Author: Nitin Maheshwari

Learn how to seamlessly integrate Stripe customers into MS Excel using Pabbly Connect with this step-by-step tutorial. Perfect for automating your customer records! 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 Stripe and Excel Integration

To integrate Stripe customers into MS Excel, you first need to set up Pabbly Connect. Start by signing into your Pabbly Connect account. Once logged in, navigate to your dashboard where you’ll find a prominent blue button labeled ‘Create Workflow’. Click on this button to begin creating your integration.

Next, name your workflow something descriptive, like ‘Add Stripe Customers to MS Excel’. After naming, click on the ‘Create’ button, and a blank workflow will be generated. This is where you will set up the trigger and action for your automation using Pabbly Connect.

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2. Configuring the Stripe Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Your trigger application will be Stripe, specifically the event of a new customer being created. To do this, go to your Stripe account, click on ‘Developers’ at the top, and select ‘Webhooks’ from the options.

• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the Stripe webhook settings.
• Set the event to ‘customer.created’ to trigger the workflow.
• Click ‘Add Events’ to finalize the webhook setup.

After setting up the webhook, you will see a message indicating that it’s waiting for a response. This means you need to create a new customer in Stripe to test the integration.

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3. Adding a New Customer in Stripe

With the webhook set up, the next step is to add a new customer in Stripe. Go back to your Stripe dashboard, click on ‘Customers’, and select ‘Add Customer’. Fill in the required fields such as name, email address, and any other relevant details.

Once you have entered the customer details, click on the ‘Add Customer’ button. This action will trigger the webhook you set up earlier. As a result, Pabbly Connect will receive the customer information, which can now be used to populate your Excel sheet.

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4. Configuring the MS Excel Action in Pabbly Connect

After successfully receiving the customer data in Pabbly Connect, it’s time to set up the action to add this information to MS Excel. Choose ‘Microsoft Excel’ as your action application and select the event ‘Add Row to Worksheet’.

• Connect your Microsoft Excel account to Pabbly Connect.
• Select the workbook where you want to add the customer details.
• Map the fields from the Stripe response to the corresponding columns in Excel.

Once you have mapped the fields, click on ‘Save and Send Test Request’. This will send the data to your Excel sheet, adding a new row with the customer details you just created in Stripe.

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5. Verifying the Excel Integration

Finally, it’s time to verify that the integration works as expected. Go to your MS Excel workbook and refresh the page. You should see the new customer details populated in the designated columns, confirming that Pabbly Connect has successfully added the Stripe customer information.

This automation saves you the hassle of manually entering customer data into your Excel sheet, enhancing your workflow efficiency. You can now share this Excel sheet without compromising the security of your Stripe account credentials.

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Conclusion

In this tutorial, we explored how to integrate Stripe customers into MS Excel using Pabbly Connect. By following these steps, you can automate the process of keeping track of your customers efficiently. This integration not only streamlines your workflow but also ensures that sensitive information remains secure.

Learn how to automate saving specific Google Drive file links to Google Sheets using Pabbly Connect. Step-by-step guide 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.

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

To save specific Google Drive file links to Google Sheets, you need to use Pabbly Connect. Begin by logging into your Pabbly Connect account. Once logged in, click on the ‘Create Workflow’ button to start a new integration process.

Next, name your workflow and click on the create button. You will be directed to a workflow page where you will find two modules: the trigger and the action. The trigger will be set up to detect new files uploaded in a specific Google Drive folder.

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2. Configuring Google Drive as the Trigger Application

In this step, select Google Drive as your trigger application in Pabbly Connect. Choose the trigger event as ‘New File in Specific Folder’. Click on the connect button and select ‘Add New Connection’.

Sign in with your Google account that has access to the Google Drive folder where you will upload files. After authorization, select the specific folder (e.g., ‘Team Files’) where you will be uploading Excel files. Once selected, click on ‘Save and Send Test Request’ to verify the connection.

• Select Google Drive as the application.
• Choose ‘New File in Specific Folder’ as the trigger event.
• Connect your Google account.
• Select the folder where files will be uploaded.

After the test request, you will receive a response showing the last uploaded file details, including its link and title, which is essential for the next steps in your automation.

