How to Create Asana Tasks from Stackby Using Pabbly Connect

Learn how to create Asana tasks automatically from Stackby using Pabbly Connect. This step-by-step tutorial covers the entire integration process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Integration

Pabbly Connect is a powerful automation tool that enables seamless integration between different applications. In this tutorial, we will explore how to create Asana tasks automatically from Stackby using Pabbly Connect. This integration allows you to manage your tasks efficiently without manual effort.

To begin, access Pabbly Connect by visiting the official website. If you are a new user, sign up for a free account. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.


2. Setting Up the Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is the next step. Click on the plus sign to create a new workflow and name it ‘Create Asana Task from Stackby Automatically’. This name reflects the function of your integration.

  • Click on the trigger window.
  • Select Stackby as the application.
  • Choose the trigger event as New Row.

After setting the trigger, connect your Stackby account by entering the API key found in your Stackby profile settings. This connection allows Pabbly Connect to access your Stackby data and automate the task creation process.


3. Configuring Stackby Details in Pabbly Connect

Once connected, you will need to specify the workspace and stack details in Pabbly Connect. Select the appropriate workspace, which in this case is the ‘Digital Marketing Team’. Then, choose the stack named ‘Asana Task’.

  • Ensure the table you want to monitor is correctly selected.
  • This table should contain fields for task name, description, and due date.

After selecting the necessary details, create a new task in Stackby to test the connection. Once the task is added, you can proceed to the next step in Pabbly Connect.


4. Creating an Asana Task from Stackby Data

With the Stackby details configured, it’s time to set up the action in Pabbly Connect. Choose Asana as the application for the action event and select ‘Create Task’ as the action. Connect your Asana account using the authorization process provided by Pabbly Connect.

Select the Asana workspace and project where the task will be created. Map the task name, description, and due date from the Stackby data to the corresponding fields in Asana.

After mapping the necessary details, click on ‘Save and Send Test Request’. This action will create a new task in Asana based on the information you provided in Stackby. Verify that the task appears correctly in your Asana project.


5. Testing the Integration with Pabbly Connect

To ensure the integration works smoothly, add a new record in your Stackby table. For example, create a task named ‘Sales’ with a description and due date. After adding the details, check your Asana project for the new task.

Refresh your Asana project to see if the new task appears. Note that the integration may take a few minutes to reflect the changes due to polling intervals set in Pabbly Connect. This is a normal behavior of the automation process.

Once the task appears in Asana, you can confirm that the integration is functioning correctly. This process showcases how Pabbly Connect can automate task management effectively, saving you time and effort.


Conclusion

In this tutorial, we explored how to create Asana tasks automatically from Stackby using Pabbly Connect. By setting up a workflow that connects both applications, you can streamline your task management process efficiently. This integration not only saves time but also enhances productivity.

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

Automate Telegram Notifications for Opportunity Status Changes in GoHighLevel Using Pabbly Connect

Learn how to set up automated Telegram notifications for opportunity status changes in GoHighLevel using Pabbly Connect. Follow this step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To automate the notification process when opportunity status changes in GoHighLevel, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one using the link provided in the description. Pabbly Connect offers 100 free tasks each month, making it accessible for new users.

Once you log in, you will be taken to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘When Opportunity Status Changes, Send Notification to Telegram Automatically,’ and click the ‘Create’ button to proceed.


2. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up the trigger. In this case, the trigger is the opportunity status change in GoHighLevel. In the trigger section of Pabbly Connect, select ‘GoHighLevel’ as your application.

  • Choose the trigger event as ‘Opportunity Status Change’.
  • Once selected, Pabbly Connect will provide you with a webhook URL.
  • This URL is essential for connecting GoHighLevel with Pabbly Connect.

Copy this webhook URL. You will need to paste it into your GoHighLevel account to establish the connection. After copying, navigate to your GoHighLevel dashboard, select your company account, and find the triggers option on the left panel. Create a new trigger and paste the webhook URL in the appropriate field to complete the setup.


