Creating Jira Issues from Fluent Forms Submissions Using Pabbly Connect

Learn how to automate creating Jira issues from Fluent Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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


1. Setting Up Pabbly Connect for Jira Integration

To create Jira issues from Fluent Forms submissions, start by accessing Pabbly Connect. Log into your account and navigate to the dashboard, where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, such as ‘Fluent Forms to Jira Automation.’ After naming, click ‘Create’ to proceed to the next step.


2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation. Select Pabbly Connect and search for ‘Fluent Forms’ in the trigger options. Choose the ‘New Form Submission’ trigger event.

  • Select ‘Fluent Forms’ as the application.
  • Choose the trigger event as ‘New Form Submission’.
  • Copy the provided webhook URL for connecting Fluent Forms.

Use this webhook URL in your Fluent Forms settings to enable data transfer to Pabbly Connect. This will allow you to capture form submissions directly.


3. Embedding Fluent Forms in WordPress

Next, you need to embed your Fluent Form into a WordPress page. Go to your WordPress dashboard, find the Fluent Forms plugin, and create your form. After saving, copy the form ID to embed it on your desired page. using Pabbly Connect

Navigate to the specific page where you want to embed the form and paste the form ID. Ensure that the form is visible to users, allowing them to submit their issues directly.


4. Connecting Jira to Pabbly Connect

Now that the trigger is set, it’s time to connect Jira. In the action step, choose ‘Jira Software’ and select the action event as ‘Create Issue’. Click on ‘Connect’ to establish the connection. using Pabbly Connect

  • Select ‘Jira Software’ as the application for the action.
  • Choose ‘Create Issue’ as the action event.
  • Authorize the connection by logging into your Jira account.

After successfully connecting, select the project in Jira where the issues will be created. Map the fields from the form submission to the corresponding fields in Jira, such as summary and description.


5. Testing the Integration with Pabbly Connect

To finalize the setup, conduct a test submission through the Fluent Form. Fill in the necessary details and submit the form. This action will trigger Pabbly Connect to send the data to Jira, creating a new issue.

Check your Jira project to confirm that the issue has been created successfully. You should see all the details from the form submission reflected in the Jira issue, ensuring that the integration works flawlessly.


Conclusion

By following this tutorial, you can easily automate the process of creating Jira issues from Fluent Forms submissions using Pabbly Connect. This integration enhances productivity by eliminating manual data entry, allowing you to focus on more critical tasks.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automatically Share Tumblr Posts on Telegram Using Pabbly Connect

Learn how to automatically share your Tumblr posts on Telegram using Pabbly Connect. This detailed tutorial covers all steps for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Tumblr and Telegram Integration

To start sharing your Tumblr posts on Telegram automatically, the first step is to access Pabbly Connect. Log in to your Pabbly Connect account, which you can create in just two minutes by following the link in the description. Once logged in, you will arrive at the Pabbly Connect dashboard, where you can begin creating your automation workflow.

Click on the ‘Create Workflow’ button to initiate the process. You will then be prompted to name your workflow; for this tutorial, we’ll name it ‘Tumblr to Telegram Automation’. After naming your workflow, click the ‘Create’ button to proceed. This sets the stage for integrating Tumblr and Telegram using Pabbly Connect.


2. Configuring the Trigger Application: Tumblr

The next step in using Pabbly Connect is to configure the trigger application, which in this case is Tumblr. In the ‘Choose App’ field, select Tumblr as your trigger application. For the trigger event, choose ‘New Post in My Blog’. This setup ensures that every time you post a new blog on Tumblr, it will trigger the automation.

  • Select Tumblr from the app options.
  • Choose the trigger event as New Post in My Blog.
  • Click on ‘Connect’ and select ‘Add New Connection’.

After connecting, you will need to specify the type of post you are sharing. Select the appropriate post type (e.g., text, video) and the blog from which you are publishing. Finally, click on ‘Save and Send Test Request’ to fetch the details of the most recent post. This step is crucial as it allows Pabbly Connect to capture the necessary data from Tumblr for the next part of the integration.


3. Setting Up the Action Application: Telegram

Now that the trigger is configured, it’s time to set up the action application, which is Telegram. In the action step, search for Telegram and select the ‘Telegram Bot’ option. For the action event, choose ‘Send a Text Message’. This action will allow you to send a message to your Telegram group whenever a new Tumblr post is made.

