Author: Nitin Maheshwari

Learn how to send wedding invitations on WhatsApp using Pabbly Connect and WhatsApp Official Cloud API with this detailed step-by-step tutorial. 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 Wedding Invitations

To send wedding invitations via WhatsApp, you first need to set up Pabbly Connect. This integration tool connects various applications, allowing you to automate tasks effortlessly. Start by visiting Pabbly.com/connect to create your account, which provides 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Invitations on WhatsApp’. This initial setup is crucial as it lays the foundation for your automation process. After naming your workflow, you will be directed to the workflow page where you can set triggers and actions.

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2. Configuring Google Sheets as the Trigger in Pabbly Connect

For this automation, the trigger will be Google Sheets, where you will input the guest details. Select Google Sheets as the trigger application and choose the event ‘New or Updated Spreadsheet Row’. This setup means that whenever a new row is added to your Google Sheet, it will trigger the workflow. using Pabbly Connect

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

Next, you need to connect this webhook to your Google Sheet. Click on ‘Extensions’ in Google Sheets, then go to ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to see the new add-on.

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3. Initializing Webhook in Google Sheets

After refreshing your Google Sheet, navigate to the Pabbly Connect Webhooks add-on, and select ‘Initial Setup’. Here, you’ll paste the webhook URL you copied earlier and specify the trigger column. In this case, the trigger column will be the last data entry column where you will input guest information. using Pabbly Connect

Type the letter corresponding to your trigger column (e.g., ‘B’ for the second column). This setup ensures that as soon as you enter data into this column, the automation will activate and send invitations via WhatsApp.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., B).

After completing these steps, go back to Pabbly Connect and click on ‘Test Submission’ to ensure the connection is working. If successful, you will see the data from your Google Sheet reflected in Pabbly Connect.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now that your Google Sheets trigger is configured, the next step is to set up the WhatsApp Cloud API in Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. This step is vital as it determines how invitations will be sent to guests.

To connect with WhatsApp Cloud API, you will need your token key, phone number ID, and business ID. These can be obtained from your WhatsApp API setup on the Meta for Developers page. Enter these details in Pabbly Connect to establish the connection.

Select WhatsApp Cloud API and the action event ‘Send Template Message’. Fill in your token key, phone number ID, and business ID. Save your connection settings.

Once connected, you can create message templates in your WhatsApp API setup. These templates will be used to format the wedding invitations sent to guests. Ensure that your templates are approved by WhatsApp before use.

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5. Sending Wedding Invitations via WhatsApp

With everything set up, you can now send wedding invitations through WhatsApp using Pabbly Connect. In the action step, select the message template you created for invitations. Map the recipient’s mobile number and fill in the required fields such as the name of the guest, date, time, and venue of the wedding.

After mapping the fields, click on ‘Save and Send Test Request’ to send a test message. This will help you verify that everything is working correctly and that the invitations are being sent as intended.

Select the message template for the wedding invitation. Map the recipient’s mobile number and other required fields. Click ‘Save and Send Test Request’ to verify the setup.

Upon successful testing, your workflow will be ready to send invitations automatically to all guests listed in your Google Sheet. This integration streamlines the process, ensuring that invitations are sent efficiently and accurately through WhatsApp.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending wedding invitations via WhatsApp using the WhatsApp Official Cloud API. By integrating Google Sheets with WhatsApp, you can effortlessly manage and send invitations to multiple guests. This automation not only saves time but also enhances the overall guest experience.

Learn how to automate sending WhatsApp messages on Google Forms submissions using Pabbly Connect and WhatsApp Cloud API. Follow our detailed guide! 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. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

To start integrating Google Forms with WhatsApp, you need to access Pabbly Connect. First, create an account at Pabbly.com. This platform allows you to automate tasks effortlessly without any coding skills.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow (e.g., ‘Google Forms to WhatsApp’) and hit ‘Create’. This will open the workflow page where you can set up triggers and actions.

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2. Creating a Trigger for Google Forms in Pabbly Connect

The next step is to set up a trigger in Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This will activate the workflow whenever a new form submission occurs.

