Author: Nitin Maheshwari

Learn how to automate requests in Jira Service Management from Google Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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. Access Pabbly Connect for Integration

To automate the process of creating requests in Jira Service Management from Google Forms submissions, you need to access Pabbly Connect. Start by navigating to the Pabbly website and signing in to your account. If you do not have an account, you can sign up for free and enjoy monthly free tasks.

Once logged in, locate the Pabbly Connect option on the dashboard. Click on the Create Workflow button at the top right corner and name your workflow, such as ‘Google Forms to Jira Service Management’. This will initiate the integration process.

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2. Set Up Trigger with Google Forms

In this section, you will set up Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose the event as New Response Received. This event will trigger every time a new response is submitted in your Google Form.

After selecting the event, a webhook URL will be generated. This URL is essential for connecting Google Forms to Pabbly Connect. Copy this URL and go to your Google Form. Here’s how to set it up:

• Open your Google Form and navigate to the Responses tab.
• Click on the Google Sheets icon to create a new spreadsheet.
• In the Google Sheet, go to Extensions, then select Pabbly Connect Webhooks and choose Initial Setup.
• Paste the copied webhook URL into the designated field and set the trigger column.

Now, every time a new response is submitted, it will be captured in the Google Sheet and sent to Pabbly Connect.

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3. Test the Integration with Google Forms

Once the setup is complete, it’s crucial to test the integration between Google Forms and Pabbly Connect. Submit a test response in your Google Form to ensure that the data is captured correctly. After submitting, check your Google Sheet to confirm that the response appears as expected.

Then, return to Pabbly Connect to see if the webhook has received the response. You should see the details such as first name, last name, email, and summary. This confirms that the connection between Google Forms and Pabbly Connect is successfully established.

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4. Set Up Action with Jira Service Management

Now that you have tested the trigger, it’s time to set up Jira Service Management as the action application in Pabbly Connect. Select Jira Service Management and choose the action event as Create Customer Request. This will allow you to create a new request in Jira whenever a new Google Form submission is received.

Connect to your Jira account by clicking on Add New Connection. After successful authentication, you will need to map the required fields from the Google Forms submission to the Jira request. Ensure you select the correct service desk and request type as per your needs. For example, you can select the IT Help request type. This mapping ensures that the information from Google Forms is accurately transferred to Jira Service Management.

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5. Finalize the Integration in Pabbly Connect

After mapping the fields, save your settings in Pabbly Connect and send a test request to verify that everything works correctly. This test will create a customer request in Jira Service Management based on the test submission from Google Forms.

Upon successful creation, check your Jira Service Management dashboard to see the new request listed. You should see the issue key generated along with the details you provided, such as the summary and description. This confirms that the integration between Google Forms and Jira Service Management through Pabbly Connect is functioning seamlessly.

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Conclusion

By following these steps, you can effectively automate the creation of requests in Jira Service Management from new Google Forms submissions using Pabbly Connect. This integration streamlines your workflow, ensuring that every customer request is captured and managed efficiently.

Learn how to extract email subject and body using Pabbly Connect and automate the process of adding email details to Google Sheets. 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 Email Automation

To begin with, you need to access Pabbly Connect to set up the integration for extracting email details. Visit the Pabbly website and either sign in or create a free account to get started. Signing up gives you access to free tasks each month, which is beneficial for automating your processes.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button located at the top right. You will be prompted to name your workflow; for this tutorial, name it ‘Gmail to Google Sheet’. This sets the foundation for automating the email extraction process.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect. Select ‘Email Parser’ as your trigger application. This tool helps extract details from incoming emails. After selecting it, Pabbly Connect generates a unique email address for parsing.

• Copy the generated email address.
• Go to your Gmail account and navigate to ‘Settings’.
• Click on ‘Forwarding and POP/IMAP’ and add the copied address as a forwarding address.
• Verify the forwarding address by entering the confirmation code sent to your Pabbly email.

After confirming the forwarding address, ensure to select the option to forward a copy of incoming mail to this address while keeping Gmail’s copy in the inbox. This way, Pabbly Connect can access the emails while you retain them in your inbox.

