Author: Nitin Maheshwari

Learn how to automate user enrollment in Teachable using Razorpay payments and send confirmation messages via WhatsApp with Pabbly Connect. 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 automating user enrollment in Teachable, first, access Pabbly Connect. Go to Pabbly.com/connect and create a free account. This platform allows you to connect various applications seamlessly, including Razorpay and Teachable.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Razorpay to Teachable to WhatsApp’, and click on ‘Create’. This will set up your automation process.

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2. Setting Up Triggers with Razorpay

In this step, we will set up Razorpay as the trigger app in Pabbly Connect. Select Razorpay and choose the trigger event as ‘Payment Captured’. This means that the automation will trigger when a payment is successfully made through Razorpay.

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

Next, log in to your Razorpay account. Navigate to the settings and find the ‘Webhooks’ section. Paste the copied webhook URL here and set the event to ‘Payment Captured’. Click on ‘Create’ to establish the connection.

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3. Enrolling Users in Teachable

Now that Razorpay is set up as a trigger, we will use Pabbly Connect to enroll users in Teachable. Click on the plus icon to add an action step and select Teachable as the action app. Choose ‘Enroll User in Course’ as the action event.

Connect your Teachable account by entering your subdomain, email, and password. Make sure to map the email address of the user who made the payment from Razorpay to the corresponding field in Teachable. This ensures that the correct user is enrolled in the right course.

• Select Teachable as the action application.
• Choose ‘Enroll User in Course’ as the action event.
• Map the user’s email from Razorpay to the enrollment form.

Once you complete these steps, test the integration to ensure that the user is enrolled correctly in Teachable after a successful payment.

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4. Sending WhatsApp Confirmations

The final step in this automation process involves sending a confirmation message via WhatsApp using Pabbly Connect. For this, select WhatsApp Cloud API as the action app and choose ‘Send Template Message’ as the action event.

Before sending messages, ensure you have created and approved a message template in your WhatsApp Cloud API account. Connect your WhatsApp account by entering the necessary details such as the access token and phone number ID.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the user’s phone number and course details to the message template.

Once all details are filled out, send a test message to verify that the confirmation is sent correctly to the user via WhatsApp.

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5. Conclusion

In this tutorial, we demonstrated how to automate user enrollment in Teachable using Razorpay payments and send confirmation messages via WhatsApp using Pabbly Connect. This powerful integration allows for seamless communication and enhances the user experience.

By following these steps, you can ensure that every time a payment is made, users are automatically enrolled and notified, saving time and effort for your business.

Learn how to automate posting real estate property images from Google Sheets to Facebook using Pabbly Connect in this detailed tutorial. 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. Setting Up Pabbly Connect for Automation

To automate posting real estate property images on social media, first access Pabbly Connect. This platform allows seamless integration between Google Sheets and Facebook.

Start by visiting the Pabbly Connect dashboard. Sign up for a free account by clicking on the ‘Sign Up Free’ button, which takes just two minutes. Once registered, log into your account and create a new workflow by clicking on the ‘Create Workflow’ button.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Google Sheets to Facebook using Pabbly Connect. Name your workflow something descriptive, like ‘Google Sheets to Facebook Automation’ and click on the ‘Create’ button.

Now, you need to set up the trigger and action for your workflow. The trigger will be the addition of new data in Google Sheets, while the action will be posting that data on Facebook. This setup is crucial for the automation process.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the generated Webhook URL for later use.

After setting up the trigger, you will capture the data from Google Sheets in Pabbly Connect, which is essential for the automation to function correctly.

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3. Integrating Google Sheets with Pabbly Connect

To integrate Google Sheets with Pabbly Connect, open your Google Sheets and install the Pabbly Connect Webhooks add-on. Click on ‘Extensions’, then ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’. Install this add-on to enable the connection.

After installation, refresh your Google Sheets. Navigate back to ‘Extensions’, find the Pabbly Connect Webhooks option, and select ‘Initial Setup’. Here, paste the Webhook URL you copied earlier and specify the trigger column, which is the last column where data will be entered.

• In the Webhook URL field, paste the copied URL.
• Set the trigger column to the last data entry column in your sheet.

After setting this up, click on ‘Send Test’ to ensure the connection works correctly. You should see a confirmation that test data was sent successfully to Pabbly Connect.

