Author: Nitin Maheshwari

Learn how to integrate Razorpay payment details into Airtable automatically using Pabbly Connect for seamless data management. 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 start integrating Razorpay payment details into Airtable automatically, you first need to access Pabbly Connect. This platform allows you to create automated workflows effortlessly.

Begin by visiting the Pabbly Connect website. Sign up for a free account if you don’t have one. Once logged in, you can create a new workflow to connect Razorpay with Airtable.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you will need to create a new workflow that connects Razorpay to Airtable. Click on the ‘Create Workflow’ button and name your workflow appropriately.

• Select Razorpay as your trigger application.
• Choose the event type as ‘Payment Captured’.
• Connect your Razorpay account by providing the necessary API keys.

After setting the trigger, test it to ensure that Pabbly Connect can receive payment data from Razorpay. This step is crucial for the integration to work seamlessly.

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3. Setting Up Airtable in Pabbly Connect

Next, you need to set up Airtable as the action application in your workflow. Choose Airtable from the list of applications in Pabbly Connect.

• Select the action event as ‘Create Record’.
• Connect your Airtable account by entering your API key and base ID.
• Map the fields from Razorpay to Airtable, such as name, email, phone, and amount.

Once the mapping is done, test this action to verify that Razorpay payment details are being correctly added to your Airtable database.

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4. Finalizing the Integration and Testing

After setting up both applications, it’s time to finalize the integration in Pabbly Connect. Ensure that all steps are correctly configured and that the data mapping is accurate.

Run a test payment through Razorpay to see if the payment details are automatically added to your Airtable. Check your Airtable base to confirm that the new record appears as expected.

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5. Conclusion: Seamless Automation with Pabbly Connect

Integrating Razorpay with Airtable using Pabbly Connect allows you to automate the data entry process, saving time and reducing errors. By following the steps outlined in this tutorial, you can efficiently manage payment details in your Airtable database.

This integration not only simplifies your workflow but also enhances your ability to track payments effectively. Start using Pabbly Connect today to streamline your payment processing!

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Learn to automate the integration between Zendesk and Mattermost using Pabbly Connect. Follow this detailed tutorial for seamless ticket notifications. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Integrate Zendesk with Mattermost Using Pabbly Connect

To automate the process of notifying your team in Mattermost whenever a new ticket is raised in Zendesk, you will use Pabbly Connect. This integration allows for seamless data flow between these two applications without any manual effort.

Start by logging into your Pabbly Connect account. If you do not have an account, you can create one for free and get started with 100 free automation tasks each month. Once logged in, navigate to the dashboard where you can create a new workflow.

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2. Create a Workflow in Pabbly Connect

To set up the automation, click on the ‘Create Workflow’ button in Pabbly Connect. You need to name your workflow something descriptive, such as ‘Send Tickets Raised in Zendesk to Mattermost Automatically’. After naming, click the ‘Create’ button to proceed.

In this workflow, you will define a trigger and an action. The trigger will be a new ticket raised in Zendesk, and the action will be sending that ticket’s details to Mattermost. This setup ensures that your team is immediately informed of new tickets.

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3. Set Up the Trigger for Zendesk in Pabbly Connect

To set up the trigger, click on the ‘Choose App’ field and select Zendesk. For the trigger event, choose ‘New Ticket’. This will initiate the workflow whenever a new ticket is created in Zendesk.

Once selected, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your Zendesk account with Pabbly Connect. Navigate to your Zendesk dashboard, go to the Admin section, and follow these steps:

• Click on ‘Settings’ and then ‘Extensions’.
• Select ‘Targets’ and click on ‘Add Target’.
• Choose ‘HTTP Target’ and fill in the required fields.

Ensure you paste the webhook URL, select POST as the method type, and set the content type to JSON. After completing these steps, click ‘Create Target’ to finalize the setup.

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4. Finalize the Automation in Pabbly Connect

Now that your trigger is set up, you need to create a condition in Zendesk that will notify Pabbly Connect when a new ticket is created. Go back to the Zendesk dashboard, navigate to ‘Business Rules’, and then to ‘Triggers’. Click ‘Add Trigger’.

