Author: Nitin Maheshwari

Learn how to automate WooCommerce and Teachable integration using Pabbly Connect to enroll users instantly upon course purchase. Follow this detailed tutorial! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for WooCommerce and Teachable Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the enrollment of users in Teachable when they purchase a course via WooCommerce. This integration streamlines the process, removing the need for manual data entry.

By utilizing Pabbly Connect, educators can ensure that students are automatically enrolled in their courses, enhancing the user experience and saving valuable time. This method is efficient and effective for online educators.

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2. Setting Up Pabbly Connect for WooCommerce

To start integrating WooCommerce with Teachable using Pabbly Connect, first, visit the Pabbly website. Click on the ‘Sign In’ button at the top right corner to access your account. If you’re new, you can sign up for free.

Once logged in, navigate to Pabbly Connect and click on the blue ‘Create Workflow’ button. Name your workflow (e.g., ‘WooCommerce to Teachable’) and hit ‘Create’. This sets up the environment for your integration.

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3. Setting Up the Trigger Event in WooCommerce

In this section, we will define the trigger event in Pabbly Connect. Select WooCommerce as the application for the trigger event. Choose ‘New Order Created’ as the trigger event, which means the workflow will initiate when a new order is placed on WooCommerce.

After selecting the trigger, copy the webhook URL provided by Pabbly Connect. This URL is essential as it connects WooCommerce to Pabbly Connect. Next, go to your WooCommerce dashboard, navigate to ‘Settings’, then to ‘Advanced’, and click on ‘Webhooks’. Here, create a new webhook and paste the copied URL into the designated field.

• Name your webhook (e.g., ‘Enroll User in Teachable’).
• Set the status to ‘Active’.
• Select ‘Order Created’ as the topic.
• Save the webhook.

Once saved, return to Pabbly Connect to test the connection by capturing a webhook response. This ensures that the integration is set up correctly before proceeding.

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4. Filtering Orders for Specific Courses

After successfully capturing the webhook response, the next step is to filter orders for specific courses. This is crucial to ensure that only users who purchase the designated course are enrolled in Teachable. In Pabbly Connect, add a filter action and set the condition to check if the course purchased matches the expected course name.

For example, if the course is ‘PHP for Beginners’, set the condition as follows:

• Line items: PHP for Beginners
• Condition: Equal to
• Value: PHP for Beginners

Once the filter is set, test the condition to ensure it evaluates to true. If successful, you can proceed to the next step where you will set up the action event to enroll the user in Teachable.

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5. Enrolling Users in Teachable Using Pabbly Connect

The final step in this integration is to enroll the user in Teachable. Select Teachable as the action application in Pabbly Connect and choose the action event ‘Enroll User in Course’. You will need to connect your Teachable account by providing your email, password, and subdomain.

To find your subdomain, go to your Teachable account, click on the ‘Site’ option, and copy the domain name. Ensure to remove everything after ‘.teachable.com’ to format it correctly. Once connected, map the required fields such as billing email, first name, and last name from the WooCommerce order to the corresponding fields in Teachable.

Email: Map to the billing email from WooCommerce. First Name: Map to the first name from WooCommerce. Last Name: Map to the last name from WooCommerce.

After mapping the fields, send a test request to confirm that the user is successfully enrolled in Teachable. Check your Teachable account to verify that the user appears in the course’s student list.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the enrollment of users in Teachable upon their purchase of a course through WooCommerce. By following these steps, online educators can streamline their processes and enhance the learning experience for their students.

Utilizing Pabbly Connect not only saves time but also ensures that students are enrolled in a timely manner, allowing them to access their courses immediately after purchase.

Learn how to send automated emails for different product sales from Shopify using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Shopify Notifications

To automate sending emails for different product sales from Shopify, you first need to access Pabbly Connect. This powerful integration tool allows you to create workflows that connect various applications seamlessly.

Start by visiting Pabbly Connect at Pabbly.com/connect. Sign up for a free account, which provides you with 100 free automation tasks every month. Once signed in, you will be directed to your dashboard where you can create your first workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button to start setting up your automation. You can name your workflow something descriptive, such as ‘Shopify Order Emails to Customers’. This name helps you identify the workflow later.

• Click on the ‘Create’ button to initiate the workflow setup.
• You will see a page where you can set a trigger and an action for your automation.