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4. Connecting Facebook to Pabbly Connect

Next, to complete the automation, connect Facebook to Pabbly Connect. In your workflow, select Facebook as the action application and choose ‘Create Page Photo’ as the action event.

Click ‘Connect’ and log into your Facebook account if prompted. Select the appropriate Facebook page where you want the posts to appear. This connection allows Pabbly Connect to post images directly to your Facebook page.

Map the photo URL from Google Sheets to the photo field in Facebook. Set the description for the post using data from your spreadsheet.

After mapping the required fields, click ‘Save and Send Test Request’ to create a test post. Verify that the post appears on your Facebook page, confirming the automation is functioning as expected.

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5. Conclusion: Automate Your Real Estate Posts

By following these steps, you can successfully automate the posting of real estate property images from Google Sheets to Facebook using Pabbly Connect. This integration saves time and ensures that your property listings are consistently updated on social media.

Once set up, this automation will run automatically every time new data is entered into your Google Sheets. Enjoy the efficiency and ease of managing your real estate listings with Pabbly Connect!

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Learn how to automate sending feedback forms to clients on WhatsApp using Pabbly Connect when projects are completed. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating feedback forms via WhatsApp, the first step is to access Pabbly Connect. Visit the Pabbly Connect dashboard by going to Pabbly.com/connect. Sign up for a free account if you haven’t already, which provides 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Feedback Forms on WhatsApp’. After naming, click the ‘Create’ button to proceed to the workflow page where you can set up your automation.

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2. Creating the Workflow Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. Select the ‘Scheduler’ feature to determine when the workflow should run. You can choose to run the workflow daily, weekly, or on specific dates.

• Select ‘Dates of the Month’ to run the workflow on specific days.
• Set the date to the 15th of each month.
• Specify the time, for example, 9 AM in your time zone.

After setting these parameters, save the step to ensure your workflow is correctly scheduled to check for completed projects every month.

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3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect Google Sheets to your Pabbly Connect workflow. Add a new action step and select Google Sheets. Choose the ‘Get Rows’ action event to retrieve project data from your spreadsheet.

Connect your Google account and select the spreadsheet that contains your project details. You will need to specify the range of data you want to retrieve. For example, if your data starts from A2 to E21, input this range. If you want the range to be dynamic, simply input A2:E to encompass all entries.

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4. Iterating Through Project Data in Pabbly Connect

After fetching the project data, the next step in Pabbly Connect is to iterate through each row of data to check the project status. Use the ‘Iterator’ feature to process each row one by one. This ensures that your workflow checks each project status individually.

Set the Iterator to select the array of results from the previous step. This allows the automation to run through each project and determine if the status is marked as completed. If the condition is met, the workflow will proceed to send the feedback form.

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5. Sending Feedback Forms via WhatsApp Cloud API

The final step is to send the feedback form to clients using the WhatsApp Cloud API through Pabbly Connect. Add another action step and select WhatsApp Cloud API. Choose the ‘Send Template Message’ action event.

• Connect your WhatsApp Cloud API account by providing the necessary token and account ID.
• Select the message template you previously created for sending feedback requests.
• Map the recipient’s WhatsApp number and any dynamic fields such as client name and feedback form link.

After configuring the message, send a test request to ensure everything works smoothly. You should see the feedback message delivered to the client’s WhatsApp, confirming that your automation setup is complete.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending feedback forms to clients via WhatsApp when projects are completed. This integration not only saves time but also enhances client communication, ensuring you receive valuable feedback seamlessly.

Learn how to automatically add new student enrollments from Teachable to Airtable using Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Teachable to Airtable Integration

To start with this integration, you need to access Pabbly Connect. This platform will help you automate the process of adding new students enrolled in Teachable directly to Airtable.

Begin by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create your free account and log in. Once logged in, click on the ‘Create Workflow’ button to initiate a new workflow for the integration.

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2. Creating the Workflow in Pabbly Connect

After creating a workflow, name it something relevant, like ‘Teachable to Airtable Automation’. This helps keep your automations organized. Next, you will set up the trigger and action for this workflow. using Pabbly Connect

For the trigger, select ‘Teachable’ as the app and choose the event ‘New Enrollment’. This event will trigger when a new student enrolls in any course. You will be provided with a webhook URL to connect with Teachable.

• Select ‘Teachable’ as the app.
• Choose ‘New Enrollment’ as the trigger event.
• Copy the webhook URL provided.