• Select Google Forms from the app list.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for further use.

After setting up the trigger, you will need to connect your Google Form to Pabbly Connect. Go to your Google Form responses spreadsheet, click on ‘Extensions’, then ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Paste the webhook URL in the designated field and specify the trigger column (usually the last column where data is entered).

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3. Sending WhatsApp Messages Using WhatsApp Cloud API

After configuring the trigger, the next step in Pabbly Connect is to set up the action to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as your action application and choose the action event as ‘Send Template Message’.

To connect to the WhatsApp Cloud API, you will need to input your permanent access token, phone number ID, and WhatsApp Business Account ID. These can be obtained from your Meta developer account. Once connected, select the message template you created earlier for sending messages.

• Choose ‘Send Template Message’ as the action event.
• Input your WhatsApp Cloud API credentials.
• Select the template you want to use for the message.

Ensure that you map the recipient’s WhatsApp number and any other variables in the message body to personalize the message for each user.

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4. Testing the Google Forms to WhatsApp Integration

With everything set up in Pabbly Connect, it’s time to test the integration. Fill out your Google Form to create a test submission. This will trigger the workflow you created.

After submitting the form, check Pabbly Connect for the received data. You should see the details from the form submission appear, confirming that the trigger is working correctly. Then, send a test message to verify that the WhatsApp message is sent as intended.

Once you confirm that the message has been sent successfully, your automation is complete and ready for use. From now on, every new form submission will trigger a WhatsApp message to the user automatically.

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5. Conclusion: Automate Your Communication with Pabbly Connect

Integrating Google Forms with WhatsApp using Pabbly Connect allows you to automate your communication efficiently. By following the steps outlined in this guide, you can ensure that every form submission triggers an immediate WhatsApp message to your users.

This automation not only saves time but also enhances user engagement by providing instant responses. Get started today with Pabbly Connect to streamline your workflows and improve customer communication.

Learn how to automatically collect responses from WhatsApp Official Cloud API into Google Sheets using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp and Google Sheets Integration

To collect responses from WhatsApp Official Cloud API to Google Sheets, the first step is to set up Pabbly Connect. This integration platform allows you to automate tasks between different applications without any coding skills. Start by creating a free account on Pabbly Connect and log in to access the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. You can name your workflow, for instance, ‘WhatsApp to Google Sheets’. This will help you identify the automation you are setting up later on.

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2. Configuring the Trigger with Pabbly Connect

The next step involves setting up the trigger for your workflow. In Pabbly Connect, select the app as WhatsApp Cloud API and choose the trigger event as ‘New Message Notification’. This event will start the workflow every time a new message is received.

• Choose WhatsApp Cloud API as the trigger application.
• Select ‘New Message Notification’ as the trigger event.
• Copy the webhook URL provided for further configuration.

After copying the webhook URL, you will need to set up the WhatsApp Cloud API to connect with this URL. This step is crucial for capturing the messages sent to your WhatsApp number.

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3. Configuring WhatsApp Cloud API with Facebook Developer

To link WhatsApp with Pabbly Connect, access the Facebook Developer portal. Create a new app and navigate to the WhatsApp section. Here, you will need to paste the webhook URL you copied earlier into the callback URL field.

• Go to the configuration settings of your app.
• Paste the webhook URL in the callback URL field.
• Enter the verify token as instructed in the Pabbly Connect documentation.

After saving these settings, subscribe to the messages event to ensure that Pabbly Connect can capture incoming messages. This is essential for the automation to function properly.

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4. Capturing Data and Integrating with Google Sheets

Once the WhatsApp Cloud API is set up, you can proceed to capture the incoming messages in Pabbly Connect. After sending a test message to your WhatsApp number, you will see the data reflected in your Pabbly Connect workflow.

The next step is to add the action to save this data into Google Sheets. Select Google Sheets as the application and choose the action event ‘Add a New Row’. Connect your Google account and select the spreadsheet where you want to store the messages.

