Author: Nitin Maheshwari

Learn how to automatically create contacts in Salesmate from new Gmail leads using Pabbly Connect. This tutorial provides step-by-step instructions for seamless integration. 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 Gmail and Salesmate Integration

To start automating contact creation in Salesmate, you first need to access Pabbly Connect. Visit Pabbly’s website and log into your account. If you don’t have an account, you can sign up for free and receive monthly tasks at no cost.

Once logged in, navigate to Pabbly Connect. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name it something like ‘Gmail to Salesmate’ to reflect the integration you are establishing.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger event that will initiate the workflow. Select ‘Email Parser’ as the trigger application in Pabbly Connect. This application helps to extract details from incoming emails.

• Copy the provided email address from Pabbly Connect.
• Go to your Gmail inbox and paste this email address in the forwarding settings.
• Verify the forwarding address by entering the confirmation code sent to your Pabbly email parser address.

After setting up the forwarding, save the changes in Gmail. This allows all incoming lead emails to be automatically forwarded to the Email Parser, enabling Pabbly Connect to extract the necessary details for creating contacts in Salesmate.

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3. Testing the Trigger Connection in Pabbly Connect

To ensure the connection is successful, you will need to send a test email to the Gmail address you set up for forwarding. Compose a new email as a lead, including relevant details in the subject and body.

Once the email is sent, return to Pabbly Connect and click on the ‘Capture Response’ button. This action will retrieve the email details, confirming that the integration is functioning correctly. You should see the lead’s name, email address, and message body captured in Pabbly Connect.

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4. Setting Up the Action to Create a Contact in Salesmate

Now that the trigger is configured, the next step is to set up the action that will create a contact in Salesmate. Select ‘Salesmate’ as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

• Connect your Salesmate account by entering the required hostname and session token.
• Map the fields from the captured email response to the Salesmate contact fields, such as first name, last name, and email address.
• Use the ‘Text Formatter’ in Pabbly Connect to split the full name into first and last names if necessary.

After mapping the fields, test the action to verify that the contact is created successfully in Salesmate. You should see the new lead appear in your Salesmate contacts list.

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5. Finalizing Your Automation with Pabbly Connect

After successfully creating the contact in Salesmate, finalize your automation by saving the workflow in Pabbly Connect. This ensures that every new lead email received will automatically create a contact in Salesmate without any manual effort.

To check if everything is working correctly, you can send another test email to your Gmail. If the contact appears in Salesmate, your integration is complete. This seamless workflow saves time and helps manage leads efficiently.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of contacts in Salesmate from new Gmail leads. By following these steps, you can streamline your lead management process and enhance your customer relationship management.

Learn how to send SMS notifications for successful Instamojo payments using Pabbly Connect in this detailed tutorial. Step-by-step guide included. 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 Integration

To begin sending SMS notifications for successful Instamojo payments, you must access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. If you are an existing user, simply sign in; otherwise, sign up for a free account.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, locate the ‘Create Workflow’ button on the right-hand side. Click this button to initiate a new workflow for your SMS notifications.

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2. Creating a Workflow in Pabbly Connect

Once you click on ‘Create Workflow’, you will need to name your workflow. For this integration, name it something like ‘Instamojo to MSG91 Integration’. This name will help you identify the workflow later.

After naming your workflow, click on the ‘Create’ button. You will now see two important sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this setup, your trigger will be the successful payment from Instamojo.

• Name your workflow appropriately.
• Select the trigger event as ‘New Sale’ from Instamojo.
• Click on ‘Create’ to proceed.

With the trigger set, you will receive a webhook URL from Pabbly Connect which you will use to connect to your Instamojo account.

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3. Setting Up the Webhook in Instamojo

Now that you have your webhook URL, navigate to your Instamojo account. Click on ‘Smart Pages’ to access your payment pages. Here, you can edit an existing page or create a new one.

To set up the webhook, click on the three dots next to your desired page and select ‘Edit Page’. In the settings, find the option for ‘Add Webhook’. Paste the webhook URL you copied from Pabbly Connect into the provided field. After pasting the URL, make sure to click on ‘Save and Update’ to finalize the connection.