In this case, the trigger will be a new order in Shopify, which will activate the workflow to send emails based on product types. This is where Pabbly Connect shines, allowing you to automate repetitive tasks effortlessly.

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3. Setting Up the Trigger for Shopify Orders

To set the trigger, select Shopify as your application. Then, choose the trigger event as ‘New Order’. This step is crucial as it tells Pabbly Connect when to start the automation process.

Once you select ‘New Order’, a webhook URL will be generated. You need to copy this URL to connect with your Shopify store. Navigate to your Shopify admin panel, go to ‘Settings’, and then click on ‘Notifications’. Here, scroll down to the Webhooks section and click on ‘Create Webhook’.

• Select ‘Order Creation’ as the event to track.
• Paste the copied webhook URL into the URL field and set the data format to JSON.

Finally, save the webhook. Your Shopify store is now integrated with Pabbly Connect, and you can proceed to test the connection by making a test order.

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4. Testing the Integration with a Test Order

To ensure that everything is set up correctly, you need to perform a test purchase from your Shopify store. Select a product (for example, a digital product like an ebook) and follow the checkout process to complete the order.

Once the order is placed, return to Pabbly Connect, and you should see the data from your test order captured in the response section. This data includes customer details, product name, and order information, which will be crucial for sending the correct emails.

Verify that the customer’s email and product details are correctly displayed in the response. This data is what you will use to send automated emails.

With the test order successfully captured, you can now set up the actions based on the product type.

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5. Configuring Actions to Send Automated Emails

After setting up your trigger, it’s time to configure the actions that will send emails based on the product type. Use the router feature in Pabbly Connect to create two paths: one for digital products and another for physical products.

For the digital product path, select Gmail as the application to send the email. In the action event, choose ‘Send Email’ and connect your Gmail account. Fill in the recipient’s email (mapped from the test data), subject, and email content. Attach the digital product file link if applicable.

Map the customer’s name and product details in the email content for personalization. For physical products, set up a similar email action but include delivery information.

After configuring both paths, save your workflow. This setup ensures that every time an order is placed, the correct email is automatically sent to the customer based on the product type.

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Conclusion

In conclusion, using Pabbly Connect to automate email notifications for different product sales in Shopify streamlines your communication with customers. By following the steps outlined in this tutorial, you can efficiently manage your order notifications and enhance customer satisfaction.

With Pabbly Connect, you set up a powerful automation that requires minimal ongoing effort, allowing you to focus on growing your business while maintaining excellent customer service.

Learn how to integrate Salesforce with WhatsApp to send automated messages to new leads using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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. Access Pabbly Connect for Salesforce WhatsApp Integration

To start sending WhatsApp messages to new Salesforce leads, first, access Pabbly Connect. Open your browser and navigate to Pabbly Connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes. For existing users, simply sign in to access your dashboard.

Once logged in, click on ‘Create Workflow’. Name your workflow, for example, ‘Salesforce to WhatsApp’, and hit ‘Create’. This opens your workflow with two windows: the trigger window and the action window. The trigger window will capture new leads from Salesforce, while the action window will send WhatsApp messages using Pabbly Connect.

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2. Setting Up the Trigger for New Salesforce Leads

In the trigger window, select Salesforce as the app from the dropdown menu. For the trigger event, choose ‘New Lead’. Click on ‘Connect’ and then ‘Add New Connection’. Here, you will need to log in to your Salesforce account to establish the connection. After logging in, grant permissions by clicking ‘Allow’.

• Log in to your Salesforce account.
• Grant necessary permissions to Pabbly Connect.
• Capture the instance URL from your Salesforce account settings.

To find the instance URL, navigate to Setup > Company Settings > Company Information in Salesforce. Locate your instance, which will look like ‘ap16’. Use this instance to form your instance URL and input it into Pabbly Connect. After saving and sending a test request, you should see a response indicating a successful connection.

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3. Creating a New Lead in Salesforce

Now that your trigger is set up, create a new lead in Salesforce to test the automation. Click the plus button in Salesforce and select ‘New Lead’. Fill in the lead’s details, such as name, email, and phone number. The phone number entered here will be the one receiving the WhatsApp message.

After saving the lead, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the newly created lead’s details into Pabbly Connect. You should see the lead’s information, including their name, email, and phone number, confirming the successful capture of the lead data.