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3. Applying Filters to Ensure Specific File Types Are Saved

To ensure only specific file types (like Excel files) are saved to Google Sheets, you will use a filter step in Pabbly Connect. Add a filter by selecting the ‘Filter by Pabbly’ option. Set the filter condition to check if the file extension is equal to ‘xlsx’.

Map the file extension from the previous step into the filter condition. Click on ‘Save and Send Test Request’ to check if the condition is true. If the condition is met, the workflow will proceed to the next step, allowing the data to be sent to Google Sheets.

• Select ‘Filter by Pabbly’ as the action step.
• Set the condition to check file extension.
• Map the file extension from the trigger step.
• Test the filter condition.

Once the filter is successfully validated, you are ready to send the data to Google Sheets.

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4. Sending Data to Google Sheets Using Pabbly Connect

In this step, select Google Sheets as the action application in Pabbly Connect. Choose the action event as ‘Add New Row’. Click on the connect button and select ‘Add New Connection’ to connect your Google account again.

After connecting, select the spreadsheet (e.g., ‘Google Drive Files’) where you want the data to be stored. Map the file name and file link fields to the corresponding headers in your Google Sheet. Ensure that you map the correct values from the previous steps.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map the file name and file link to the spreadsheet columns. Test the action to ensure data is added correctly.

After testing, you should see a new row added in Google Sheets with the file name and the downloadable link.

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5. Conclusion: Automate Your Google Drive to Google Sheets Workflow

By using Pabbly Connect, you can automate the process of saving specific Google Drive file links to Google Sheets effortlessly. This integration allows you to save time by eliminating manual data entry, ensuring that every time you upload an Excel file, its details are automatically stored in your designated Google Sheet.

Now you can easily manage your files and links in one place without any hassle. Set up this automation once, and it will work seamlessly every time you upload a new file.

With Pabbly Connect, integrating various applications becomes a breeze, enabling you to focus on more important tasks while the automation takes care of the data management.

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Learn how to automate adding live items to Webflow collections using Excel sheets with Pabbly Connect. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Setting Up Pabbly Connect for Excel and Webflow Integration

To automate adding live items in Webflow using Excel sheets, you first need to set up Pabbly Connect. Begin by visiting the Pabbly Connect landing page where you can sign up for free. Once signed up, log into your account to access the dashboard.

On the dashboard, click the ‘Create Workflow’ button to start building your automation. Name your workflow appropriately, for example, ‘Webflow Live Items from Excel’. After naming, click the ‘Create’ button to load the workflow page where you can set up triggers and actions.

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2. Setting Up Microsoft Excel as the Trigger in Pabbly Connect

In this section, you will configure Microsoft Excel as the trigger application in Pabbly Connect. Start by selecting ‘Microsoft Excel’ from the list of applications. Choose the trigger event as ‘New Row in Worksheet’. This means that whenever a new row is added to your Excel sheet, it will trigger the workflow.

• Select ‘Add New Connection’ to connect your Microsoft Excel account.
• Authorize access by selecting your Microsoft account and clicking ‘Yes’ to grant permissions.
• Choose the workbook name, for example, ‘Webflow Design’ and the sheet name, which is typically ‘Sheet1’.

After setting this up, click on the ‘Save and Send Test Request’ button. This will fetch the last row added to your Excel sheet as test data, which will be crucial for the next steps.

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3. Configuring Webflow as the Action Application

Now that you have set up Microsoft Excel as the trigger, the next step is to configure Webflow as the action application in Pabbly Connect. Search for Webflow in the action application field and select it. The action event you need to choose is ‘Create Live Item’.

Click on the ‘Connect’ button, and select ‘Add New Connection’. You will need to input your Webflow API token, which can be obtained from your Webflow project settings under the Integrations tab. Generate a new token if you do not have one already and paste it into Pabbly Connect.

Once connected, you will be prompted to select your Webflow site and the specific collection where you want to add the live items. Ensure you select the appropriate collection, such as ‘Blog Posts’.

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4. Mapping Data from Excel to Webflow Fields

With the connection established, it’s time to map the data from your Excel sheet to the corresponding fields in Webflow using Pabbly Connect. Utilize the test data fetched from Excel to fill in the required fields in Webflow.

• Map the image URL from Excel to the main image field in Webflow.
• Fill in the blog post content using the text data received from Excel.
• Set the slug, archived, and draft fields according to your preferences (e.g., false for published items).

