Author: Nitin Maheshwari

Learn how to integrate ThriveCart with Automizy using Pabbly Connect. This guide covers every step to automate your email marketing effortlessly. 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. Setting Up Pabbly Connect for Integration

To integrate ThriveCart with Automizy using Pabbly Connect, you first need to access your Pabbly Connect account. Begin by visiting Pabbly’s website and logging in to your account. Once logged in, navigate to your dashboard where you will find the option to create a new workflow.

Click on the ‘Create New Workflow’ button. You will be prompted to name your workflow. In this case, label it ‘ThriveCart to Automizy’. This naming convention helps in identifying the workflow later. After naming, proceed to set up the webhook that will receive data from ThriveCart.

---

2. Creating a Webhook in ThriveCart

To ensure that sales from ThriveCart are sent to Automizy via Pabbly Connect, you need to create a webhook in ThriveCart. Start by logging into your ThriveCart account and opening the product you want to integrate. Click on your profile icon and select the ‘Settings’ option.

• Navigate to the ‘API & Webhooks’ section.
• Click on ‘Add Webhook’ and paste the webhook URL you copied from Pabbly Connect.
• Save the webhook to finalize the setup.

After saving, refresh the page to ensure the webhook is active. This webhook will now send data to Pabbly Connect whenever a sale occurs in ThriveCart, allowing you to automate adding contacts to Automizy.

---

3. Testing the Webhook Connection

With the webhook set up in ThriveCart, it’s time to test if it’s working correctly through Pabbly Connect. Return to your Pabbly Connect dashboard and wait for a webhook response. To simulate a sale, enter your email address and complete a test purchase using a test credit card.

Once the purchase is completed, return to Pabbly Connect. You should see the webhook response captured, displaying details such as the order status, customer ID, and importantly, the customer’s email address. This confirms that the integration is functioning as expected.

---

4. Extracting and Mapping Data for Automizy

The next step involves extracting the necessary data from the webhook response using Pabbly Connect. Click on the plus button to add an action step and choose the ‘JSON Extractor’ app. This app simplifies the complex data received from ThriveCart.

• Set the method to ‘Extract JSON Data’.
• Map the customer email field from the webhook response to extract the email.

Once the data is extracted, you can proceed to the next action step. This will involve sending the extracted email to Automizy to add it to your email list.

---

5. Adding the Contact to Automizy

In this final step, you will configure Pabbly Connect to send the extracted email to Automizy. Add another action step and select Automizy, choosing the ‘Create New Contact’ action. You will need to connect your Automizy account by providing your API key.

Once connected, select the list where you want to add the new contact. Map the email address you extracted in the previous step into the email field. After completing this setup, save the workflow and conduct a test to ensure that the email is added to your Automizy list successfully.

---

Conclusion

Integrating ThriveCart with Automizy using Pabbly Connect streamlines your email marketing process. By following these steps, you can automate the addition of new contacts directly from ThriveCart sales, enhancing your marketing efforts effortlessly.

Learn how to automate your marketing efforts with Pabbly Email Marketing Software, integrating Google and WooCommerce effectively. Build professional email marketing campaigns without technical expertise, from list management to detailed performance analytics.

Watch Step By Step Video Tutorial Below

---

1. Creating a Workflow in Pabbly Email Marketing

To begin with automation in Pabbly Email Marketing, click on ‘Create Workflow’. This feature allows you to set up a systematic approach to handle new leads effectively. For this tutorial, we will title our workflow ‘New Leads to Sales’ to reflect its purpose.

Next, you need to define a trigger for your workflow. In this case, select the option that activates when a subscriber joins a list. Specify the name of the list from which leads are coming, such as a list linked to Google Forms. After selecting the appropriate list, click on ‘Save’ to proceed with building your workflow.

---

2. Adding Delays and Conditions in Pabbly Email Marketing

Once your workflow is set up, you can enhance it by adding delays and conditions. For instance, after a subscriber joins the list, you might want to implement a delay of two days before taking further action. This delay allows you to space out your communications effectively. using Pabbly Connect

• Set a delay of two days after the subscriber joins.
• Define conditions based on subscriber activity or custom fields.