3. Activating the Trigger in GoHighLevel

Now that you have set up the trigger in Pabbly Connect, it’s time to activate it in GoHighLevel. In your GoHighLevel account, go to the triggers section and click on ‘Add Trigger’. Name this trigger something recognizable, like ‘Telegram Notification Trigger’.

In the action section, choose ‘Execute Webhook’ and paste the webhook URL you copied earlier. Make sure to set the status of this trigger to ‘Active’. This ensures that any changes in opportunity status will be communicated to Pabbly Connect.

After saving the trigger, go back to Pabbly Connect and initiate a test by changing the status of an opportunity in GoHighLevel. This test will verify that the connection is established and that data is being sent to Pabbly Connect.


4. Connecting Telegram to Pabbly Connect

With the trigger successfully set up, the next step is to connect Telegram to Pabbly Connect. In the action step of your workflow, search for ‘Telegram Bot’ and select it as your action application.

  • Choose the action event as ‘Send a Text Message’.
  • You will be prompted to connect your Telegram account by entering your bot token.

To get this token, you need to create a bot in Telegram using the BotFather. Follow the instructions in Telegram to create a new bot and obtain the token. Once you have the token, paste it into Pabbly Connect and save the connection. This will link your Telegram bot to your workflow, allowing it to send messages automatically.


5. Finalizing the Automation Workflow

Now that both GoHighLevel and Telegram are connected through Pabbly Connect, it’s time to finalize your automation. In the action step, you need to specify the chat ID of your Telegram group where the notifications will be sent. You can find this ID in the URL of your Telegram group.

Next, create the message that you want to send when an opportunity status changes. You can customize this message to include details like the lead’s name, email, and the new status. Use the mapping feature in Pabbly Connect to insert dynamic data from GoHighLevel into your message.

Once everything is set up, save your workflow and send a test message to ensure that notifications are working correctly. After successful testing, your automation will be fully functional, sending notifications to your Telegram group automatically whenever an opportunity status changes in GoHighLevel.


Conclusion

In this tutorial, we demonstrated how to automate Telegram notifications for opportunity status changes in GoHighLevel using Pabbly Connect. By following these steps, you can streamline your workflow, ensuring your team is promptly informed about important updates without manual intervention. This automation saves time and enhances productivity.

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

Create Google Calendar Events Automatically with Pabbly Connect and Airtable

Learn how to automate Google Calendar event creation from Airtable entries using Pabbly Connect. Step-by-step guide for seamless integration! 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


1. Accessing Pabbly Connect for Integration

To automate Google Calendar event creation from Airtable entries, you need to access Pabbly Connect. Begin by visiting Pabbly.com/connect. If you don’t have an account, signing up is free and grants you 100 free tasks monthly.

After signing in, you will see the dashboard. Click on ‘Create Workflow’ to initiate a new integration. Name your workflow, for example, ‘Airtable to Google Calendar Integration’. This sets the stage for connecting your Airtable database to Google Calendar through Pabbly Connect.


2. Setting Up Trigger in Pabbly Connect

In this step, you will set up the trigger that activates when a new entry is added in Airtable. Select ‘Airtable’ as your trigger application and choose the event ‘New Record’. This means that every time a new record is created in Airtable, it will trigger the action in Google Calendar.

  • Select ‘Add New Connection’ to link your Airtable account.
  • You will need your Airtable API key, which can be found in your Airtable account settings.
  • Copy the API key and paste it into Pabbly Connect to establish the connection.

Once connected, choose the base that contains your events and the specific table where the new entries are recorded. This setup ensures that Pabbly Connect accurately captures the data from Airtable for the next steps.


3. Configuring Google Calendar Action

Now that your trigger is set up, it’s time to configure the action that will create an event in Google Calendar. Select ‘Google Calendar’ as your action application and choose the event ‘Create an Event’. This action will occur whenever a new record is detected in Airtable.

Connect your Google Calendar account by selecting ‘Add New Connection’. Authorize Pabbly Connect to access your Google Calendar. After successful authorization, you will be prompted to select which calendar to use for the events.