Name your trigger (for example, ‘Notify Mattermost Team’) and set the conditions to ‘Ticket is Created’. After this, add an action to notify the target you created earlier. In the JSON body, paste the necessary details that you want to send to Mattermost.

Once you have set up the trigger successfully in Zendesk, go back to Pabbly Connect and test the integration by creating a new ticket in Zendesk. This will ensure that Pabbly Connect receives the ticket information correctly.

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5. Send Notifications to Mattermost Using Pabbly Connect

After testing the trigger, it’s time to set up the action in Pabbly Connect. Select Mattermost as the application for the action step and choose ‘Create a Post’ as the action event. You will need to connect your Mattermost account by providing the necessary token and URL.

To get the token, navigate to your Mattermost account settings, go to ‘Security’, and create a personal access token. Copy this token and paste it into Pabbly Connect. For the Mattermost URL, copy the URL up to ‘mattermost.com’ and paste it into Pabbly Connect.

After connecting, select the appropriate team and channel in Mattermost where you want the notifications to be sent. Customize your message, mapping the ticket details from Zendesk. Finally, test the action to ensure everything is set up correctly. Your team will now receive automatic notifications in Mattermost whenever a new ticket is created in Zendesk.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Zendesk and Mattermost. By following these steps, you can ensure your team stays informed about new tickets without manual intervention. This integration streamlines communication and enhances productivity.

Learn how to automatically post emails from Gmail to a Mattermost channel using Pabbly Connect. Step-by-step 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.

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1. Setting Up Pabbly Connect for Gmail and Mattermost Integration

To automate the process of sending emails from your Gmail inbox to a Mattermost channel, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account, you can create one easily and get 100 free automation tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Send Emails from Gmail to Mattermost’. After naming, click the ‘Create’ button to proceed.

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2. Configuring Gmail as a Trigger in Pabbly Connect

The next step involves setting Gmail as the trigger application in your Pabbly Connect workflow. In the trigger section, select ‘Email Parser’ from the list of applications. This feature allows you to fetch details from incoming emails in your Gmail account. using Pabbly Connect

• Select ‘Email Parser’ as your trigger application.
• Copy the email address provided by Pabbly Connect for email forwarding.
• Go to your Gmail settings and set up forwarding to this email address.

After setting up the forwarding, save your changes in Gmail. This allows Pabbly Connect to receive emails forwarded to the designated email address. Now, return to Pabbly Connect and click on ‘Recapture Email Parser Response’ to ensure that emails are being captured correctly.

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3. Filtering Emails Received in Gmail for Relevant Content

Once you have configured Gmail as a trigger, the next step is to filter the emails you want to send to Mattermost. In Pabbly Connect, add a filter action by selecting the ‘Filter’ feature. This allows you to specify conditions under which emails will be forwarded. using Pabbly Connect

• Select the label for filtering, typically the subject of the email.
• Set conditions such as ‘contains’ and specify relevant keywords like ‘Pabbly Connect’ or ‘Issue’.
• You can add multiple conditions using ‘or’ to catch various subjects.

Once the filter conditions are set, click on ‘Save and Send Test Request’. If the conditions are met, Pabbly Connect will confirm that the workflow can continue, allowing the relevant emails to be sent to Mattermost.

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4. Sending Filtered Emails to Mattermost Channel

The final step is to send the filtered emails to a specific Mattermost channel. In Pabbly Connect, add another action step and select ‘Mattermost’ as the application. Choose the ‘Create a Post’ action event to set up the message posting. using Pabbly Connect

To connect Pabbly Connect with your Mattermost account, you will need your Mattermost URL and a personal access token. You can find these in your Mattermost account settings under the profile section. Once you have this information, paste it into the required fields in Pabbly Connect.

After connecting, select the team and channel where you want to send the messages. In the message field, map the details from the email parser, including the sender’s email and the body text of the email.