This webhook URL will be used to capture the data of newly enrolled students from Teachable.

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3. Connecting Teachable to Pabbly Connect

Now, navigate to your Teachable account and access the admin panel. Go to the ‘Settings’ section, then find ‘Webhooks’. Here, you will add the webhook URL you copied earlier. using Pabbly Connect

Click on ‘Add Webhook’ and paste the URL in the designated field. Ensure that the payload settings are set to capture data in JSON format. Select the event ‘New Enrollment’ to trigger the data sending when a student enrolls.

• Navigate to ‘Settings’ in Teachable.
• Select ‘Webhooks’ and click ‘Add Webhook’.
• Paste the webhook URL and set it to send data on ‘New Enrollment’.

After saving the webhook, Pabbly Connect will start waiting for a response from Teachable, which will help in capturing the student data.

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4. Testing the Integration with Pabbly Connect

To test the integration, you need to manually enroll a student in your Teachable course. Go back to your Teachable admin panel and select a course. Click on ‘Students’ and then ‘Add Student’. Fill in the details for a sample student. using Pabbly Connect

Once you submit the new student enrollment, Pabbly Connect will capture this data through the webhook. You will see the response data populated in your workflow, including the student’s name, email, and enrollment date.

This data will help you confirm that the connection is working correctly and that Pabbly Connect is successfully receiving the information from Teachable.

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5. Saving Student Data to Airtable Using Pabbly Connect

Now that you have the student data captured, the next step is to save this information into Airtable. In the action step of your Pabbly Connect workflow, select ‘Airtable’ as the app and choose ‘Create Record’ as the action event. using Pabbly Connect

You will need to connect Pabbly Connect to your Airtable account by providing the API key from your Airtable account settings. After connecting, select the base where you want to store the data and map the fields accordingly.

Select ‘Airtable’ as the action app. Choose ‘Create Record’ as the action event. Map the student data fields to the corresponding columns in Airtable.

Once you’ve mapped the fields, test the connection. If successful, the student data will be added to your Airtable base automatically.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Teachable with Airtable. By automating the process of adding new student enrollments to Airtable, you can save time and streamline your workflow. This integration allows course creators to manage student data efficiently without manual input.

Now, you can set up this automation once and let it run in the background, ensuring that every new enrollment is captured seamlessly. Start using Pabbly Connect today to enhance your productivity.

Learn how to automate new Teachable enrollments to Google Sheets using Pabbly Connect. This step-by-step guide ensures seamless integration for your online courses. 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. Access Pabbly Connect to Start Integration

To automate the process of adding new Teachable enrollments to Google Sheets, you first need to access Pabbly Connect. Open your browser and go to the Pabbly website. Once there, you can either sign up for a free account or log in if you already have one.

After logging in, you will be directed to your Pabbly Connect dashboard. This is the central hub where you will create your workflow for integrating Teachable with Google Sheets. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Create a New Workflow in Pabbly Connect

In this step, you will name your workflow, for example, ‘Teachable to Google Sheets’, and click on ‘Create’. This will open the workflow editor, where you will set up the integration process. using Pabbly Connect

Within the workflow, you will see two main sections: the Trigger window and the Action window. The Trigger window is where you will set up the event that starts the automation, which in this case is a new enrollment in Teachable.

• Select ‘Teachable’ as the app in the Trigger window.
• Choose ‘New Enrollment’ as the Trigger Event.
• Copy the provided webhook URL to connect Teachable with Pabbly Connect.

After completing these steps, your Pabbly Connect setup will be ready to receive data from Teachable whenever a new student enrolls in your course.

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3. Connect Teachable to Pabbly Connect

Now, navigate to your Teachable account to connect it with Pabbly Connect. Go to the Settings section and find the Webhooks option. Here, you will paste the webhook URL you copied earlier.

Make sure to enable the option to send data as a JSON array and select the event for ‘New Enrollment’. This ensures that Teachable sends the necessary data to Pabbly Connect every time a new student enrolls in your course.

• Click on ‘Add Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Select ‘New Enrollment’ under Events.

After saving your settings, return to Pabbly Connect and enroll a test student in your Teachable course to capture the enrollment data.