  • Select Telegram Bot as the action application.
  • Choose the action event as Send a Text Message.
  • Connect to Telegram by adding a new connection and entering your API token.

To obtain the API token, you will need to create a Telegram bot using the BotFather. After creating the bot, copy the API token provided and paste it into Pabbly Connect. Additionally, you must provide the chat ID of your Telegram group. Once these details are entered, you can compose your message, including the link to your Tumblr post, which will be dynamically mapped from the data fetched in the earlier step. This integration is seamless and requires no coding, thanks to Pabbly Connect.


4. Finalizing the Integration and Testing

After configuring both the trigger and action applications, the next step is to finalize the integration. In the message field for Telegram, you can write a custom message like, ‘Hey folks, check out my new post on Tumblr!’ and then map the URL of the Tumblr post dynamically. This ensures that every time a new post is published, the correct link is sent to your Telegram audience.

To test your integration, click on ‘Save and Send Test Request’. This action will send a test message to your Telegram group. If everything is set up correctly, you should see your message appear in the Telegram chat, confirming that Pabbly Connect has successfully integrated Tumblr and Telegram.


Conclusion

In conclusion, using Pabbly Connect to automate the sharing of your Tumblr posts on Telegram is a straightforward process. By following the steps outlined in this tutorial, you can set up an efficient workflow that saves time and enhances engagement with your audience. This integration allows you to focus on creating content while Pabbly Connect handles the distribution automatically.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Calendly with Zoho Bigin Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Calendly with Zoho Bigin using Pabbly Connect to automate contact creation for invitees. Follow this detailed step-by-step 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


1. Accessing Pabbly Connect for Integration

To start integrating Calendly with Zoho Bigin, first, you need to access Pabbly Connect. Go to your browser and type in Pabbly.com/connect. This will redirect you to the Pabbly Connect homepage, where you can either sign in or sign up.

If you already have an account, click on the ‘Sign In’ button. If not, click on ‘Sign Up’ to create a new account, which is free and offers 100 free tasks every month. After signing in, you will be taken to your Pabbly Connect dashboard, ready to create your automation workflow.


2. Creating a New Workflow in Pabbly Connect

Once you are on the dashboard, the next step is to create a new workflow. Click on the Pabbly Connect button labeled ‘Create Workflow’. You will be prompted to name your workflow. Give it a name like ‘Calendly to Zoho Bigin’ to indicate the integration you are setting up.

  • Click on the ‘Create’ button after naming your workflow.
  • You will see two windows: Trigger and Action.
  • Select ‘Calendly’ as the trigger application.

In the Trigger section, choose ‘Invitee Created’ as the trigger event. This means that whenever a new invitee is created in Calendly, it will trigger the workflow to create a new contact in Zoho Bigin.


3. Connecting Calendly to Pabbly Connect

To connect Calendly with Pabbly Connect, click on the ‘Connect’ button in the Trigger window. You will need to add a new connection by entering your Calendly API key. This key can be found in your Calendly account under ‘Integrations’ and then ‘API & Webhooks’. Copy the API key and paste it into the required field in Pabbly Connect.

After pasting the API key, click on ‘Save’. You will then send a test request to ensure the connection is successful. Fill in the booking details on your Calendly booking page to generate a test invitee, which will be used to verify the connection.


4. Creating a Zoho Bigin Contact from Calendly Invitees

Now that Calendly is connected, it’s time to set up the action in Zoho Bigin. In the Action window, select Zoho Bigin as the action application and choose ‘Create Contact’ as the action event. This will allow you to create a new contact in Zoho Bigin whenever a new invitee is created in Calendly. using Pabbly Connect

  • Click on ‘Connect’ to add a new connection.
  • You will need to enter your Zoho Bigin domain, which can be found in your Zoho account.
  • Authorize the connection to ensure that Pabbly Connect can create contacts in your Zoho Bigin account.

After authorizing, map the fields from the Calendly invitee response to the Zoho Bigin contact creation fields. This includes first name, last name, email, and organization name. Once mapped, click on ‘Save and Send Test Request’ to finalize the setup.


