger event as ‘New Response’. This event will activate whenever a new form submission is made on your Tally form.

Pabbly Connect will generate a webhook URL that you need to copy. This URL is essential as it will connect your Tally form to Pabbly Connect. Head over to your Tally dashboard, select the form you want to connect, and navigate to the Integrations section. Here, paste the webhook URL into the endpoint URL field and click ‘Connect’. This step establishes the link between Tally and Pabbly Connect.

• Select Tally in the Trigger window.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL and paste it in Tally’s integration settings.

After connecting the webhook, you can test the integration by submitting a sample response in your Tally form. This will allow you to verify that Pabbly Connect is receiving the data correctly.

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4. Adding Google Sheets Action to the Workflow

With the trigger set up, the next step is to configure the Action window to send the Tally form responses to Google Sheets. In the Action window, search for Google Sheets and select it. Choose ‘Add New Row’ as the action event, which will insert the data into your specified Google Sheets document. using Pabbly Connect

Now, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log in to your Google account to authorize Pabbly Connect to access your Google Sheets. After successful authentication, select the spreadsheet where you want to add the new row. Make sure to choose the correct sheet and map the fields from Tally to the corresponding columns in Google Sheets.

Select Google Sheets in the Action window. Choose ‘Add New Row’ as the action event. Map Tally form fields to Google Sheets columns.

Once the mapping is complete, click on ‘Save and Send Test Request’ to ensure that the data is being sent correctly from Pabbly Connect to Google Sheets. This finalizes the setup of your automation process.

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5. Testing the Integration and Finalizing Setup

After setting up the workflow and mapping the fields, it’s crucial to test the integration to confirm everything is working as intended. Go back to your Tally form and submit another test response. This will trigger the workflow you created in Pabbly Connect.

Check your Google Sheets document to see if the new row has been added with the submitted data. If you see the data reflecting correctly, your integration is successful. This means every time a new form submission is made in Tally, the data will automatically populate in your Google Sheets.

By following these steps, you have effectively automated the process of adding Tally form responses to Google Sheets using Pabbly Connect. This integration not only saves time but also ensures your data is consistently organized and up-to-date.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of Tally form responses into Google Sheets. By following the outlined steps, you can streamline data collection and maintain accurate records effortlessly. Start automating your workflows today with Pabbly Connect!

Learn how to automatically shorten URLs from MS Excel using Pabbly Connect. Follow this step-by-step guide for seamless integration with bit.ly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Accessing Pabbly Connect for URL Shortening

To start shortening URLs from MS Excel automatically, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Begin by creating a free account at Pabbly Connect. Once you have signed up, log in to your account and navigate to the dashboard. From there, you can start creating your automation workflow.

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2. Creating Your Automation Workflow in Pabbly Connect

In this section, we will set up a workflow in Pabbly Connect to automate the URL shortening process. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Automatically Shorten URLs Using Bitly’.

Next, you will see two boxes labeled Trigger and Action. The trigger will be set to Microsoft Excel, and the action will be Bitly. This setup means that whenever a new URL is added in Excel, it will trigger the shortening process in Bitly.

• Click on ‘Create’ after naming your workflow.
• Select Microsoft Excel as the first application.
• Choose the trigger event as ‘New Row in Worksheet’.

After setting the trigger, click on ‘Connect’ and authorize your Microsoft Excel account. Select the workbook that contains your long URLs, and ensure that the worksheet is correctly identified.

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3. Adding Long URL to MS Excel

Now that your workflow is set up, you need to add a long URL to your MS Excel worksheet. This URL will be automatically picked up by Pabbly Connect for shortening.

For example, you can add the link ‘https://www.Pabbly.com/lifetime-deal’ to your Excel sheet. Once added, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will capture the new data from your worksheet.

• Make sure the long URL is correctly formatted in Excel.
• Check the response received in Pabbly Connect to confirm that the URL has been captured.

Once you see the response, you are ready to move on to the next step, which is shortening the URL using Bitly.

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4. Shortening the URL with Bitly

In this step, we will use Pabbly Connect to connect to Bitly and shorten the previously captured long URL. Click on the plus icon to add another action step and select Bitly as the application.

Choose the action event as ‘Shorten Link’. Again, click on ‘Connect’ and authorize your Bitly account. Once connected, you will be prompted to enter the long URL that needs to be shortened.

Map the long URL from the previous step in Pabbly Connect. Click on ‘Save and Send Test Request’ to shorten the URL.

Once the test is successful, you will receive a shortened URL from Bitly, which can be used in the next step of the workflow.

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5. Adding the Shortened URL Back to MS Excel

Finally, we will add the shortened URL back to a separate Excel sheet using Pabbly Connect. Click on the plus icon again to add another action step and select Microsoft Excel.