  • Choose the calendar where you want to create the events.
  • Map the fields from Airtable to the Google Calendar event fields, including the title, description, start time, and end time.
  • Ensure the date and time formats are compatible with Google Calendar.

This configuration allows Pabbly Connect to seamlessly transfer data from Airtable to Google Calendar, creating events automatically based on new entries.


4. Testing the Integration

After setting up the action, it’s essential to test the integration to ensure everything works correctly. In Pabbly Connect, click on ‘Save and Send Test Request’. This will send a test event to your selected Google Calendar based on the data from Airtable.

Check your Google Calendar to see if the event has been created successfully. If the test is successful, you will see the new event listed with all the details you mapped earlier.

If there are any errors, double-check the mappings and ensure the data formats are correct. Make any necessary adjustments in Pabbly Connect and retest.

Once the test is successful, your integration is ready to go live! This process showcases how Pabbly Connect effectively automates the creation of Google Calendar events from Airtable entries.


5. Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the creation of Google Calendar events based on new entries in Airtable. This integration streamlines your workflow, saving time and ensuring that important events are never missed.

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

By following the steps outlined, you can easily set up this automation for your own needs. With Pabbly Connect, you can enhance productivity and manage your schedule more efficiently.


Automate Notifications with Pabbly Connect: Qwary Form Submission to WhatsApp and Gmail

Learn how to automate notifications for Qwary form submissions using Pabbly Connect, sending alerts via WhatsApp and Gmail seamlessly. 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 Qwary Form Notifications

To automate notifications for Qwary form submissions, start by accessing Pabbly Connect. Visit the Pabbly website and navigate to the Connect section. Here, you can sign up for a free account if you haven’t already. Once signed in, you will be directed to the dashboard where you can create workflows to manage your integrations.

After signing in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Qwary Forms to WhatsApp and Gmail’. This will help you identify the workflow later. In the workflow setup, you will have two main sections: Trigger and Action. The Trigger section will be set to detect new entries from the Qwary form.


2. Setting Up the Trigger for Qwary Form Submissions

In the Trigger section of your Pabbly Connect workflow, select Qwary as the application. Choose the trigger event as ‘New Entry’. This event will activate whenever a new form submission is made. You will then need to connect your Qwary account to Pabbly Connect by authorizing access.

  • Select ‘Add New Connection’ to link your Qwary account.
  • Authorize access by following the prompts.
  • Choose the specific form you want to monitor for submissions.

After successfully connecting your Qwary account, test the connection by submitting a sample entry through your Qwary form. This will ensure that Pabbly Connect receives the data correctly, allowing you to proceed to the next step of sending notifications.


3. Sending Notifications via Gmail Using Pabbly Connect

Once the trigger is set up and tested, the next step is to send an email notification via Gmail. In the Action section of Pabbly Connect, select Gmail as the application and choose the action event ‘Send Email’. This action will automatically send an email to the user who submitted the form.

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’. Follow the prompts to authorize the connection. After connecting, fill in the required fields: the recipient’s email address (which will be mapped from the Qwary submission), sender’s name, subject, and email content. Use the mapping feature to personalize the email with the user’s name and survey details.

  • Map the recipient email from the Qwary submission data.
  • Set the email subject to something like ‘Thank You for Your Survey Submission’.
  • Personalize the email body using data from the submission.

After setting up the email, save and test the action to ensure that the email is sent correctly. You should receive a confirmation in your Gmail inbox confirming the survey submission.


4. Sending Notifications via WhatsApp Using Pabbly Connect

In addition to email notifications, you can also send WhatsApp messages using Pabbly Connect. To do this, select ‘WhatsApp by 360 Dialog’ as the next action in your workflow. Choose the action event ‘Send Template Message’. This will allow you to send a pre-approved message template to the user’s WhatsApp number.

Connect your WhatsApp account through 360 Dialog by selecting ‘Add New Connection’. Enter the required API key and domain name from your 360 Dialog account. Choose the template you created for survey responses. Make sure the template is approved by Facebook to ensure successful delivery.

Select the approved template for your survey response. Map the user’s WhatsApp number from the Qwary submission. Fill in the template fields with user-specific data.

