Author: Nitin Maheshwari

Learn how to automatically send notes to students on WhatsApp after successful payments using Pabbly Connect and WhatsApp Cloud API. 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 Automation

To start automating the process of sending notes to students via WhatsApp, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a few minutes.

Once you are logged into Pabbly Connect, click on ‘Create Workflow’ to begin. Name your workflow, for example, ‘Razorpay to WhatsApp’, and click on ‘Create’. This sets up your automation environment where you will define triggers and actions for your integrations.

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2. Setting Up the Trigger with Razorpay

The next step involves setting up the trigger application in Pabbly Connect. Select Razorpay as your trigger app and choose the event ‘Payment Captured’. This event will allow you to collect payment details every time a transaction is completed.

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

After copying the webhook URL, go to your Razorpay dashboard. In the settings, find the option for webhooks and add a new webhook. Paste the URL you copied from Pabbly Connect into the webhook URL field and set the active event to ‘payment.captured’. This integration will ensure that every successful payment triggers an action in Pabbly Connect.

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3. Testing the Integration with a Payment

With the webhook set up, it’s time to test the integration. Go back to Razorpay and create a test payment. Fill in the required information such as the course material, student name, email, and mobile number. Once you complete the payment, check the response in Pabbly Connect.

You should see the details of the payment captured, including the student’s name and mobile number. This confirms that Pabbly Connect is successfully receiving data from Razorpay. Ensure the data matches what you entered during the test payment.

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4. Filtering Payments for Specific Notes

Next, you need to filter the payments to ensure that notes are only sent to students who have paid for specific courses. In the action window of Pabbly Connect, add a filter. Set the condition to check if the product is ‘NEET Revision Notes for Biology’.

• Select the filter option in the action window.
• Set the condition to check the product name.
• Save the filter and test to ensure it works correctly.

This filter ensures that only students who purchased the specific notes receive the WhatsApp message. If the condition is true, the workflow will continue to the next step where you will set up the WhatsApp Cloud API integration.

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5. Sending WhatsApp Messages via WhatsApp Cloud API

The final step is to send the notes via WhatsApp. In Pabbly Connect, add an action step and select WhatsApp Cloud API. Choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API account by entering the required details such as the phone number ID and the access token.

After connecting, select the template message you want to use. This message should be pre-approved in your WhatsApp Cloud API account. Map the recipient’s mobile number from the Razorpay response and include the link to the PDF file of the notes in the header document URL field. Finally, customize the message body with the student’s name and your organization’s name as dynamic variables.

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Conclusion

In this tutorial, we demonstrated how to automate sending notes to students via WhatsApp using Pabbly Connect and WhatsApp Cloud API after successful payments. This setup not only saves time but also enhances communication with students. By following these steps, you can streamline your educational services effectively.

Learn how to automate WhatsApp notifications for upcoming Parents Teacher Meetings using Pabbly Connect and Zoom. Follow our step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Setting Up Pabbly Connect for WhatsApp Notifications

To automate WhatsApp notifications for upcoming Parents Teacher Meetings, start by accessing Pabbly Connect. This integration platform allows seamless communication between various applications, including Zoom and WhatsApp.

First, sign up for a free account at Pabbly Connect by navigating to the website. Once registered, log in to access the dashboard and click on the ‘Create Workflow’ button to begin.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, create a new workflow in Pabbly Connect. Name your workflow something descriptive, such as ‘Send Parents Meeting Information on WhatsApp’. This will help you identify the workflow later.

Next, you need to set the trigger for this workflow. Select Zoom as the trigger application and choose the ‘New Meeting’ event. This means every time a new meeting is scheduled in Zoom, it will trigger the workflow.

• Access the Pabbly Connect dashboard.
• Create a new workflow and name it appropriately.
• Set Zoom as the trigger application.
• Choose ‘New Meeting’ as the trigger event.

This setup will ensure that any new meeting created in Zoom will initiate the automated process to inform parents via WhatsApp.