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4. Setting Up WhatsApp Action in Pabbly Connect

Next, in the action window, search for WhatsApp Cloud API and select it. Choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account by selecting ‘Add New Connection’. Here, you will need to enter your WhatsApp Cloud API credentials. using Pabbly Connect

• Enter your WhatsApp Cloud API temporary access token.
• Input your Phone Number ID and WhatsApp Business Account ID.
• Ensure all credentials are correct to establish a successful connection.

Once connected, select the template message you wish to send. Templates must be pre-approved by WhatsApp to avoid spam. For this tutorial, we will use the template named ‘New Lead Sign Up’. After selecting the template, map the recipient’s mobile number from the Salesforce response and fill in the body fields with the lead’s name and your organization’s name.

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5. Testing the Integration and Conclusion

After mapping all necessary fields, click on ‘Save and Send Test Request’ to send a test WhatsApp message. If successful, you will receive a positive response indicating that the message was sent. Check the WhatsApp account associated with the phone number to confirm receipt of the message.

To ensure the integration works seamlessly, you can create additional leads in Salesforce. Each time a new lead is added, Pabbly Connect will automatically send a WhatsApp message using the configured template. This automation saves time and enhances communication with your leads.

In summary, by utilizing Pabbly Connect, you can effortlessly send WhatsApp messages to new Salesforce leads, improving your lead nurturing process. Follow the steps outlined in this tutorial to set up your integration and start automating your communications today.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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Learn how to automate sending Zoom meeting reminders to registrants using Pabbly Connect. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Zoom Integration

To begin sending Zoom meeting reminders, first access Pabbly Connect by visiting Pabbly.com/connect. You can sign up for a free account or log in if you already have one. Once on the dashboard, click on ‘Create Workflow’ and name it appropriately, such as ‘Zoom to Gmail.’ This sets the stage for the integration process.

In this workflow, you will configure two main components: the trigger and the action. The trigger will capture new registrants from your Zoom meeting, while the action will send reminder emails through Gmail. This seamless process is made possible through Pabbly Connect, which acts as the bridge between these applications.

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2. Setting Up the Trigger in Pabbly Connect

In the trigger window of your Pabbly Connect workflow, search for ‘Zoom’ as the app. Select the trigger event as ‘Configure Webhook.’ This action generates a unique webhook URL that will connect Zoom with Pabbly Connect.

Next, copy the webhook URL and navigate to your Zoom account. In Zoom, go to the App Marketplace and create a new app using the Webhook option. Fill in the necessary details, including the app name and your company information. Ensure to enable event subscriptions and paste the webhook URL where prompted. Select the event type as ‘Meeting Registration Created’ to capture registrant data. Once saved, this setup will allow Pabbly Connect to receive data whenever a new registrant signs up for your meeting.

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3. Capturing Registrant Data from Zoom

After setting up the webhook in Zoom, the next step is to test the integration by adding a new registrant to your Zoom meeting. As soon as the registrant is added, Pabbly Connect captures their details, including name and email address, through the webhook.

• Add a new registrant in your Zoom meeting using the registration link.
• Ensure that their details are correctly filled out, including name and email.
• Click on the register button to finalize the registration.

Once the registration is successful, return to your Pabbly Connect dashboard. You will see the captured data in the trigger response, confirming that the integration is working correctly. This data will be used to send meeting reminders.

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4. Sending Email Reminders Using Pabbly Connect

Now that you have captured the registrant’s details, the next step is to send email reminders three hours before the meeting. To achieve this, you will use the ‘DateTime Formatter’ feature in Pabbly Connect to subtract three hours from the meeting start time.

In the action window, search for ‘DateTime Formatter’ and select the action event as ‘Add or Subtract Time.’ Map the meeting start time from the trigger response and enter ‘-3 hours’ as the expression. This will calculate the correct time for sending the reminder. After saving this action, the next step is to add a delay by selecting the ‘Delay’ action in Pabbly Connect. Set it to delay until the calculated time.

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5. Finalizing Email Notifications to Registrants

With the delay set, the final action is to send the email reminder using Gmail. In the action window, search for ‘Gmail’ and select the action event as ‘Send Email.’ Connect your Gmail account and map the recipient’s email address from the registrant data captured earlier.