After configuring the WhatsApp action, save and test the setup to verify that the message is sent successfully. You should see the message in the user’s WhatsApp account shortly after the form submission.


5. Finalizing the Pabbly Connect Workflow

With both Gmail and WhatsApp notifications set up, you are now ready to finalize your workflow in Pabbly Connect. Review all the steps to ensure that the trigger and actions are correctly configured. Test the entire workflow by submitting another entry in your Qwary form to see if both notifications are sent as expected.

If everything functions correctly, your automation is complete! You can now enjoy seamless notifications to users whenever they submit a Qwary form. This setup not only enhances user experience but also keeps your respondents informed promptly.

Remember, you can always revisit your Pabbly Connect dashboard to edit or create new workflows as needed. This flexibility allows you to adapt your automation processes as your needs change over time.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate notifications for Qwary form submissions, sending alerts via WhatsApp and Gmail. This integration streamlines communication with users, ensuring they receive timely updates about their submissions.

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

Automate Lead Management: Integrate HighLevel and Google Sheets Using Pabbly Connect

Learn how to automate your lead management process by integrating HighLevel and Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding contact details from HighLevel to Google Sheets. This integration streamlines lead management by ensuring that whenever a pipeline stage changes, the relevant contact details are automatically updated in your Google Sheets.

To get started, you need to access your Pabbly Connect account. If you don’t have one yet, you can create a free account, which offers 100 free automation tasks every month. Once logged in, you will be directed to the dashboard where all your workflows can be managed.


2. Creating a Workflow in Pabbly Connect

To set up the automation, the first step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You can name your workflow something like ‘Send Leads on Changing of Pipeline Stage from HighLevel to Google Sheets’.

After naming your workflow, click on the ‘Create’ button. You will see options for setting a trigger and an action. The trigger is the event that initiates the workflow, and the action is what happens as a result. In this case, the trigger will be the change in the pipeline stage in HighLevel, and the action will be to send the lead details to Google Sheets.


3. Setting Up the Trigger with HighLevel

In this section, we will configure the trigger in Pabbly Connect. Select HighLevel as your trigger application. Then, choose the trigger event as ‘Pipeline Stage Change’. This event will activate whenever a lead’s stage is updated in HighLevel.

  • Choose HighLevel as the application.
  • Select the trigger event ‘Pipeline Stage Change’.
  • Copy the provided webhook URL for later use.

Once you have set the trigger, follow the instructions provided in Pabbly Connect to set up a corresponding trigger in your HighLevel account. You will need to paste the webhook URL into the trigger settings in HighLevel to enable data transfer.


4. Adding Filtering Conditions in Pabbly Connect

After setting up the trigger, it’s essential to add conditions for when the data should be sent to Google Sheets. Here, you will utilize Pabbly Connect to apply a filter that ensures only leads marked as ‘Closed’ are sent to your spreadsheet.

  • Select the ‘Filter’ option in Pabbly Connect.
  • Set the filter type to ‘Equals’ and the value to ‘Closed’.
  • Ensure that the filter checks the pipeline stage.

This step ensures that only relevant data is sent to Google Sheets, allowing your team to focus on leads that have converted into customers. Once the filter is set, you can proceed to configure the action step.


5. Sending Data to Google Sheets

The final step in this automation process involves sending the filtered lead data to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’.

Connect your Google account to Pabbly Connect and select the spreadsheet where you want the data to be stored. Map the relevant fields such as name, email, and mobile number from the data captured in the trigger step. This mapping ensures that each lead’s details are accurately recorded in your spreadsheet.


Conclusion

In conclusion, using Pabbly Connect to integrate HighLevel with Google Sheets automates the lead management process effectively. By following the steps outlined in this tutorial, you can ensure that your team has real-time access to updated lead information without manual intervention. This automation not only saves time but also enhances the efficiency of your lead nurturing process.