5. Testing the Automation

With the workflow set up, it’s time to test the automation. Go back to your Calendly and create a new invitee with the necessary details. Once you schedule the event, Pabbly Connect will automatically create a new contact in Zoho Bigin based on the invitee’s information. using Pabbly Connect

After scheduling the event, return to your Zoho Bigin account and refresh the contacts page. You should see the new contact created successfully, confirming that the integration works as intended. This automation saves time and ensures that all invitees are recorded in your CRM without manual entry.


Conclusion

In this tutorial, we demonstrated how to integrate Calendly with Zoho Bigin using Pabbly Connect. By automating the creation of contacts for invitees, you can streamline your workflow and enhance productivity. Sign up for Pabbly Connect today to take advantage of this powerful integration tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Share Facebook Pages Post on Tumblr Using Pabbly Connect

Learn how to automate sharing Facebook Pages posts to Tumblr using Pabbly Connect. Step-by-step guide to streamline your social media sharing. 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


1. Accessing Pabbly Connect for Facebook and Tumblr Integration

To start sharing Facebook Pages posts on Tumblr, first, access Pabbly Connect by navigating to pavbly.com/connect. Here, you will find options to sign in or sign up for a free account, which includes 100 free tasks every month.

Once signed in, you can begin creating a new automation workflow. Click on the ‘Create Workflow’ button, and name your automation, for example, ‘Facebook to Tumblr.’ This will set the stage for connecting your Facebook and Tumblr accounts through Pabbly Connect.


2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger event that initiates the automation. Choose ‘Facebook Pages’ as the application and select ‘New Post’ as your trigger event. This means every time a new post is made on your Facebook Page, it will trigger the automation.

  • Select your Facebook account to connect.
  • Authorize Pabbly Connect to access your Facebook data.
  • Choose the specific Facebook Page you want to monitor.
  • Set the number of posts to retrieve, with a minimum of five.

After configuring these settings, click on ‘Save and Send Test Request’ to confirm that Pabbly Connect successfully retrieves the latest post from your specified Facebook Page.


3. Configuring the Action Step to Post on Tumblr

Next, you will set up the action step where Pabbly Connect will post the retrieved Facebook content to your Tumblr account. Select ‘Tumblr’ as the application and choose ‘Create Link Post’ as the action event.

After connecting your Tumblr account, you will need to map the data from the Facebook post to the Tumblr post fields. For instance, map the title and link from the Facebook post to the corresponding fields in Tumblr. This ensures that the post appears correctly on your Tumblr blog.

  • Use the title from the Facebook post for the Tumblr link title.
  • Map the link to the Facebook post URL.
  • Optionally add tags or descriptions as needed.

Click on ‘Save and Send Test Request’ to finalize the setup. You should see a confirmation that the post has been created successfully on Tumblr.


4. Testing Your Facebook to Tumblr Automation

To ensure that your automation works as intended, create a new post on your Facebook Page. As soon as you publish the post, wait a few moments and check your Tumblr blog.

The Pabbly Connect trigger will pull the new Facebook post and automatically share it on Tumblr. It may take a few minutes for the post to appear due to the polling mechanism used by Pabbly Connect.

After refreshing your Tumblr blog, you should see the new Facebook post reflected there. This confirms that your integration is functioning correctly and that your audience on Tumblr is updated with your latest Facebook content.


5. Conclusion: Automate Your Social Media Sharing with Pabbly Connect

By following these steps, you can seamlessly integrate your Facebook Pages with Tumblr using Pabbly Connect. This automation saves time and ensures that your content reaches a wider audience across platforms.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With this setup, every new Facebook post will automatically share on Tumblr, enhancing your online presence and engagement. Start using Pabbly Connect today to streamline your social media strategy!

Publish Tumblr Post on Facebook Pages Using Pabbly Connect

Learn how to automate posting from Tumblr to Facebook Pages using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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


1. Accessing Pabbly Connect for Automation

To begin automating the process of publishing a Tumblr post to Facebook Pages, first, you need to access Pabbly Connect. Open your web browser and type in Pabbly.com/connect to reach the Pabbly Connect dashboard.

If you already have an account, click on ‘Sign In’. If not, select ‘Sign Up’, which is free and provides 100 free tasks monthly. After signing in, you will see your dashboard where you can manage your automations.


2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; type in ‘Tumblr to Facebook’. This name reflects the integration you are setting up.

