Author: Nitin Maheshwari

Learn how to automate sending certificates for your beauty school internship program using Pabbly Connect and WhatsApp. 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 Certificate Automation

To automate sending certificates for your beauty school internship program, start by accessing Pabbly Connect. This platform serves as the central integration tool that connects Google Forms, Google Slides, Google Drive, and WhatsApp seamlessly.

Begin by logging into Pabbly Connect. If you’re new, you can sign up for free. Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Beauty School Internship Certificates’. This will help you keep track of your automation.

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2. Integrating Google Forms with Pabbly Connect

The first step in the automation process is to connect Google Forms to Pabbly Connect. This is crucial as it allows you to collect responses from interns applying for their certificates. Select Google Forms as your trigger application.

• Choose the trigger event as ‘New Response in Spreadsheet’.
• Copy the webhook URL provided by Pabbly Connect.
• Set up your Google Form to ensure the last question is marked as required.

After configuring the Google Form, test it by submitting a sample response. This allows Pabbly Connect to capture the response data, which will be used in subsequent steps to generate certificates.

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3. Creating Certificates in Google Slides

With the data collected from Google Forms, the next step is to create the certificates using Google Slides through Pabbly Connect. This integration allows you to automate the generation of personalized certificates based on the responses received.

Select Google Slides as your action app in Pabbly Connect. Choose the action event as ‘Create Presentation from Template’. Map the fields from the Google Form response, such as the intern’s name and the completion date, to the corresponding fields in your certificate template.

• Choose your certificate template from Google Slides.
• Set the title of the new presentation to the intern’s name.
• Select the location in Google Drive where the certificate will be saved.

After completing the mapping, test this action to ensure that the certificate is generated correctly and saved in Google Drive.

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4. Sharing Certificates via Google Drive

Once the certificate is created, the next task is to share it through Google Drive using Pabbly Connect. This step ensures that the interns can access their certificates easily.

In Pabbly Connect, select Google Drive as your next action app. Choose the action event ‘Share a File with Anyone’. Map the file ID of the created certificate to enable sharing permissions.

Connect your Google Drive account to Pabbly Connect. Provide the necessary permissions so that anyone with the link can view the certificate. Test this action to ensure the sharing settings are correctly applied.

This step is crucial for ensuring that the interns receive a viewable link to their certificates when sent via WhatsApp.

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5. Sending Certificates via WhatsApp

The final step in this automation process is to send the generated certificate link to the interns via WhatsApp using Pabbly Connect. This integration allows for seamless communication with your interns.

To do this, select WhatsApp as your action app in Pabbly Connect. Choose the action event ‘Send Template Message’. You’ll need to connect your WhatsApp account using the Vati API, which is necessary for sending messages through WhatsApp.

Map the intern’s WhatsApp number to the message template. Insert the certificate link and any other personalized details into the message. Test the action to ensure the message is sent correctly.

Once this step is complete, your interns will receive a personalized message along with their certificate link on WhatsApp, completing the automation process.

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Conclusion

In conclusion, using Pabbly Connect to automate the process of sending certificates for your beauty school internship program on WhatsApp streamlines communication and enhances efficiency. By following these steps, you can easily integrate Google Forms, Google Slides, Google Drive, and WhatsApp to create a seamless workflow.

This automation not only saves time but also ensures that your interns receive their certificates promptly and professionally, enhancing their overall experience with your program.

Learn how to send automated updates to students on WhatsApp about upcoming tests using Pabbly Connect. Follow this step-by-step 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. Accessing Pabbly Connect for WhatsApp Integration

To send updates to students on WhatsApp about upcoming tests, you will first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly website, then sign in to your account.

Once logged in, click on the ‘Products’ icon and select ‘Connect’. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Google Sheets to WhatsApp Messages’. This setup will facilitate the integration between Google Sheets and WhatsApp through Pabbly Connect.