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 Razorpay Payment Details to Stackby Using Pabbly Connect

Learn how to integrate Razorpay with Stackby using Pabbly Connect to automate payment details collection effortlessly. 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 Razorpay and Stackby Integration

To initiate the integration of Razorpay with Stackby, the first step is to access Pabbly Connect. You can create a free account on Pabbly Connect in just two minutes and receive 100 free automation tasks each month. Once logged in, navigate to the dashboard to set up your automation workflow.

In the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, a suitable name could be ‘Send Payment Details from Razorpay to Stackby’. After naming, click on the ‘Create’ button to proceed.


2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the ‘Choose App’ field, select Razorpay as your trigger application. Then, in the trigger event dropdown, choose ‘Payment Captured’. This event will trigger the workflow whenever a payment status changes to captured.

  • Select Razorpay from the app list.
  • Choose ‘Payment Captured’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Razorpay dashboard, go to the settings, and find the webhooks section. Here, click on ‘Add New Webhook’. Paste the copied webhook URL into the setup window and ensure to check the ‘Payment Captured’ option under active events. Click ‘Create Webhook’ to finalize the setup.


3. Testing Payment Capture from Razorpay

With the webhook set up, the next step is to test the payment capture to see if the integration works correctly through Pabbly Connect. Perform a test payment using Razorpay’s payment page. Fill in the customer details as prompted and proceed with the payment.

After successfully completing the payment, return to Pabbly Connect. You should see the response received section populated with the payment details such as the amount, currency, and customer information. This confirms that the payment data is being captured correctly.


4. Formatting Payment Data for Stackby

After capturing the payment details, it’s essential to format the data before sending it to Stackby using Pabbly Connect. Add a new action step and choose ‘Number Formatter’. Select the ‘Spreadsheet Formulas’ option to correct the payment amount, which may have captured incorrectly as an integer.

  • Set up a division formula to convert the amount from integer to decimal.
  • Map the amount label from Razorpay’s response.

Once the amount is corrected, add another action step for ‘Date Time Formatter’ to convert the timestamp received from Razorpay into a readable date format. Map the timestamp from the Razorpay response and set the desired output format. This ensures that the date sent to Stackby is user-friendly.


5. Sending Payment Details to Stackby

The final step is to send the formatted payment details to Stackby through Pabbly Connect. In the action step, select Stackby as the app and choose ‘Create a Row’ as the action event. This will allow you to create a new row in your Stackby spreadsheet for each payment captured.

Connect your Stackby account by providing the API key found in your Stackby account settings. Select the relevant workspace and stack where you want to save the payment details. Map the fields such as order ID, customer name, email, corrected amount, and transaction date from the previous steps.

Once all fields are mapped, click ‘Save and Send Test Request’. Verify in your Stackby spreadsheet to ensure the new row with payment details has been added successfully. This confirms that the integration is working as intended, automating the process of collecting payment data.


Conclusion

Integrating Razorpay with Stackby using Pabbly Connect automates the collection of payment details seamlessly. By following the steps outlined, you can efficiently manage payment records without manual input. This setup not only saves time but also enhances data accuracy in your spreadsheets.

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

Automate Contacts Creation in GoHighLevel from Airtable with Pabbly Connect

Learn how to automate the creation of contacts in GoHighLevel from Airtable using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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


1. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to automate contact creation in GoHighLevel using Pabbly Connect. This integration allows you to seamlessly connect Airtable and GoHighLevel, enhancing your customer management process.

Pabbly Connect is an automation tool that enables you to set up workflows between different applications without any coding skills. By using Pabbly Connect, you can ensure that every new record added in Airtable automatically creates a contact in your GoHighLevel account.


2. Setting Up Pabbly Connect for Airtable and GoHighLevel

To begin, access Pabbly Connect by visiting the Pabbly website and navigating to the Pabbly Connect section. If you’re a new user, you can sign up for free and get started with 100 tasks every month.

  • Go to the Pabbly Connect dashboard and click on the plus sign to create a new workflow.
  • Name your workflow, for example, ‘Airtable to GoHighLevel Integration’.
  • Select Airtable as the trigger application.

After setting up the trigger, you will need to connect your Airtable account to Pabbly Connect using your API key. This allows Pabbly Connect to access your Airtable data and monitor for new records.