Select Google Sheets as the action application. Choose ‘Add a New Row’ as the action event. Map the fields from WhatsApp messages to the corresponding columns in Google Sheets.

Finally, test the integration by sending another message to your WhatsApp number and verify if the data is added correctly to your Google Sheets.

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5. Real-Time Automation with Pabbly Connect

With the integration complete, Pabbly Connect will now automatically add any new WhatsApp messages to your Google Sheets in real-time. This automation saves time and ensures that all customer interactions are logged efficiently.

Whenever a message is received, it will be captured by Pabbly Connect and stored in your designated Google Sheets. This allows your team to monitor customer inquiries and feedback seamlessly.

To summarize, the steps to automate collecting messages from WhatsApp to Google Sheets using Pabbly Connect are:

Set up Pabbly Connect and create a new workflow. Configure the WhatsApp Cloud API as a trigger. Integrate with Google Sheets to save incoming messages.

This automation can be set up once and will run continuously, helping you manage customer responses effectively.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to collect responses from WhatsApp Official Cloud API to Google Sheets. This integration allows for seamless data management and enhances customer support efficiency. By following the steps outlined, you can easily set up this automation for your business.

Learn how to automate sending quotations via WhatsApp from Google Forms submissions using Pabbly Connect. Step-by-step guide included. 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 Google Forms Integration

To automate sending quotations via WhatsApp, first, access Pabbly Connect by navigating to Pabbly.com/connect. Create an account if you don’t have one yet. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

Next, name your workflow, for instance, ‘Send Quotations on WhatsApp Automation’. This will help you identify the workflow later. After naming your workflow, click on the ‘Create’ button to proceed. This action will take you to the workflow page where you can set up triggers and actions.

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2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this step, you will select Google Forms as the trigger application in Pabbly Connect. Choose ‘Google Forms’ from the app selection and set the trigger event to ‘New Response Received’. This ensures that every time a form is submitted, it will trigger the workflow.

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

After setting up the trigger, you will be instructed to connect your Google Forms. Make sure to log out of any other Google accounts to avoid conflicts. Once connected, return to Pabbly Connect to capture the response data from the form submissions.

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3. Configuring Google Sheets for Data Capture

After setting up the Google Forms trigger, the next step is to configure Google Sheets to capture the responses. Open the Google Sheet linked to your Google Form. Go to ‘Extensions’, then ‘Add-ons’, and select ‘Get add-ons’ to find and install the Pabbly Connect Webhooks add-on.

Once installed, refresh your spreadsheet. Navigate to ‘Extensions’ again, find Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the webhook URL you copied earlier and specify the trigger column, which is the last column where data will be entered. This setup will ensure that every time a form is submitted, the data is sent to Pabbly Connect.

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4. Creating a Quotation Template in Google Docs

With the data flowing into Pabbly Connect, the next step is to create a quotation template in Google Docs. Open Google Docs and design a template that includes variable placeholders for customer details such as name, email, and service quantities. These placeholders will be replaced with actual data during automation.

After setting up your template, return to Pabbly Connect. You will need to set up an action step to create a document from this template. Select Google Docs as the action app and choose the ‘Create Document from Template’ event. Connect your Google account and select the template you created earlier.

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5. Sending the Quotation on WhatsApp

The final step involves sending the generated quotation to the customer’s WhatsApp. To do this, add another action step in Pabbly Connect and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’. You will need to connect your WhatsApp account by providing the necessary credentials, including your token and phone number ID.

In this step, map the necessary fields such as the recipient’s phone number and the document link of the created quotation. This will ensure that once a form is submitted, the customer receives their quotation directly on WhatsApp without any manual intervention.

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Conclusion

By following this tutorial, you can easily automate the process of sending quotations on WhatsApp from Google Forms submissions using Pabbly Connect. This integration not only saves time but also enhances customer engagement by providing instant responses.

Learn how to automate sending WhatsApp messages to new Facebook leads using Pabbly Connect. Step-by-step guide to streamline your lead management process. 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 start automating the process of sending WhatsApp messages to new Facebook leads, first, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. You can sign up for a free account on the Pabbly Connect website, which provides you with 100 free automation tasks each month.