After naming your workflow, click on ‘Create’. You will see two sections: Trigger and Action. The Trigger section is where the event starts, and the Action section is where the event completes. For our integration, we will set Tumblr as the Trigger application.

  • Click on ‘Tumblr’ in the Trigger section.
  • Select ‘New Post in Blog’ as the trigger event.
  • Click ‘Connect’ to authorize your Tumblr account.

Once connected, you can select the type of post you want to trigger the automation. After setting this up, click on ‘Save and Send Test Request’ to ensure everything is working correctly.


3. Setting Up Facebook Pages in Pabbly Connect

After successfully configuring Tumblr, it’s time to set up Facebook Pages in Pabbly Connect. In the Action section, choose ‘Facebook Pages’ as the application. Then, select ‘Create New Page Post’ as the action event.

Click ‘Connect’ to authorize your Facebook account. Once authorized, you will see a list of your Facebook Pages. Select the page where you want the Tumblr post to be published. You will now be able to map the content from Tumblr to Facebook.

  • In the message field, map the post title from Tumblr.
  • Add a link to the Tumblr post in the URL field.
  • Click ‘Save and Send Test Request’ to test the integration.

After testing, you should see the new post appear on your selected Facebook Page, confirming that the integration is successful.


4. Finalizing the Integration Process

To finalize the automation process in Pabbly Connect, ensure that all fields are correctly filled out. Review the data being sent from Tumblr to Facebook and make any necessary adjustments. It’s crucial to ensure that the correct post type is selected in the trigger settings.

For instance, if you choose a text post in Tumblr, only text will be sent to Facebook. If you want to share images or videos, you need to set the appropriate trigger for those types. This careful configuration ensures that your audience receives the content you intend to share.

After reviewing, you can enable the workflow. This will allow the automation to run in real-time, posting to your Facebook Page every time you publish a new post on Tumblr. Automation like this can significantly enhance your workflow and audience engagement.


5. Conclusion: Automate Your Social Media with Pabbly Connect

Using Pabbly Connect to automate posting from Tumblr to Facebook Pages streamlines your social media management. By following the steps outlined, you can ensure that your content reaches both platforms without extra effort.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

This integration not only saves time but also keeps your audience engaged across multiple platforms. Start using Pabbly Connect today to enhance your blogging and marketing efforts!

Automatically Post YouTube Videos on Tumblr Using Pabbly Connect

Learn how to automatically post YouTube videos on Tumblr 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


1. Access Pabbly Connect for Automation

To start automating the process of posting YouTube videos on Tumblr, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser’s address bar. This will take you to the Pabbly Connect dashboard where you can either sign in or sign up for a free account.

Once you are on the Pabbly Connect homepage, if you already have an account, click on the Sign In button. If you are new, click on Sign Up, which is free and includes 100 tasks monthly. After signing in, you will have access to create your automation workflows.


2. Create a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the Create Workflow button. You will be prompted to name your workflow; for this integration, you might name it ‘Post YouTube Videos to Tumblr’. Once named, click on Create.

In your new workflow, you will see two sections: the Trigger and the Action. The trigger is the event that starts the workflow, and the action is what happens as a result. For this integration, select YouTube as the trigger app, and then choose the event New Video in Channel.


3. Connect Your YouTube Account

To connect your YouTube account through Pabbly Connect, click on Connect and then Add New Connection. You will be prompted to authorize Pabbly Connect to access your YouTube account. Select your account and click Continue to grant the necessary permissions.

  • Authorize Pabbly Connect to access your YouTube account.
  • Select the YouTube channel you want to connect.
  • Click Save and Send Test Request to ensure the connection is successful.

After saving, Pabbly Connect will fetch the latest video from your YouTube channel. This confirms that your connection is working correctly and is ready for the next step in your automation process.


4. Connect Your Tumblr Account

Next, you will set up the action step by choosing Tumblr as the action app in Pabbly Connect. Select the action event as Create Link Post because you will be posting a link to your YouTube video.

Click on Add New Connection to connect your Tumblr account. Authorize Pabbly Connect to access your Tumblr blog by following the prompts. Once connected, you will configure the details for your Tumblr post.

  • Map the title of your YouTube video to the Link Title field.
  • Insert the YouTube video link in the Link URL field.
  • Add the video description to the Description field.