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3. Connecting Zoom to Pabbly Connect

To connect Zoom with Pabbly Connect, you will need to configure the webhook URL provided by Pabbly. This URL allows Zoom to send meeting data back to Pabbly Connect when a new meeting is created.

Follow the instructions in Pabbly to set up the webhook in your Zoom account. This involves creating a JWT app in Zoom’s App Marketplace and entering the webhook URL in the event subscription section. Make sure to activate the event subscription to start receiving data.

• Create a JWT app in Zoom.
• Enter the webhook URL from Pabbly Connect.
• Activate the event subscription for meeting creation.

This connection will allow Pabbly Connect to receive real-time data about newly created meetings, which is essential for sending WhatsApp notifications.

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4. Sending WhatsApp Notifications via Pabbly Connect

Once the connection is established, the next step is to set up the action to send WhatsApp messages. Select WhatsApp Cloud API as the action application in Pabbly Connect and choose the ‘Send Template Message’ option.

Configure the WhatsApp message template that includes details like the meeting date, time, and joining link. Ensure that the message template is approved by WhatsApp before using it in your workflow.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’. Map the necessary fields such as date, time, and joining link.

This setup will ensure that parents receive timely notifications about the meetings directly in their WhatsApp, enhancing communication and attendance.

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5. Testing and Activating the Workflow

After configuring the workflow, it’s crucial to test it to ensure everything works as expected. Create a test meeting in Zoom and verify that the WhatsApp notification is sent correctly through Pabbly Connect.

Once the test is successful, activate the workflow. From now on, every time a meeting is created in Zoom, parents will automatically receive notifications via WhatsApp without any manual effort.

Create a test meeting in Zoom. Verify the WhatsApp notification is sent correctly. Activate the workflow for continuous operation.

This final step ensures that your automation is not only set up correctly but also functional and ready to enhance communication with parents.

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Conclusion

By following this tutorial, you can efficiently automate WhatsApp notifications for upcoming Parents Teacher Meetings using Pabbly Connect. This integration not only saves time but also ensures that parents are always informed about important meetings.

Learn how to integrate Botbaba with Google Sheets and Encharge using Pabbly Connect. This step-by-step tutorial covers the entire process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To start integrating Botbaba with Google Sheets and Encharge, first access Pabbly Connect by visiting the dashboard. You can create a free account by clicking on the ‘Sign Up Free’ button, which gives you access to 100 free automation tasks each month. Once logged in, navigate to the dashboard to begin creating your workflow.

Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Botbaba to Google Sheets and Encharge Automation’. After naming your workflow, click on the ‘Create’ button to load the workflow page where you will set up the trigger and action for your automation.

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2. Creating a Trigger with Botbaba in Pabbly Connect

In this section, you will set up the trigger for your automation using Pabbly Connect. Click on the trigger section and search for the Botbaba application. Select it and choose the trigger event as ‘New Bot Conversation’. This event will initiate the workflow when a conversation ends in your Botbaba chatbot.

Next, click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter the authorization token from your Botbaba account. To find this token, go to your Botbaba dashboard, click on ‘Edit Profile’, and copy the authorization token from the profile section. Paste this token into the field in Pabbly Connect and click ‘Save’.

• Access Botbaba dashboard and click on ‘Edit Profile’.
• Locate and copy the authorization token.
• Paste the token into Pabbly Connect and click ‘Save’.

Once connected, you will see the Bot ID automatically populated. Click on ‘Save and Send Test Request’ to test the connection. Start a demo conversation in your Botbaba chatbot to generate test data, which will be fetched by Pabbly Connect.

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3. Adding Data to Google Sheets via Pabbly Connect

After successfully setting up the trigger, the next step is to add the captured data into Google Sheets using Pabbly Connect. In the action step, search for Google Sheets and select it. Choose the action event ‘Add New Row’ to insert the captured details into your spreadsheet.

Click on ‘Connect’ and select ‘Add New Connection’. You will then need to authenticate your Google account by providing access to Pabbly Connect. Select the Google account linked to your Google Sheets and click ‘Continue’ to establish the connection.