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

In this step, you will set Google Sheets as the trigger application. Click on the trigger window and choose ‘Google Sheets’ from the list of applications. Select the trigger event as ‘New Spreadsheet Row’. using Pabbly Connect

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

After copying the webhook URL, go to your Google Sheet where student data is stored. Click on ‘Extensions’, go to ‘Add-ons’, and select ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Refresh the Google Sheet after installation, then navigate back to ‘Extensions’ and click on ‘Pabbly Connect Webhooks’ to set it up.

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3. Configuring the Webhook in Google Sheets

In the initial setup of the Pabbly Connect Webhooks, paste the webhook URL you copied earlier. Specify the trigger column, which is the last column where data will be entered (for example, column D).

Next, click on ‘Send Test’ to send data from Google Sheets to Pabbly Connect. Ensure you have added a new row in your Google Sheet to test this functionality. If successful, you will see a confirmation that data has been sent.

• Paste the webhook URL in the setup.
• Set the trigger column to the last data entry column.
• Click ‘Send Test’ to confirm data transfer.

After confirming the test data is sent, ensure to check ‘Send on Event’ in the Pabbly Connect Webhooks to automate future updates. This will allow any new row added in Google Sheets to trigger a WhatsApp message automatically.

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4. Retrieving Student Data from Google Sheets

Now, you will retrieve student data from Google Sheets using Pabbly Connect. In the action window, select Google Sheets again and choose the action event ‘Get Rows’. Connect your Google Sheets account when prompted.

After connecting, select the specific spreadsheet and the sheet that contains student data. Define the range of data you want to fetch. For dynamic data, ensure you do not set a fixed endpoint for the last row; instead, use a notation like ‘A2:E’ to include all future entries.

Select ‘Get Rows’ as the action event. Connect to your Google Sheets account. Define the range to fetch dynamic data.

Once the data is fetched, you will see the details in an array format. This will allow you to iterate through each row of data for sending WhatsApp messages.

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5. Sending WhatsApp Messages Using Pabbly Connect

Your final step involves sending WhatsApp messages using the data collected via Pabbly Connect. Choose the application ‘Wati’ as your action app and select ‘Send Template Messages’ as the action event.

Connect your Wati account by providing the API endpoint and access token. You can find these in your Wati account under the API section. Once connected, map the WhatsApp number and select the message template you created earlier.

Select Wati as the action app. Map the WhatsApp number from the retrieved data. Choose the message template for updates.

After mapping all required fields, click ‘Save and Send Test Request’. You will receive a confirmation that the message has been sent, and you can check the WhatsApp account of your student to verify the update was received successfully.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending updates to students on WhatsApp about upcoming tests. By integrating Google Sheets with WhatsApp, you can streamline communication and keep your students informed effortlessly.

Learn how to send WhatsApp messages to job applicants automatically using Pabbly Connect and Pabbly Connect in this detailed tutorial. 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. Overview of Pabbly Connect and Pabbly Form Builder

Pabbly Connect is a powerful automation tool that enables seamless integration between different applications. In this tutorial, we will demonstrate how to use Pabbly Connect along with Pabbly Form Builder to automate WhatsApp messages to job applicants once they fill out a job application form. This integration eliminates the need for manual messaging, making the hiring process more efficient.

To begin, you will need to create your job application form using Pabbly Form Builder. This online form building software allows you to easily design custom forms. Once the form is ready, we will connect it to Pabbly Connect to automate the messaging process via WhatsApp.

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2. Setting Up Your Job Application Form in Pabbly Form Builder

Start by logging into your Pabbly Form Builder account. Create a new form titled ‘Job Application Form’. This form will collect essential details from the applicants, such as their name, email, phone number, and resume.

• Log in to your Pabbly Form Builder account.
• Click on the ‘Create New Form’ button.
• Add fields for name, email, phone number, and file upload for CV.
• Save and publish your form.

After creating your form, you can share it with potential applicants. Once applicants start filling out the form, their responses will be captured and sent to Pabbly Connect.