After mapping the fields correctly, click on the ‘Save and Send Test Request’ button to verify the connection and ensure that the live item is created in Webflow.

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5. Finalizing the Automation Process

After successfully testing the connection and ensuring that the live items are created in Webflow, your automation process is complete with Pabbly Connect. This automation will continuously check for new data in your Excel sheet every eight hours and automatically create new blog posts in Webflow as you add rows to your Excel sheet.

To see the live updates, refresh your Webflow blog page, and you should see the newly created entries. This seamless integration saves you time and effort in managing your website content.

Remember, you only need to set up this automation once, and it will run automatically in the background, enhancing your workflow efficiency.

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Conclusion

In this tutorial, you learned how to integrate Excel sheets with Webflow using Pabbly Connect. This automation simplifies adding live items to your Webflow collections, saving time and effort in content management.

Learn how to automate sending brochures via email upon Google Form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms and Gmail Integration

To automate sending brochures via email when a Google Form is submitted, you will need to set up Pabbly Connect. First, log in to your Pabbly Connect account. If you don’t have an account, you can create a free one in just a few minutes. Once logged in, navigate to your dashboard.

Click on the blue button labeled ‘Create Workflow’ and give your workflow a name, such as ‘Send Brochure on Google Form Submission’. This name helps you identify the automation later. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Choosing Google Forms and Gmail in Pabbly Connect

In this step, you need to select the applications involved in your automation. Since we are using Pabbly Connect to integrate Google Forms and Gmail, select Google Forms as the trigger application and Gmail as the action application. The trigger signifies when an event occurs, while the action specifies what should happen next.

• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Select ‘Gmail’ as the action application.
• Choose ‘Send Email’ as the action event.

After selecting these applications, you will be guided to connect them through Pabbly Connect. This connection is crucial as it allows the automation to function seamlessly.

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3. Configuring Google Forms to Trigger Pabbly Connect

To link your Google Form with Pabbly Connect, you need to set up a webhook. After selecting Google Forms, you will receive a webhook URL. Copy this URL, as it is essential for the integration process.

Next, open the Google Sheets associated with your Google Form. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it if you haven’t done so already. Once installed, go back to the Google Sheets, click on ‘Extensions’, and find the Pabbly Connect add-on to set it up.

• Click on ‘Initial Setup’ in the Pabbly Connect add-on.
• Paste the copied webhook URL into the designated field.
• Set the trigger column as the final data column (e.g., column D).

After completing these steps, you can test the webhook by submitting a dummy response through your Google Form. This will send the test data to Pabbly Connect, confirming that the setup is correct.

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4. Setting Up Gmail to Send the Brochure

Now that your Google Form is connected to Pabbly Connect, it’s time to configure Gmail to send the brochure. In the action step of your workflow, select Gmail and choose ‘Send Email’ as the action event. You’ll need to connect your Gmail account to Pabbly Connect if you haven’t done so already.

When prompted, authorize Pabbly Connect to access your Gmail account. After connecting, you will need to fill in several fields, including the recipient’s email address, subject line, and email body. For the recipient’s email, map the email address collected from the Google Form submission.

Input a sender name, such as ‘Pabbly Brochure Agency’. Create a subject that includes the recipient’s name for personalization. Write a friendly email body and include a link to the brochure.

Once all details are filled in, click on ‘Save and Send Test Request’. This will send a test email to verify that everything is working correctly.

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5. Finalizing Your Automation with Pabbly Connect

After successfully testing your email setup, your automation is almost complete. Ensure that the settings in the Pabbly Connect workflow are correctly configured. You need to enable the option to send data on event, which allows Pabbly Connect to automatically send the email every time a new response is received.

To finalize, check the settings in your Google Sheets add-on to ensure that the automation will trigger correctly. Test the entire process by submitting another response through your Google Form. If everything is set up correctly, you should receive the brochure email automatically.

Once this integration is live, you can relax knowing that Pabbly Connect will handle sending brochures to your customers automatically whenever they fill out your Google Form. This automation saves time and ensures a seamless customer experience.

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Conclusion

In this tutorial, we demonstrated how to automate sending a brochure via email using Pabbly Connect upon Google Form submissions. By following these steps, you can streamline your communication process and enhance customer engagement effortlessly.