For example, you can set a condition that checks if the subscriber’s city is equal to ‘New York’. If this condition is met, the workflow continues, allowing for targeted communication based on location.

---

3. Sending Emails and Follow-ups with Pabbly Email Marketing

In the next step of your workflow, you can configure email communications. If you have pre-designed email templates, select one from your list of templates. If not, you can create a new email from scratch within Pabbly Email Marketing. You will need to define key elements such as the email subject, sender name, and the delivery server.

After sending the initial email, you may want to add another delay of two days before sending a follow-up email. This structured approach ensures that your communication remains consistent without overwhelming your subscribers.

• Define the subject and from name for your email.
• Choose the appropriate email template if available.

This method allows you to maintain engagement with your leads and gradually convert them into customers.

---

4. Advanced Conditions and List Management in Pabbly Email Marketing

To further refine your workflow, you can set additional conditions based on list membership. For instance, you can create a condition that checks if a subscriber exists in a specific list, such as those coming from Google Forms. using Pabbly Connect

If a subscriber meets the criteria of being in the desired list, you can then move or copy them to another list, such as a WooCommerce customer list. This flexibility in managing subscribers is crucial for effective marketing automation.

Additionally, you can define alternative actions for subscribers who do not meet the conditions. For example, if a subscriber’s city is not equal to ‘New York’, you can send them a different email tailored to their location.

---

5. Conclusion: Automate Your Marketing with Pabbly Email Marketing

In conclusion, utilizing Pabbly Email Marketing for automation allows you to create detailed workflows that convert leads into sales effectively. By implementing triggers, delays, and conditions, you can ensure targeted communication with your audience.

This powerful feature of Pabbly Email Marketing not only streamlines your marketing efforts but also enhances engagement and conversion rates. Start automating your marketing processes today to maximize your outreach and sales potential.

Learn how to generate a permanent WhatsApp Cloud API token using Pabbly Connect. Follow our 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 WhatsApp Cloud API Integration

To generate a permanent WhatsApp Cloud API token, you first need to set up Pabbly Connect. This platform allows seamless integration between various applications, including WhatsApp Cloud API, Facebook, and YouTube. Start by logging into your Pabbly Connect account and navigate to the dashboard.

Once you are on the dashboard, you can create a new workflow that will facilitate the integration of the WhatsApp Cloud API. This is essential for generating the permanent token that you will use for API calls.

---

2. Accessing the Facebook Developer Portal

Next, you need to access the Facebook Developer Portal. Type in developers.facebook.com in your browser. This site is crucial for managing your WhatsApp Cloud API settings. Here, you will find your apps and their settings related to the WhatsApp API. using Pabbly Connect

• Log in to your Facebook Developer account.
• Click on ‘My Apps’ to view your applications.
• Select your WhatsApp Cloud API application.

After selecting your app, navigate to the business settings. Here, you will configure the system user settings necessary for generating a permanent token.

---

3. Creating a System User in Facebook

In this step, you will create a system user within your Facebook app settings. This is essential for managing your WhatsApp Cloud API permissions. Click on the ‘System Users’ section and then click on the ‘Add’ button. using Pabbly Connect

Define your system user with a name, such as ‘P Connect’ and assign the role as admin. If you have reached the maximum number of admin users, use an existing one. Ensure that the user has the necessary permissions to manage the WhatsApp API.

---

4. Generating the Permanent WhatsApp Cloud API Token

To generate the permanent token, click on the ‘Generate Token’ button. Select your app and ensure that you check the required permissions, specifically the WhatsApp Business Messaging permission. This is crucial for the token to function properly.

• Select the WhatsApp Business Messaging permission.
• Check the WhatsApp Business Management permission.
• Click on ‘Generate Token’ to create the permanent token.

Once generated, copy the token and store it securely. This token is now your key to making unlimited API calls through your WhatsApp Cloud API account using Pabbly Connect.

---

5. Testing the Permanent Token with Pabbly Connect

After generating the permanent token, return to Pabbly Connect to test its functionality. Paste the token into the appropriate field in your workflow. This allows you to send messages through the WhatsApp API.