Once logged into your Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WhatsApp Messages to Facebook Leads’. This will set the foundation for your automation process.

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2. Creating the Trigger with Facebook Lead Ads

The next step involves setting up the trigger in your Pabbly Connect workflow. Choose ‘Facebook Lead Ads’ as the app from the dropdown menu. The trigger event will be set to ‘New Lead’, which activates when a new lead is submitted through your Facebook lead generation form. using Pabbly Connect

• Select ‘Facebook Lead Ads’ from the app list.
• Set the trigger event to ‘New Lead’.
• Connect your Facebook account by clicking ‘Connect’.

After connecting, select the Facebook page where your lead ad is running. This will allow Pabbly Connect to retrieve lead data from the specified form. Ensure that you save your settings after making these selections.

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3. Testing the Trigger Setup

Once you’ve set up the trigger, it’s crucial to test it to ensure that everything is functioning correctly. Use the Facebook Lead Ads testing tool to submit a test lead. Fill in the required fields, including the lead’s name and WhatsApp number, then submit the form. using Pabbly Connect

After submission, return to Pabbly Connect and check the response section. You should see the details of the test lead you just submitted. This confirms that your trigger is correctly capturing lead data from Facebook.

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4. Setting Up the Action with WhatsApp Cloud API

Now that the trigger is confirmed, it’s time to set up the action that will send a WhatsApp message. Choose ‘WhatsApp Cloud API’ as the app in the action step. The action event should be set to ‘Send Template Message’. This is where you’ll define how the message will be sent to the lead. using Pabbly Connect

• Select ‘WhatsApp Cloud API’ from the app list.
• Set the action event to ‘Send Template Message’.
• Connect to your WhatsApp Cloud API account by entering the necessary credentials.

Make sure to have a message template created in your WhatsApp API account. Select this template in Pabbly Connect. Map the recipient’s mobile number and any required variables from the test lead data to personalize the message.

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5. Finalizing the Automation Workflow

After setting up the action, it’s time to finalize your automation. Review all the mapped fields to ensure that they correspond correctly to the data you want to send. For instance, ensure the recipient’s phone number is formatted correctly without the plus sign.

Once everything is set, click on ‘Save and Send Test Request’ to test the complete workflow. If set up correctly, you will receive a WhatsApp message at the lead’s number confirming the automation works. This final step demonstrates how Pabbly Connect effectively automates the communication process with your leads.

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Conclusion

Using Pabbly Connect, you can effortlessly automate sending WhatsApp messages to new Facebook leads. This integration streamlines your lead management process, saving time and enhancing customer engagement. Start leveraging this powerful automation today!

Learn how to automatically add Kartra leads to UUKI Community using Pabbly Connect. This step-by-step tutorial guides you through the integration process seamlessly. 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 Automation

To automate adding Kartra leads to the UUKI community, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account and enjoy 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Add Kartra Leads to UUKI’ and click on the ‘Create’ button. This sets the stage for your automation process using Pabbly Connect.

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2. Setting Up the Trigger with Kartra

In this step, you will set up the trigger in Pabbly Connect to capture form submissions from Kartra. Select ‘Kartra’ as your trigger application and choose the trigger event as ‘Lead Fills Opt-in Form’. This event will initiate the workflow every time a lead submits their information.

• Select ‘Kartra’ as the trigger application.
• Choose ‘Lead Fills Opt-in Form’ as the trigger event.
• Copy the generated webhook URL.

Next, navigate to the ‘My Integrations’ section in your Kartra dashboard. Here, you will enable the outbound API and paste the webhook URL you copied from Pabbly Connect. This connection allows Kartra to send lead data to your automation workflow.

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3. Testing the Kartra Integration

After setting up the trigger, it’s time to test the integration. Fill out the opt-in form on your Kartra landing page with test data such as a name and email. This step ensures that Pabbly Connect captures the data correctly.