Learn how to seamlessly connect forms.app with Airtable using Pabbly Connect to automate form responses and enhance your workflow. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate forms.app with Airtable, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. You can find the signup link in the description below.

Once you are logged into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘forms.app to Airtable’, and click on ‘Create’. This sets up the foundation for your automation.

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2. Setting Up the Trigger with forms.app

The first step in your workflow is to set up the trigger. In the trigger window, search for Pabbly Connect and select ‘forms.app’ as your app. Choose ‘New Form Submission’ as the trigger event.

• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your forms.app account and edit the form you want to connect.

In forms.app, navigate to the ‘Connect’ section and click on ‘Webhook’. Here, paste the copied webhook URL and save the changes. This establishes the connection between forms.app and Pabbly Connect.

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3. Testing the Trigger with a Sample Submission

After setting up the webhook, it’s time to test the connection. Go back to your forms.app and submit a test form. Enter details like ‘Demo User’ for the name, an email address, and a mobile number, then click ‘Submit’.

Once the submission is made, return to Pabbly Connect. You will see that it is now waiting for a webhook response. If successful, you should see the details of your test submission appear in the trigger window.

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4. Adding Airtable as an Action in Pabbly Connect

Next, set up the action to send the form responses to Airtable. In the action window, search for Pabbly Connect and select ‘Airtable’ as the app. Choose ‘Create Record’ as the action event.

To connect your Airtable account, you will need your API token. Go to your Airtable account, click on your account button, and navigate to the Developer Hub to create a new token. Ensure to give it all required permissions as outlined in the help text.

• Create a new token in Airtable with the necessary scopes.
• Copy the API token and paste it back into Pabbly Connect.
• Select the base and table where you want to add the form responses.

After configuring these settings, map the fields from your form submission to the corresponding fields in Airtable. This ensures that the data is accurately transferred.

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5. Finalizing the Integration and Testing

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send the test data to Airtable. If successful, you will receive a confirmation response.

Check your Airtable to see if the new record has been created with the test submission details. If everything looks good, your automation is now complete. You can test it further by submitting more forms from forms.app.

This integration allows you to automate the process of adding form responses directly into Airtable, saving you time and effort. With Pabbly Connect, you can seamlessly connect various applications for enhanced productivity.

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Conclusion

Integrating forms.app with Airtable using Pabbly Connect automates the process of adding form responses into your Airtable database. This setup enhances efficiency and streamlines your workflow.

Learn how to automate adding new HubSpot contacts to Moneybird using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for HubSpot and Moneybird Integration

To automate adding new HubSpot contacts to Moneybird, you first need to access Pabbly Connect. Start by signing up for a free account if you haven’t already. After logging in, click on ‘Create Workflow’ to begin the integration process.

Once in the workflow setup, name your workflow something descriptive, such as ‘HubSpot to Moneybird’. This helps in identifying the workflow later. After naming it, click on ‘Create’ to proceed to the next step.

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2. Configuring HubSpot as the Trigger in Pabbly Connect

In the integration setup, the first step is to set HubSpot as the trigger application. In the trigger window, search for and select Pabbly Connect as your app. Choose the trigger event labeled ‘New Contact Added’ to ensure that every time a contact is created in HubSpot, it will trigger the workflow.

After selecting the trigger event, click on ‘Connect’ and choose ‘Add New Connection’. You will be prompted to log into your HubSpot account. Once connected, you will see a list of output properties available from HubSpot. Select the properties you want to receive, such as first name, last name, email, and mobile phone number.

• First Name
• Last Name
• Email
• Mobile Phone Number

After selecting the desired properties, click on ‘Save and Send Test Request’. This will allow you to test if the connection is working properly by fetching the latest contact details from HubSpot.

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3. Adding New Contacts to Moneybird via Pabbly Connect

After successfully setting up the HubSpot trigger, the next step is to configure Moneybird as the action application in Pabbly Connect. In the action window, search for Moneybird and select it. Choose the action event ‘Create Contact’ to automatically add the new HubSpot contact to Moneybird.

Click on ‘Connect’ and then ‘Add New Connection’. Log into your Moneybird account when prompted. After connecting, you will need to specify the account name where you want to create the new contact. This is typically your primary Moneybird account.