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3. Connecting Pabbly Form Builder to Pabbly Connect

To connect your Pabbly Form Builder to Pabbly Connect, you will need to set up a webhook. This webhook will allow data to flow from the form submissions to Pabbly Connect automatically.

Follow these steps to set up the connection:

• Log in to your Pabbly Connect account.
• Click on ‘Create Workflow’ and name it ‘Job Application to WhatsApp’.
• Select Pabbly Form Builder as the trigger app.
• Choose the trigger event as ‘New Form Submission’.

After setting up the trigger, Pabbly Connect will provide a webhook URL. Copy this URL and paste it into the webhook settings of your Pabbly Form Builder account to complete the connection.

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4. Sending WhatsApp Messages Using Pabbly Connect

Once the connection is established, the next step is to send WhatsApp messages to the applicants. For this, we will use the Wati API, which allows sending messages via WhatsApp through Pabbly Connect.

To set this up, follow these steps:

In Pabbly Connect, add a new action step and select Wati as the app. Choose the action event as ‘Send Template Message’. Connect your Wati account by entering the API endpoint and access token.

Map the required fields such as the applicant’s phone number and the message template. Ensure that the phone number is entered in the correct format, excluding the plus sign. This will allow Pabbly Connect to send the WhatsApp message automatically whenever a new application is submitted.

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5. Testing the Integration

After setting up the integration, it’s crucial to test it to ensure everything works as expected. Fill out the job application form with a test applicant’s details and submit it.

Once the form is submitted, check the WhatsApp account associated with the provided phone number. You should receive a message confirming the application submission. This message is sent automatically via Pabbly Connect, demonstrating the efficiency of the integration.

To summarize:

Fill out the job application form with test data. Submit the form and check your WhatsApp for the confirmation message. Ensure that the message is received correctly, confirming the integration works.

This successful test confirms that Pabbly Connect is effectively automating the process of sending WhatsApp messages to applicants.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages to job applicants using Pabbly Connect and Pabbly Form Builder. By following the steps outlined, you can streamline your hiring process, ensuring timely communication with applicants. This integration not only saves time but also enhances the applicant experience.

Learn how to automate Facebook group posts directly from Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To begin your integration, first access Pabbly Connect. Open a new browser tab and navigate to the Pabbly Connect website. Click on ‘Sign Up for Free’ to create an account if you don’t have one already. If you already have an account, simply log in to access the dashboard.

Once logged in, navigate to the app section where you will find Pabbly Connect. Click on ‘Access Now’ to start creating your workflow. You will find a button labeled ‘Create Workflow’ at the top right corner of the screen. Click on it to proceed.

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2. Create Your Workflow in Pabbly Connect

In this step, you will name your workflow. For example, you can name it ‘Google Sheets to Facebook Group’. After entering the name, click on ‘Create’. You will see two windows: one for the trigger app and another for the action app. using Pabbly Connect

Since you want to schedule posts based on dates in Google Sheets, select the trigger app as ‘Schedule by Pabbly’. Set the frequency to ‘Every Day’ and specify the time you wish to publish your posts. Remember to convert your local time to UTC format if necessary. For Indian Standard Time (IST), you may need to adjust accordingly.

• Select ‘Schedule by Pabbly’ as the trigger app.
• Set it to run every day at your desired time.
• Convert IST to UTC if necessary.

Once you have configured the schedule, click on ‘Save’ to finalize this step. This sets up the trigger for your automation.

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3. Collect Data from Google Sheets Using Pabbly Connect

Next, you will need to collect data from your Google Sheets. In the action window, choose ‘Google Sheets’ as the action app. Select ‘Get Rows’ as the action event. Click on ‘Connect’ to establish a new connection with your Google account. using Pabbly Connect

After authorizing Pabbly Connect, you will see fields for ‘Select Spreadsheet’, ‘Select Sheet’, and ‘Range’. Choose the spreadsheet titled ‘Festivals and Dates’ and specify the range of data you want to fetch. For example, if your data spans from cell A2 to D14, enter this range accordingly.