• Select your Google Sheets account in the connection setup.
• Choose the spreadsheet where you want to add the data.
• Map the fields from the Botbaba conversation to the corresponding columns in Google Sheets.

Once the connection is established, you can map the fields such as name, email, and mobile number from the Botbaba response into the appropriate columns of your Google Sheets. After mapping the details, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your spreadsheet.

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4. Adding Customer Data to Encharge Using Pabbly Connect

Now that you have successfully added data to Google Sheets, the next step is to add the same customer data to Encharge through Pabbly Connect. Click on the plus icon to add another action step and search for Encharge. Select the action event ‘Add or Update Person’. This action will create or update a person in your Encharge account.

Once again, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to allow Pabbly Connect access to your Encharge account. After granting access, you will set up the fields required for creating a person in Encharge, such as email, name, and other relevant details.

Map the email field to the email captured from Botbaba. Use the full name field to map the name from the Botbaba conversation. Fill in any additional fields as necessary.

After mapping the required fields, click on ‘Save and Send Test Request’. This will create a new person in your Encharge account with the details captured from the Botbaba conversation.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

By following these steps, you have successfully integrated Botbaba with Google Sheets and Encharge using Pabbly Connect. This automation allows you to efficiently manage customer data without manual intervention. As new conversations end in your Botbaba chatbot, the details will be automatically added to both Google Sheets and Encharge.

Setting up this automation only needs to be done once, and you can benefit from it continuously as your chatbot engages with leads. With Pabbly Connect, you can streamline your data management process and enhance productivity.

Start using this powerful integration today to maximize your efficiency and improve your lead management strategies.

Learn how to integrate Jira with Google Calendar using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Jira and Google Calendar Integration

To integrate Jira with Google Calendar, you first need to set up Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect dashboard, where you can create a free account in under two minutes.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Send Jira Issues to Google Calendar’. This will help you identify the purpose of the workflow later. After naming it, click on the ‘Create’ button to proceed with the setup.

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2. Configuring Trigger Event in Pabbly Connect

The next step in the integration process involves setting up the trigger event in Pabbly Connect. For this integration, select ‘Jira Software’ as the trigger application. In the trigger event dropdown, choose the ‘Configure Webhooks’ option. This will generate a webhook URL necessary for connecting with Jira.

• Select ‘Jira Software’ as the trigger application.
• Choose ‘Configure Webhooks’ as the trigger event.
• Copy the generated webhook URL for later use.

Now that you have the webhook URL, navigate to your Jira dashboard. Click on the settings icon in the top right corner, then go to ‘System’ settings. Under the ‘Advanced’ section, find the ‘Webhooks’ tab. Click on ‘Create a Webhook’ and paste the copied URL into the URL field. This establishes a connection between Jira and Pabbly Connect.

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3. Creating a Test Issue in Jira

To test the integration, you need to create a test issue in Jira. This step is crucial as it will trigger the workflow you set up in Pabbly Connect. Navigate to your Jira project and click on the ‘Create’ button to initiate a new issue.

• Select the project and issue type (e.g., Task, Bug).
• Fill in the summary and description for the issue.
• Assign the issue to a team member if necessary.

Once the issue is created, return to Pabbly Connect to see if the test data has been captured. You should see the details of the newly created issue reflecting in the response section. This confirms that the webhook is functioning as intended.

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4. Integrating Google Calendar with Pabbly Connect

Now that you have successfully captured the Jira issue data, it’s time to integrate Google Calendar. In Pabbly Connect, select ‘Google Calendar’ as the action application. Choose the ‘Create an Event’ action event. Click on ‘Connect’ to establish a connection with your Google Calendar.

Select the Google account you wish to connect with and grant the necessary permissions. After the connection is established, you can proceed to set up the event details. Map the issue summary from the Jira step as the event title and include the description in the event details.