• Map the first name from HubSpot to Moneybird.
• Map the last name accordingly.
• Input the email address for the new contact.

Map all required fields from HubSpot to Moneybird to ensure that the contact is created with the same details. Once all mappings are complete, click on ‘Save and Send Test Request’ to finalize the setup.

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4. Testing the Integration Between HubSpot and Moneybird

With both HubSpot and Moneybird configured in Pabbly Connect, it’s time to test the integration. Create a new contact in your HubSpot account by clicking on the ‘Create Contact’ button. Fill in the necessary details like name, email, and phone number, and then save the contact.

After creating the contact, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. This will check if the new contact details are correctly passed to Moneybird. If successful, you should see a confirmation that the contact has been created.

Finally, log into your Moneybird account and navigate to the contacts section to verify that the new contact appears with the correct details. This confirms that the integration is working as intended.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add new HubSpot contacts to Moneybird. By following the steps outlined, you can streamline your workflow and ensure that your bookkeeping is always up-to-date with your CRM.

Using Pabbly Connect for this integration not only saves time but also reduces the chances of errors that can occur with manual data entry. Start automating your processes today and enjoy the benefits of seamless integration between HubSpot and Moneybird.

Learn how to automate sending conditional WhatsApp messages based on Google Forms responses using Pabbly Connect. Step-by-step guide included! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Setting Up Pabbly Connect for WhatsApp Integration

To start sending conditional WhatsApp messages, you first need to access Pabbly Connect. This platform allows seamless integration between Google Forms and WhatsApp. After creating a free account on Pabbly Connect, you can easily set up your automation workflows.

Once logged into Pabbly Connect, navigate to the dashboard and click on the blue ‘Create Workflow’ button. Provide a name for your workflow, such as ‘Send Conditional WhatsApp Messages to Customers,’ and click on the ‘Create’ button to proceed.

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2. Configuring Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action within Pabbly Connect. The trigger will be set to ‘New Response in Google Forms,’ which means that every time a response is submitted, it will initiate the action to send a WhatsApp message.

• Select ‘Google Forms’ as the trigger application.
• Choose the trigger event ‘New Response Received’.
• Connect your Google account to allow Pabbly Connect to access your forms.

After setting the trigger, you will need to set the action to send a WhatsApp message through the interact application. Select ‘Interact’ as the action application and choose the action event ‘Send WhatsApp Template Message’. This setup ensures that whenever a new response is received, a WhatsApp message will be sent automatically.

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3. Connecting Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and navigate to your Google Forms associated spreadsheet. Paste the URL in the script editor to establish the connection.

Before pasting the URL, make a dummy submission in your Google Form to ensure that there is data for testing. After pasting the URL, set the trigger column as the last data entry column in your spreadsheet. This allows Pabbly Connect to capture the response details automatically.

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4. Setting Conditions for Sending WhatsApp Messages

Now that you have connected Google Forms to Pabbly Connect, it’s time to set up conditions for sending specific WhatsApp messages based on user selections. For instance, if a user selects ‘Kerala,’ the Kerala brochure should be sent.

• Add a router step in Pabbly Connect to define multiple conditions.
• Set conditions based on the user’s selection (e.g., Kerala, Manali, Northeast).
• For each condition, specify the WhatsApp message template to send.

Each condition can be configured to send a different brochure based on the user’s selection. The router feature in Pabbly Connect allows you to manage these conditions effectively, ensuring the correct message is sent automatically.

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5. Testing and Verifying the Integration

After setting up the conditions, it’s crucial to test the entire integration to ensure everything works smoothly. Submit a few test responses in your Google Form and check if the corresponding WhatsApp messages are sent as expected.

In Pabbly Connect, you can view the execution history to verify that the responses are being captured correctly and that the appropriate WhatsApp messages are being sent. If any issues arise, revisit the conditions and settings to troubleshoot.

This testing phase is essential to confirm that your automation is functioning as intended, allowing you to send conditional WhatsApp messages effortlessly based on Google Forms responses.

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Conclusion

Using Pabbly Connect, you can automate the process of sending conditional WhatsApp messages based on Google Forms responses. This integration not only saves time but also enhances customer engagement by providing instant responses. Set up your workflow today and experience the power of automation!