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3. Capturing Email Details with Pabbly Connect

Now, return to Pabbly Connect and click on ‘Recapture Response’. This step is crucial as it allows Pabbly to wait for an incoming email to capture its details. Send a test email to your Gmail account from another account to check if the integration is successful.

Once the email is received, Pabbly Connect captures the email’s details, including the sender’s address, subject, and body text. You can see these details reflected in the Pabbly interface, confirming that the connection is functioning correctly.

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4. Adding Email Details to Google Sheets via Pabbly Connect

The next step involves adding the captured email details to Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as the action application and choose ‘Add New Row’ as the action event. This configuration allows you to specify where the email details will be stored.

• Connect to your Google Sheets account and grant necessary permissions.
• Select the spreadsheet where you want the email details to be added.
• Map the fields from the email, such as sender’s email, subject, and body, into the respective columns of your Google Sheets.

Make sure to map the sender’s email, the email subject, and the body text accurately. Once done, save the configuration and send a test request to ensure the details are correctly added to your Google Sheet.

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5. Extracting Phone Numbers from Email Body

In this final step, you will extract phone numbers from the email body using Pabbly Connect. To do this, add a new step using the ‘Text Formatter’ application and select the action event as ‘Text Basic Formatting’. This allows you to manipulate the email body text to extract specific information.

Map the body text from the previous step into the Text Formatter and select ‘Extract Phone Number’ as the transformation. This will pull out the phone number from the email body, which you can then map into a designated column in your Google Sheets.

Reconnect to Google Sheets to map the extracted phone number into the appropriate column. After saving your changes, send a test request to ensure everything is working as intended. Check your Google Sheet to confirm that the phone number has been successfully extracted and added.

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Conclusion

In this tutorial, we explored how to extract email subject and body using Pabbly Connect and automate the process of adding email details to Google Sheets. By following the outlined steps, you can efficiently manage your email data and streamline your workflow.

Learn how to send SMS notifications for new leads created in Kartra using Pabbly Connect. Follow this detailed guide for seamless integration with Twilio. 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 SMS Notifications

To send SMS whenever a new lead is created in Kartra, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and create a free account by clicking on the ‘Sign Up Free’ button. This platform allows you to automate tasks without any coding skills.

Once you have signed up, log in to your Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. You can name your workflow something like ‘Send SMS to Kartra Leads’ and then click on the ‘Create’ button to proceed.

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2. Integrating Kartra with Pabbly Connect

Next, you will integrate Kartra as the trigger application in Pabbly Connect. In the workflow, search for and select Kartra as the trigger application. The trigger event will be when a new lead fills an opt-in form. This specific event will initiate the automation.

• Select ‘Lead Fills an Opt-in Form’ as the trigger event.
• Copy the provided webhook URL to connect with your Kartra account.
• Follow the instructions to set up the connection in Kartra.

After copying the webhook URL, go to your Kartra dashboard. Under ‘My Integrations’, find the API tab and activate the outbound API. Paste the webhook URL in the designated field and select the event ‘Lead Fills Form’ to notify Pabbly Connect whenever a new lead is created.

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3. Testing the Kartra Integration with Pabbly Connect

With the integration set up, it’s time to test it. Fill out the opt-in form you created in Kartra with a dummy lead’s information. After submission, return to Pabbly Connect to check if the lead data has been captured in the response section of your workflow.

Ensure that the lead’s name, email, and phone number appear correctly in the captured data. This confirmation indicates that Pabbly Connect is successfully receiving data from Kartra. Now you can proceed to set up the action step which involves sending an SMS via Twilio.

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4. Sending SMS Using Twilio Through Pabbly Connect

Now, select Twilio as the action application in your Pabbly Connect workflow. For the action event, choose ‘Send SMS Message’. If you are connecting Twilio for the first time, select ‘Add New Connection’ and provide the necessary account SID and authentication token from your Twilio console. using Pabbly Connect

• Map the recipient’s phone number from the lead data captured earlier.
• Craft a message that includes a personalized greeting for the lead.
• Use the mapped name to personalize the SMS content.