3. Configuring the Airtable Trigger in Pabbly Connect

Once your Airtable account is connected to Pabbly Connect, you need to specify the trigger event. Choose the ‘New Record’ event to ensure that whenever a new record is added to your Airtable base, Pabbly Connect will capture it.

Make sure to select the appropriate base and table from your Airtable account. It’s crucial to have a field named ‘Created’ of type ‘Created Time’ in your Airtable schema to allow Pabbly Connect to function correctly.

  • Select the base that contains your customer data.
  • Ensure that the ‘Created’ field is correctly set up in your table.
  • Click on ‘Save and Send Test Request’ to capture the latest record.

This step will confirm that Pabbly Connect is successfully capturing data from Airtable.


4. Creating a Contact in GoHighLevel Using Pabbly Connect

After successfully capturing data from Airtable, the next step involves using Pabbly Connect to create a new contact in GoHighLevel. Select GoHighLevel as the action application and choose the ‘Create Contact’ action event.

Connect your GoHighLevel account to Pabbly Connect using the API key found in your GoHighLevel settings. Once connected, you will need to map the fields from Airtable to GoHighLevel, such as first name, last name, email, and phone number.

Map the first name and last name from Airtable to the corresponding fields in GoHighLevel. Include the email address and phone number in the mapping. Leave any optional fields blank if not needed.

After mapping, click on ‘Save and Send Test Request’ to create the contact in GoHighLevel. You should see the new contact appear in your GoHighLevel account shortly after.


5. Testing the Integration Between Airtable and GoHighLevel

To ensure everything is functioning properly, test your integration by adding a new record in Airtable. Once you input the details and save the record, Pabbly Connect will work in the background to create a new contact in GoHighLevel.

Check your GoHighLevel account to see if the new contact appears. Remember that the trigger is polling based, so it may take a few minutes for the contact to show up. If the contact does not appear immediately, give it some time before refreshing your GoHighLevel account.

By following these steps, you will have successfully automated the process of creating contacts in GoHighLevel from Airtable using Pabbly Connect. This integration not only saves time but also streamlines your customer management workflow.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in GoHighLevel from Airtable. This integration simplifies your workflow, ensuring that new customer data is captured and managed efficiently. Automate your processes today with Pabbly Connect!

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

Integrate Google Sheets with Moneybird Using Pabbly Connect

Learn how to automate invoice creation in Moneybird from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Moneybird, the first step is to access Pabbly Connect. Navigate to the Pabbly Connect website and sign up for a free account. This platform allows you to create automated workflows without needing any coding skills.

After signing up, log into your Pabbly Connect account. You will be directed to the dashboard where you can create a new workflow. This is where you will set up the integration that will automatically generate invoices in Moneybird whenever new sales entries are made in Google Sheets.


2. Creating the Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive like ‘Google Sheets to Moneybird Integration’. This will help you identify the workflow later.

Next, you will set up a trigger and an action. The trigger will be the new sales entry in Google Sheets. Select Google Sheets as the application and choose the event ‘New or Updated Spreadsheet Row’. This will ensure that every time a new sale is added, it triggers the workflow.

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

After setting the trigger, you’ll need to go to your Google Sheets, set up the Pabbly Connect Webhooks add-on, and paste the webhook URL there. This establishes the connection between Google Sheets and Pabbly Connect.


3. Setting Up Google Sheets for Automation

In your Google Sheets, ensure you have a dedicated sheet for sales data. Create columns for contact ID, invoice date, customer name, item description, unit price, and quantity. This structure is essential for Pabbly Connect to capture the necessary data for invoice creation.

Once your sheet is set up, go to the Extensions menu, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier. Specify the final data column as the trigger column, which will be the last column containing your sales data.

  • Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.
  • Paste the webhook URL in the setup.
  • Set the trigger column to the last column of your data.

After completing this setup, make sure to click on ‘Send Test’ to verify that the connection works correctly. This step is crucial for ensuring that Pabbly Connect can capture data from Google Sheets accurately.