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4. Testing the Integration with Pabbly Connect

After saving the webhook, return to Pabbly Connect. You will see a message indicating that it is waiting for a webhook response. To test this, go back to your Instamojo page and complete a test payment.

Fill in the required customer information and click on ‘Pay Now’. Once the payment is successful, go back to Pabbly Connect to check if the webhook has received the response. You should see details like payment status, amount, and buyer information.

• Complete the payment process on Instamojo.
• Check Pabbly Connect for the webhook response.
• Ensure all payment details are captured correctly.

Once the data is received, your integration setup is confirmed and ready for the next step.

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5. Sending SMS Notifications via MSG91

With the payment details captured, the next step is to set up the action in Pabbly Connect to send SMS notifications. For this, select MSG91 as your action application.

Choose the action event as ‘Send Campaign’. You will need to connect your MSG91 account by entering the API key. To find your API key, log in to your MSG91 account and navigate to the SMS section to retrieve it. Paste this key back into Pabbly Connect to establish the connection.

Now, map the required fields such as mobile number, name, and other details from the webhook data you received earlier. After mapping, click on ‘Save and Send Test Request’. You should receive a confirmation message indicating that the SMS has been sent successfully.

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Conclusion

In this tutorial, we explored how to send SMS notifications for successful Instamojo payments using Pabbly Connect. By following the steps outlined, you can automate communication with your customers seamlessly. This integration enhances customer engagement and ensures timely updates about their transactions.

Learn how to send SMS from MSG91 for new Airtable records using Pabbly Connect in this detailed tutorial. Follow the steps 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. Accessing Pabbly Connect for Integration

To begin the process of sending SMS from MSG91 for new Airtable records, you first need to access Pabbly Connect. Visit the URL www.Pabbly.com and log in to your account. If you are a new user, click on ‘Sign up for free’ to create an account. Pabbly Connect offers 100 free tasks every month, making it easy to start your automation journey.

Once you log in, you will be directed to the dashboard. Here, find the blue tab labeled ‘Create Workflow’ on the right side. Click on it to initiate the creation of your workflow. This sets the stage for integrating Airtable with MSG91 through Pabbly Connect.

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2. Setting Up the Trigger in Airtable

The next step involves setting up the trigger within Airtable using Pabbly Connect. Select Airtable as your trigger application and choose the event ‘New Record’. This means that every time a new record is added to your Airtable base, the trigger will activate.

• Select Airtable as the trigger application.
• Choose ‘New Record’ as the trigger event.
• Connect your Airtable account by adding a new connection using your API key.

After connecting, select the specific base and table where your records are stored. Make sure to create a field named ‘Created’ with the type ‘Created Time’ in your Airtable base to ensure the trigger works correctly. This setup allows Pabbly Connect to capture new records effectively.

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3. Configuring Action in MSG91

Once the trigger is set, the next step is to configure the action in MSG91 through Pabbly Connect. Select MSG91 as your action application and choose the event ‘Send Campaign’. This action will send an SMS whenever a new record is added in Airtable.

• Select MSG91 as the action application.
• Choose ‘Send Campaign’ as the action event.
• Connect your MSG91 account using the Auth Key.

After connecting, you will need to specify the details of the SMS campaign. Enter the mobile number, campaign name, and the message content. You can map the data from Airtable to personalize your SMS messages. This allows Pabbly Connect to automate the SMS sending process seamlessly.

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4. Testing the Integration with Pabbly Connect

With the configurations complete, it’s time to test the integration. Use Pabbly Connect to send a test request to MSG91. This will verify that your setup is working correctly. If successful, you should receive an SMS on the specified mobile number.

To ensure everything is functioning as expected, add a new record in your Airtable base. For example, create a record with a name, surname, phone number, and designation. Once the record is added, Pabbly Connect will automatically trigger the SMS sending process through MSG91.

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5. Conclusion

In this tutorial, we covered how to send SMS from MSG91 for new Airtable records using Pabbly Connect. By following the steps outlined, you can easily automate SMS notifications for new entries in your Airtable base. This integration enhances your workflow and ensures timely communication with your users.