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5. Conclusion: Automating Email Notifications with Pabbly Connect

By following these steps, you can successfully automate the process of posting emails received in Gmail as messages to a Mattermost channel using Pabbly Connect. This integration not only saves time but also enhances team communication by ensuring that important emails are promptly shared.

With Pabbly Connect, you can streamline your workflow, allowing your team to stay updated without manual effort. Set up this integration today and experience the efficiency it brings to your communication processes.

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Learn how to automate posting Instagram media to Twitter, Facebook, and LinkedIn using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate posting Instagram media to Twitter, Facebook, and LinkedIn, we will use Pabbly Connect. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser’s address bar. Once you reach the site, you can either sign in if you already have an account or sign up for free, which includes 100 free tasks to get started.

After signing in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start setting up the automation process. This is where you will define the integration between Instagram and the other social media platforms using Pabbly Connect.

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2. Creating Your Instagram Post in Pabbly Connect

In this step, we will set up the trigger for our automation. The trigger will be an Instagram post made on your account. Select ‘Instagram for Business’ as the trigger application in Pabbly Connect. Choose the event ‘New Media Posted’ to initiate the workflow whenever you post new media.

• Select Instagram for Business as the trigger application.
• Choose the event ‘New Media Posted’.
• Connect your Instagram account to Pabbly Connect.

Once connected, you can proceed to create a post by selecting an image from your computer and writing a caption. Ensure that the caption does not exceed 280 characters to ensure compatibility with Twitter. After composing your post, click on ‘Save and Send Test Request’ to verify that the connection works as intended.

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3. Integrating LinkedIn with Pabbly Connect

Now that your Instagram post is set up, it’s time to integrate LinkedIn. In the action step of your workflow in Pabbly Connect, select LinkedIn as the action application. Choose the event ‘Share an Article or URL’ to share the Instagram post on LinkedIn.

• Select LinkedIn as the action application.
• Choose the event ‘Share an Article or URL’.
• Connect your LinkedIn account to Pabbly Connect.

Map the content from the Instagram post to the LinkedIn fields. Use the caption from the Instagram post as the content for LinkedIn and the media URL as the article URL. After mapping, click on ‘Save and Send Test Request’ to confirm that the integration works correctly.

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4. Posting to Twitter through Pabbly Connect

Next, we will set up the integration to post to Twitter. Add another action step in your workflow and select Twitter as the action application. Choose the event ‘Create Tweet with Media’ to share your Instagram media on Twitter.

Select Twitter as the action application. Choose the event ‘Create Tweet with Media’. Connect your Twitter account to Pabbly Connect.

Map the Instagram caption and media URL to the corresponding fields in the Twitter integration. Once set, click on ‘Save and Send Test Request’ to ensure your tweet is posted successfully. This step finalizes the integration between Instagram and Twitter through Pabbly Connect.

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5. Finalizing Integration with Facebook

The last step is to integrate Facebook. In the action step, select Facebook Pages as the action application. Choose the event ‘Create Page Photo’ to post the Instagram media on your selected Facebook page.

Select Facebook Pages as the action application. Choose the event ‘Create Page Photo’. Connect your Facebook account to Pabbly Connect.

After connecting, select the Facebook page where you want to post the media. Map the photo URL and description from Instagram to the Facebook fields. Click on ‘Save and Send Test Request’ to complete the process. This will ensure that every Instagram post is automatically shared on Facebook, Twitter, and LinkedIn through Pabbly Connect.

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Conclusion

Using Pabbly Connect allows you to automate the posting of Instagram media to Twitter, Facebook, and LinkedIn seamlessly. This integration saves time and ensures consistent social media presence. By following the steps outlined, you can easily set up this automation and enhance your social media strategy.

Learn how to automate WordPress post creation from Airtable using Pabbly Connect. This detailed tutorial walks you through the integration process step by step. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Access Pabbly Connect for Airtable to WordPress Integration

To start the Airtable to WordPress integration, you need to access Pabbly Connect. Go to the address bar and type in Pabbly.com/connect. This will direct you to the Pabbly Connect webpage where you can either sign in or sign up for a new account.