Finally, click Save and Send Test Request to publish your post on Tumblr. This will ensure that every new YouTube video is automatically shared on your Tumblr blog.


5. Test the Automation Process

Once you have set up the integration between YouTube and Tumblr via Pabbly Connect, it’s time to test the automation. Upload a new video to your YouTube channel and check the Tumblr blog after a few minutes. Pabbly Connect will pull the new video details and create a post on your Tumblr automatically.

Keep in mind that there may be a slight delay due to the polling mechanism used by Pabbly Connect. Typically, it can take anywhere from one to five minutes for the new post to appear on Tumblr.

After testing, refresh your Tumblr blog to see the new video post. This confirms that your automation is functioning smoothly, allowing you to share your YouTube content effortlessly.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically post YouTube videos on Tumblr. By following the steps outlined, you can streamline your content sharing and grow your audience effectively. With Pabbly Connect, integrating your YouTube and Tumblr accounts has never been easier.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automatically Post Images from Twitter to Tumblr Using Pabbly Connect

Learn how to automatically post images from Twitter to Tumblr using Pabbly Connect. Follow our detailed tutorial 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


1. Accessing Pabbly Connect for Integration

To start the process of posting images from Twitter to Tumblr automatically, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com. This is where you will find the Pabbly Connect application that enables seamless integration between various platforms.

Once on the Pabbly website, navigate to the products section and click on Pabbly Connect. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in. Pabbly Connect offers 100 free tasks each month, making it an ideal choice for those looking to automate their workflow.


2. Creating a Workflow in Pabbly Connect

After logging in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the plus sign and selecting ‘Create Workflow.’ Name your workflow something like ‘Twitter to Tumblr Integration’ to keep it organized.

  • Click on the plus sign to create a new workflow.
  • Name your workflow appropriately.
  • Select the trigger and action applications.

In this workflow, Pabbly Connect will act as the bridge between Twitter and Tumblr. You will set Twitter as the trigger application and Tumblr as the action application. This setup allows you to automatically post images whenever a new tweet is made.


3. Setting Up Twitter as the Trigger

To set up the trigger, select Twitter from the application list in Pabbly Connect. Choose the trigger event as ‘New Tweet’. Click on ‘Connect’ and then select ‘Add New Connection’ to authorize Pabbly Connect to access your Twitter account.

After authorizing, you will need to create a new tweet that includes an image. This step is crucial because Pabbly Connect will capture the details of this tweet, including the media URL. Once the tweet is posted, return to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the tweet data.


4. Formatting Text for Tumblr Posting

After capturing the tweet data, the next step is to format the text for Tumblr. Use the Pabbly Connect Text Formatter to parse the tweet’s full text. This will help you remove any unwanted URLs from the caption.

  • Select Text Formatter as the application.
  • Choose ‘Text Parser’ as the action event.
  • Map the full text from the Twitter response.

In this step, you will specify that you want to capture the text before the URL by entering ‘https’ as the delimiter. Once you save and send the test request, you will receive the cleaned caption, ready for Tumblr.


5. Posting the Image to Tumblr

Now that you have the formatted caption, it’s time to post the image to Tumblr using Pabbly Connect. Add a new action step, select Tumblr as the application, and choose ‘Create Photo Post’ as the action event.

Connect your Tumblr account by clicking on ‘Add New Connection’ and authorizing Pabbly Connect. Once connected, select your Tumblr blog, map the media URL from the Twitter response, and use the cleaned caption for the post. Click on ‘Save and Send Test Request’ to publish the image on Tumblr.

After refreshing your Tumblr account, you should see the new image post with the caption. This confirms that your integration is working perfectly, allowing you to post images from Twitter to Tumblr automatically using Pabbly Connect.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically post images from Twitter to Tumblr. By following the exact steps outlined, you can streamline your social media management effortlessly. With Pabbly Connect, integrating applications has never been easier, allowing you to focus on your content while automation handles the rest.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automatically Notify Team Members on Google Chat for New Activity in Zoho Invoice Using Pabbly Connect

Learn how to automatically notify your team members on Google Chat for new activities in Zoho Invoice using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Access Pabbly Connect to Set Up Your Integration

To start automating notifications from Zoho Invoice to Google Chat, first access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. Begin by visiting Pabbly Connect in your web browser.