• Select your spreadsheet from the dropdown.
• Choose the specific sheet containing your data.
• Enter the range of cells to fetch data.

After filling in these details, click on ‘Save and Send Test Request’ to retrieve your festival data.

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4. Apply Conditions and Publish to Facebook Group

Now that you have collected the necessary data, the next step is to set conditions for when to publish the posts. Use the Iterator module in Pabbly Connect to loop through each row of data. For each festival, you will compare the current date with the festival date. using Pabbly Connect

To do this, add a Date Time Formatter action to get the current date. Set it to format as ‘Month Day Year’ without time. Then, use a Number Formatter to subtract the festival date from the current date to check if they are equal. This will help you determine if a post should be published.

Add an Iterator module to loop through festival data. Use Date Time Formatter to get the current date. Check if the festival date matches the current date.

If the dates match, proceed to the next step to publish the post to your Facebook group using Pabbly Connect.

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5. Publish Post to Facebook Group Using Pabbly Connect

Finally, you will set up the action to publish the post to your Facebook group. In the action event, select ‘Post a Photo’ as the action type. Connect with your Facebook account and select the group where you want to publish the posts.

Fill in the required fields such as the photo URL and the message (greeting) for the post. Make sure these values are mapped from the Iterator module that contains your festival data. Once everything is set up, click on ‘Save and Send Test Request’ to publish your post.

Choose ‘Post a Photo’ for the action event. Select the Facebook group for posting. Map the photo URL and greeting message from the Iterator.

After successfully publishing the post, you can verify it in your Facebook group. This completes the integration process using Pabbly Connect to automate posts from Google Sheets to Facebook.

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Conclusion

In this tutorial, we explored how to automate Facebook group posts from Google Sheets using Pabbly Connect. By following these steps, you can easily schedule posts based on festival dates and ensure timely greetings to your community.

Learn how to automate Facebook posts from Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Schedule posts effortlessly! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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

To automate Facebook posts from Google Sheets, the first step is to set up Pabbly Connect. Start by visiting the Pabbly Connect website. Here, you can create an account by clicking on ‘Sign Up for Free’. Once your account is ready, log in to access the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button at the top right corner. You will need to name your workflow, for example, ‘Google Sheets to Facebook’. This sets the stage for integrating Google Sheets with Facebook through Pabbly Connect.

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2. Connecting Google Sheets to Pabbly Connect

After setting up your workflow, the next step is to connect Google Sheets to Pabbly Connect. In the trigger window, select ‘Google Sheets’ as the app. Choose the trigger event as ‘New Row’, which will monitor the spreadsheet for any new entries.

• Select the relevant Google account for authentication.
• Choose the specific spreadsheet and sheet that contains your festival data.
• Set the range to include all relevant columns: festival name, greetings, image link, and date.

Once the connection is established, you can test it to ensure that Pabbly Connect is receiving data correctly from Google Sheets. This step is crucial as it verifies that your integration is functional before proceeding to the next stage.

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3. Scheduling Facebook Posts with Pabbly Connect

With Google Sheets connected, the next step is to schedule your Facebook posts using Pabbly Connect. In the action window, select Facebook as the app and the action event as ‘Create Page Post’. This allows you to publish posts directly to your Facebook page.

Fill in the required fields, including:

• Select the Facebook page where the post will be published.
• Map the image link from Google Sheets to the photo URL field.
• Use the greetings from the spreadsheet as the post description.

After completing these fields, save and test the action to ensure that the post is successfully created on your Facebook page. This confirms that Pabbly Connect is effectively automating the posting process.

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4. Validating Automated Posts on Facebook

Once you have set up the workflow to schedule posts, it’s essential to validate that the posts are being published correctly. You can do this by checking your Facebook page after the scheduled time. If everything is set up correctly, you should see the posts as specified in your Google Sheets.