Creating an account on Pabbly Connect is free and grants you 100 free tasks every month. If you already have an account, simply sign in. After signing in, you will be ready to create a new workflow to connect Airtable and WordPress.

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2. Create a New Workflow in Pabbly Connect

Once you are signed into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. This workflow will automate the process of creating a new WordPress post whenever a new entry is added in Airtable.

In the workflow setup, you will see two windows: the trigger and action windows. The trigger window is where the event starts, and the action window is where the final event occurs. For this integration, the trigger will be set to ‘New Record in Airtable’ and the action will be ‘Create Post in WordPress’.

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3. Set Up Airtable as the Trigger in Pabbly Connect

To set up Airtable as the trigger, choose the option for Airtable in the trigger window. You will need to connect your Airtable account by entering your API key. This key can be found in your Airtable account settings. After entering the API key, save the connection. using Pabbly Connect

• Select the base you want to connect (e.g., ‘WordPress’).
• Choose the table (e.g., ‘Post’).
• Create a trigger field in Airtable named ‘Automation Field’ with the type ‘Created Time’.

After setting these up, refresh the connection in Pabbly Connect to ensure the trigger field appears. Once everything is set, you can test the trigger to confirm it works correctly.

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4. Configure WordPress as the Action in Pabbly Connect

Next, you will configure WordPress as the action in your workflow. Select WordPress from the action window and choose the option to ‘Create Post’. Connect your WordPress account by entering your username, password, and the base URL of your WordPress site. using Pabbly Connect

Make sure to enter the full publicly accessible URL of your WordPress site without including any additional paths like /wp-admin. After saving the connection, you will map the fields from Airtable to WordPress, such as the title and content of the post. You can also include any image URLs from your Airtable attachment fields.

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5. Test and Verify the Integration

Once you have mapped all necessary fields, it is time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send the data from Airtable to WordPress and create a new post.

After the test is successful, check your WordPress dashboard to verify that the post has been created. You should see the new post appear with the title and content you specified in Airtable. This confirms that the integration is working correctly through Pabbly Connect.

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Conclusion

Integrating Airtable with WordPress using Pabbly Connect allows you to automate the creation of WordPress posts seamlessly. By following the steps outlined in this tutorial, you can save time and enhance your workflow efficiency.

Learn how to seamlessly integrate Asana and Airtable using Pabbly Connect to automate task management. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating Asana and Airtable, first access Pabbly Connect. Open your web browser and type in ‘Pabbly.com/connect’ to get to the Pabbly Connect homepage.

If you already have an account, sign in. If not, you can easily sign up for free and receive 100 free tasks each month. Once logged in, click on ‘Access Now’ to proceed with your automation.

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2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on ‘Create Workflow’ to start setting up the integration between Asana and Airtable. using Pabbly Connect

Name your workflow appropriately, for example, ‘Asana to Airtable Integration’. This workflow will consist of two main components: a trigger and an action. The trigger initiates the process when a new task is created in Asana, while the action will send this data to Airtable.

• Click on ‘Create Workflow’
• Name your workflow
• Set up your trigger and action

With your workflow set up, you can now define the trigger event. Select ‘New Task in Project’ from Asana as your trigger to initiate the workflow whenever a new task is added.

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3. Connect Asana to Pabbly Connect

In this step, you will connect your Asana account to Pabbly Connect. Click on ‘Connect with Asana’ and authorize the connection. Ensure you are logged into your Asana account to simplify the authorization process.

Once connected, select the appropriate project from which you want to sync tasks. For instance, if your project is called ‘Pabbly Connect’, select this project to ensure that the tasks created there will be synced to Airtable.

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4. Set Up Airtable Connection in Pabbly Connect

Next, you will set up the connection to Airtable in Pabbly Connect. Click on ‘Add New Connection’ and enter your Airtable API key, which you can find in your Airtable account settings.

After entering the API key, select the base ID related to your Airtable tasks, such as ‘Asana Tasks’. Next, you will map the fields from Asana to Airtable, ensuring that task names, descriptions, project names, and assignees are correctly aligned.