Compose the email content, including a friendly reminder about the upcoming meeting, the date, and the meeting title. Once everything is set, click on ‘Save and Send Test Request’ to verify that the email is sent correctly. This completes the automation process using Pabbly Connect, ensuring that all registrants receive timely reminders.

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Conclusion

In this tutorial, we demonstrated how to automate sending Zoom meeting reminders to registrants using Pabbly Connect. By following the steps outlined, you can ensure that all participants receive timely notifications, enhancing their meeting experience. This integration not only saves time but also improves communication efficiency.

Learn how to create an HTML template email in Gmail using Pabbly Connect. Follow our step-by-step guide to integrate Google Sheets and Gmail seamlessly. 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 Gmail Integration

To create an HTML template email in Gmail using Pabbly Connect, start by accessing the Pabbly Connect dashboard. Simply open your browser and type in ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on ‘Create Workflow’ to begin your integration process. You can name your workflow, for example, ‘Emails in HTML Template’, then click ‘Create’ to proceed.

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

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. Select ‘Google Sheets’ as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This allows Pabbly Connect to monitor your Google Sheets for new entries.

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

After copying the webhook URL, navigate to your Google Sheets. Install the Pabbly Connect add-on from the Google Workspace Marketplace if you haven’t done so already. Once installed, click on ‘Add-ons’, hover over Pabbly Connect, and select ‘Initial Setup’. Here, paste the webhook URL and set your trigger column, typically the last data entry column.

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3. Connecting Gmail to Send HTML Emails via Pabbly Connect

With your Google Sheets set up, it’s time to configure Gmail in Pabbly Connect. In the action event, search for ‘Gmail’ and select ‘Send Email’. This action allows you to send emails directly from your Gmail account.

Click on ‘Connect’ to link your Gmail account. Choose your account from the list and grant the necessary permissions. Once connected, you will be prompted to fill in the recipient’s email address, which you will map from the Google Sheets data you previously set up.

• Select ‘Send Email’ as the action event.
• Map the recipient’s email from the Google Sheets response.
• Enter the sender name and email subject.

Make sure to select ‘HTML’ as the email content type. This is crucial for sending your email in HTML format. You can then create your HTML email content in the provided field.

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4. Creating the HTML Email Template in Pabbly Connect

Now, it’s time to create the HTML content for your email using Pabbly Connect. Click on the HTML content field which will redirect you to an HTML editor. Here, you can draft your email body, including dynamic fields from Google Sheets.

For example, you can start with a greeting, followed by the student’s name, class, and percentage. This allows for personalized emails based on the data in your Google Sheets. Once you have drafted your email, copy the generated HTML code back into the email content field in Pabbly Connect.

Use the HTML editor to draft your email body. Map dynamic fields like student name, class, and percentage. Copy the HTML code back into Pabbly Connect.

After pasting the HTML code, review your email settings and click on ‘Save and Send Test Request’ to test the email sending process.

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5. Testing and Finalizing Your HTML Email Workflow

After setting everything up in Pabbly Connect, it’s crucial to test your workflow. Click on ‘Save and Send Test Request’ to send a test email. You should receive a confirmation that the email has been sent successfully.

Now, check the recipient’s Gmail account to ensure the email appears as intended. The email should reflect the HTML format you created, displaying the student’s name, class, and percentage correctly. This confirms that your integration between Google Sheets and Gmail via Pabbly Connect is functioning as expected.

By following these steps, you can successfully create and send personalized HTML template emails using Pabbly Connect. This powerful integration allows for seamless communication and efficient data handling.

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Conclusion

In this tutorial, we explored how to create an HTML template email in Gmail using Pabbly Connect, integrating Google Sheets for dynamic content. This integration streamlines your email communication and enhances personalization.

Learn how to automatically send email attachments to WhatsApp using Pabbly Connect with this detailed tutorial. Follow our step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the process of getting email attachments on WhatsApp, you need to access Pabbly Connect. This platform is essential for automating tasks between different applications. Begin by visiting the Pabbly Connect website and signing up for a free account if you haven’t already.

Once you have your account, log in and navigate to the dashboard. Here, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Gmail Attachments to WhatsApp’ and click on ‘Create’. This sets up the foundation for your automation process using Pabbly Connect.

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2. Setting Up the Trigger with Email Parser

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for the ‘Email Parser’ app. This feature allows you to capture emails sent to a specific address provided by Pabbly Connect. Copy the email address displayed in the Email Parser section.