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4. Map Teachable Data to Google Sheets

With the test enrollment completed, go back to your Pabbly Connect dashboard. You should see that a response has been received from Teachable containing the details of the new enrollment. using Pabbly Connect

Next, you will set up the Action window to send this data to Google Sheets. In the Action window, select ‘Google Sheets’ as the app and ‘Add New Row’ as the Action Event. Connect your Google Sheets account by following the prompts.

Select the spreadsheet where you want to store the enrollment data. Choose the specific sheet within that spreadsheet. Map the fields from the Teachable response to the corresponding columns in Google Sheets.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets.

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5. Test and Finalize Your Integration

Finally, test your entire setup by enrolling another student in your Teachable course. Check your Google Sheets to confirm that the new enrollment data appears correctly. This will demonstrate that your automation is functioning as intended.

If everything works as expected, you have successfully set up an automated process using Pabbly Connect to add new Teachable enrollments to Google Sheets. This integration saves you time and ensures your records are always up to date.

In conclusion, using Pabbly Connect for integrating Teachable with Google Sheets allows for seamless data management, enabling you to focus on delivering quality content to your students.

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Conclusion

By following this tutorial, you can easily integrate Teachable enrollments with Google Sheets using Pabbly Connect. This automation streamlines your workflow and enhances your course management efficiency.

Learn how to send notifications of new Tumblr posts on WhatsApp using Pabbly Connect. This tutorial provides a detailed, step-by-step integration process. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Tumblr and WhatsApp Integration

To begin integrating Tumblr with WhatsApp, you will first need to set up your Pabbly Connect account. Visit the Pabbly Connect dashboard by navigating to the Pabbly Connect website. Here, you can create a free account, which allows you to set up automation tasks without any coding knowledge.

Once you have signed up, log in to your Pabbly Connect account. Click on the ‘Create Workflow’ button to start your automation setup. Name your workflow, for instance, ‘Send Tumblr Posts to WhatsApp,’ and click on the ‘Create’ button to proceed. This is the foundation for automating your Tumblr post notifications via WhatsApp.

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2. Configuring the Trigger with Tumblr in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Tumblr as your trigger application. In the trigger event, choose ‘New Post in My Blog’ to monitor new posts on your Tumblr account. This will ensure that every time a new post is published, it will trigger the workflow.

• Search for Tumblr and select it as the trigger application.
• Choose the ‘New Post in My Blog’ option for the trigger event.
• Click on ‘Connect’ and authorize Pabbly Connect to access your Tumblr account.

After connecting, you will be prompted to select the blog for which you want to receive notifications. Choose your blog and click on ‘Save and Send Test Request’ to fetch the most recent post data from Tumblr. This step is crucial as it allows Pabbly Connect to retrieve the latest blog information, which will later be sent via WhatsApp.

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3. Setting Up the Action to Send Messages via WhatsApp Cloud API

After configuring the trigger, the next step is to set up the action in Pabbly Connect. For this, you will select the WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’ to format the message that will be sent to WhatsApp.

Click on ‘Connect’ and if it’s your first time connecting to the WhatsApp Cloud API, you will need to create a new connection. Enter the required details, including your permanent access token, phone number ID, and business account ID. These credentials are essential for authenticating your messages through the WhatsApp API.

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4. Creating a Message Template for WhatsApp Notifications

To send messages via WhatsApp, you need to create a message template in the WhatsApp Cloud API. This template defines the structure of the message that will be sent whenever a new Tumblr post is published. In Pabbly Connect, after selecting the action, you can choose your pre-approved template.

• Create a new message template in the WhatsApp Cloud API dashboard.
• Use placeholders for dynamic content, such as the title and URL of the Tumblr post.
• Select the template in Pabbly Connect when configuring the action step.

Ensure that your message template is approved by WhatsApp before it can be used in your automation. Once set, you can map the variables from the Tumblr post data to the message fields in Pabbly Connect. For example, map the title of the post to the title field in your template and the post URL to the URL field.

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5. Final Testing and Activation of Your Workflow

After setting up all components in Pabbly Connect, it’s time to test your workflow. Click on ‘Save and Send Test Request’ to send a test message to your WhatsApp number. If everything is configured correctly, you should receive a notification containing the title and link of the latest Tumblr post.

Once the test is successful, your automation is ready to go live. Pabbly Connect will check for new Tumblr posts every three hours, and if a new post is detected, it will automatically send the notification via WhatsApp. This seamless integration allows you to stay updated with your Tumblr content directly on WhatsApp.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Tumblr with WhatsApp for sending notifications of new posts. By following these steps, you can automate your workflow and receive instant updates on your WhatsApp whenever a new Tumblr post is published. Start leveraging the power of automation today!