To ensure the automation works continuously, Pabbly Connect allows you to set the workflow to run daily. This means that each day, the integration checks if the current date matches any festival date in your spreadsheet, and if so, it publishes the corresponding greeting.

Additionally, you can monitor the execution history in Pabbly Connect to track any errors or issues that may arise during the automation process. This feature provides peace of mind, knowing that your posts are being handled correctly.

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5. Conclusion

In conclusion, using Pabbly Connect to automate Facebook posts from Google Sheets is a straightforward process that can save you time and effort. By following the steps outlined above, you can ensure that your Facebook page is always updated with timely posts for various festivals and events.

With this integration, you can focus on creating engaging content while Pabbly Connect handles the scheduling and posting automatically. Start using Pabbly Connect today to streamline your social media management.

Learn how to automate Facebook posts from Google Sheets using Pabbly Connect with this detailed 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.

Watch Step By Step Video Tutorial Below

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

To begin with the integration of Google Sheets and Facebook, you need to set up Pabbly Connect. This platform will act as the bridge between the two applications. Start by visiting the Pabbly Connect website and signing up for a free account. Once your account is created, log in to access the app section.

After logging in, locate the option to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, name it ‘Google Sheets to Facebook’. This step is crucial as it helps you identify the workflow later. Once named, click on ‘Create’ to proceed.

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2. Connecting Google Sheets to Pabbly Connect

Now that you have set up Pabbly Connect, the next step is to connect Google Sheets to this integration platform. In your newly created workflow, you will see a trigger window. Select ‘Google Sheets’ as the app to connect.

• Choose the action event as ‘Get Rows’ to fetch data from your Google Sheets.
• Connect your Google account by authorizing Pabbly Connect to access your sheets.
• Select the spreadsheet you want to work with, ensuring it contains the festival names, greetings, and dates.

Once you have connected Google Sheets, you will need to specify the range of data you wish to pull. For example, if your data starts from cell A2 and ends at D14, input this range. This ensures that Pabbly Connect retrieves all necessary information for your Facebook posts.

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3. Scheduling Posts for Facebook Using Pabbly Connect

After successfully connecting Google Sheets, the next step is to schedule the posts on Facebook. In the action window of your workflow, select ‘Schedule by Pabbly’ as your app. This feature will allow you to set the timing for when your posts should go live.

• Set the frequency to ‘Daily’ to ensure your posts are checked every day.
• Input the time in UTC format, which is essential for accurate scheduling.
• Convert your local time (e.g., Indian Standard Time) to UTC to avoid any posting errors.

Once you have configured the schedule, click on ‘Save’ to finalize this step. This setup allows Pabbly Connect to check your Google Sheets daily and post on Facebook when the festival date matches the current date.

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4. Creating Facebook Posts from Google Sheets Data

With the scheduling in place, the next task is to create the actual posts on your Facebook page. In the action window, select ‘Facebook Pages’ as the app and choose the action event ‘Create Page Photo’. This will allow you to include an image along with your post.

Map the fields required for your Facebook post:

Select your Facebook page where the post should be published. Map the photo URL from your Google Sheets data to include an image in the post. Include the greeting message as the description of the post.

After mapping these fields, click on ‘Save’ and then ‘Send Test Request’. This action will publish a test post on your selected Facebook page. If successful, you will see the post appear, confirming that Pabbly Connect has effectively integrated Google Sheets with Facebook.

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5. Conclusion: Automate Your Facebook Posts with Pabbly Connect

In this tutorial, you learned how to automate Facebook posts directly from Google Sheets using Pabbly Connect. By following the steps outlined, you can easily schedule and manage your posts for various festivals.

This integration not only saves time but also ensures that your audience receives timely updates. With Pabbly Connect, you can streamline your social media management and focus more on creating engaging content. Start using Pabbly Connect today to enhance your Facebook page’s performance!