With Pabbly Connect, you can streamline your processes and save time on manual tasks. Start using Pabbly Connect today to leverage its powerful integration capabilities!

Learn how to integrate Slack client information into Google Sheets using Pabbly Connect with email and contact details 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 Integration

To start integrating Slack client information into Google Sheets, you first need to access Pabbly Connect. Open your browser and type in the URL www.Pabbly.com/connect. This will take you to the landing page of Pabbly Connect.

Once on the page, you will find options to sign in or sign up. If you are a new user, click on the sign-up button to create a free account. Pabbly Connect offers 100 free tasks every month, making it easy to get started.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, click on the blue ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. You can name it ‘Slack Information to Google Sheets’ to reflect its purpose.

Once you have named your workflow, click on ‘Create’. You will then see options for trigger and action events. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, select Slack as the trigger app.

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3. Setting Up Slack as the Trigger Application

To set Slack as the trigger, select ‘New User’ as the trigger event. This means that every time a new user is created in Slack, it will trigger the workflow in Pabbly Connect. Next, you will need to connect your Slack account.

Click on ‘Add New Connection’ and then select ‘Connect with Slack’. You will be prompted to choose a token type; select ‘User’ since you will need to send messages and share details. After this, authorize Pabbly Connect to access your Slack workspace by clicking on ‘Allow’.

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4. Adding Google Sheets as the Action Application

After successfully setting up Slack, the next step is to add Google Sheets as the action application in Pabbly Connect. Click on the option to add a new action and select Google Sheets. The action event you need to choose is ‘Lookup Spreadsheet Row’. This will allow you to check if the user already exists in your Google Sheets.

To connect Google Sheets, click on ‘Add New Connection’ and authorize access. Once connected, select the spreadsheet you want to work with. Ensure that your spreadsheet has the necessary columns for email and contact details. Map the email address from Slack to the appropriate column in Google Sheets.

• Select the spreadsheet containing your contact details.
• Map the email address from Slack to the email column in Google Sheets.
• Test the connection to ensure data is being pulled correctly.

After setting up the action, click on ‘Save and Send Test Request’ to verify that the integration works as expected.

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5. Finalizing the Integration and Testing

With both Slack and Google Sheets configured in Pabbly Connect, it’s time to finalize the integration. You will need to set up a filter to determine if the user already exists in your spreadsheet. If the user does not exist, then proceed to add them as a new entry.

To do this, select the filter option and set the condition to check if the response result is ‘Data Not Found’. If true, proceed to add the new user details to Google Sheets by selecting the ‘Add New Row’ action in Google Sheets. Map the relevant fields such as name, email, and contact number.

Finally, test the integration by creating a new user in Slack. Wait for a few minutes for the data to populate in Google Sheets. Refresh your spreadsheet to confirm that the new user information has been added successfully.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Slack client information into Google Sheets effectively. By following these steps, you can automate the process of capturing new user details, ensuring your records are always up to date. This integration enhances your workflow efficiency and keeps your data organized.

Learn how to send Google Forms notifications to multiple WhatsApp numbers using Pabbly Connect. This step-by-step guide covers all necessary integrations and settings. 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 Google Forms Notifications

To send Google Forms notifications to multiple WhatsApp numbers, you first need to set up Pabbly Connect. Start by visiting Pabbly Connect and signing up for a free account. Once you log in, you will access the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Choose something relevant like ‘Google Forms to WhatsApp Notifications’ and click on the ‘Create’ button. This initiates your automation process using Pabbly Connect.

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2. Connecting Google Forms to Pabbly Connect

Now, you need to connect Google Forms as the trigger application in Pabbly Connect. In the trigger section, search for ‘Google Forms’ and select it. Choose the ‘New Response Received’ trigger event. This action enables Pabbly Connect to capture responses from your Google Form.

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

Next, go to your Google Form and open the linked Google Sheet. Under the Extensions tab, select Pabbly Connect Webhooks and click on ‘Initial Setup’. Paste the webhook URL into the specified field and set the trigger column to the last data entry column, which will activate the workflow when new responses are received.