After filling in the SMS details, click on ‘Save and Send Test Request’ to send a test SMS. This will help you verify that everything is working correctly. Check the recipient’s phone to see if the SMS was received as expected.

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5. Finalizing the Integration in Pabbly Connect

Once you have successfully tested the SMS functionality, finalize your integration setup in Pabbly Connect. Ensure that the sender’s number is correctly mapped from your Twilio account. You only need to set up this automation once, and it will run in the background for all future leads.

Every time a new lead is created in Kartra, the SMS will automatically be sent to the lead’s phone number without any manual intervention. This seamless integration enhances your communication strategy and ensures timely engagement with your leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send SMS notifications whenever a new lead is created in Kartra. By integrating Kartra with Twilio through Pabbly Connect, you can automate your lead communication effectively. This setup not only saves time but also enhances your marketing efforts.

Learn how to integrate Kartra with WhatsApp using Pabbly Connect to receive instant alerts for new leads. Step-by-step tutorial 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. Setting Up Pabbly Connect to Receive WhatsApp Messages

To get started with receiving WhatsApp messages for new leads created in Kartra, you first need to access Pabbly Connect. Visit the Pabbly website and sign up for a free account. This will allow you to utilize the automation tasks necessary for connecting your applications.

Once you have signed up, log in to your Pabbly Connect dashboard. Here, you will create a new workflow specifically for receiving WhatsApp alerts whenever a new lead is generated through your Kartra forms.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Kartra Lead Alerts on WhatsApp’. This name will help you identify the workflow later on. using Pabbly Connect

• Click on the ‘Create’ button to finalize the workflow name.
• Select ‘Kartra’ as your trigger application.
• Choose the trigger event ‘Lead Fills Opt-in Form’.

After setting up the trigger, you will need to connect your Kartra account to Pabbly Connect using a webhook URL. This URL will allow Pabbly Connect to receive data from Kartra whenever a new lead fills out the form.

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3. Connecting Kartra to Pabbly Connect

To connect Kartra with Pabbly Connect, navigate to the ‘My Integrations’ section in your Kartra dashboard. Here, click on the API tab and select ‘My API’. You need to activate the outbound API by checking the relevant option.

Next, paste the webhook URL provided by Pabbly Connect into the designated field in Kartra. Make sure to select the event ‘Lead Fills Form’ to ensure that the data is sent whenever a new lead is created.

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4. Testing the Integration with Pabbly Connect

After setting up the connection, it’s time to test the integration. Fill out the opt-in form on your Kartra landing page with dummy data. Once submitted, you should see the lead details captured in Pabbly Connect. using Pabbly Connect

• Ensure the lead data appears in the response section of Pabbly Connect.
• Confirm that the submission triggers the workflow successfully.

This test will validate that your setup is working correctly and that you can receive WhatsApp messages for new leads.

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5. Sending WhatsApp Messages via Pabbly Connect

Now that the integration is tested, you need to set up the action step to send WhatsApp messages. In Pabbly Connect, select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’. using Pabbly Connect

Connect to WhatsApp by entering your permanent access token, phone number ID, and business account ID. These credentials are crucial for sending messages through the WhatsApp API.

Map the lead details to the WhatsApp message template you created, ensuring that the name, email, and other relevant information are dynamically included in the message. Once everything is set, click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

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Conclusion

By following this guide, you can effectively set up a Pabbly Connect integration that sends WhatsApp messages whenever a new lead is created in Kartra. This automation streamlines your lead management process and ensures you are promptly notified of new leads.

Learn how to automate task creation in ClickUp when deal stages are updated in HubSpot using Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for HubSpot and ClickUp Integration

To automate task creation in ClickUp whenever a deal stage is updated in HubSpot, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the products section.

If you are 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 Pabbly Connect dashboard to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name it something descriptive like ‘HubSpot to ClickUp Integration’. This helps in identifying the workflow later.

Next, you will see a trigger and action window. The trigger will be HubSpot, and the action will be ClickUp. This means when a deal stage is updated in HubSpot, a task will be created in ClickUp.

• Click on the trigger window and select HubSpot CRM.
• Set the trigger event to ‘Deal Updated’.
• Click ‘Connect’ and add a new connection to HubSpot.