Learn how to integrate WhatsApp with Jotform for custom printed products using Pabbly Connect to automate order confirmations. 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. Overview of Pabbly Connect for Order Management

Pabbly Connect serves as the central automation platform for managing orders for custom printed products. By integrating Jotform and WhatsApp, Pabbly Connect allows businesses to streamline their order confirmation process. This integration ensures that both customers and business owners receive timely notifications regarding new orders. using Pabbly Connect

To begin, you will need to access your Pabbly Connect account. If you don’t have one, you can sign up easily. Once logged in, you will be able to create a workflow that connects Jotform with WhatsApp, enabling seamless communication. Pabbly Connect simplifies the process without requiring coding knowledge.

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2. Setting Up Jotform to Capture Orders

The first step in this integration is to set up your Jotform account to capture orders for custom printed products. Create a form that includes all necessary fields such as product type, quantity, color, and customer details. This form will be the interface through which customers place their orders.

• Create a new form in Jotform with fields for product details.
• Include fields for customer information like name, phone number, and address.
• Ensure to customize the form according to your business needs.

Once your form is ready, the next step is to integrate it with Pabbly Connect. This will allow you to capture data from the form submissions and send notifications via WhatsApp.

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3. Connecting Jotform to Pabbly Connect via Webhook

To connect Jotform to Pabbly Connect, you need to create a webhook URL. This URL will allow Jotform to send form submission data directly to Pabbly Connect. Start by logging into your Pabbly Connect account and creating a new workflow. using Pabbly Connect

In the workflow settings, select Jotform as the application and choose the trigger event as ‘New Response’. This will generate a webhook URL that you need to copy and paste into your Jotform settings under the integration options.

• In Jotform, go to Settings > Integrations > Webhooks.
• Click on ‘Add Webhook’ and paste the URL from Pabbly Connect.
• Save the integration to enable data transfer.

After saving, Pabbly Connect will be ready to receive data from Jotform whenever a new order is placed. This is a crucial step in automating your order confirmation process.

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4. Sending Order Confirmations via WhatsApp

Once the Jotform is connected to Pabbly Connect, the next step is to set up WhatsApp notifications. You will use the Vati API, which is necessary for sending messages through WhatsApp. In your Pabbly Connect workflow, add an action step to send a message using the WhatsApp integration. using Pabbly Connect

In the action settings, select Vati and choose the action event as ‘Send Template Messages’. You will need to map the customer’s phone number and the message template that includes order details. This allows both the customer and the business owner to receive notifications.

Map the customer’s phone number from the Jotform submission. Select the appropriate message template for order confirmation. Test the message to ensure it is sent correctly.

This step ensures that both the customer and the admin receive timely updates about the order status, enhancing customer satisfaction and streamlining business operations.

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5. Finalizing the Integration and Testing

After setting up the WhatsApp notifications, it is crucial to test the entire workflow to ensure everything functions as intended. Place a test order using your Jotform and monitor if the notifications are sent correctly to both the customer and the business owner. using Pabbly Connect

Check the WhatsApp accounts to confirm that the messages include all necessary order details such as product name, quantity, and customer information. Adjust any settings in Pabbly Connect if necessary to ensure smooth operation.

Once confirmed, your integration is complete, and you can start receiving orders with automated confirmations. This setup not only saves time but also improves communication with your customers.

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Conclusion

By using Pabbly Connect, integrating Jotform with WhatsApp for order confirmations becomes a seamless process. This tutorial outlined the steps to set up your workflow, ensuring both customers and business owners receive timely notifications. Embrace automation to enhance your business operations and customer satisfaction.

Learn how to automate sending course details to students on WhatsApp using Pabbly Connect and Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start the Integration

To begin sending course details to students on WhatsApp, first access Pabbly Connect by visiting the official website. Once there, log into your account or create a new one if you are a first-time user. This platform will serve as the central hub for integrating your form submissions with WhatsApp.