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3. Setting Up WhatsApp Integration in Pabbly Connect

After connecting Google Forms, the next step is to set up WhatsApp as the action application in Pabbly Connect. Search for ‘WhatsApp Cloud API’ and select it. Choose the action event ‘Send Template Message’. This allows Pabbly Connect to send messages via WhatsApp when a new form response is received.

• Select ‘WhatsApp Cloud API’ as the action application.
• Choose the action event ‘Send Template Message’.
• Connect your WhatsApp account using the provided access token and phone number ID.

Once connected, you will need to select the message template you created for sending order confirmations. Ensure that you map the customer’s WhatsApp number from the Google Form to the recipient field in Pabbly Connect.

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4. Sending Notifications to Multiple Recipients

To send notifications to multiple WhatsApp numbers, clone the WhatsApp action step in Pabbly Connect. This allows you to create additional messages for other recipients, such as the store owner or delivery person. Each cloned step can use different message templates tailored for each recipient’s needs.

For each cloned step, select the appropriate message template and map the necessary fields, such as the owner’s name and product details. This ensures that each recipient receives relevant information automatically without any manual intervention.

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5. Testing and Activating the Workflow

After setting up all the necessary integrations and notifications, it’s time to test your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to verify if the WhatsApp messages are being sent correctly. Ensure that all mapped fields display the correct information.

Once testing is successful, activate your workflow. From now on, every time a new order is submitted through your Google Form, Pabbly Connect will automatically send notifications to the specified WhatsApp numbers without any additional effort required on your part.

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Conclusion

By following this tutorial, you can easily set up a system to send Google Forms notifications to multiple WhatsApp numbers using Pabbly Connect. This automation saves time and ensures that important order information is communicated promptly to all relevant parties.

Learn how to automatically send Microsoft Teams notifications for new items in Monday.com using Pabbly Connect. Step-by-step tutorial included! 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 Integration

To start the process of integrating Microsoft Teams with Monday.com, you need to access Pabbly Connect. First, visit the official Pabbly website by typing ‘Pabbly.com’ in your browser. Once on the homepage, you will find options to sign in or sign up for free, which gives you 100 free tasks every month.

After signing in, locate the ‘Create Workflow’ button on the top right corner. Here, you will be prompted to name your workflow, which can be something like ‘Monday.com to Microsoft Teams’. This sets the stage for the automation process that will follow.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Select ‘Monday.com’ as your trigger application. The specific trigger event you will choose is ‘New Item in Board’. This event will activate whenever a new task is created in Monday.com.

• Select ‘Monday.com’ as the trigger application.
• Choose ‘New Item in Board’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Now, navigate to your Monday.com account. On your board, click the integrations icon and access the integration center. Search for the webhook option and select ‘When an item is created, send a webhook’. Here, paste the copied URL from Pabbly Connect and save the changes.

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3. Testing the Integration with a Dummy Submission

To ensure everything is set up correctly, you will need to test the integration in Pabbly Connect. Go back to Monday.com and create a dummy task by adding a new item. For instance, you might enter ‘Check SEO Strategy’ as the task name.

After creating the task, return to Pabbly Connect and check if the response has been received. This confirms that the integration is functioning as intended. If you see the task details reflected in Pabbly, it means the trigger has successfully activated.

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4. Adding a Delay for Task Details

In this step, you will add a delay to ensure that all task details are captured before sending the notification. In Pabbly Connect, select the action step and search for the ‘Delay’ option. Set the delay for a specific duration, such as 2 minutes, to allow for additional task details to be filled in.

Once you have configured the delay, return to Monday.com to fill in additional details for your task, such as assigning it to a team member and setting a due date. After updating these details, go back to Pabbly Connect to fetch the updated task information.

• Select ‘Delay’ in the action step.
• Set the delay duration (e.g., 2 minutes).
• Fill in additional task details in Monday.com.

This delay ensures that when you fetch the task details, you receive the most accurate and complete information before sending the notification.

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5. Finalizing Notifications in Microsoft Teams

Now, you will set up the action to send a notification in Microsoft Teams using Pabbly Connect. Select Microsoft Teams as your action application and choose the ‘Send Message in Channel’ action event. Connect to your Microsoft Teams account by authorizing Pabbly Connect.