Learn how to automate data transfer between Google Sheets without duplication using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 Sheets Automation

To start automating data transfer between Google Sheets, the first step is to access Pabbly Connect. This platform provides seamless integration capabilities that allow users to connect various applications effortlessly.

Begin by signing up for a free account on the Pabbly Connect website. After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Merge Google Sheets Data Without Duplication’. This sets the foundation for your automation process.

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2. Trigger Setup in Google Sheets Using Pabbly Connect

In this section, you will configure the trigger event that initiates the workflow in Pabbly Connect. Select Google Sheets as the trigger application and set the trigger event to ‘New or Updated Spreadsheet Row’. This means that any new or updated data in your Google Sheet will trigger the automation process.

• Search for Google Sheets in the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided to connect your Google Sheet.

After copying the webhook URL, open your Google Sheet in a new incognito window. Go to ‘Extensions’ > ‘Get Add-ons’ and search for the ‘Pabbly Connect Webhooks’ add-on. Install it, refresh the sheet, and then navigate back to the extensions menu to set up the webhook connection using the URL you copied earlier.

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3. Transferring Data Without Duplication Using Pabbly Connect

Once the trigger is set up, the next step is to ensure that data is transferred to another Google Sheet without duplication. To do this, you will need to add another action step in Pabbly Connect to check for existing data before adding new entries.

Set up an action event by selecting Google Sheets again, but this time choose ‘Lookup Spreadsheet Rows’. This action will check if the data already exists in the second Google Sheet. Connect to the second sheet and specify the lookup column where you want to search for existing entries.

• Select the spreadsheet name of your second Google Sheet.
• Set the lookup column to the specific column you wish to check for duplicates.
• Map the relevant data from the previous step to search for duplicates.

This ensures that only new data will be sent to the second sheet, preventing any duplication errors during the transfer process.

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4. Applying Conditions to Filter New Data with Pabbly Connect

To further refine your automation, you can apply conditions in Pabbly Connect to filter out existing data. Use the ‘Filter by Pabbly’ feature to set conditions that determine when new data should be added.

Configure the filter to check if the response from the lookup action indicates that the data does not already exist in the second sheet. If the condition is true, the workflow will continue to add the new entry; otherwise, it will stop to avoid duplication.

This step is crucial for maintaining data integrity and ensuring that your Google Sheets remain organized. You can set the filter condition to check for specific response labels that indicate whether data should proceed to the next step.

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5. Adding New Rows to Google Sheets Automatically Using Pabbly Connect

Finally, the last step is to configure the action for adding new rows to your second Google Sheet. This is where Pabbly Connect excels, allowing you to automate data entry seamlessly.

Select Google Sheets as the action application and choose the ‘Add New Row’ action event. Connect to your Google account again and select the relevant spreadsheet and sheet name. Map the data fields to ensure that the correct information is added to the new row.

Map the customer name, location, service date, and contact number fields to the corresponding columns. Click on ‘Save and Send Test Request’ to add the new row. Check your second Google Sheet to confirm that the new data has been added successfully.

With this setup, every time new data is entered into the first Google Sheet, Pabbly Connect will automatically check for duplicates and add only new entries to the second sheet, streamlining your data management process.

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Conclusion

In conclusion, using Pabbly Connect to automate data transfer between Google Sheets allows you to efficiently manage your data without duplication. By following these steps, you can create a seamless workflow that enhances productivity.

Learn how to set up date wise notifications for new subscriptions in ThriveCart using Pabbly Connect and Gmail integration. Follow our step-by-step guide! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for ThriveCart Integration

To start receiving date wise notifications for new subscriptions, you’ll need to set up Pabbly Connect. First, sign up for a free account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard.

Click on the ‘Create Workflow’ button to begin. You can name your workflow anything you like, such as ‘Date Wise Subscription Notifications’. This will help you identify it later. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Select ThriveCart as the Trigger Application

In this step, you will select ThriveCart as the trigger application within Pabbly Connect. This is crucial as it will initiate the workflow whenever a subscription is sold. Choose ThriveCart from the application list.

For the trigger event, select ‘Product Purchase’. After this, click on the ‘Connect’ button. You will need to create a new connection by entering your ThriveCart API key. To find this key, log in to your ThriveCart account, go to the settings, and access the API and Webhooks section.