• Log into your Gmail account and go to Settings.
• Navigate to ‘Forwarding and POP/IMAP’ settings.
• Add the Pabbly Connect Email Parser address as a forwarding address.

After confirming the forwarding address, any email sent to your Gmail will also be forwarded to Pabbly Connect. This allows you to extract email attachments automatically. Once set up, you can test the integration by sending a dummy email with an attachment to your Gmail account.

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3. Capturing Email Attachments in Pabbly Connect

Once the dummy email is sent, return to Pabbly Connect and click on ‘Re-capture Email Parser Response’. This action will prompt Pabbly Connect to retrieve the details of the email you just sent, including any attachments. Wait a few moments for the system to capture the response.

In the response, you will see various details of the email, including the sender’s address, subject line, and attachment link. This is crucial as it allows you to access the file you need. Copy the attachment link provided in the response, which will be used in the next steps to send the file via WhatsApp.

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4. Sending Attachments to WhatsApp using AiSensy

Now that you have captured the email attachment link, it’s time to send this information to WhatsApp. In the action window of Pabbly Connect, select ‘WhatsApp by AiSensy’. Choose the action event ‘Send Template Message’ and connect your AiSensy account by providing the required API key.

• Create a campaign in AiSensy and set the template message you want to use.
• Map the email sender’s address, subject line, and attachment link in the template parameters.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will trigger a WhatsApp message to your designated number, confirming that the automation is working correctly. You should see the message appear in your WhatsApp app shortly after.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we explored how to automatically send email attachments from Gmail to WhatsApp using Pabbly Connect. By setting up triggers and actions within Pabbly, you can streamline your workflow and save time. This integration not only simplifies the process of checking attachments but also ensures you receive important files directly on WhatsApp.

With the steps outlined, you can replicate this automation for your own needs, enhancing productivity and efficiency in your daily tasks. Embrace the power of Pabbly Connect to automate your email and messaging workflows seamlessly.

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Learn how to connect Google Drive to WhatsApp using Pabbly Connect. This guide provides a detailed tutorial on automating file sharing via WhatsApp. 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 connect Google Drive with WhatsApp, you first need to access Pabbly Connect. Visit the Pabbly Connect dashboard by searching for Pabbly.com/connect in your browser.

If you don’t have an account, click on ‘Sign Up Free’ to create one. After logging in, click on ‘Create Workflow’ and name it, for example, ‘Google Drive to WhatsApp’. This sets the stage for your automation.

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2. Setting Up the Trigger in Pabbly Connect

In the workflow, the trigger is essential. Select Google Drive as the app in the trigger window. Choose the event as ‘New File’ to monitor new uploads. using Pabbly Connect

• Choose Google Drive in the trigger app.
• Select the trigger event as ‘New File’.
• Connect your Google Drive account by clicking ‘Connect with Google Drive’.

Once connected, click on ‘Save and Send Test Request’. Upload a sample file to Google Drive to see if the integration captures the new file correctly.

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3. Sharing File Links via WhatsApp

After successfully capturing the new file, the next step is to share this link via WhatsApp. In the action window, select the app ‘WhatsApp by AiSensy’. Choose the action event ‘Send Template Message’. using Pabbly Connect

Connect your WhatsApp account by entering the API key from your AiSensy dashboard. Create a campaign in AiSensy and select the template message that includes dynamic fields for personalization.

• Enter your WhatsApp number with the country code.
• Map the dynamic fields for the message template.
• Click on ‘Save and Send Test Request’ to send the message.

This will send a WhatsApp message to your number with the link to the newly uploaded file.

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4. Testing the Automation Workflow

To ensure everything works as expected, upload another file to Google Drive. After a few minutes, check your WhatsApp for the new message.

The message should contain the link to the newly uploaded file, confirming that Pabbly Connect has successfully automated the process. If you don’t see the message immediately, wait a few minutes as the connection may take time to process.

Remember, the response time can vary based on the connection settings and the number of files being processed. Ensure to check the logs in Pabbly Connect for any errors or delays in the workflow.

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Conclusion

By following these steps, you can easily connect Google Drive to WhatsApp using Pabbly Connect. This integration allows for seamless file sharing and notifications, enhancing your workflow efficiency.