After logging in, navigate to the dashboard where you’ll find options to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Jotform to WhatsApp’. This will set the stage for automating the process of sending messages to students upon form submission.

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2. Connect Jotform to Pabbly Connect via Webhook

In this step, you will connect your Jotform account to Pabbly Connect using a webhook URL. First, select Jotform as the trigger app and choose the trigger event as ‘New Response’. Pabbly Connect will generate a webhook URL for you.

Next, log into your Jotform account and navigate to the form you want to use. Click on the settings tab, go to integrations, and select webhooks. Here, paste the webhook URL provided by Pabbly Connect. This action establishes a connection that allows Pabbly Connect to receive data from Jotform whenever a form is submitted.

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3. Collect Data in Pabbly Connect from Jotform

Once the webhook is set up, the next step involves collecting data from Jotform into Pabbly Connect. To do this, submit a test response through your Jotform. This action will trigger the webhook and send the data to Pabbly Connect, allowing you to see the captured information.

• Submit a form response in Jotform to test the webhook.
• Verify the data appears in Pabbly Connect.

After submitting the form, check Pabbly Connect to ensure that all relevant details, such as the student’s name and contact information, are captured correctly. This step is crucial for ensuring that the subsequent actions can utilize this data effectively.

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4. Send Messages via WhatsApp Using Pabbly Connect

The final step involves sending the collected data to WhatsApp using Pabbly Connect. To achieve this, you will need to connect your WhatsApp account using the Wati API. Choose Wati as the action app and select the action event as ‘Send Template Message’.

After connecting Wati, you will need to map the fields from the data collected in Pabbly Connect to the required fields in Wati. This includes specifying the WhatsApp number, message template, and any custom parameters that will personalize the message for each student.

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Conclusion

In this tutorial, we demonstrated how to automate the process of sending course details to students on WhatsApp using Pabbly Connect and Pabbly Form Builder. By following the steps outlined, you can save time and streamline your communication with students effectively.

Learn how to automate SMS reminders for employee shift timings using Pabbly Connect with Google Sheets and Twilio. Step-by-step tutorial 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. Access Pabbly Connect to Start Automating SMS Reminders

To begin automating SMS reminders for employee shift timings, you need to access Pabbly Connect. Open your browser and navigate to Pabbly.com. Once on the landing page, click on the ‘Products’ icon and then select ‘Pabbly Connect’ to enter the integration platform.

Next, you will need to sign up for a free account or log in if you already have one. After logging in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow (e.g., ‘Google Sheets to SMS via Twilio’). This is the first step in setting up your automation using Pabbly Connect.

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2. Schedule Reminder Messages in Pabbly Connect

In this step, you will schedule reminder messages to be sent to your employees. Within the workflow setup in Pabbly Connect, select the ‘Scheduler’ app as the trigger. This allows you to specify how often you want the reminders to be sent. For example, you can set it to run daily at a specific UTC time.

• Choose ‘Scheduler’ as the app.
• Set the frequency (e.g., daily).
• Enter the time in UTC format.

After configuring the scheduler, click on the ‘Save’ button. This will ensure that the messages are sent at the specified time, thus automating the reminder process for your employees.

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3. Connect Google Sheets with Pabbly Connect

The next step involves connecting your Google Sheets, which contains employee data and shift timings, to Pabbly Connect. In the workflow, select ‘Google Sheets’ as the action app. Choose the action event as ‘Get Rows’ to retrieve the data from your sheet.

Click on the ‘Connect’ button to establish a connection with your Google Sheets account. You will need to authorize Pabbly Connect to access your Google Sheets. After successful authorization, select the spreadsheet and the specific sheet containing the employee data.

• Select the spreadsheet that contains employee data.
• Choose the specific sheet with shift timings.
• Define the data range for retrieval.

Once the connection is made, you can save and test the setup to ensure that Pabbly Connect captures the employee data correctly from Google Sheets.