Once you submit the form, check the Pabbly Connect workflow to see if the data appears. You should see the lead information captured, including the first name, last name, and email address. This confirms that your trigger is working as intended.

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4. Adding User to UUKI Community via Pabbly Connect

Now that the trigger is set, the next step is to add the captured lead to the UUKI community. Select ‘UUKI’ as the action application and choose the action event as ‘Add User’. This will allow Pabbly Connect to send the lead information to the UUKI platform.

• Select ‘UUKI’ as the action application.
• Choose ‘Add User’ as the action event.
• Connect your UUKI account using the API Merchant ID and API Token.

Map the lead data from Kartra to the corresponding fields in UUKI, such as first name and email. Once everything is set up, click on ‘Save and Send Test Request’. This action will add the lead to your UUKI community automatically, showcasing the power of Pabbly Connect in streamlining your lead management process.

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5. Conclusion

By following these steps, you can easily automate adding Kartra leads to your UUKI community using Pabbly Connect. This integration not only saves time but also enhances your lead nurturing efforts. With Pabbly Connect, you can ensure that every lead is captured and added to your community without manual intervention.

Learn how to use Pabbly Connect to automate sending different images on WhatsApp on scheduled dates. No coding required! 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 Automation

To start the automation of sending different images on WhatsApp, the first step is to access Pabbly Connect. You can sign up for a free account at Pabbly.com/connect. Once logged in, you will land on the dashboard where you can create your automation workflow.

Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Send Images on WhatsApp’), and proceed to set up the automation. This platform allows you to connect various applications seamlessly without any coding knowledge.

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2. Scheduling the Trigger in Pabbly Connect

The next step is to schedule the trigger using the scheduler feature in Pabbly Connect. This feature allows you to run your workflow at specified intervals. For our purpose, select the ‘Once’ option to send exam results only once on a specific date.

• Choose the date you want to send the images (e.g., May 30, 2022).
• Set the time in UTC format (e.g., 3:30 AM UTC for 9:00 AM IST).

After entering the required details, click on ‘Save’. This sets the schedule for when the images will be sent through WhatsApp.

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3. Integrating Google Sheets with Pabbly Connect

Next, we will connect Google Sheets to Pabbly Connect to fetch the student data. In the action step, select Google Sheets and choose the ‘Get Rows’ option. This will allow you to retrieve the data you have entered regarding the students and their respective results.

After connecting your Google Sheets account, select the spreadsheet that contains the student results. Make sure to specify the correct range (e.g., A2:F3) to capture all necessary information. Once done, click on ‘Save and Send Test Request’ to verify the connection and fetch the data.

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4. Using the Iterator in Pabbly Connect

To send individual messages to each student, we will use the Iterator feature in Pabbly Connect. This allows the workflow to process each row of data one by one. Click on the plus icon to add a new action step and search for ‘Iterator’. Select it to segregate the data retrieved from Google Sheets.

When you set up the Iterator, choose the array of student data from the previous step. This will ensure that the workflow runs for each student individually. After setting it up, click on ‘Save and Send Test Request’ to ensure it works correctly.

• The Iterator will process each student’s data row by row.
• This is crucial for sending personalized messages to each student.

Once the Iterator is set, you can proceed to the next step of sending messages via WhatsApp.

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5. Sending Messages via WhatsApp Cloud API

Now, we will connect to the WhatsApp Cloud API through Pabbly Connect. In the action step, search for ‘WhatsApp Cloud API’ and select the ‘Send Template Message’ option. This integration allows you to send messages directly to WhatsApp.

Before sending messages, ensure you have set up your WhatsApp Cloud API and created a message template in the Facebook developer console. Once connected, you will need to map the required fields such as the recipient’s phone number, header image, and message body fields using the data fetched from the previous steps.

Map the WhatsApp number in the required format (without the plus sign). Include the image URL and other personalized data in the message body.