To test, click on the ‘Save and Send Test Request’ button within Pabbly Connect. If everything is set up correctly, you will see a confirmation that the message has been delivered successfully. This validates that your permanent token is working as intended.

---

Conclusion

In this tutorial, we have detailed the steps to generate a permanent WhatsApp Cloud API token using Pabbly Connect. By following the outlined steps, you can ensure seamless integration and effective API management for your WhatsApp messaging needs.

Learn how to use filters in Pabbly Connect to seamlessly integrate data from Pabbly Connect to Google Sheets, Facebook, and more. Follow our detailed tutorial!

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Data Filtering

In this section, we will explore how to set up Pabbly Connect to filter data effectively. Start by logging into your Pabbly Connect account and creating a new workflow. This workflow will help you manage submissions from Pabbly Form Builder, focusing on specific data points.

To begin, click on ‘Create Workflow’ and name it ‘Filters Demo’. Next, select the app as Pabbly Form Builder and choose the method as ‘New Form Submission’. This setup is crucial as it establishes the connection between your form submissions and Pabbly Connect.

---

2. Integrating Pabbly Form Builder with Pabbly Connect

Once your workflow is created, the next step is to integrate Pabbly Form Builder with Pabbly Connect. You will need to set up a webhook URL that captures data from your form submissions. Copy the webhook URL provided in your workflow settings.

• Go to your Pabbly Form Builder and open the form you want to use.
• Navigate to the Integrations section and select Webhooks.
• Paste the copied webhook URL into the designated field.

After adding the webhook, click on ‘Add Webhook’. This action ensures that every form submission will be sent to Pabbly Connect in real-time, allowing you to filter the data effectively.

---

3. Capturing Data from Pabbly Form Builder

Now that your webhook is set up, it’s time to capture the data from Pabbly Form Builder through Pabbly Connect. Fill out the form with a test submission, ensuring you select a gender option. For example, choose ‘Male’ to see how the filter handles this data.

Once the form is submitted, return to Pabbly Connect and click on ‘Capture Webhook Response’. You will see the data captured, including the field for gender which will be displayed as ‘Male’. This confirms that the integration is working correctly.

---

4. Applying Filters in Pabbly Connect

To filter the data based on gender, click on the plus button in your workflow after the webhook step. From the app section, choose the Filter app. This is where you define the criteria for data processing in Pabbly Connect.

Select the field ‘Choose Your Gender’ and set the condition to ‘is equal to Female’. This condition ensures that only submissions marked as Female will proceed to the next step. Click on ‘Save’ to apply the filter condition.

If the submission does not meet this condition, Pabbly Connect will halt the workflow, preventing unwanted data from being processed further.

---

5. Sending Filtered Data to Google Sheets

The final step is to send the filtered data to Google Sheets. To do this, click on the plus button again and select Google Sheets as the app. Connect your Google account and authorize access to allow Pabbly Connect to send data.

Choose the spreadsheet where you want the filtered data to be stored. For this example, create a new sheet named ‘Responses by Female’ with columns for first name, last name, email, and gender. Map the fields from the form submission to the corresponding columns in Google Sheets.

Once everything is set up, click on ‘Save’. Now, whenever a form submission meets the filter criteria, the data will be sent to Google Sheets, ensuring you only receive the desired entries.

---

Conclusion

In this tutorial, we explored how to use filters in Pabbly Connect to manage data submissions effectively. By integrating Pabbly Form Builder with Google Sheets, you can ensure that only specific data is processed. This powerful feature allows for efficient data management and enhances your workflow capabilities.

Learn how to generate dynamic PDF certificates using Pabbly Connect with Google Sheets and Google Slides. Follow this step-by-step tutorial to automate your certificate generation process.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Certificate Generation

To start generating dynamic PDF certificates, the first step is to set up Pabbly Connect. This platform will serve as the integration hub for Google Sheets and Google Slides. You can access Pabbly Connect by visiting connect.Pabbly.com and signing in or creating an account if you don’t have one.

Once logged in, click on ‘Create Workflow’ to begin. Name your workflow something relevant, like ‘Certificate Generation Workflow’. This sets the stage for connecting your Google Sheets data with your Google Slides template through Pabbly Connect.