Choose the action event as ‘Add Row to Worksheet’. Connect your Microsoft Excel account again, select the workbook for the shortened URLs, and map the necessary fields such as Link Title, Long URL, and Shortened URL from the previous steps.

Ensure all fields are correctly mapped in Pabbly Connect. Click on ‘Save and Send Test Request’ to add the data to Excel.

After refreshing your Excel sheet, you will see that the shortened URL has been added automatically. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically shorten URLs from MS Excel using Bitly. By following these steps, you can efficiently manage your URLs without manual intervention.

With Pabbly Connect, the integration between Excel and Bitly becomes seamless, allowing for automated URL shortening whenever you add a new link. This automation can significantly enhance your workflow and save time.

Learn how to automate sending Google Docs files as attachments to Razorpay customers using Pabbly Connect. 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.

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1. Setting Up Pabbly Connect for Google Docs and Razorpay Integration

To start sending Google Docs files as attachments to Razorpay customers, you need to set up Pabbly Connect. First, visit the Pabbly Connect landing page and create your free account by clicking on the ‘Sign Up Free’ button. With your account, you can access automation tasks every month to set up and test your integrations.

Once logged in, select Pabbly Connect from your dashboard. Click on the ‘Create Workflow’ button to initiate your automation process. Name your workflow appropriately, such as ‘Razorpay Invoice Automation,’ and click the ‘Create’ button to proceed.

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2. Configuring the Trigger with Razorpay in Pabbly Connect

The next step involves connecting Razorpay as the trigger application in Pabbly Connect. Select Razorpay and choose the trigger event ‘Payment Captured’. This event will initiate the automation whenever a new payment is received. After selecting Razorpay, you will receive a webhook URL.

• Go to your Razorpay dashboard and navigate to the ‘Settings’ section.
• Click on the ‘Webhooks’ tab and then click on ‘Add New Webhook’.
• Paste the copied webhook URL into the designated field.
• Select ‘Payment Captured’ as the active event and click on the ‘Create Webhook’ button.

After setting this up, return to Pabbly Connect and you will see that it is now waiting for a webhook response. This indicates that the trigger is active and ready to capture payment data.

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3. Testing the Payment Capture from Razorpay

To ensure that the integration works correctly, perform a test payment through Razorpay. Navigate to the ‘Payment Pages’ section in your Razorpay dashboard and select a product to create a test payment. Fill in the customer details and complete the payment process.

Once the payment is successful, return to Pabbly Connect and check if the test data has been captured. You should see the payment amount and customer details displayed in the workflow. This confirms that Razorpay is successfully sending data to Pabbly Connect.

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4. Creating an Invoice Using Google Docs in Pabbly Connect

Now that you have captured payment data, the next step is to create an invoice using Google Docs. Add a new action step in Pabbly Connect and select Google Docs as the application. Choose the action event ‘Create Document from Template’.

• Connect to Google Docs by selecting ‘Add New Connection’.
• Choose the template document you created for invoices.
• Map the customer details and payment amount into the respective fields of the invoice template.

After mapping the details, save the configuration. This will allow Pabbly Connect to automatically generate an invoice whenever a new payment is captured.

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5. Sending the Invoice via Gmail Using Pabbly Connect

The final step involves sending the generated invoice to the customer via email using Gmail. Add another action step in Pabbly Connect and select Gmail as the application. Choose the action event ‘Send Email’.

Connect your Gmail account and fill in the recipient’s email address, which will be mapped from the Razorpay payment data. Customize the email subject and content, and attach the invoice file link generated from Google Docs.

Once everything is set up, click on ‘Save and Send Test Request’ to send a test email. Check the recipient’s inbox to verify that the email with the invoice attachment has been delivered successfully. This completes the automation process.

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Conclusion

In conclusion, using Pabbly Connect, you can seamlessly automate the process of sending Google Docs files as attachments to Razorpay customers. By following the steps outlined in this tutorial, you can enhance your business operations without any manual effort. Automate your invoicing today with Pabbly Connect for a more efficient workflow!

Learn how to enhance your team’s productivity using Pabbly Connect for seamless integration with Google Apps, WhatsApp, and more. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Automating Leave Management with Pabbly Connect

In this section, we explore how to automate leave management using Pabbly Connect. This automation streamlines the process of applying for leaves through Google Forms, making it efficient for both employees and managers.

To set this up, follow these steps:

• Create a Google Form for leave applications.
• Connect the form to a Google Sheet to collect responses.
• Use Pabbly Connect to send WhatsApp notifications to managers when a leave is applied.
• Update the Google Sheet with leave approval status.
• Automatically notify employees via WhatsApp about their leave status.

This automation not only saves time but also reduces the chances of errors in leave management.

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2. Sending WhatsApp Reminders with Pabbly Connect

Next, we will set up WhatsApp reminders for upcoming events using Pabbly Connect. This automation helps keep your team informed about important meetings and deadlines.