After successful authorization, select the appropriate team and channel where you want to send the notification. Compose your message, ensuring to map in the task details such as the assignee’s name, task name, and due date. This message will automatically update with relevant details for future tasks.

Select ‘Microsoft Teams’ as the action application. Choose ‘Send Message in Channel’ as the action event. Map in the task details in your message.

Finally, click on ‘Save and Send Test Request’ to send the message to Microsoft Teams. Check your Teams channel to confirm that the notification has been successfully delivered. This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Microsoft Teams with Monday.com using Pabbly Connect. By following the steps outlined, you can automate notifications for new tasks, ensuring that team members are promptly informed. This integration streamlines your workflow and enhances productivity.

Learn how to automate sending messages in Microsoft Teams for new Airtable records using Pabbly Connect. 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 Integration

To automate sending messages in Microsoft Teams for new Airtable records, you need to use Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account and access 100 automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Airtable to Microsoft Teams Automation’. After naming, click on ‘Create’ to proceed to the workflow page.

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2. Choosing the Trigger in Pabbly Connect

The next step involves selecting the trigger application in Pabbly Connect. In this case, choose Airtable as your trigger application. The trigger event will be set to ‘New Record’. This means every time a new record is added to your Airtable base, it will trigger the automation. using Pabbly Connect

• Select Airtable as the trigger application.
• Choose ‘New Record’ as the trigger event.
• Set the trigger to check for new records every 10 minutes.

After setting the trigger, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the Airtable API key, which can be found in your Airtable account settings. This key allows Pabbly Connect to access your Airtable data securely.

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3. Configuring Airtable in Pabbly Connect

After connecting to Airtable, you need to specify the base and table where your records are stored. In this case, select the base named ‘Indie Film Production’ and the table named ‘Scenes’. This ensures that Pabbly Connect monitors the correct data for any new entries. using Pabbly Connect

Make sure to create a trigger field in Airtable, which should be a ‘Created Time’ field. This field will automatically record the date and time when a new record is added. After selecting the trigger field, click on ‘Save and Send Test Request’ to fetch the latest record from Airtable.

• Select the base and table in Airtable.
• Create a ‘Created Time’ field to act as the trigger.
• Click ‘Save and Send Test Request’ to confirm the setup.

Once the test request is successful, you will see the latest record details captured in Pabbly Connect. This confirms that the integration with Airtable is correctly set up.

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4. Setting Up the Action to Send Messages in Microsoft Teams

Now that the trigger is configured, the next step is to set the action in Pabbly Connect. Select Microsoft Teams as your action application, and choose ‘Send Message in a Channel’ as the action event. This action will send the details of the new Airtable record to your Microsoft Teams channel. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to grant Pabbly Connect permission to access your Microsoft Teams account. Accept the permissions to establish the connection. Once connected, select the appropriate team and channel where you want to send the messages.

Choose Microsoft Teams as the action application. Select ‘Send Message in a Channel’ as the action event. Map the message content using the details from Airtable.

In the message field, you can type a standard message for your team, incorporating the mapped details from the Airtable record. For example, you could say, ‘Hello team, your new task record for today’s shooting schedule is added in Airtable. The details are as follows: [mapped details].’ This ensures that your team receives all necessary information automatically.

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5. Testing the Integration in Pabbly Connect

After setting up the action, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ to check if the message is sent to your Microsoft Teams channel. If everything is configured correctly, you should see the message appear in your selected channel with the details from the latest Airtable record.

Once the test is successful, your integration is complete. You can now add new records in Airtable, and Pabbly Connect will automatically send messages to your Microsoft Teams channel without any manual intervention. This automation saves time and keeps your team informed in real-time.

Click ‘Save and Send Test Request’ to test the action. Check your Microsoft Teams channel for the message. Add new records in Airtable to see the automation in action.

This seamless integration via Pabbly Connect allows for efficient communication and task management, enhancing your team’s productivity.