After this, authorize the connection to ensure that Pabbly Connect can access your HubSpot account. Make sure you are logged into HubSpot during this step.

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3. Setting Up the HubSpot Trigger

Once the connection is established, you need to select the output properties that you want to capture from HubSpot. Choose properties like deal name, deal amount, deal type, and deal stage. using Pabbly Connect

After selecting the properties, click on “Save and Send Test Request”. This will fetch the latest deal details from HubSpot, confirming that your trigger is working correctly.

• Check the response to ensure that all selected deal details are received.
• If the details appear correctly, proceed to the next step.

Remember, the trigger checks for new data every 10 minutes, so if you don’t see immediate results, wait a while before testing again.

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4. Configuring ClickUp Action in Pabbly Connect

After successfully setting up the HubSpot trigger, it’s time to configure the ClickUp action. Select ClickUp as your action application and choose the action event as ‘Create Task’. using Pabbly Connect

Click ‘Connect’ and you will be prompted to enter your ClickUp API token. To find your API token, log into your ClickUp account, go to your profile icon, and select the apps section to copy the token.

Paste the API token into Pabbly Connect and click ‘Save’. Select your workspace, space, and folder where the task will be created. Map the task name and description using details from HubSpot.

Make sure to assign the task to the correct user and set the priority and status as needed. Once configured, click on ‘Save and Send Test Request’ to create a test task in ClickUp.

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5. Testing the Integration Between HubSpot and ClickUp

With everything set up, it’s time to test the integration. Update a deal stage in your HubSpot account. For example, change the deal stage from ‘Appointment Scheduled’ to ‘Qualified to Buy’.

After updating the deal stage, go back to Pabbly Connect and check if a new task has been created in ClickUp. Refresh your ClickUp account to see the new task reflecting the updated deal stage.

Verify that the task name includes the deal name and stage updated. Check the task details to ensure all mapped information is correct.

If everything works as expected, your integration is successfully set up! This automation will save you time and ensure that your ClickUp tasks are always up to date with your HubSpot deals.

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Conclusion

In this tutorial, we demonstrated how to integrate HubSpot and ClickUp using Pabbly Connect. By following these steps, you can automate task creation in ClickUp whenever a deal stage is updated in HubSpot, streamlining your workflow effectively.

Utilizing Pabbly Connect for this integration enhances productivity and ensures that your teams are always informed about the latest deal statuses. Start automating your processes today!

Learn how to automate task creation in ClickUp from new HubSpot contacts using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for HubSpot and ClickUp Integration

To create ClickUp tasks from new HubSpot contacts, the first step is to access Pabbly Connect. This platform enables seamless integration between HubSpot and ClickUp.

Start by visiting the Pabbly website and clicking on the ‘Products’ section. Select Pabbly Connect to reach the landing page. For new users, click on the ‘Sign Up for Free’ button to create an account, which takes just a few minutes. Existing users can simply log in.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the plus sign to initiate a new workflow. Name it something descriptive like ‘Create ClickUp Tasks from New HubSpot Contacts’ and click ‘Create’.

• Click on the trigger window and choose HubSpot CRM as the application.
• Select the trigger event as ‘New Contact Added’.
• Click ‘Connect’ and then ‘Add New Connection’.

After establishing the connection with HubSpot, you can proceed to capture contact details when a new contact is added. Make sure to log into your HubSpot account before connecting to avoid any access issues.

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3. Capturing New Contact Details from HubSpot

After setting up the trigger in Pabbly Connect, the next step is to capture the new contact details. Create a new contact in your HubSpot CRM to test the integration.

• Fill out the HubSpot form with the new contact’s details.
• Submit the form to add the contact to HubSpot.
• Refresh Pabbly Connect to see if the new contact details are captured.

Once the details are captured, you can see the first name, last name, email, and phone number in the response section of Pabbly Connect. This confirms that the integration is correctly set up to capture new contacts from HubSpot.

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4. Creating a Task in ClickUp Using Pabbly Connect

Now that you have captured the contact details in Pabbly Connect, the next step is to create a task in ClickUp. Select ClickUp as the action application.