After mapping all the fields, click on ‘Save and Send Test Request’ to send a test message and verify that everything is working correctly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending different images on WhatsApp based on a scheduled date. By integrating Google Sheets and the WhatsApp Cloud API, you can efficiently send personalized messages without any manual intervention. This automation saves time and ensures timely communication with recipients.

Learn how to connect Shopify with Pabbly Connect through this detailed tutorial. Automate your Shopify tasks effortlessly with Pabbly Connect. 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. Accessing Pabbly Connect to Start Your Shopify Integration

To connect Shopify using Pabbly Connect, first, access the platform by visiting the Pabbly website. Sign up for a free account to get started with your automation tasks.

Once registered, log in to your account to reach the dashboard. From here, click on the ‘Create Workflow’ button to initiate the process of integrating Shopify into your workflow.

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2. Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Choose a relevant name, such as ‘Shopify Connection’, and click the ‘Create’ button to proceed. This sets the stage for your Shopify integration.

• Select the trigger application to start the workflow.
• Define the action you want to perform in Shopify.
• Map the necessary fields for the integration.

With your workflow created, you can now set up the trigger, which will initiate the actions in Shopify through Pabbly Connect.

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3. Setting Up the Trigger for Shopify Integration

In this step, you will choose the trigger application. For this example, we will use Jotform. Search for Jotform in the trigger application section, and select it to capture form submission data. using Pabbly Connect

Once selected, set the trigger event to ‘New Response’. After establishing the connection, you will be able to capture the response data, such as first name, last name, and email address, which will be used for creating a customer in Shopify.

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4. Connecting Shopify in Pabbly Connect

Now, it’s time to add the action step to your workflow. Search for Shopify in the action application section and select it. You will find multiple action events available, including creating a customer or product.

• Choose the action event you want to perform, such as ‘Create Customer’.
• Connect to Shopify by entering the required API access token and subdomain.
• Map the fields from Jotform to Shopify.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the connection between Pabbly Connect and Shopify is working correctly. This action will create a customer in your Shopify store.

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5. Verifying the Customer Creation in Shopify

Finally, to ensure everything is set up correctly, check your Shopify customer section. After successfully sending the test request from Pabbly Connect, refresh your Shopify customer list.

You should see a new customer entry reflecting the data mapped from Jotform. This confirms that your integration is functioning as intended, allowing for seamless automation between Pabbly Connect and Shopify.

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Conclusion

In this tutorial, we explored how to connect Shopify using Pabbly Connect. By following these steps, you can automate tasks in Shopify effortlessly and improve your workflow efficiency.

Learn how to automate filtering email attachments from MS Outlook and upload them to Dropbox automatically using Pabbly Connect. Follow this step-by-step 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 Integration

To begin automating the process of filtering email attachments from MS Outlook to Dropbox, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard by going to Pabbly.com/connect, where you can create a free account in just two minutes. This account allows you to access 100 free automation tasks each month.

Once you have logged into your Pabbly Connect account, click on the ‘Access Now’ button to reach the dashboard. From there, select ‘Create Workflow’ to initiate your automation setup. Name your workflow something descriptive like ‘Filter Email Attachments from MS Outlook’ and click ‘Create’ to proceed.

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2. Configuring the Email Parser in Pabbly Connect

In this step, you will configure the email parser in Pabbly Connect to capture emails from MS Outlook. Select the Email Parser as your trigger app. This app will allow you to forward specific emails to a designated email parser address that Pabbly Connect provides.

• Choose ‘Email Parser’ from the trigger app options.
• Copy the email parser address provided by Pabbly Connect.
• Log into your MS Outlook account and navigate to Settings.
• In the settings, find the forwarding option and paste the email parser address.

After setting up the forwarding, send a test email to your MS Outlook inbox to ensure that the email parser is correctly capturing the data. The email should contain an attachment that you wish to filter.

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3. Filtering Email Attachments in Pabbly Connect

Next, you will set up a filter in Pabbly Connect to specify which email attachments to save. After receiving the email data in the parser, you will use the filter feature to check the subject line for specific keywords, such as ‘resume’. This ensures that only relevant attachments are processed.