• Enter your Airtable API key
• Select the base ID for your tasks
• Map Asana fields to Airtable

Once you have completed the mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

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5. Test Your Integration

To ensure everything is functioning properly, create a new task in Asana. For example, name it ‘Asana to Airtable Test’. Assign it to a team member and add a description. using Pabbly Connect

After creating the task, check Airtable to see if the new entry appears with the correct details. If everything is set up correctly, you should see the task reflected in Airtable with all the mapped information from Asana.

This automated workflow will now allow you to seamlessly manage tasks between Asana and Airtable, enhancing productivity and task tracking.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Asana and Airtable. By following these steps, you can efficiently sync new tasks from Asana to Airtable automatically, streamlining your workflow.

Learn how to automate appointment cancellations using Pabbly Connect to delete entries in Google Sheets when appointments are canceled via Calendly. 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. Access Pabbly Connect to Start Integration

To automate appointment cancellations, first access Pabbly Connect by navigating to pabby.com/connect. This is where you will set up the integration between Calendly and Google Sheets.

Once on the Pabbly Connect page, you can either sign in or sign up for a free account. Signing up will provide you with 100 free tasks every month, allowing you to practice workflows. After signing in, you can create a new workflow specifically for managing appointment cancellations.

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2. Creating a Workflow for Appointment Cancellations

In Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Cancel Appointments Automatically’. This will help you identify it later. using Pabbly Connect

Next, you will set up the trigger event. For this integration, select Calendly as the trigger application. Choose the event ‘Invitee Cancelled’. This ensures that the workflow will activate whenever an appointment is canceled in Calendly.

• Select Calendly as the trigger application.
• Choose the event ‘Invitee Cancelled’.
• Click on ‘Connect’ to link your Calendly account.

After connecting, you will need to provide your Calendly API key. This can be found in the integrations section of your Calendly account. Once you paste the API key and save, you can test the connection to ensure it works properly.

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3. Setting Up Google Sheets for Deletion of Entries

After successfully setting up the trigger in Pabbly Connect, the next step is to set up the action to delete entries from Google Sheets. Select Google Sheets as the action application.

You will need to choose the event ‘Lookup Spreadsheet Row’ to find the appropriate entry to delete. Connect your Google Sheets account and select the sheet that contains your appointment data. Make sure to specify the lookup column, which should be the Invitee ID column.

• Select Google Sheets as the action application.
• Choose the event ‘Lookup Spreadsheet Row’.
• Connect your Google Sheets account and specify the sheet.

Once the sheet is selected, map the Invitee ID from the Calendly response to the lookup value in Google Sheets. This allows Pabbly Connect to identify which row to delete based on the canceled appointment.

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4. Performing the Deletion of Appointment Entries

After identifying the row to delete, the next step in Pabbly Connect is to perform the deletion. You will need to add another action step and select Google Sheets again, this time choosing the ‘Delete Row’ event.

In the setup for the delete action, you will input the row number that needs to be deleted. This number should correspond to the row identified in the previous step. Make sure to subtract one from the row index returned by the lookup step, as the delete function requires the previous row number.

Select Google Sheets and choose the ‘Delete Row’ event. Input the row number minus one for deletion. Test the action to ensure the row is deleted successfully.

Once you have set this up, you can test the entire workflow by canceling an appointment in Calendly. If set up correctly, the corresponding entry in Google Sheets will be automatically deleted.

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5. Testing the Integration for Success

To ensure everything is functioning as intended, it’s crucial to test your integration. Cancel an appointment in your Calendly account and observe the results in Google Sheets. If Pabbly Connect is set up correctly, the appointment entry should be removed automatically. using Pabbly Connect

After canceling an appointment, you should see a confirmation in Pabbly Connect that the appointment has been canceled and the corresponding row in Google Sheets has been deleted. This confirms that the integration is successful and working seamlessly.