Learn how to automate sending feedback forms via WhatsApp to customers after receiving their orders using Pabbly Connect. Follow our step-by-step guide! 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 Automation

Pabbly Connect is the central platform that facilitates sending feedback forms via WhatsApp after receiving customer orders. To begin, access the Pabbly Connect dashboard by visiting Pabbly.com/connect. From there, you can create a free account and get started with 100 automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Send Feedback Forms via WhatsApp.’ This will help you identify the automation later. After naming, click on the ‘Create’ button to proceed to the workflow page.

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2. Choosing Trigger Application in Pabbly Connect

In this step, you will select the trigger application that initiates the workflow. For our integration, choose Pabbly Connect and select WooCommerce as the trigger application. The event that triggers this workflow is ‘New Order Created.’

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

After copying the webhook URL, you will need to set it up in WooCommerce. Navigate to the WooCommerce settings, go to the ‘Advanced’ tab, and select ‘Webhooks.’ Click on ‘Add Webhook’ to create a new one using the copied URL. This connection allows Pabbly Connect to receive order details automatically.

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3. Testing the Webhook Connection in Pabbly Connect

After setting up the webhook in WooCommerce, it’s crucial to test the connection. Go back to your Pabbly Connect workflow, and click on the ‘Recapture Webhook Response’ button. This step ensures that Pabbly Connect is ready to receive data from your WooCommerce store.

To test this, place a test order in your WooCommerce store. Fill in the customer details, including their WhatsApp number, and complete the order. Once the order is confirmed, return to Pabbly Connect, and you should see the order details captured in the response section.

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4. Delaying the Feedback Message

Now that you have received the order details, the next step is to set a delay before sending the feedback form. This is done using the Pabbly Connect delay feature. You can configure the workflow to wait for a specified period, such as seven days, before sending the feedback message.

• Add a new action step for the delay.
• Select ‘Delay until’ and map the date you calculated for the feedback request.
• Click ‘Save and Send Test Request’ to confirm the delay.

This delay allows customers to use the product before providing feedback, ensuring you receive valuable insights.

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5. Sending the Feedback Form via WhatsApp

After the delay, it’s time to send the feedback form via WhatsApp. In this step, you will use the WhatsApp Cloud API integrated with Pabbly Connect. Choose WhatsApp as the action application and select ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API by entering the required details such as the permanent access token, phone number ID, and business account ID. After setting up the connection, select your pre-created message template for the feedback request.

Map the recipient’s mobile number from the order details. Fill in the body fields with customer-specific data. Click ‘Save and Send Test Request’ to send a test message.

Upon successful execution, the customer will receive the feedback form on WhatsApp, allowing them to provide their insights effortlessly.

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Conclusion

By following these steps, you can effectively automate sending feedback forms via WhatsApp to customers after receiving their orders using Pabbly Connect. This automation not only saves time but also enhances customer engagement by ensuring timely feedback collection.

Learn how to automatically enroll new ActiveCampaign contacts in a Teachable course using Pabbly Connect. Follow this step-by-step tutorial 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. Setting Up Pabbly Connect for Automation

To automate the enrollment of new ActiveCampaign contacts into a Teachable course, first, you need to set up Pabbly Connect. This platform facilitates seamless integration between your ActiveCampaign account and Teachable.

Begin by visiting the Pabbly Connect dashboard. If you don’t have an account, create one by searching for ‘Pabbly Connect’ in your browser and signing up for a free account. Once logged in, click on ‘Create Workflow’ and name it something descriptive, like ‘ActiveCampaign to Teachable’.

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2. Connecting ActiveCampaign to Pabbly Connect

In this step, you will connect your ActiveCampaign account to Pabbly Connect. This connection is crucial for fetching new contact details automatically.

In the trigger section of your workflow, search for ActiveCampaign. Choose the trigger event ‘Contact Added’. You will need to connect your ActiveCampaign account by entering your API key and URL. To find these, go to your ActiveCampaign account, navigate to Settings, then Developers. Copy the API key and the URL, ensuring to remove the ‘https://’ part before pasting it into Pabbly Connect.

• Access ActiveCampaign settings and select Developers.
• Copy the API Key and URL.
• Paste them into Pabbly Connect, adjusting the URL as necessary.