Whenever a new file is uploaded, you will receive instant notifications on WhatsApp, making it a convenient solution for team collaborations and project management.

Learn how to send WhatsApp messages from Google Sheets using Pabbly Connect. This step-by-step guide simplifies the integration process with AiSensy. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can easily sign up for free.

Once logged in, navigate to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Google Sheets WhatsApp Integration’. This will allow you to automate sending WhatsApp messages based on the data in your Google Sheets.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves configuring the trigger for your workflow. In Pabbly Connect, select the trigger app as ‘Schedule’. This will enable you to run your workflow at specific times. Choose the option to run the workflow just once, as you will be sending a notification for a specific event, such as a parent-teacher meeting.

• Select the date and time you want the message to be sent.
• Confirm the settings and save your trigger.

After saving the trigger, you are ready to move on to the next step, which involves connecting to Google Sheets to fetch the required data.

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3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect your Google Sheets to Pabbly Connect. Select the action event as ‘Get Rows’. This action will allow you to retrieve the necessary data from your Google Sheets.

To establish this connection, you will need to authenticate your Google account. Once authenticated, select the specific spreadsheet you want to pull data from, such as ‘Xavier School One’. Specify the range of data you want to retrieve, for example, A2 to C5, to get student names, their father’s names, and WhatsApp numbers.

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4. Organizing Data with Iterator in Pabbly Connect

After retrieving the data from Google Sheets, the next step is to use the ‘Iterator’ feature in Pabbly Connect. This will help organize the data row-wise, making it easier to send messages to each parent individually. The iterator will process each row of data one at a time.

Once you set up the iterator, you will see the data organized neatly, allowing you to access each student’s information, including their father’s name and contact number. This structured data is essential for the next step where you will send WhatsApp messages using AiSensy.

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5. Sending WhatsApp Messages via AiSensy with Pabbly Connect

For the final step, you will integrate AiSensy to send WhatsApp messages. In Pabbly Connect, select the action event as ‘Send Template Message’. You will need to connect your AiSensy account by providing the API key, which you can find in your AiSensy account settings.

• Fill in the campaign name and select the template message you want to use.
• Map the required fields from the iterator, such as the father’s name and child’s name, into the message template.

After mapping all necessary fields, save your workflow and send a test request to ensure everything is set up correctly. If successful, you will see the message delivered to the respective WhatsApp numbers.

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Conclusion

By following these steps, you can effectively automate sending WhatsApp messages from Google Sheets using Pabbly Connect. This integration not only saves time but also ensures that important notifications reach parents promptly. Start using Pabbly Connect today to streamline your communication processes!

Learn how to automate payment details storage in Google Sheets and send WhatsApp notifications using Pabbly Connect with Instamojo and AiSensy. 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 integrate Instamojo with Google Sheets and WhatsApp, first, access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. You can create a new account or log in to your existing one.

Once logged in, click on ‘Create Workflow’. Name your workflow, for example, ‘Instamojo to Google Sheets and WhatsApp’. This setup will allow you to automate the process of saving payment details in Google Sheets and sending notifications via WhatsApp.

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2. Setting Up the Trigger for Instamojo Payments

In this step, we will configure the trigger in Pabbly Connect to capture new payments from Instamojo. In the trigger window, search for ‘Instamojo’ and select it.

• Choose the trigger event as ‘New Sale’.
• Copy the webhook URL provided by Pabbly Connect.
• Add this webhook URL to your Instamojo payment link.

After setting up the webhook, make a test payment to ensure that the data is being captured correctly in Pabbly Connect. You should see the payment details appear in the trigger window after the test payment is processed.

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3. Retrieving Payment Details from Instamojo

After capturing the payment, the next step is to retrieve the complete payment details. In the action step, again select ‘Instamojo’ and choose the action event ‘Get Payment Details’. using Pabbly Connect

To connect your Instamojo account, you will need to provide your API key and authorization token. You can find these in your Instamojo dashboard under the API section. Once connected, map the payment ID received from the trigger to get the specific details of the payment.

• Select the payment ID from the previous step.
• Click on ‘Save’ and send a test request to ensure the details are retrieved correctly.

Once the details are retrieved, you will see the customer’s name, email, phone number, and payment status in the response. This information is crucial for the next steps in the automation.