• Add a filter step after the email parser step.
• Select the subject label from the email parser response.
• Set the filter condition to check if the subject contains the keyword ‘resume’.

Once the filter is configured, test the setup to ensure that it correctly identifies emails with the specified keyword. If the condition is met, the workflow will proceed to the next step, which is uploading the attachment to Dropbox.

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4. Uploading Email Attachments to Dropbox Automatically

In this crucial step, you will configure Pabbly Connect to upload the filtered email attachments directly to your Dropbox account. Add an action step in your workflow and select Dropbox as the application. Choose the ‘Upload File’ action event.

After connecting to Dropbox, you will need to specify the file URL, file name, and the folder path where you want to save the attachment. Use the data fetched from the email parser to map these fields accurately.

Map the file URL from the email parser response. Specify the folder path in Dropbox where the file should be saved. Test the connection by sending a test request to ensure the file uploads correctly.

Once the test is successful, your automation is complete. Every time you receive an email with the specified keyword in the subject, the attachment will be automatically uploaded to your Dropbox account.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

By following these steps, you can efficiently filter email attachments from MS Outlook and upload them to Dropbox automatically using Pabbly Connect. This automation not only saves time but also helps in managing your email storage effectively.

With Pabbly Connect, you can easily set up workflows without any coding knowledge, making it accessible for everyone. Start automating your email management today to keep your inbox clutter-free and your important files securely stored in Dropbox.

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Learn how to connect Wix as an action step in Pabbly Connect with this detailed step-by-step tutorial. Automate your workflows effectively! 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 Wix Integration

To connect Wix as an action step in Pabbly Connect, you first need to access the platform. Head over to Pabbly Connect and create your free account. Within minutes, you can start using the service with 100 free automation tasks every month.

Once logged in, you will be directed to the dashboard. Here, you can create a workflow by clicking on the ‘Create Workflow’ button. Give your workflow a suitable name, such as ‘Wix Connection’, and click on ‘Create’ to proceed with setting up your automation.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. The trigger is the event that initiates your workflow. For this example, we will use JotForm to capture form responses. Select JotForm from the available applications in the trigger section.

• Choose JotForm as your trigger application.
• Select the event to capture form submissions.
• Connect your JotForm account using the provided webhook URL.

After setting up the trigger, capture the form submission data. You will see the details of the form submission displayed on the screen. This data will be used in the action step where we will connect to Wix.

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3. Connecting Wix as an Action Step

Now that the trigger is set up, it’s time to connect Wix in the action step of Pabbly Connect. Select Wix from the action application options. You will see various action events available, such as adding products, creating contacts, and more.

For this tutorial, we will create a contact in Wix. Choose the ‘Create Contact’ action event. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and your Wix account. You will need to enter your Wix App ID and Secret ID to complete this connection.

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4. Creating a Wix App for Connection

To connect Wix with Pabbly Connect, you must first create a Wix app. Go to the Wix Developer Center and log in with your Wix credentials. Click on the ‘Create New App’ button and enter a name for your app, like ‘Wix Connection’.

• Add a redirect URL provided by Pabbly.
• Set permissions based on the actions you want to automate.
• Save your app and add it to your Wix site.

Once your app is created, navigate to the authorization section to retrieve your App ID and Secret ID. Enter these credentials back into Pabbly Connect to finalize the connection.

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5. Mapping Data and Testing the Connection

After successfully connecting Wix in Pabbly Connect, you will need to map the data from the JotForm submission to the fields required for creating a contact in Wix. This includes fields such as first name, last name, and email address. Use the drop-down menu to select the corresponding fields from the JotForm data.

Once all required fields are mapped, click on ‘Save and Send Test Request’. This will send the data to Wix and create a new contact based on the information provided. Check your Wix dashboard to confirm that the contact has been added successfully.

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Conclusion

In this tutorial, we detailed how to connect Wix as an action step in Pabbly Connect. By following these steps, you can automate your workflows effectively and streamline your processes. With Pabbly Connect, integrating Wix with various applications becomes seamless and efficient.