---

2. Preparing Your Google Sheets Data

Next, you will need to prepare your Google Sheets file, which contains the data for the certificates. Create a new Google Sheet and input the participant names and the events they participated in. Ensure your data is organized in columns; for example, Column A for names and Column B for event names.

• Column A: Participant Names
• Column B: Event Names

After setting up your Google Sheet, the next step is to integrate it with Pabbly Connect. You will use a webhook to send data from Google Sheets to Pabbly Connect when a new row is added. This allows for real-time updates and certificate generation.

---

3. Creating a Google Slides Certificate Template

Now, create a Google Slides presentation that will serve as your certificate template. Design your certificate with placeholders for participant names and event names. Use double quotes to indicate dynamic fields, like ‘Full Name’ and ‘Event Name’.

Once your template is ready, save it in a designated folder in Google Drive. This will help keep your files organized. The integration through Pabbly Connect will replace the placeholders with actual data from your Google Sheets when generating certificates.

---

4. Integrating Google Sheets and Google Slides via Pabbly Connect

With your Google Sheets and Google Slides set up, return to Pabbly Connect. Choose Google Sheets as your trigger app and select the event ‘New Spreadsheet Row’. This will allow Pabbly Connect to capture data from your Google Sheet whenever a new row is added.

Next, configure the action by selecting Google Slides and the event ‘Create Presentation from Template’. Map the fields from your Google Sheets to the placeholders in your Google Slides template. This step is crucial as it allows Pabbly Connect to generate personalized certificates for each participant.

---

5. Generating PDF Certificates and Sharing Them

After successfully integrating Google Sheets and Google Slides through Pabbly Connect, the next step is to generate the PDF certificates. You will need to share the generated slides publicly to create PDFs. Use the ‘Share a File with Anyone’ feature in Google Drive to make your slide accessible.

Finally, set up another action in Pabbly Connect to upload the PDF file to your Google Drive. Use the export link from your shared slide to create a PDF version of the certificate. Map the necessary fields, including the file name and folder ID for organization.

Once everything is set up, run the workflow to generate the PDF certificates for all participants listed in your Google Sheets. You can also automate sharing these certificates via email using Gmail integration in Pabbly Connect.

---

Conclusion

Using Pabbly Connect, you can efficiently generate dynamic PDF certificates from Google Sheets data and Google Slides templates. This automation not only saves time but also ensures accuracy in certificate generation for events. Follow these steps to streamline your certificate creation process and enhance your event management.

Discover how to set up popular business automations using Pabbly Connect, integrating platforms like Facebook, Google, and more for seamless workflows. 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. Automating Google My Business Responses with Pabbly Connect

The first automation to set up using Pabbly Connect is automating responses to reviews on your Google My Business account. This integration allows you to automatically reply to customer reviews based on their star ratings. For instance, if you receive a five-star rating, a thank-you note can be sent instantly, while a two-star rating can prompt a request for feedback on improvement.

To set this up in Pabbly Connect, follow these steps:

• Connect your Google My Business account to Pabbly Connect.
• Set triggers for new reviews.
• Create conditions based on star ratings to automate replies.

This automation not only saves time but also enhances customer interaction, ensuring that no review goes unanswered.

---

2. Capturing Leads and Adding Them to Your CRM Using Pabbly Connect

Another essential automation is capturing leads through various platforms and adding them to your CRM or Google Sheets using Pabbly Connect. Many businesses utilize Facebook lead ads, contact forms, or pop-up forms to gather leads, but often fail to follow up effectively.

With Pabbly Connect, you can automate the process of sending captured leads directly to your CRM or Google Sheets, ensuring timely follow-ups. Here’s how to set it up:

• Connect your lead capture platform (e.g., Facebook lead ads) to Pabbly Connect.
• Map the lead fields to your CRM or Google Sheets.
• Set up notifications for your sales team to follow up.

This setup ensures that your sales team can act quickly on new leads, improving conversion rates significantly.

---

3. Sending Order Confirmation Details via Pabbly Connect

Using Pabbly Connect, you can automate the sending of order confirmation details to customers via SMS, WhatsApp, or email. This is particularly useful for e-commerce businesses that want to keep customers informed about their orders.