Choose ‘Create Task’ as the action event. Connect to ClickUp by entering the API token from your ClickUp account. Select the workspace and specific space where you want to create the task.

Map the customer details received from HubSpot to the task fields in ClickUp, such as task name and description. Ensure that the task is assigned to the appropriate team member and set the priority level as needed.

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5. Testing the Integration in Real-Time

After configuring the task settings in Pabbly Connect, it’s essential to test the integration. Submit another new contact through the HubSpot form to see if a task is created in ClickUp.

Check your HubSpot CRM to confirm the new contact was added. Refresh ClickUp to verify the task appears in the designated list. Ensure all details such as name, email, and priority are correctly displayed in ClickUp.

By following these steps, you can confirm that the integration between HubSpot and ClickUp via Pabbly Connect is functioning properly, allowing for efficient task management based on new contacts.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of ClickUp tasks from new HubSpot contacts using Pabbly Connect. This integration streamlines your workflow, ensuring that new leads are promptly followed up on.

By leveraging Pabbly Connect, you can efficiently manage tasks and enhance productivity within your team. Start using this integration today to optimize your CRM and task management processes.

Learn how to automate the process of adding Typeform entries as records in Airtable using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To begin the integration of Typeform entries into Airtable, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are new, click on ‘Sign Up Free’ to create an account; existing users can simply log in.

After logging in, you will land on the Pabbly Connect dashboard. Click on ‘Create Workflow’ and name it something like ‘Typeform to Airtable’. This workflow will allow you to automate the data transfer from Typeform to Airtable.

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2. Setting Up the Trigger with Typeform

Next, we will set up the trigger in Pabbly Connect. In the workflow, you will see a trigger window. Select Typeform as the application. Then, from the trigger event dropdown, choose ‘New Entry’. This action will allow Pabbly Connect to capture new form submissions.

Click on the ‘Connect’ button to link your Typeform account. If prompted, choose ‘Add New Connection’ and authorize Pabbly Connect to access your Typeform account. Once authorized, select the form you want to monitor for new submissions from the dropdown list.

• Select the form you created in Typeform.
• Click on ‘Save and Test Request’ to begin capturing data.

After saving, Pabbly Connect will be in a waiting state for a response. To test this, you’ll need to submit a dummy entry through your Typeform.

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3. Submitting a Dummy Entry in Typeform

Now, go to your Typeform account and access the form you created. Use the share link to open the form in a new tab. Fill out the form with dummy data, such as a name, email, and department, and click ‘Submit’. This submission will serve as a test to ensure that Pabbly Connect captures the data correctly. using Pabbly Connect

Upon submission, return to your Pabbly Connect workflow. You should see that the dummy submission data has been captured successfully. The data fields like first name, last name, email, and department will be displayed in the response section.

• Ensure that the response data reflects your dummy submission.
• Confirm that all fields are correctly displayed in Pabbly Connect.

With the data captured, you can now proceed to the next step of sending this information to Airtable.

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4. Configuring the Action to Create Records in Airtable

In this step, we will configure the action in Pabbly Connect to send the captured data to Airtable. In the action window, search for Airtable and select it. From the action event dropdown, choose ‘Create Record’. This will enable you to add new records into your Airtable database.

Next, click on ‘Connect’ and choose ‘Add New Connection’. You will need your Airtable API key for this. To find your API key, go to your Airtable account settings and copy the API key from the account page. Paste it into Pabbly Connect and click ‘Save’.

Select the base where you want to add the new record. Choose the table where the data will be stored.

After mapping the base and table, you will need to map the fields from Typeform to Airtable. This includes first name, last name, email, contact number, and department. Once all fields are correctly mapped, click on ‘Save and Send Test Request’ to verify the integration.

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5. Testing the Integration and Finalizing

After configuring the action, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, you should receive a positive response indicating that the data has been successfully added to Airtable.

Go to your Airtable account and check the designated table. You should see the new record reflecting the dummy data you submitted through Typeform. This confirms that the integration is working as intended. Every new submission in Typeform will now automatically create a new record in Airtable through Pabbly Connect.