Once on the site, navigate to the products section and select Pabbly Connect. If you are a first-time user, sign up for a free account, which provides you with 100 tasks per month. If you already have an account, simply log in to access your dashboard.


2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive like ‘Zoho Invoice to Google Chat Integration’. This helps in identifying your workflow later.

Next, you will see a trigger and action window. In the trigger window, select ‘Zoho Invoice’ as your application and choose the trigger event as ‘New Invoice’. This means that every time a new invoice is created in Zoho Invoice, it will trigger an action in Google Chat.

  • Go to the trigger window and select Zoho Invoice.
  • Set the trigger event to New Invoice.
  • Copy the webhook URL provided by Pabbly Connect.

Now, you need to paste this URL into your Zoho Invoice settings to complete the integration setup. This step is crucial as it allows Pabbly Connect to receive data from Zoho Invoice.


3. Configure Zoho Invoice Settings for Webhooks

To configure webhooks in Zoho Invoice, log in to your Zoho Invoice account. Navigate to the settings section and select the automation option. Here, you will find the webhooks option where you can add a new webhook.

Click on the plus sign to create a new webhook. Name it appropriately, such as ‘Google Chat Integration’, and select the module as ‘Invoice’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

  • Name the webhook as Google Chat Integration.
  • Set the module to Invoice.
  • Select POST method and self-authorization type.

After saving the webhook, return to Pabbly Connect to continue with the integration process. This connection is vital for sending notifications to Google Chat when a new invoice is created.


4. Set Up Google Chat Integration in Pabbly Connect

Now that you have configured the webhook in Zoho Invoice, go back to Pabbly Connect to set up the action for Google Chat. In the action window, select Google Chat as the application and choose the action event as ‘Create Message’.

Click on connect to establish the connection between Pabbly Connect and Google Chat. You will need to create a webhook in Google Chat to receive messages. Navigate to your Google Chat and find the room where you want to send notifications.

Click on the room settings in Google Chat. Select ‘Manage Webhooks’ and add a new webhook. Name the webhook and save it to get the URL.

Copy the webhook URL from Google Chat and paste it back into Pabbly Connect. Here, you can also customize the message that will be sent to your team whenever a new invoice is created.


5. Test and Activate Your Workflow

After setting up both the trigger and action, it’s time to test your workflow. In Pabbly Connect, click on the button to recapture the webhook response. This will allow you to check if the connection is working properly.

Now, create a new invoice in your Zoho Invoice account. Once the invoice is created, return to Pabbly Connect to see if the response is captured successfully. If everything is set up correctly, you should see a confirmation that the message has been sent to Google Chat.

Finally, save your workflow in Pabbly Connect. This ensures that every time a new invoice is created in Zoho Invoice, your team will automatically receive a notification in Google Chat, streamlining your communication process.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically notify team members on Google Chat for new activities in Zoho Invoice. By following these steps, you can enhance your team’s communication and keep everyone updated on new invoices seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Calendly Invitee as Leads in AmoCRM Using Pabbly Connect

Learn how to seamlessly add Calendly invitees as leads in AmoCRM using Pabbly Connect. Follow this step-by-step tutorial for effective integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Calendly with AmoCRM, first, you need to access Pabbly Connect. Open your browser and type ‘Pabbly.com’ to reach the Pabbly homepage. Once there, navigate to the products section and click on Pabbly Connect.

If you are a new user, you can sign up for free to create your account, which only takes two minutes. Existing users can simply sign in. After logging in, click on the ‘Access Now’ button for Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you’ll see a plus sign to create a new workflow. Click on it, and you will be prompted to name your workflow. For this integration, name it ‘Calendly to AmoCRM Integration’ and click on ‘Create’. using Pabbly Connect

  • Click on the trigger window and select Calendly as the application.
  • Choose the trigger event as ‘Invitee Created’.
  • Connect your Calendly account by adding a new connection and providing the API key.

After saving the connection, Pabbly Connect will be ready to capture invitee details from Calendly whenever a new appointment is scheduled.


3. Setting Up the Calendly Integration

To connect Calendly with Pabbly Connect, you need to get your API key from your Calendly account. Log into your Calendly account, navigate to the integrations tab, and find the API and Webhooks section.