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4. Saving Payment Details to Google Sheets

The next step involves saving the payment details into Google Sheets. In Pabbly Connect, add another action step and select ‘Google Sheets’.

Choose the action event ‘Add New Row’ and connect your Google Sheets account. Once connected, select the spreadsheet where you want to store the payment details. You should map the fields such as Payment ID, Customer Name, Email, and Amount to the respective columns in your Google Sheet.

Select your spreadsheet named ‘Instamojo Payment Data’. Map each field from the Instamojo payment details to the corresponding columns in the sheet.

After mapping, click on ‘Save’ and send a test request. You should see the payment details successfully added to your Google Sheet, confirming that this part of the automation is working.

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5. Sending WhatsApp Notifications Using AiSensy

Finally, to notify the customer via WhatsApp, add another action step in Pabbly Connect and choose ‘WhatsApp by AiSensy’. Select the action event ‘Send Template Message’.

Connect your AiSensy account by entering the API key found in your AiSensy dashboard. After successfully connecting, you will need to specify the campaign name and the mobile number of the customer. Make sure to format the number with the country code.

Enter the campaign name you created in AiSensy. Map the customer’s mobile number and name to personalize the message.

After setting up the message template, click on ‘Save’ and send a test request. If successful, the customer will receive a WhatsApp notification confirming their payment, completing the automation process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of saving payment details from Instamojo into Google Sheets and sending WhatsApp notifications. This integration streamlines your workflow and enhances customer communication effectively.

By following these steps, you can ensure that every payment received is accurately recorded and acknowledged, saving you time and improving customer satisfaction.

Learn how to automate sending WhatsApp messages to new HubSpot contacts using Pabbly Connect. Follow our detailed tutorial 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. Accessing Pabbly Connect for HubSpot and WhatsApp Integration

To begin the integration process, you must first access Pabbly Connect. This platform allows you to automate sending WhatsApp messages to new contacts added in HubSpot. Start by visiting the Pabbly Connect dashboard, which can be accessed through the link provided in the description.

If you do not have an account yet, click on the ‘Sign Up Free’ button to create one. Once registered, log in to your Pabbly Connect account to reach the dashboard. From here, you can create a new workflow to set up the automation.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, a suitable name would be ‘HubSpot to WhatsApp Automation.’ After naming, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’ to start.
• Name your workflow appropriately.
• Select ‘HubSpot CRM’ as the trigger application.

Once your workflow page is loaded, you will see options for setting up the trigger and action. The trigger will be the addition of a new contact in HubSpot, and the action will be sending a WhatsApp message to that contact automatically.

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3. Setting Up the Trigger for New HubSpot Contacts

In the trigger section of Pabbly Connect, select ‘HubSpot CRM’ as the application. For the trigger event, choose ‘New Contact Added.’ This setup ensures that every time a new contact is added in HubSpot, the workflow will activate.

Next, click on the ‘Connect’ button and select ‘Add New Connection.’ You will need to enter your HubSpot API key, which can be found in the integrations section of your HubSpot account. Once connected, you can choose the output properties you want to fetch, such as the contact’s name and WhatsApp number.

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4. Sending WhatsApp Messages Using Cloud API

After setting up the trigger, you will need to add the action step. Search for ‘WhatsApp Cloud API’ in the action section of Pabbly Connect. This API allows you to send messages directly to WhatsApp numbers using templates. Select ‘Send Template Message’ as the action event.

• Connect to WhatsApp Cloud API using your business number.
• Provide the necessary credentials, including the permanent access token.
• Map the WhatsApp number and body fields in the template.

To complete the setup, you will need to select a pre-approved message template and map the recipient’s WhatsApp number and name. Once everything is configured, you can test the connection to ensure that WhatsApp messages are sent successfully whenever a new contact is added in HubSpot.

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5. Testing the Automation Workflow

After completing the setup, it’s crucial to test the workflow. You can do this by adding a new contact in HubSpot and checking if the WhatsApp message is sent. For instance, if you add a contact named John Nash with a WhatsApp number, the workflow should trigger and send a message automatically.

Once you have confirmed that the message has been sent, you can rest assured that your Pabbly Connect automation is functioning correctly. This integration not only saves time but also enhances communication with new contacts.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to new HubSpot contacts. This integration streamlines communication and enhances your customer relationship management. By following these steps, you can set up your own automation effortlessly.