To implement this automation, follow these steps:

Integrate your payment gateway (e.g., PayPal, Stripe) with Pabbly Connect. Capture order details after payment confirmation. Set up automated messages to send order details to customers.

This ensures that customers receive timely updates about their purchases, enhancing their overall experience and trust in your business.

---

4. Auto-Enrolling Students in Learning Management Systems with Pabbly Connect

For businesses offering online courses, Pabbly Connect can automate the enrollment of students in Learning Management Systems (LMS) after a purchase. This is crucial for ensuring that students gain access to their courses immediately after payment.

To set this up, follow these steps:

Connect your payment processor to Pabbly Connect. Integrate your LMS (e.g., Teachable, Thinkific) with Pabbly Connect. Set triggers to enroll students automatically upon payment confirmation.

This automation reduces manual work and ensures that students can start their courses without delay, improving satisfaction and retention.

---

5. Automating Webinar Registrations with Pabbly Connect

Lastly, you can use Pabbly Connect to automate the registration of leads for webinars. This is particularly useful for businesses that run promotional webinars to convert leads into customers.

Here’s how to set up this automation:

Integrate your lead capture source with Pabbly Connect. Connect your webinar platform (e.g., Zoom) to Pabbly Connect. Set up triggers to automatically register leads when they sign up.

This ensures that all interested leads are automatically registered for your webinars, maximizing attendance and engagement.

---

Conclusion

Using Pabbly Connect, you can streamline various business processes through automation, enhancing efficiency and customer satisfaction. From automating Google My Business responses to capturing leads and managing webinar registrations, Pabbly Connect is your go-to solution for integrating popular platforms and optimizing workflows.

Learn how to integrate various applications using the API module in Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Creating a New Workflow in Pabbly Connect

To start integrating applications using Pabbly Connect, the first step is to create a new workflow. Open Pabbly Connect and click on the ‘Create New Workflow’ button. Name your workflow, for example, ‘API Module Demo’. This will help you keep track of your integrations.

Once your workflow is created, you will need to set up a trigger. In this case, we will use a webhook to capture data. This webhook URL can be copied and pasted into your external application to trigger the integration. With Pabbly Connect, you can seamlessly connect various applications, even if they are not natively integrated.

---

2. Setting Up a Webhook for Data Capture

After creating your workflow in Pabbly Connect, the next step is to set up a webhook that will receive data. Go to your form builder, where you will create a form that captures user input, such as a zip code. This form will have fields for the user’s first name, last name, email, and zip code.

• Create a form with fields: First Name, Last Name, Email, and Zip Code.
• Copy the webhook URL from Pabbly Connect.
• Paste the webhook URL into your form’s integration settings.

Once the webhook is set up, you can test it by submitting the form. This will send the captured data back to Pabbly Connect, allowing you to verify that everything is working correctly.

---

3. Integrating the API Module in Pabbly Connect

Now that you have captured data using the webhook, the next step is to integrate the API module to fetch data from an external API. In Pabbly Connect, select the API module as the action event. You will need to specify the method for the API call, which in this case is a GET request to retrieve weather data based on the zip code provided.

To proceed, you will need to set up the API parameters, including the header parameters required for the API call. This includes the API host and the API key, which you can find from the API provider’s documentation. Ensure you enter the correct endpoint URL for the GET request.

• Select the GET method for the API call.
• Add required header parameters like x-rapidapi-host and API key.
• Map the zip code parameter from the webhook response.

After setting up the API module, save your settings and test the API call. This will allow you to receive weather data from the external API, demonstrating how Pabbly Connect effectively connects disparate systems.

---

4. Sending Email Notifications with Gmail Integration

Once you have successfully retrieved the weather data, the next step is to send an email notification to the user who submitted the form. In Pabbly Connect, choose the Gmail integration as the next action. You will need to configure the email fields, including the recipient’s email address, which should be mapped from the form submission data.

Fill in the email subject and body with the relevant weather information retrieved from the API call. You can personalize the email by addressing the user by their name and including the weather details such as temperature and conditions.