4. Connecting Moneybird to Pabbly Connect

Now that your Google Sheets is set up, it’s time to connect Moneybird to Pabbly Connect. In the action window of your workflow, select Moneybird as the application and choose the action event ‘Create Sales Invoice with Line Items’. This action will allow Pabbly Connect to generate invoices based on the data from Google Sheets.

Click on ‘Connect’ and authorize the connection to your Moneybird account. Once authorized, you will be able to map the fields from Google Sheets to the corresponding fields in Moneybird. For example, map the contact ID, invoice date, item description, unit price, and quantity to ensure the invoice is generated correctly.

Select Moneybird from the application list. Choose ‘Create Sales Invoice with Line Items’ as the action event. Authorize the connection to your Moneybird account.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. This will create an invoice in your Moneybird account based on the information from Google Sheets, demonstrating how Pabbly Connect automates the process effectively.


5. Testing the Integration in Real-Time

To ensure that everything is working smoothly, input a new sales entry in your Google Sheets. For instance, add a new customer with their details like contact ID, invoice date, name, item description, unit price, and quantity. Once the data is entered, check your Moneybird account to see if the invoice is generated automatically.

Refresh your Moneybird account, and you should see the new invoice created with the details you entered in Google Sheets. This confirms that the integration is functioning as intended through Pabbly Connect.

Enter a new sales entry in Google Sheets. Refresh Moneybird to view the newly created invoice. Confirm that the invoice details match the entry in Google Sheets.

This testing phase is crucial to confirm that Pabbly Connect is effectively bridging the gap between Google Sheets and Moneybird, automating your invoicing process seamlessly.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of invoices in Moneybird from Google Sheets. By following these steps, you can streamline your invoicing process, saving time and reducing errors. Automate your workflows today with Pabbly Connect!

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

Integrate Elementor Forms with Stackby Using Pabbly Connect

Learn how to integrate Elementor forms with Stackby using Pabbly Connect for seamless data management. Follow this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate Elementor forms with Stackby, the first step is accessing Pabbly Connect. Navigate to the Pabbly website and click on ‘Products’ to find Pabbly Connect. If you are a first-time user, sign up for a free account to start using its automation features.

Once logged in, click on ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can create your workflow. Pabbly Connect serves as the central platform that enables the integration between Elementor forms and Stackby.


2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Add Elementor Form Responses to Stackby’. This helps in identifying the workflow later.

Next, you will see a trigger window and an action window. In the trigger window, select Elementor Forms as the application and choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to listen for new submissions from your Elementor form.

  • Select ‘Elementor Form’ in the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the Webhook URL provided by Pabbly Connect.

After setting up the trigger, you will need to configure the Elementor form to send data to this Webhook URL. This is where Pabbly Connect captures the form responses automatically.


3. Configuring Elementor Form to Send Data

Now, navigate to your WordPress dashboard where your Elementor form is embedded. Edit the page with Elementor and find the form you want to configure. Click on the form and go to the ‘Actions After Submit’ section.

Add a new action by clicking the plus sign and selecting ‘Webhook’. Paste the Webhook URL from Pabbly Connect into the designated field. After updating the form, it will send data to Pabbly Connect whenever the form is submitted.

  • Go to ‘Actions After Submit’ in your Elementor form settings.
  • Select ‘Webhook’ and paste the URL from Pabbly Connect.
  • Click ‘Update’ to save your changes.

With this configuration, every time a customer submits the form, their details are sent to Pabbly Connect, which will then process the data for integration with Stackby.


4. Adding Form Responses to Stackby via Pabbly Connect

After setting up the Elementor form, return to Pabbly Connect to configure the action step. In the action window, select Stackby as the application, and choose ‘Create a Row’ as the action event. This allows Pabbly Connect to create a new entry in your Stackby table for each form submission.

Next, you’ll need to connect your Stackby account by providing the API key. Log into your Stackby account, go to your profile, and find the API key under account settings. Copy this key and paste it into Pabbly Connect to establish the connection.