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5. Finalizing the Integration and Testing

In this final step, configure the remaining fields for the Google Calendar event. Set the start and end date/time using the details captured from the Jira issue. Ensure that you select the correct time zone and visibility settings for the event.

Click on ‘Save and Send Test Request’ to create the event in your Google Calendar. Check your calendar to confirm that the event has been added successfully with the correct details from the Jira issue. This process demonstrates how Pabbly Connect streamlines the integration between Jira and Google Calendar.

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Conclusion

Integrating Jira with Google Calendar using Pabbly Connect allows for efficient project management and task tracking. By following the steps outlined in this tutorial, you can automate the process and save time on manual updates. Embrace the power of automation with Pabbly Connect for seamless workflows.

Learn how to create personalized certificates and send them via WhatsApp using Pabbly Connect in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Setting Up Pabbly Connect for Certificate Automation

To begin with, you need to access Pabbly Connect. This platform allows you to automate the process of creating and sending personalized certificates via WhatsApp. Start by visiting the Pabbly Connect dashboard, which you can reach by going to pavbly.com/connect. Here, you can sign up for a free account and get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send Certificates on WhatsApp’. After naming, click on the ‘Create’ button to proceed to the workflow setup page where you will define the trigger and actions for your automation.

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2. Scheduling the Workflow in Pabbly Connect

In this section, you will set up the scheduling feature to automate when the certificates will be sent. Within the workflow, use the ‘Scheduler’ feature in Pabbly Connect to specify the date and time for the automation to run. For instance, if you want to send the certificates on June 18 at 9 AM UTC, select the ‘Once’ option and set the date accordingly.

• Select ‘Once’ for a one-time run.
• Choose the date and time in UTC format.
• Click ‘Save’ to finalize the scheduling.

By scheduling your workflow, Pabbly Connect will handle the automation seamlessly, checking the spreadsheet for recipient details and preparing the certificates to be sent via WhatsApp at the specified time.

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3. Integrating Google Sheets with Pabbly Connect

Next, you will connect Google Sheets to Pabbly Connect to retrieve the data of recipients. In the action step, search for Google Sheets and select the ‘Get Rows’ action event. This will allow you to fetch the details from your spreadsheet where you have stored the names and WhatsApp numbers of the recipients.

After connecting, select the spreadsheet you wish to use. For example, if your spreadsheet is named ‘Corona Warriors List’, choose it and define the data range you want to retrieve. Make sure to leave out the header row, only selecting the relevant data rows. Click ‘Save and Send Test Request’ to ensure the data is correctly fetched.

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4. Creating Certificates Using Google Slides

In this step, you will create personalized certificates using a template in Google Slides. Select Google Slides as the next action in your Pabbly Connect workflow and choose the ‘Create Presentation from Template’ action event. Connect to your Google account where the template is saved and select your certificate template.

Map the recipient’s name and any other personalized fields in the template. For example, if your template contains curly braces for names, map the name field from the previous step to ensure each certificate is personalized. After mapping, click ‘Save and Send Test Request’ to create the certificate.

• Select the Google Slides template for the certificate.
• Map the recipient’s name and other variables.
• Click ‘Save and Send Test Request’ to create the certificate.

Once the certificate is created, it will be saved in your Google Drive, ready for sharing via WhatsApp.

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5. Sending Certificates via WhatsApp Cloud API

Finally, you will send the created certificates through WhatsApp using the WhatsApp Cloud API integrated with Pabbly Connect. Add a new action step for WhatsApp Cloud API, and select the ‘Send Template Message’ option. Connect your WhatsApp Cloud API account by providing the necessary credentials such as the access token and phone number ID.

Map the recipient’s WhatsApp number and the link to the generated certificate in the message template. Ensure the message contains personalized elements, such as the recipient’s name. After mapping all required fields, click ‘Save and Send Test Request’ to send the message.

Connect to the WhatsApp Cloud API. Map the recipient’s WhatsApp number and message template. Click ‘Save and Send Test Request’ to send the message.