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3. Configuring ThriveCart for Automation

Once connected, select the product for which you want to receive notifications. For this example, we are using the ‘PHP Language Course’. Make sure your product is in test mode while setting up the automation. using Pabbly Connect

After selecting the product, click on ‘Save and Send Test Request’. This will allow you to perform a test submission to ensure everything is working correctly. You will need to manually create a test purchase to capture the data required for the next steps.

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4. Setting Up Date Filtering in Pabbly Connect

In this section, you will set up a filter to only receive notifications for specific dates using Pabbly Connect. After capturing the order date from the test purchase, you will need to extract the day from this date. Use the Text Formatter feature to split the date and retrieve the day number.

• Select the ‘Split Text’ option in the Text Formatter.
• Map the order date to the text field.
• Use space as a separator to split the date from the time.

Next, apply a filter to check if the day number is greater than 27, which indicates the 28th, 29th, 30th, or 31st of the month. If the condition is met, the workflow will continue; otherwise, it will stop.

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5. Setting Up Gmail Notifications for Subscriptions

Finally, you will set up Gmail to send notifications using Pabbly Connect. Add a new action step and select Gmail as the application. Choose ‘Send Email’ as the action event and connect your Gmail account.

Fill in the recipient’s email address, sender’s name, and email subject. In the email body, include dynamic content such as the product name and subscription date, which you mapped earlier. This ensures that every time a subscription is sold, you receive an email with the relevant details.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automate date wise notifications for new subscriptions in ThriveCart. This setup allows you to stay informed about your subscription sales effortlessly, enhancing your overall business efficiency.

Learn how to integrate forms.app with Twilio for SMS notifications using Pabbly Connect. Step-by-step guide for seamless automation. 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 SMS Integration

To start integrating forms.app with Twilio for SMS notifications, access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in. If you are a new user, you can sign up quickly, taking no more than two minutes.

Once logged in, you will reach the applications page. Click on the option to access Pabbly Connect. This will take you to the dashboard where you can create a new workflow to automate SMS notifications for form submissions.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow. Set the name to something descriptive, like ‘SMS Notifications for forms.app Submission’. After naming, click on the ‘Create’ button to proceed.

• Trigger Application: forms.app
• Action Application: Twilio
• Trigger Event: New Form Submission

Now, you will see two sections: Trigger and Action. Select forms.app as your trigger application and choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to respond whenever a new submission is made through forms.app.

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3. Setting Up the Webhook in forms.app

After defining the trigger, Pabbly Connect provides you with a webhook URL. Copy this URL as you will need to set it up in your forms.app account. Go to your forms.app dashboard, select the form you want to connect, and click on ‘Edit’.

In the edit section, navigate to the ‘Connect’ tab and select ‘Webhook’ from the options. Click on ‘Connect’ and paste the copied webhook URL into the designated field. Save the webhook settings to ensure that forms.app can send submissions to Pabbly Connect.

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4. Testing the Integration with a Form Submission

To test the integration, submit a test response through your forms.app form. Fill out the necessary fields, such as full name, email, and contact number, then click on the submit button. This action will trigger the webhook set up previously.

Return to Pabbly Connect to check if the test response has been recorded. You should see the response details, including the user’s information. This confirms that the webhook is functioning correctly and data is being sent from forms.app to Pabbly Connect.

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5. Configuring Twilio for SMS Notifications

After successfully receiving the form submission data, the next step is to configure Twilio to send SMS messages. In Pabbly Connect, select Twilio as your action application and choose ‘Send SMS Message’ as the action event. Click on ‘Connect’ to set up the Twilio connection.

You will need your Twilio Account SID and Authorization Token to establish this connection. Retrieve these from your Twilio account dashboard and paste them into the respective fields in Pabbly Connect. Once connected, you can map the SMS content, including the recipient’s details and the message body.

For the SMS body, you can customize a message that includes the user’s name and a confirmation of their submission. After setting up the message, click on ‘Save and Send Test Request’ to ensure that the SMS is sent successfully. If everything is configured correctly, the user will receive an SMS confirmation upon form submission.

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Conclusion

Using Pabbly Connect, you can seamlessly integrate forms.app with Twilio to automate SMS notifications for form submissions. This process enhances communication with users and improves the overall efficiency of your forms. By following the steps outlined, you can set up this integration quickly and effectively.