Select ‘Stackby’ as the action application. Choose ‘Create a Row’ as the action event. Paste your Stackby API key to connect your account.

Once the connection is established, you can map the form fields from Elementor to the corresponding columns in your Stackby table. This mapping ensures that data is accurately transferred from the form to your Stackby workspace, making Pabbly Connect an essential tool for this integration.

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.


5. Testing the Integration and Conclusion

After completing the setup, it’s time to test the integration. Fill out the Elementor form on your website with sample data and submit it. Go back to Pabbly Connect, where you should see the captured response with all the details from the form submission.

If the data appears correctly, proceed to save the workflow in Pabbly Connect. This confirms that your integration is functioning as intended. You can now check your Stackby table to see if the new entry has been created with the submitted information.

Submit a test entry through the Elementor form. Verify the data captured in Pabbly Connect. Check your Stackby table for the new entry.

In conclusion, integrating Elementor forms with Stackby using Pabbly Connect streamlines the process of managing customer data. This automation not only saves time but also minimizes errors in data entry. With Pabbly Connect, you can easily set up similar integrations with various applications to enhance your workflow efficiency.

How to Automatically Add Facebook Leads to Stackby with Pabbly Connect

Learn how to seamlessly integrate Facebook Leads with Stackby using Pabbly Connect. Follow this step-by-step tutorial for automated lead 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


1. Setting Up Pabbly Connect for Facebook Leads Integration

The first step in this integration is to access Pabbly Connect. To do this, navigate to the Pabbly Connect website and either sign in or sign up for a new account. Signing up is free and offers you 100 free tasks monthly, allowing you to practice automation workflows.

Once logged in, select the option to create a new workflow. You can name your workflow something like ‘Facebook to Stackby Integration.’ This will help you identify the purpose of the automation later. The workflow setup consists of two main parts: the trigger and the action.


2. Configuring Facebook Lead Ads in Pabbly Connect

In this step, you will set up the trigger for your workflow. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead’. This means that every time a new lead is generated through your Facebook lead ads, it will trigger the workflow. using Pabbly Connect

  • Choose your Facebook account to connect with Pabbly Connect.
  • Select the Facebook page associated with your lead ad.
  • Choose the lead ad form you have created for collecting leads.

After setting up the trigger, you will need to test it by submitting a lead through your Facebook lead ad form. This will allow Pabbly Connect to capture the lead data and proceed with the integration.


3. Connecting Stackby to Pabbly Connect

Now that you have your Facebook trigger set up, the next step is to connect Stackby to Pabbly Connect. Select Stackby as your action application and choose the action event ‘Create Row’. This action will create a new row in your Stackby database every time a new lead is captured from Facebook.

To connect your Stackby account, you will need to provide an API key. You can find this key in your Stackby account settings. Once connected, select the specific workspace and stack where you want the lead data to be stored.

  • Choose the workspace you created for Facebook leads.
  • Select the stack that will hold your leads data.
  • Map the fields from the Facebook lead data to the corresponding columns in Stackby.

After mapping the fields, you can save and send a test request to ensure that the integration is functioning correctly. This will create a new entry in Stackby with the lead details captured from Facebook.


4. Testing the Integration with Pabbly Connect

With both Facebook and Stackby configured, it’s time to test the entire integration process. You can do this by submitting another lead through your Facebook lead ad form. Ensure that the lead information is filled out correctly and then submit the form.

After submitting the form, return to Pabbly Connect and check if the newly submitted lead appears in your Stackby database. Keep in mind that there may be a slight delay due to the polling nature of the trigger, which can take a few seconds to several minutes.

Submit a test lead through the Facebook lead ad form. Refresh Stackby to check for the new entry. Verify that the lead data matches what was submitted.

If the lead appears successfully in Stackby, your integration is complete and functioning as intended. This automation will now continuously add leads to Stackby as they are generated.


5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Stackby. By following the steps outlined, you can streamline your lead management process, ensuring that every lead is captured and organized efficiently.

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

Using Pabbly Connect not only saves time but also enhances your workflow efficiency by integrating these powerful applications seamlessly. Start automating your lead management today!