Once sent, the recipient will receive their personalized certificate via WhatsApp, completing the automation process set up through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to create personalized certificates and send them via WhatsApp using Pabbly Connect. By integrating Google Sheets, Google Slides, and WhatsApp Cloud API, you can automate the entire process efficiently. This automation saves time and ensures that recipients receive their certificates promptly and accurately.

Learn how to send coupon codes automatically to users on WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin the process of sending coupon codes via WhatsApp, you first need to set up Pabbly Connect. This integration tool allows you to automate workflows without any coding skills. Start by visiting Pabbly Connect and signing up for a free account. Once registered, you will gain access to the dashboard where you can create workflows.

After logging in, click on the ‘Create Workflow’ button. You can name your workflow something descriptive like ‘Send Coupon Codes on WhatsApp’. This will help you identify the automation later. Following this, you will see options to set a trigger and an action. Remember, the trigger is the event that starts the automation, and the action is what happens as a result.

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2. Setting Up Trigger with Fluent Forms

For this automation, we will use Fluent Forms as our trigger application. In Pabbly Connect, select Fluent Forms and choose the trigger event as ‘New Form Submission’. This means that every time someone submits the form on your website, it will trigger the workflow.

• Choose Fluent Forms from the list of applications.
• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to set up this webhook URL in your WordPress dashboard under the Fluent Forms settings. Navigate to the WP Webhooks section and add the webhook URL. This will link your form submissions to Pabbly Connect. Save the settings to ensure the connection is established properly.

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3. Generating Unique Coupon Codes

Once the trigger is set up, the next step is to generate unique coupon codes. In Pabbly Connect, add a new action step and select the ‘Date Time Formatter’ application. Choose the action event as ‘Current Date’. This will help you retrieve the current date and time, which can be formatted into a unique coupon code.

• Select the ‘Date Time Formatter’ application.
• Choose ‘Current Date’ as the action event.
• Format the date as MMDD to create a unique string.

This unique string can then be used as a coupon code. You can further process this string using another Date Time Formatter step to convert it to a timestamp, which will ensure that each coupon code is unique for every submission.

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4. Storing Data in Google Sheets

After generating the coupon code, you need to store the user data along with the coupon code in a Google Sheets document. In Pabbly Connect, add Google Sheets as the next action step and select the ‘Add New Row’ action event. Connect your Google account and select the spreadsheet where you want to store the data.

Choose Google Sheets from the action applications. Select ‘Add New Row’ as the action event. Map the fields from the form submission to the corresponding columns in Google Sheets.

Make sure to include fields such as name, email, phone number, and the generated coupon code. This way, all relevant information will be captured and organized in your spreadsheet for future reference.

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5. Sending Coupon Codes via WhatsApp Cloud API

The final step is to send the generated coupon code to the user via WhatsApp. In Pabbly Connect, add another action step and select the WhatsApp Cloud API. Choose the action event as ‘Send Template Message’. You will need to connect to your WhatsApp Cloud API setup by providing the necessary credentials.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and the message template to send the coupon code.

Ensure that you have created a message template in your WhatsApp Cloud account that includes placeholders for the recipient’s name and the coupon code. This will allow you to personalize each message sent out to your subscribers.

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Conclusion

In this tutorial, we explored how to automate the process of sending coupon codes to users via WhatsApp using Pabbly Connect. By integrating Fluent Forms, Google Sheets, and WhatsApp Cloud API, you can streamline your marketing efforts and enhance user engagement. This setup not only saves time but also improves customer interaction by delivering timely offers directly to their WhatsApp accounts.

Learn how to get form submission images on WhatsApp in real-time using Pabbly Connect and Paperform. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To get started with integrating Paperform and WhatsApp, you will first need to set up Pabbly Connect. This platform facilitates the automation process between different applications. Begin by navigating to the Pabbly Connect dashboard, which can be accessed by visiting Pabbly.com/c/connect.