To further test, submit another entry in Typeform and check if it appears in Airtable. This will ensure that your automation is functioning properly.

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Conclusion

In conclusion, using Pabbly Connect to integrate Typeform entries into Airtable allows for efficient data management. By following the steps outlined, you can automate the process of adding new records seamlessly. This integration saves time and ensures accurate data handling in your workflows.

Learn how to send WhatsApp messages when a refund is created in Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Razorpay Integration

To begin integrating Razorpay with WhatsApp, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. Once on the landing page, you will see options to either sign in or sign up for free.

If you are a new user, click on the Sign Up button to create an account. This process is quick and will provide you with 100 free tasks upon registration. As an existing user, simply sign in to your account to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, locate the blue tab labeled Create Workflow on the right side of the dashboard. Click this tab to start creating your automation workflow.

Next, name your workflow something descriptive like Razorpay Refund to WhatsApp. This name will help you easily identify your automation later. Once named, click on the Create button to proceed.

• Click on the trigger application: Razorpay.
• Select the trigger event: Refund Created.
• Copy the webhook URL provided.

Now, you will set up Razorpay to send data to this webhook when a refund is initiated. This connection is crucial for the automation to work correctly.

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3. Setting Up Webhook in Razorpay

Log into your Razorpay account and navigate to the Settings section. Here, you will find the Webhooks option. Click on it to add a new webhook.

Paste the webhook URL you copied from Pabbly Connect into the designated field and select the action event as Refund Created. After this, click on Create Webhook to finalize the setup.

• Ensure the webhook is active to receive data.
• Perform a test refund to verify the webhook is working.

Once the webhook is created, return to Pabbly Connect and perform a test submission to capture the data from Razorpay.

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4. Formatting Data with Pabbly Connect

After receiving the webhook response, the next step involves formatting the refund amount correctly. The Razorpay webhook may provide the amount in an unexpected format, so you will need to use the Pabbly Connect Number Formatter.

Select the Number Formatter application and choose the action event Perform Math Operation. Map the refund amount received from Razorpay and divide it by 100 to convert it into the correct format.

Choose the operation: Divide. Map the data from the previous step to ensure accuracy.

Once you have formatted the amount, you can move on to sending a WhatsApp message with the updated information.

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5. Sending WhatsApp Messages via Pabbly Connect

Now, it’s time to send the WhatsApp message using the WhatsApp Cloud API. In Pabbly Connect, choose the WhatsApp application and select the action event Send Template Message.

You will need to connect your WhatsApp account by providing the temporary access token, phone number ID, and WhatsApp Business Account ID. This information can be found in your Meta for Developers dashboard under your app settings.

Ensure you have created a message template in WhatsApp for this purpose. Map the recipient’s number, refund amount, and product name accordingly.

After mapping all necessary fields, click on Save and Send Test Request. If everything is set up correctly, you will receive a WhatsApp message confirming the refund.

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Conclusion

This tutorial has guided you through the process of integrating Razorpay with WhatsApp using Pabbly Connect. Now, every time a refund is created in Razorpay, a WhatsApp message will automatically be sent to the client, ensuring smooth communication and customer satisfaction.

Learn how to set up SMS notifications for Stripe refunds using Pabbly Connect and Twilio in this detailed tutorial. Follow the exact steps for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Stripe and Twilio Integration

To set up SMS notifications when a refund is created in Stripe, start by accessing Pabbly Connect. Go to the URL Pabbly.com/connect and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks to get started.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on the blue tab labeled ‘Create Workflow’. This is where you will initiate the integration process between Stripe and Twilio for SMS notifications.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to manage the integration. Name your workflow something like ‘Stripe to Twilio Integration’ and click on the ‘Create’ button. This action will open a new window where you can set up the trigger and action for your workflow.

• Choose Stripe as your trigger application.
• Select the trigger event as ‘New Refund’.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL will act as a bridge between Stripe and Pabbly Connect. After copying the URL, you’ll need to set it up in your Stripe account.

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3. Setting Up Stripe Webhooks

Log in to your Stripe account and navigate to the ‘Developers’ section, then click on ‘Webhooks’. Here, you will add a new endpoint. Paste the webhook URL from Pabbly Connect into the designated field.