After saving the connection, select the list from which you want to capture contacts. For instance, if you have a list named ‘Teachable Customer List’, select that. This setup allows Pabbly Connect to monitor new contacts added to that specific list.

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3. Creating a New Contact in ActiveCampaign

Now that your ActiveCampaign account is connected to Pabbly Connect, you can test the integration by adding a new contact. This step is essential to ensure that the automation works correctly.

Go to the Contacts page in ActiveCampaign and click on ‘Add a Contact’. Enter the details for a new contact, such as the name ‘Gary Monro’ along with their email and phone number. Make sure to add this contact to the ‘Teachable Customer List’ to trigger the automation.

• Input the first name, last name, email, and phone number.
• Select the appropriate list for the contact.
• Click ‘Add’ to save the contact.

Once you add the contact, Pabbly Connect will capture the response, including all the details of the newly created contact. This data will be used to enroll the user in your Teachable course automatically.

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4. Enrolling the New Contact in Teachable

With the contact created in ActiveCampaign, it’s time to enroll them in your Teachable course using Pabbly Connect. In the action section of your workflow, search for Teachable and select the action event ‘Enroll User in Course’.

Connect your Teachable account to Pabbly Connect by entering your email, password, and subdomain. The subdomain can be found in your Teachable account URL, which appears before ‘/admin’. After connecting, select the course you want to enroll the new user in.

Choose the course from the dropdown menu. Map the email and username fields using the data captured from ActiveCampaign. Click ‘Save’ to complete the setup.

After saving, send a test request to ensure everything is functioning correctly. If successful, you will see a confirmation that the user has been enrolled in the course.

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5. Testing the Automation

Now that you’ve set up the integration, it’s crucial to test the automation to confirm it works as intended. Use Pabbly Connect to check if the new contact from ActiveCampaign is correctly enrolled in Teachable.

Create another contact in ActiveCampaign, such as ‘Curren Singh’. Follow the same steps as before, ensuring they are added to the ‘Teachable Customer List’. After adding the contact, refresh your Teachable account to verify their enrollment.

If everything is set up correctly, you should see the new contact listed as a student in your selected Teachable course. This confirms that your automation is functioning perfectly, allowing new ActiveCampaign contacts to be enrolled automatically in your Teachable courses.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the enrollment of new ActiveCampaign contacts into a Teachable course. By following these steps, you can streamline your workflow and save time on manual processes. Automate your integrations today for more efficient course management!

Learn how to automate sending medical test reports (PDFs) to patients on WhatsApp using Pabbly Connect and Google Sheets. 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. Setting Up Pabbly Connect for Automation

To start sending medical test reports via WhatsApp, first, you need to set up Pabbly Connect. This integration platform allows you to automate the process without any coding skills. Begin by visiting the Pabbly Connect dashboard at Pabbly.com/connect and sign up for a free account.

Once logged in, create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, like ‘Send Medical Test Reports on WhatsApp.’ This workflow will automate the sending of reports when new data is added to your Google Sheets.

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2. Configuring Google Sheets with Pabbly Connect

In this section, you will connect Google Sheets to Pabbly Connect. Start by selecting Google Sheets as the trigger application. Choose the event ‘New or Updated Spreadsheet Row’ as the trigger. This event will initiate the workflow whenever a new row is added or updated in your spreadsheet.

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

Next, open your Google Sheets document, go to Extensions, and find the Pabbly Connect Webhooks add-on. Install it if you haven’t done so already. After installation, refresh your spreadsheet. In the add-on, paste the webhook URL into the initial setup and specify the trigger column, which is typically the last column you fill out (e.g., column J).

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3. Generating Reports with Google Docs

Once the Google Sheets setup is complete, you need to automate the report generation using Google Docs through Pabbly Connect. Create a template in Google Docs that includes variable tags for patient information (e.g., name, age, etc.). This template will be used to generate personalized reports.

In your Pabbly Connect workflow, add a new action step and select Google Docs. Choose the action event ‘Create Document from Template.’ Connect your Google account and select the template you created earlier. Map the necessary fields from the Google Sheets trigger to the corresponding tags in your Google Docs template.

• Select the Google Docs action event.
• Map patient data from Google Sheets to the document template.
• Save and test the document creation process.