Once on the dashboard, sign up for a new account or log in to your existing account. After logging in, click on ‘Create Workflow’ and name your workflow, for example, ‘Paperform to WhatsApp’. This will create a new automation workflow that you will configure in subsequent steps.

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2. Configuring the Trigger in Pabbly Connect

In this section, we will set up the trigger to capture form submissions from Paperform using Pabbly Connect. In the trigger window, select the app as Paperform and choose the ‘New Form Submission’ event. This action will allow Pabbly Connect to listen for new submissions.

• Select Paperform as your app in the trigger setup.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Paperform account, edit the form you want to connect, and navigate to the integrations section. Here, paste the webhook URL into the Webhooks field and click ‘Add Webhook’. This connects your Paperform submissions to Pabbly Connect, enabling real-time data transfer.

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3. Testing Form Submissions Through Pabbly Connect

After setting up the trigger, it’s essential to test the integration to ensure everything is working correctly. Fill out the Paperform with dummy data, including an image upload, and submit the form. This submission will trigger the webhook you set up earlier.

Once you submit the form, return to Pabbly Connect to check if the response data has been captured. You should see the participant’s details, including their name, email, and the URL of the uploaded image. This confirms that Pabbly Connect is successfully receiving data from Paperform.

• Check the response data in Pabbly Connect.
• Ensure all fields are populated correctly.

Verifying that the data is received accurately is crucial for the next steps where you will send this information to WhatsApp.

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4. Sending Form Submission Data to WhatsApp Cloud API

Now that we have confirmed the data is being received in Pabbly Connect, the next step is to send this data to the WhatsApp Cloud API. In the action window, select WhatsApp Cloud API as your app and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp account, you will need to provide your WhatsApp Cloud API credentials, including the token, phone number ID, and business account ID. These details can be found in your WhatsApp Cloud API dashboard. Enter these credentials in Pabbly Connect to establish the connection.

Input your WhatsApp Cloud API token, phone number ID, and business account ID. Select the message template you wish to use for sending notifications.

After setting up the connection, map the necessary fields such as the header image URL and body fields to include the participant’s name, email, and mobile number. Once everything is mapped, send a test request to check if the WhatsApp message is received.

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5. Verifying WhatsApp Messages and Finalizing the Setup

After sending the test request, it’s time to verify if you received the WhatsApp message correctly. Check the WhatsApp account associated with the number you provided in the Pabbly Connect setup. You should see a message containing the uploaded image and participant details.

If the message appears as expected, congratulations! You have successfully set up an automation that allows you to receive form submission images on WhatsApp in real-time using Pabbly Connect and Paperform. This integration streamlines your workflow and saves you time by automatically notifying you of new submissions.

Ensure that all fields are correctly mapped in Pabbly Connect. Test the automation with different submissions to confirm reliability.

By following these steps, you can easily adapt this automation for various use cases beyond photography competitions, making it a versatile solution for your business needs.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Paperform with WhatsApp, allowing real-time notifications of form submissions. By following the steps outlined, you can automate your workflow efficiently and receive important data instantly.

Learn how to integrate Mailchimp with WhatsApp to automatically send messages to new subscribers using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Integration

To begin the Mailchimp WhatsApp integration, first, you need to access Pabbly Connect. This platform allows seamless automation between various applications, including Mailchimp and WhatsApp.

Open your browser and navigate to Pabbly Connect. If you don’t have an account, click on ‘Sign Up Free’ to create one. If you already have an account, simply log in. Once logged in, you will be directed to the dashboard where you can start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a workflow that will automate the process of sending WhatsApp messages to new Mailchimp subscribers. Click on ‘Create Workflow’ and name it appropriately, for instance, ‘Mailchimp to WhatsApp’. using Pabbly Connect

Once your workflow is created, you’ll see two windows: 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 subscriber in Mailchimp.

• Click on ‘Choose App’ and select Mailchimp.
• Select ‘New Subscriber’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

By completing these steps, you will have set up the trigger for your automation. The next step involves connecting this webhook to your Mailchimp account.