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Conclusion

In this tutorial, we explored how to integrate Airtable with Microsoft Teams using Pabbly Connect. By automating message sending for new Airtable records, teams can stay updated effortlessly. This setup enhances collaboration and ensures that no important updates are missed.

Learn how to automate Typeform submissions to Microsoft Teams using Pabbly Connect for seamless notifications and team collaboration. 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 the integration process, first access Pabbly Connect by visiting the official website. Here, you can create a free account that allows you to utilize 100 automation tasks each month. Once you have signed up, log into your Pabbly Connect dashboard to start setting up your workflow.

In the dashboard, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Typeform to Microsoft Teams Automation’. This naming helps you identify the workflow later on. After naming, click on the ‘Create’ button to proceed to the workflow setup.

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2. Setting Up the Trigger with Typeform

The next step involves setting up the trigger for your automation. In this case, the trigger will be a new submission from Typeform. In the trigger application field, select Pabbly Connect and then choose Typeform from the list of applications.

• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Typeform account.

Once connected, select the specific Typeform you wish to use for this integration. After selecting the form, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is properly receiving data from Typeform.

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3. Testing Typeform Submission

After setting up the trigger, you need to test the Typeform integration. Fill out the Typeform with dummy data to simulate a real submission. For example, enter a first name, last name, email, department, and ticket description to complete the form. using Pabbly Connect

Once you submit the form, check the Pabbly Connect workflow to see if the data has been captured correctly. You should see a response indicating that the data, including the first name, last name, email address, department, and description, has been received successfully.

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4. Configuring the Action to Send Message in Microsoft Teams

Now that the Typeform submission is set up as a trigger, the next step is to configure the action that will send a message to Microsoft Teams. In the action application field, select Pabbly Connect and then choose Microsoft Teams.

• Select ‘Send Message in a Channel’ as the action event.
• Connect your Microsoft Teams account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Microsoft Teams account.

After connecting, select the appropriate team and channel where you want to send the notifications. You can customize the message to include details from the Typeform submission, ensuring your team receives all necessary information.

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5. Finalizing the Integration and Testing

To finalize the integration, review the message you have set up for Microsoft Teams. Make sure to map the fields from the Typeform submission accurately, such as the first name, last name, department, and ticket description. using Pabbly Connect

Once everything is set, click on ‘Save and Send Test Request’ to ensure that the message is sent to Microsoft Teams correctly. Check the designated channel in Microsoft Teams to confirm that the message appears as expected, reflecting the details from your Typeform submission.

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Conclusion

This tutorial demonstrated how to integrate Typeform submissions with Microsoft Teams using Pabbly Connect. By automating this process, you can ensure your team is promptly notified of new submissions, saving time and enhancing communication.

Learn how to automate the creation of 80G receipts after payment through Instamojo Smart Pages using Pabbly Connect. Step-by-step tutorial included. 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 begin automating the creation of 80G receipts, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once there, you can either sign in if you’re an existing user or sign up for a free account. Pabbly Connect offers 100 free tasks every month, which is perfect for testing your workflows.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. This is where you will set up the automation process for generating 80G receipts.

In the dialog box that appears, name your workflow, for example, ‘Create ATG Receipts for Instamojo Smart Pages’. Then, click on ‘Create’ to proceed.

• Click on ‘Access Now’ to enter the integration setup.
• Select ‘Instamojo’ as the application for your trigger event.
• Choose ‘New Sales’ as the trigger event.

This setup allows Pabbly Connect to monitor your Instamojo account for new donations automatically.

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3. Setting Up Instamojo for Webhook Integration

To link Instamojo with Pabbly Connect, you need to add a webhook URL to your Instamojo Smart Page. Go to your Instamojo dashboard, find your Smart Page, and click on the three dots to edit it.

In the settings, locate the ‘Add Webhook’ option. Paste the webhook URL from Pabbly Connect into the designated field and save your changes. This step is crucial for capturing payment data accurately.

• Ensure the webhook is active for it to send data to Pabbly Connect.
• Save and update your Smart Page settings.

Once the webhook is set up, return to Pabbly Connect and click on ‘Re-capture Webhook Response’ to test the integration.