By automating this process, you save time and reduce manual errors in managing your appointment data. You can now focus more on providing quality care rather than administrative tasks.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the deletion of appointment entries in Google Sheets when a patient cancels their appointment via Calendly. This integration streamlines your workflow and saves time, allowing you to focus on more important tasks.

With Pabbly Connect, you can effectively manage your appointment data without the hassle of manual updates. Start using this powerful automation tool today to enhance your efficiency!

Learn how to automate adding Razorpay customers to Mailgun using Pabbly Connect. Step-by-step tutorial for seamless 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

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1. Setting Up Pabbly Connect for Razorpay and Mailgun Integration

To automate the process of adding Razorpay customers to Mailgun, you first need to set up Pabbly Connect. This platform allows seamless integration between various applications without any coding knowledge. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one for free and get access to 100 free automation tasks each month.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow something descriptive, like ‘Send Razorpay Customers to Mailgun Mailing List Automatically’. After naming, click the ‘Create’ button to proceed.

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2. Configuring the Trigger in Pabbly Connect

The next step in your automation is to set up the trigger. In Pabbly Connect, select Razorpay as your trigger application. This will allow the workflow to activate whenever a payment is captured. Choose ‘Payment Captured’ as the trigger event. Upon selection, you will receive a webhook URL that will be used to fetch information from Razorpay.

• Select Razorpay from the app options.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided webhook URL for integration.

Now, go to your Razorpay dashboard, navigate to the settings, and find the webhook section. Here, create a new webhook by pasting the copied URL and selecting the event ‘payment.capture’. This will ensure that every time a payment is made, the information is sent to Pabbly Connect.

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3. Testing the Trigger for Successful Data Capture

After setting up the webhook, it’s crucial to test the integration. Perform a test payment using Razorpay to verify that the data is captured correctly in Pabbly Connect. You can use test card details for this purpose. Once the payment is processed successfully, go back to Pabbly Connect to check if the customer details have been received.

• Complete a test transaction in Razorpay.
• Return to Pabbly Connect to see if customer data appears.
• Ensure all relevant details like name, email, and phone number are captured.

Once the test payment is successful, you should see the customer details in the response section of Pabbly Connect. This confirms that the trigger is working properly and ready for the next step.

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4. Setting Up Action in Pabbly Connect to Add Customer to Mailgun

The next step is to configure the action that will add the captured customer to Mailgun. In Pabbly Connect, select Mailgun as your action application. Choose the ‘New Mailing List Member’ option for the action event. This will allow you to add the customer to a specified mailing list automatically.

Connect your Mailgun account by entering the required API key and domain name. You can find your Mailgun API key in the account settings under security. Ensure that the domain you use matches the region of your Mailgun account. Once connected, select the mailing list where you want to add the customer.

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Conclusion

In this tutorial, we demonstrated how to automate adding Razorpay customers to Mailgun using Pabbly Connect. By following these steps, you can save time and reduce manual data entry. With this integration, every time you receive a payment through Razorpay, the customer will be added to your Mailgun mailing list automatically, enhancing your email communication efficiency.

Learn how to automate adding Razorpay customers to Keap CRM 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. Access Pabbly Connect for Integration

To start the process of adding Razorpay customers to Keap CRM automatically, you need to access Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect section.

If you are a new user, sign up for a free account to get started. Existing users can log in directly. Once you are in Pabbly Connect, you will see the dashboard where you can create a new workflow for this integration.

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2. Create a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something like ‘Add Razorpay Customers to Keap CRM Automatically’. This name can be customized based on your preferences.

Once the workflow is created, you will see two sections: a trigger and an action. The trigger will be set to Razorpay, and the action will be set to Keap CRM. This setup is crucial for the automation to work correctly.

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3. Set Up Trigger in Pabbly Connect

Now, in the trigger section of Pabbly Connect, select Razorpay as the application. The trigger event will be ‘Payment Captured’. This means that every time a payment is made through Razorpay, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Razorpay account to capture payment details. Navigate to your Razorpay dashboard, go to settings, and find the webhooks section to add this URL.