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3. Connecting Mailchimp to Pabbly Connect

Now that you have the webhook URL, go to your Mailchimp account. Click on ‘Audience’ and then select ‘Manage Audience’. From the dropdown, choose ‘Settings’.

Scroll down to find the ‘Webhooks’ option. Click on ‘Create New Webhook’ and paste the webhook URL you copied from Pabbly Connect. You will then need to specify what type of updates to send. Select ‘Subscriber Added’ and save your changes.

• Ensure that only updates related to new subscribers are selected.
• Confirm that the webhook is active to start receiving data.

With this setup, every time a new subscriber is added to your Mailchimp audience, the information will be sent to Pabbly Connect, allowing you to trigger the next action.

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4. Sending WhatsApp Messages via Cloud API

Once the trigger is set up, the next step is to send a WhatsApp message using the WhatsApp Cloud API. In the action window of your workflow, search for ‘WhatsApp Cloud API’ and select it.

Choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API account to Pabbly Connect. This requires the phone number ID, business account ID, and a permanent access token.

Copy the required IDs from your WhatsApp Cloud API dashboard. Paste these IDs into the respective fields in Pabbly Connect. Select the template you created for new subscribers.

This configuration allows you to send personalized messages to new subscribers automatically, enhancing user engagement.

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5. Testing the Integration

To ensure everything is working correctly, it’s crucial to test your integration. Create a test subscriber in your Mailchimp account using a signup form you have set up.

Once the subscriber is added, return to Pabbly Connect and check the response received from Mailchimp. You should see the subscriber’s details, including their mobile number.

Confirm that the WhatsApp message is sent to the new subscriber. Check the content of the message to ensure it matches your template.

By successfully completing this test, you can confirm that your Mailchimp WhatsApp integration via Pabbly Connect is functioning as expected, allowing you to automate your communication effectively.

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Conclusion

In this tutorial, we explored how to integrate Mailchimp with WhatsApp using Pabbly Connect. By following the steps outlined, you can effortlessly send WhatsApp messages to new subscribers, enhancing your engagement strategy.

This automation not only saves time but also ensures that your subscribers receive timely communications. Start using Pabbly Connect today to streamline your marketing efforts!

Learn how to automate sending online test paper links to students on WhatsApp using Pabbly Connect, the integration platform that simplifies your workflow. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To send online test paper links to students via WhatsApp, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account in just two minutes by clicking on the ‘Sign Up Free’ button.

After logging in, click on the ‘Access Now’ button for Pabbly Connect. From the dashboard, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow, such as ‘Send Test Papers on WhatsApp,’ and click on the ‘Create’ button to proceed.

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2. Configuring the Scheduler in Pabbly Connect

In this step, you will set up the scheduler trigger in Pabbly Connect. Select the ‘Scheduler’ feature as your trigger. This allows you to run your workflow on a specific date and time. Choose the option to run the workflow once, and select the date for the test.

• Select the date for the test (e.g., 12th June).
• Input the time in UTC format (e.g., 4:00 for 9:30 AM IST).

After entering the date and time, click on ‘Save’. Your workflow is now scheduled to run at the specified date and time, ready to send messages to your students.

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3. Integrating Google Sheets with Pabbly Connect

Next, you will integrate Google Sheets with Pabbly Connect to retrieve student details. In the action step, search for ‘Google Sheets’ and select the ‘Get Row’ action event. This action will retrieve the rows of student data needed for sending messages.

Click on ‘Connect’ and choose to add a new connection. Authenticate your Google account and grant access to Pabbly Connect. Once connected, select your spreadsheet containing student details, such as names and WhatsApp numbers.

• Select the spreadsheet (e.g., ‘Mathematics Paper Class One’).
• Specify the data range (e.g., A2:D5).

After selecting the spreadsheet and data range, toggle the ‘Simple Response’ option off to capture the data in array format. Click on ‘Save and Send Test Request’ to confirm the setup.