Next, select the latest API version and choose the event type. For this integration, you will select ‘Charge Refunded’ as the event. After configuring these settings, click on ‘Add Endpoint’ to finalize the setup.

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4. Testing the Webhook with a Refund

To test if the webhook is working correctly, you need to create a refund in Stripe. Go to the ‘Payments’ section, select a payment, and click on ‘Refund Payment’. After confirming the refund, check back in Pabbly Connect to see if the webhook response has been recorded.

• Ensure that the refund amount is recorded correctly.
• Verify that all necessary data points are captured.

Once the webhook response is received, you can proceed to set up the next steps in your workflow.

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5. Sending SMS Notifications via Twilio

Now that you have the refund data, the next step is to send an SMS notification using Twilio. Add an action step in Pabbly Connect and select Twilio as the application. Choose the action event ‘Send SMS’. Connect your Twilio account by entering the required credentials, including Account SID and Auth Token.

After connecting, compose the SMS body. You can include dynamic fields such as the customer’s name and refund amount by mapping them from the previous steps. Finally, click on ‘Save and Send Test Request’ to send the SMS.

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Conclusion

In this tutorial, we explored how to set up SMS notifications for refunds created in Stripe using Pabbly Connect and Twilio. By following these steps, you can ensure that your clients are promptly notified of any refund actions. This integration helps enhance customer communication and satisfaction.

Learn how to automate saving new attachments from Gmail to Dropbox using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Automation

To save new attachments from Gmail to Dropbox, the first step is to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. If you already have an account, simply log in to access your dashboard.

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

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2. Create a New Workflow in Pabbly Connect

After accessing the dashboard, click on ‘Create Workflow’ and give it a name, such as ‘Gmail to Dropbox’. This workflow will automate the process of saving attachments from your Gmail account to Dropbox. using Pabbly Connect

In this workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the condition that initiates the automation, while the action window is where you define what happens when the trigger occurs.

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3. Set Up Trigger Using Email Parser

In the trigger window, select the ‘Email Parser’ feature from Pabbly Connect. This feature allows you to capture the details of incoming emails, including attachments. You will be provided with a unique email address to which you will forward your Gmail attachments.

To forward emails from your Gmail account, go to Gmail settings, select ‘See all settings’, and navigate to the ‘Forwarding and POP/IMAP’ tab. Here, add the email address provided by the Pabbly Connect Email Parser as a forwarding address. Ensure that you verify this forwarding address by entering the OTP sent to it.

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4. Forward Emails to Pabbly Connect

With the forwarding address set up, you can now send a test email to your Gmail account with an attachment. This email will be automatically forwarded to the Pabbly Connect Email Parser. Click on the ‘Capture Email Response’ button in Pabbly Connect to see the details of the forwarded email.

• Compose a new email in Gmail with an attachment.
• Send it to your Gmail address that is set for forwarding.
• Check Pabbly Connect for the captured email response.

Once the email is captured, you will see the attachment link in the response. This confirms that Pabbly Connect is successfully receiving emails from your Gmail account.

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5. Upload Attachments to Dropbox

Now that you have set up the trigger, it’s time to configure the action to upload the attachments to Dropbox. In the action window, search for ‘Dropbox’ and select the ‘Upload File’ action event.

Click on ‘Connect’ and select ‘Add New Connection’ to link your Dropbox account with Pabbly Connect. After connecting, you will need to map the attachment URL from the email response to the file URL field in Dropbox. Also, specify the file name and folder path where you want to save the attachments.

• Map the attachment URL received from the email parser.
• Enter the desired file name and extension.
• Specify the folder path in your Dropbox account.

After completing these steps, click on ‘Save and Send Test Request’ to verify the integration. If successful, the attachment will be uploaded to your specified Dropbox folder.

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Conclusion

By following these steps, you can easily automate the process of saving new attachments from Gmail to Dropbox using Pabbly Connect. This integration not only saves time but also ensures that your important files are backed up seamlessly. Start using Pabbly Connect today to enhance your workflow efficiency.