• Go to Razorpay dashboard and click on settings.
• Navigate to the webhooks section and click on ‘Add New Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Select ‘Payment Captured’ as the active event.

After setting up the webhook, return to Pabbly Connect to test the connection. You will need to make a test payment to verify that the webhook is functioning correctly.

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4. Map Customer Data to Keap CRM

Once the payment trigger is set up and tested, it’s time to map the customer data to Keap CRM. In the action section of Pabbly Connect, select Keap CRM as the application and choose ‘Create or Update a Contact’ as the action event.

After connecting your Keap account with Pabbly Connect, you will need to map the fields from Razorpay to Keap. This includes the customer’s name, email, and phone number. Ensure that all details are accurately mapped to create a new contact in Keap CRM.

• Map the email address from Razorpay to Keap.
• Map the first and last name accordingly.
• Map the phone number to the corresponding field in Keap.

After mapping the fields, save the workflow and perform another test payment to ensure that a new contact is created in Keap CRM automatically.

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5. Test and Verify the Integration

After successfully setting up the mapping in Pabbly Connect, it’s crucial to test the integration. Make a payment through Razorpay to see if the customer details are automatically added to Keap CRM.

Once the payment is made, check your Keap CRM contacts to confirm the new contact appears. If everything is set up correctly, you should see the customer’s details reflected in Keap CRM without any manual entry.

This seamless integration showcases the power of Pabbly Connect in automating workflows, saving time and reducing errors in data entry.

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Conclusion

Integrating Razorpay with Keap CRM using Pabbly Connect allows for automatic addition of customers as new contacts. This process enhances efficiency and ensures that your CRM is always up-to-date with customer information.

Learn how to automate adding Razorpay customers to HubSpot CRM using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Razorpay with HubSpot CRM automatically, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect various applications seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the plus sign to start a new integration. Here, you will set up the connection between Razorpay and HubSpot CRM using Pabbly Connect as the central platform for automation.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow specifically for adding Razorpay customers to HubSpot CRM. Click on the ‘Create Workflow’ button and give it a name, such as ‘Razorpay Customers in HubSpot CRM Automatically’.

• Select Razorpay as the Trigger Application.
• Choose the Trigger Event as ‘Payment Captured’.
• Click on Save and Continue to proceed.

This setup will allow Pabbly Connect to capture customer details whenever a payment is made through Razorpay, which is essential for creating an automatic contact in HubSpot CRM.

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3. Setting Up the Webhook in Razorpay

To enable Pabbly Connect to receive data from Razorpay, you need to set up a webhook. Copy the webhook URL provided by Pabbly Connect and navigate to your Razorpay dashboard. Under the settings, find the ‘Webhooks’ option and click on it.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL.
• Select the event ‘Payment Captured’.
• Save the webhook settings.

Once the webhook is configured, Pabbly Connect will be able to receive notifications about payments and capture customer information automatically.

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4. Mapping Customer Data to HubSpot CRM

With the webhook set up, it’s time to map the customer data from Razorpay to HubSpot CRM using Pabbly Connect. In the action step of your workflow, select HubSpot as the action application.

Choose the action event as ‘Create a Contact’. You will need to connect your HubSpot account by providing the API key. Once connected, you can map the fields from Razorpay to HubSpot, such as:

Email Address First Name Last Name Phone Number

This mapping ensures that whenever a payment is captured, Pabbly Connect will automatically create a new contact in HubSpot CRM with the relevant customer details.

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5. Testing the Integration

After setting up the workflow and mapping the data, it’s crucial to test the integration. Make a test payment through Razorpay to see if the customer details are added to HubSpot CRM automatically. Refresh your HubSpot contacts page to check for the new entry.

If everything is set up correctly, you should see the new contact with the details you provided during the test payment. This confirms that Pabbly Connect is working effectively to automate the integration between Razorpay and HubSpot CRM.

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Conclusion

In this tutorial, we explored how to integrate Razorpay customers into HubSpot CRM automatically using Pabbly Connect. By following these steps, you can streamline your customer management process and ensure that all payment details are captured efficiently with no manual effort required.