To configure this automation, follow these steps:

• Create events in Google Calendar.
• Use Pabbly Connect to trigger WhatsApp messages one day before the event.
• Customize the message to include event details.

By implementing this automation, you ensure that your team never misses important events, thereby boosting productivity.

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3. Automating Salary Slip Distribution with Pabbly Connect

In this section, we will automate the distribution of salary slips using Pabbly Connect. This process eliminates the need for manual salary slip creation and sending.

Here’s how to set it up:

Input employee details into Google Sheets. Use Google Docs to create salary slips automatically. Connect Gmail via Pabbly Connect to send salary slips to employees each month.

This automation streamlines payroll processes, ensuring timely and accurate salary slip distribution, which enhances team satisfaction and productivity.

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4. Integrating Google Apps with Pabbly Connect

We will now focus on integrating multiple Google Apps using Pabbly Connect for tasks such as sending medical test reports to patients.

Follow these steps to set up the integration:

Enter patient details in Google Sheets. Automatically generate test reports using Google Docs. Save reports as PDFs in Google Drive. Send reports to patients via WhatsApp using Pabbly Connect.

This integration helps healthcare providers streamline communication with patients, ensuring timely delivery of important documents without manual intervention.

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5. Automating File Sharing with Pabbly Connect

Lastly, we’ll automate file sharing between Google Drive and Slack using Pabbly Connect. This ensures that your team has immediate access to necessary files without manual uploads.

To implement this automation, follow these steps:

Upload files to Google Drive. Set up Pabbly Connect to send a message in Slack whenever new files are uploaded.

This automation saves time and ensures that the entire team stays updated with the latest files, enhancing collaboration and productivity.

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Conclusion

By leveraging Pabbly Connect, you can significantly boost your team’s productivity through automation. From managing leave applications to distributing salary slips and sending reminders, these integrations streamline processes and save valuable time. Start using Pabbly Connect today to enhance your workflow and efficiency.

Learn how to integrate Razorpay with Slack using Pabbly Connect to send instant notifications for canceled payments. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Razorpay and Slack Integration

To send Razorpay cancel payment notifications to your Slack channel, you need to use Pabbly Connect. Start by accessing the Pabbly Connect dashboard after creating your free account. This platform enables you to automate workflows without any coding skills.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Razorpay to Slack Automation,’ and click on the ‘Create’ button. This will set up your workflow page where you can configure the trigger and action applications.

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2. Configuring Razorpay as the Trigger Application

In this section, you will configure Razorpay as the trigger application in your Pabbly Connect workflow. Select Razorpay from the available applications and choose the trigger event as ‘Payment Failed.’ This event will initiate the workflow whenever a payment is canceled.

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

Next, go to your Razorpay dashboard, navigate to Settings, and click on Webhooks. Add a new webhook by pasting the copied URL and selecting the active event for payment failures. This setup ensures that Razorpay sends cancellation notifications to Pabbly Connect.

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3. Testing the Webhook Connection

After configuring the webhook, it’s crucial to test the connection to ensure that Pabbly Connect is receiving data from Razorpay. To do this, manually cancel a payment from your Razorpay payment page.

Once you cancel a payment, return to your Pabbly Connect workflow and check if the data has been captured. You should see details like the amount, currency, and customer information. This confirms that the webhook connection is successfully established.

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4. Configuring Slack Channel Notifications

Now that Razorpay is set up as the trigger, the next step is to configure Slack as the action application in Pabbly Connect. Select Slack from the applications list and choose the action event as ‘Send Channel Message.’ This will allow you to notify your team about canceled payments.

• Select Slack as the action application.
• Choose ‘Send Channel Message’ as the action event.
• Connect your Slack account by authorizing Pabbly Connect.

Once connected, select the channel where you want to send notifications. You can customize the message to include details such as the customer’s name, email, and the product involved in the canceled payment. This setup ensures that your team is instantly informed via Slack whenever a payment is canceled in Razorpay.

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5. Finalizing the Automation Workflow

With Razorpay and Slack configured, the final step is to finalize your workflow in Pabbly Connect. Review the message format and ensure that all necessary details are included before saving the workflow.

Click on ‘Save and Send Test Request’ to verify that the message is sent to your Slack channel correctly. If successful, your team will receive a notification similar to ‘Hello team, we just got a payment canceled from Razorpay. The details are as follows…’ This confirms that your automation is working perfectly.

Once set up, this automation will run in the background, notifying your team automatically about any canceled payments without requiring further manual intervention.

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Conclusion

This tutorial has shown you how to use Pabbly Connect to integrate Razorpay with Slack for sending notifications about canceled payments. By following these steps, you can streamline your payment management process and keep your team informed in real-time.