After mapping all necessary fields, save your workflow. This setup ensures that when a new row is added to your Google Sheets, a report will be generated automatically.

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4. Sending Reports via WhatsApp

The final step is to send the generated reports to patients on WhatsApp using Pabbly Connect. To do this, add another action step in your workflow and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’ to send the report link to patients.

Connect your WhatsApp Cloud API account by providing the necessary credentials such as the phone number ID and access token. In the message body, map the patient’s name and the link to the PDF report generated in the previous steps. Ensure the message is formatted correctly to include all relevant details.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the report link and patient details in the message body.

After saving this configuration, your automation is complete. Whenever a new report is generated, it will be sent to the patient’s WhatsApp automatically, streamlining your communication process.

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5. Conclusion

Using Pabbly Connect to automate the process of sending medical test reports via WhatsApp is an efficient way to enhance your practice’s workflow. By integrating Google Sheets and Google Docs, you can ensure that reports are generated and sent seamlessly to patients, saving time and improving customer satisfaction.

This tutorial covered the step-by-step process to set up this automation. Now, you can focus more on patient care while Pabbly Connect takes care of the report delivery.

Learn how to automate sharing RSS feeds to WhatsApp using Pabbly Connect with this detailed step-by-step tutorial. Perfect for keeping updated with your favorite websites!

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for RSS Feeds

To share RSS feeds on WhatsApp, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard. You can easily create a free account at Pabbly.com/connect, which allows you to use 100 automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button to start your automation. Name your workflow something like ‘Send RSS Feeds on WhatsApp’ and click ‘Create’. This is where you will configure the integration between RSS and WhatsApp using Pabbly Connect.

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2. Configuring the Trigger with RSS by Pabbly

In this section, you will set up the trigger that starts the automation. Select ‘RSS by Pabbly’ from the app list as your trigger application. The specific event you want to choose is ‘New Item in Feed’. This event will activate whenever a new RSS feed item is posted.

• Choose ‘RSS by Pabbly’ as your app.
• Select the trigger event: ‘New Item in Feed’.
• Connect your RSS feed URL from a website like NDTV Sports.

After entering the feed URL, click on ‘Save and Send Test Request’. This will fetch the latest item from the RSS feed, confirming that your trigger is set up correctly with Pabbly Connect.

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3. Setting Up the Action to Send Messages via WhatsApp Cloud API

The next step involves configuring the action that will send the fetched RSS feed to WhatsApp. Select ‘WhatsApp Cloud API’ as your action application. The action event you need to select is ‘Send Template Message’.

To connect to the WhatsApp Cloud API, you will need to provide a permanent access token, phone number ID, and business account ID. If you haven’t set these up yet, refer to the provided resources for guidance on generating these credentials.

• Select ‘Send Template Message’ as the action event.
• Provide the required credentials for WhatsApp Cloud API.
• Choose your previously created message template for the RSS feed.

Once you have entered all the necessary information, click ‘Save’. This will set up the action in Pabbly Connect to send messages to WhatsApp.

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4. Configuring Your Message Template for WhatsApp

Now that the action is set, you need to configure your message template in the WhatsApp Cloud API. This template will define how the RSS feed message appears when sent to WhatsApp.

Ensure that your template includes variables for dynamic content, such as the feed title and link. This allows Pabbly Connect to automatically update the message content based on the latest RSS feed item.

Create a message template that includes dynamic variables. Use placeholders for content that will change with each feed item. Submit and wait for approval of your message template.

After your template is approved, select it in Pabbly Connect and map the required fields to ensure the right data is sent with each message.

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5. Testing the Integration and Finalizing the Workflow

With everything configured, it’s time to test your integration. Click on ‘Save and Send Test Request’ to send a test message to the specified WhatsApp number. This will help you verify that the RSS feed is being sent correctly.

Check your WhatsApp for the message. If everything is set up correctly, you should see the RSS feed details formatted according to your template. This final confirmation ensures that Pabbly Connect is effectively automating the process of sending RSS feeds to WhatsApp.

Once confirmed, your workflow is ready to go! Any new RSS feed items will now automatically be sent to WhatsApp as messages, keeping you updated in real-time.

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Conclusion

In this tutorial, we demonstrated how to share RSS feeds to WhatsApp using Pabbly Connect. By following these steps, you can automate the delivery of RSS updates directly to your WhatsApp, ensuring you never miss important information from your favorite websites.