Once you have your API key, return to Pabbly Connect and paste it into the connection field. Click on ‘Save and Send Test Request’ to confirm the connection. Make sure to create a test invitee in Calendly to capture the response in Pabbly Connect.


4. Adding Leads to AmoCRM from Pabbly Connect

With the Calendly integration established, the next step is to add the invitee as a lead in AmoCRM. In Pabbly Connect, select AmoCRM as the application for the action step and choose ‘Create Contact’ as the action event. using Pabbly Connect

  • Connect your AmoCRM account by entering the subdomain from your AmoCRM URL.
  • Map the invitee’s first name, last name, email, and phone number from the response data captured from Calendly.
  • Click on ‘Save and Send Test Request’ to add the invitee as a new contact in AmoCRM.

After saving, you can check your AmoCRM account to confirm that the new contact has been added successfully.


5. Testing the Integration in Real-Time

To ensure that the integration is functioning correctly, create another test invitee in your Calendly account. Schedule a new appointment with a different name and details.

After scheduling the appointment, refresh your AmoCRM contacts page to see if the new invitee appears as a contact. This confirms that Pabbly Connect is effectively transferring data from Calendly to AmoCRM.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.


In conclusion, using Pabbly Connect to integrate Calendly with AmoCRM allows you to automate the process of adding new invitees as leads. This integration enhances your CRM capabilities and helps in managing customer relationships effectively.

How to Add New Subscribers to Acumbamail from Google Sheets Using Pabbly Connect

Learn how to automate adding subscribers to Acumbamail directly from Google Sheets using Pabbly Connect in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Google Sheets Integration

To start adding new subscribers to Acumbamail from Google Sheets, you need to first access Pabbly Connect. Sign up for a free account if you haven’t already, and log in to the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button.

Once you click on the button, you can name your workflow. For this integration, you might name it ‘Google Sheets to Acumbamail Automation’. After naming it, click on the ‘Create’ button to proceed. This sets up the framework for your automation.


2. Configuring the Trigger in Google Sheets

The next step is to configure the trigger for your workflow. In Pabbly Connect, select ‘Google Sheets’ as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will trigger the workflow whenever a new row is added to your Google Sheets.

After selecting the trigger, you will receive a webhook URL. This URL is crucial as it fetches data from Google Sheets into Pabbly Connect. Follow these steps to configure the webhook:

  • Open your Google Sheets and click on ‘Extensions’.
  • Select ‘Add-ons’ and then ‘Get Add-ons’.
  • Search for ‘Pabbly Connect Webhooks’ and install it.
  • After installation, refresh your spreadsheet.

After refreshing, navigate back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set your trigger column, which is the last column that will trigger the workflow.


3. Testing the Integration with Google Sheets

Now that you have set up the trigger in Pabbly Connect, it’s time to test the integration. Fill in the necessary details for a new subscriber in your Google Sheets. Once you enter the details, click on the ‘Send Test’ button in the Pabbly Connect Webhooks.

This action will send the test data from your Google Sheets to Pabbly Connect. If successful, you will see the test data reflected in your workflow. Make sure to submit this test data to confirm that the integration is working correctly.


4. Adding a Subscriber to Acumbamail

With the trigger now set up and tested, you can proceed to add the subscriber to Acumbamail. In your Pabbly Connect workflow, select ‘Acumbamail’ as the action application. Choose the action event ‘Add or Update Subscriber’. This will allow you to add the subscriber whose data you just sent from Google Sheets.

Next, you will need to connect your Acumbamail account by entering the API key. You can find the API key in your Acumbamail account settings. Once connected, select the list you want to add the subscriber to from the dropdown menu.


5. Finalizing the Automation

After configuring the Acumbamail settings in Pabbly Connect, ensure that you map the email address and other necessary fields from your Google Sheets data. Once everything is mapped correctly, click on ‘Save and Send Test Request’. This action will send the subscriber data to Acumbamail, adding the new subscriber to your selected list.

Finally, refresh your Acumbamail list to verify that the new subscriber has been added successfully. This automation will now work seamlessly, adding new subscribers from Google Sheets to Acumbamail automatically whenever a new row is added.


Conclusion

In this tutorial, we explored how to automate adding new subscribers to Acumbamail from Google Sheets using Pabbly Connect. By following these steps, you can streamline your email marketing efforts and save valuable time.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.