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4. Send SMS Reminders via Twilio Using Pabbly Connect

Now that you have connected Google Sheets, the next step is to send the SMS reminders using Twilio through Pabbly Connect. Select Twilio as the action app and choose ‘Send SMS’ as the action event. You will need to connect your Twilio account by entering your account SID and authentication token.

After establishing the connection, you can compose the SMS message. Use the data retrieved from Google Sheets to personalize the message for each employee. For instance, include their name and the new shift timings in the message body.

Compose the SMS message body. Map employee name and shift timings from Google Sheets. Specify the sender’s number from your Twilio account.

Finally, click on ‘Save and Send Test Request’ to verify that the SMS is sent correctly to your employees. This integration effectively automates the reminder process using Pabbly Connect.

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5. Conclusion: Automate Shift Reminders with Pabbly Connect

In this tutorial, we explored how to automate SMS reminders for employee shift timings using Pabbly Connect in conjunction with Google Sheets and Twilio. By following the steps outlined, you can streamline the communication process and ensure that your employees are always informed of their shift changes.

Implementing this automation not only saves time but also reduces the chances of miscommunication regarding shift timings. With Pabbly Connect, you can easily integrate various applications to enhance your business operations.

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Learn how to automate sending coaching class updates to students via WhatsApp on enquiry form submission using Pabbly Connect. Step-by-step tutorial included. 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 Integration

To send coaching class updates to students, you first need to set up Pabbly Connect. This platform allows you to automate the process of sending WhatsApp messages when an enquiry form is submitted. Start by visiting the Pabbly website and signing up for a free account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the messaging process. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘JotForm Response to WhatsApp Message’. This will be the foundation for your automation.

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2. Connecting JotForm to Pabbly Connect

The next step is to connect JotForm to Pabbly Connect. This is done by setting JotForm as the trigger application. Click on the trigger option and select JotForm from the list. Choose the trigger event as ‘New Response’ to capture submissions from your enquiry form.

• Navigate to your JotForm settings and find the ‘Integrations’ tab.
• Select ‘Webhooks’ and paste the webhook URL generated by Pabbly Connect.
• Complete the integration process and confirm that the connection is active.

Once the webhook is set, Pabbly Connect will wait for a new form submission to process the data. You can now test the connection by filling out the JotForm enquiry form.

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3. Capturing Data from JotForm in Pabbly Connect

After setting up the webhook, the next step is to capture the data from JotForm in Pabbly Connect. Fill out the enquiry form with student details to trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to see the captured data. The platform will display all the information collected from the form, including the student’s name, email, and phone number. This data will be used for sending WhatsApp messages.

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4. Sending WhatsApp Messages Using Vati

To send WhatsApp messages, you will need to integrate Vati with Pabbly Connect. In the action step of your workflow, select Vati as the application. Choose the action event as ‘Send Template Messages’ to set up the messaging process.

• Connect your Vati account by entering the API endpoint and access token from your Vati dashboard.
• Map the student’s WhatsApp number from the captured data in Pabbly Connect.
• Select the appropriate message template that you have created in Vati for sending updates.

Once everything is set, you can test the action step to ensure that the message is sent successfully to the student’s WhatsApp account. This automation streamlines the process of notifying students about coaching class updates.

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5. Finalizing Your Workflow in Pabbly Connect

After configuring the WhatsApp messaging through Vati, it’s time to finalize your workflow in Pabbly Connect. Review all the mapped fields and ensure that the data from JotForm is correctly linked to the WhatsApp message.

Click the ‘Save’ button to activate your workflow. You can now automate sending coaching class updates to students whenever they submit the enquiry form. This setup not only saves time but also enhances communication with students.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send coaching class updates to students via WhatsApp upon enquiry form submission. By integrating JotForm and Vati through Pabbly Connect, you can automate notifications and improve efficiency in your coaching institute.