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4. Creating the ATG Receipt Template in Google Docs

Next, you need to create a template for the 80G receipt in Google Docs. This template should include placeholders for variables such as the donor’s name, donation amount, and date. Use double curly braces to denote these variables.

After creating your template, return to Pabbly Connect and select ‘Google Docs’ as your next application. Choose the action event ‘Create Document from Template’. Connect your Google Docs account and specify the template you created earlier.

Map the required fields from the webhook response to your template. Ensure the document is named appropriately using donor details.

This allows Pabbly Connect to generate a personalized receipt each time a payment is received.

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5. Sharing the Receipt via WhatsApp

Finally, you’ll want to share the generated receipt via WhatsApp. In Pabbly Connect, add another action step and select ‘WhatsApp Cloud API’. Choose ‘Send Template Message’ as the action event.

Connect your WhatsApp account and fill in the required fields, including the recipient’s mobile number and the message template. Make sure to format the mobile number correctly by removing any plus signs.

Use the PDF link of the generated receipt in your message. Send a test message to ensure everything is functioning correctly.

This integration allows donors to receive their 80G receipts instantly via WhatsApp, streamlining your donation process using Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation and sharing of 80G receipts after payments through Instamojo Smart Pages simplifies the donation process significantly. By following the steps outlined above, you can ensure timely communication with your donors while saving time and effort.

Learn how to automate sending channel messages in Microsoft Teams when a new row is added in Google Sheets using Pabbly Connect. Follow our step-by-step guide.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first visit the Pabbly website by navigating to Pabbly.com. This platform will enable you to automate sending messages in Microsoft Teams whenever a new row is added in Google Sheets.

Once on the Pabbly homepage, you will see options for signing in or signing up. If you don’t have an account, you can sign up for free, which includes 100 tasks per month. After logging in, locate the ‘Create Workflow’ button to begin your automation setup.

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2. Setting Up the Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button in Pabbly Connect, name your workflow something descriptive like ‘Google Sheets to Microsoft Teams’. This will help you identify the workflow later. Pabbly Connect will present you with two sections: Trigger and Action.

• Select Google Sheets as the Trigger Application.
• Choose the Trigger Event as ‘New or Updated Spreadsheet Row’.
• Copy the provided Webhook URL for later use.

These steps will set up the trigger that activates whenever a new row is added or updated in Google Sheets. After copying the Webhook URL, proceed to configure Google Sheets.

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3. Configuring Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, open your Google Sheets document where you want to track customer issues. Click on the ‘Extensions’ menu, then navigate to Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the previously copied Webhook URL here.

For the Trigger Column, select column D, as this will be the column that triggers the message when updated. After pasting the URL and selecting the trigger column, send a test to confirm the connection. You should see a success message indicating that the test data has been sent successfully to Pabbly Connect.

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4. Sending Messages to Microsoft Teams

Now that Google Sheets is configured, return to Pabbly Connect to set up the action step. Select Microsoft Teams as the Action Application and choose the action event ‘Send Message in a Channel’. This will allow you to send a message to a specific channel in Teams whenever a new row is added.

Connect your Microsoft account to Pabbly Connect. Once connected, you will see a list of your Teams. Choose the appropriate team and channel where you want to send the notifications. For the message, you can customize it as follows:

• ‘Hello team, our customer [Customer Name] has reported an issue. Kindly look into it. Further details are as follows: Contact Number: [Contact Number], Email: [Email]’

This message will dynamically pull the customer’s details from Google Sheets and send them to the specified Microsoft Teams channel. After framing your message, save and send a test request to ensure everything is working correctly.

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5. Finalizing the Integration

Once you have successfully sent a test message to Microsoft Teams, your integration using Pabbly Connect is complete. Make sure to return to Google Sheets and click on ‘Send on Event’ under Pabbly Connect Webhooks to ensure that it captures all future data.

After this setup, every time a new row is added or updated in your Google Sheets, a message will automatically be sent to your selected Microsoft Teams channel. This automation saves time and ensures that your team is always informed about customer issues.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send channel messages in Microsoft Teams whenever a new row is added in Google Sheets. By following these steps, you can automate notifications and streamline your workflow efficiently.