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4. Using the Iterator Feature in Pabbly Connect

The Iterator feature in Pabbly Connect allows you to process each student’s data individually. After capturing the data from Google Sheets, add an action step and select ‘Iterator’. This will segregate the data row by row, enabling personalized messaging.

In the Iterator setup, choose the array from the previous step. Click on ‘Save and Send Test Request’ to see the segregated data for the first student. This process ensures that each student will receive their unique message.

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5. Sending Messages via WhatsApp Cloud API

Finally, set up the action for sending WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect. Search for ‘WhatsApp Cloud API’ and select the ‘Send Template Message’ action event. Connect to your WhatsApp Cloud API by entering the permanent access token, phone number ID, and business account ID.

Map the recipient’s phone number from the Iterator step and fill in the body fields with the necessary information. For example, include the student’s name and the examination link in the message template. Click on ‘Save and Send Test Request’ to send a test message to the student’s WhatsApp.

Ensure the message template is approved in WhatsApp. Verify that the message is sent successfully to the recipient.

Once confirmed, your workflow is ready to run automatically on the scheduled date, sending the test paper links to your students via WhatsApp.

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Conclusion

By following these steps, you can easily automate the process of sending online test paper links to students on WhatsApp using Pabbly Connect. This integration not only saves time but also ensures that all students receive their test papers promptly.

Learn how to automatically send WhatsApp messages with images using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for WhatsApp Integration

To begin sending WhatsApp messages with images, first, you need to access Pabbly Connect. This platform serves as the central hub for automating your workflows. Start by signing up at Pabbly Connect and log in to your dashboard.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Assign a relevant name to your workflow, such as ‘Send Images on WhatsApp Automatically.’ After naming, click on the ‘Create’ button, and your workflow page will load, ready for configuration.

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2. Configuring Trigger with JotForm in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘JotForm’ as your trigger application, and choose the trigger event as ‘New Response.’ This event will initiate the workflow whenever a form is submitted.

• Select JotForm from the app dropdown.
• Choose the trigger event as New Response.
• Copy the generated webhook URL provided by Pabbly Connect.

Now, navigate to your JotForm account and integrate this webhook by pasting the URL in the webhook settings of your form. This connection allows Pabbly Connect to receive data from your form submissions automatically.

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3. Connecting WhatsApp Cloud API in Pabbly Connect

After setting up the trigger, the next step is to configure the action for sending messages on WhatsApp. In Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it as the action application. Choose the action event as ‘Send Template Message.’ This will allow you to send pre-defined messages along with images.

To connect to the WhatsApp Cloud API, click on ‘Connect’ and select ‘Add New Connection.’ You will need to enter your permanent access token, phone number ID, and business account ID. Ensure you have generated these details from your Meta developers account for WhatsApp.

• Paste the permanent access token from your Meta account.
• Enter the phone number ID and business account ID.
• Click on Save to establish the connection.

Once connected, you can select the message template you previously created for sending WhatsApp messages. This template will be used to format your messages automatically.

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4. Mapping Fields and Sending Messages

In this step, you will map the fields from the JotForm submission to your WhatsApp message in Pabbly Connect. This includes specifying the recipient’s WhatsApp number, the image URL, and any dynamic content in your message.

Map the WhatsApp number from the form submission to the recipient field, ensuring the number is in the correct format (with country code and without the plus sign). Then, add the URL of the image you wish to send in the message template.

Enter the header image URL in the designated field. Map the variables for customer name, website, and form name from the JotForm response. Save and send a test request to verify the setup.

Upon completing these mappings, you can test the workflow to ensure that the messages are sent correctly. If everything is set up properly, you will see the WhatsApp message appear in the recipient’s chat.

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5. Conclusion

This tutorial has guided you through the process of automatically sending WhatsApp messages with images using Pabbly Connect. By integrating JotForm and WhatsApp Cloud API, you can streamline your communication effectively.

With just a few simple steps, you can automate the process and save time while ensuring that your clients receive timely information. Implement this workflow today to enhance your business communication!

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