Select Gmail as the action app in Pabbly Connect. Map the recipient’s email from the form data. Compose the email body with weather details.

After setting up the email parameters, send a test email to ensure everything is functioning correctly. This final step showcases how Pabbly Connect can automate communication based on user input and external data.

---

5. Conclusion: Harnessing the Power of Pabbly Connect

In this tutorial, we explored how to use the API module inside Pabbly Connect to integrate various applications like Facebook, YouTube, and Gmail. By creating a workflow that captures user data, fetches external information via an API, and sends automated email notifications, you can streamline processes effectively.

With Pabbly Connect, you can connect thousands of applications, even those that do not have native integrations. The API module empowers you to leverage external APIs for your workflows, making it a powerful tool for automation.

Start integrating your applications today using Pabbly Connect and discover the endless possibilities of automation!

Learn how to use the API Module in Pabbly Connect to integrate Facebook, YouTube, and Gmail seamlessly. 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

---

1. Creating a Workflow in Pabbly Connect

To start integrating applications using Pabbly Connect, you first need to create a new workflow. This is done by logging into your Pabbly Connect account and selecting the option to create a new workflow.

When prompted, name your workflow appropriately, such as ‘API Module Demo’. This name reflects the purpose of your integration, which is to demonstrate how to use the API module in Pabbly Connect.

---

2. Capturing Data with Webhook in Pabbly Connect

Next, you will capture data using a webhook. This is essential for getting data into Pabbly Connect from your external application. You will need to copy the webhook URL provided by Pabbly Connect and use it in your external application.

• Access your external application and set up the webhook using the copied URL.
• Trigger an event in the external application to send data to this webhook.
• Once the event occurs, data will be captured in Pabbly Connect.

After capturing the data, you can proceed to send this data to other applications using Pabbly Connect workflows.

---

3. Sending Data to an External API Using Pabbly Connect

With the data captured, the next step is to send this data to an external API to fetch specific information, such as weather data. You will use the API module in Pabbly Connect for this purpose.

Choose the API module and set the action event to ‘GET’ to retrieve data from the API. You will need to specify the endpoint URL and any required parameters, including the zip code that was captured from the webhook.

• Enter the endpoint URL for the weather API.
• Add necessary header parameters, including API keys.
• Map the zip code parameter to the captured data from the webhook.

Once you have configured these settings, you can test the API request to ensure that it is working correctly. This is a critical step in the integration process using Pabbly Connect.

---

4. Sending Email Notifications Using Gmail in Pabbly Connect

After successfully retrieving data from the external API, you can send this information via email. This can be done by adding a Gmail integration in Pabbly Connect.

To set this up, connect your Gmail account and specify the recipient’s email address, which was captured earlier. In the email body, include the weather data retrieved from the API.

For example, set the subject as ‘Weather Forecast for [City Name]’ and include details such as temperature and weather conditions in the email body. This allows you to notify users about the weather based on their inquiry.

---

5. Conclusion

In this tutorial, you learned how to integrate multiple applications using the API Module in Pabbly Connect. By following these steps, you can effectively connect Facebook, YouTube, and Gmail through Pabbly Connect.

This process not only demonstrates the power of Pabbly Connect but also how easily you can automate tasks between various applications. Start using the API module today to enhance your workflows!

Learn how to use Pabbly Connect to automatically deliver coupon codes on successful sales through Shopify and WooCommerce. Step-by-step guide included. 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 Automation

To start automating coupon code delivery, first access Pabbly Connect. This platform allows you to create workflows that integrate various applications seamlessly. Once logged in, you will be greeted by the dashboard where you can create a new workflow.

In the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which can be something like ‘Deliver Coupon Codes on Successful Sales’. This naming helps in identifying the workflow later.

---

2. Setting Up the Trigger App

In this step, you will set up the trigger app using Pabbly Connect. Choose Shopify or WooCommerce as your trigger application. This is where the automation begins when a sale is made.

After selecting the trigger app, you will need to specify the event that triggers the workflow. For example, select ‘New Sale’ as the event. This means the workflow will activate whenever a new sale is recorded. Follow these steps:

• Select either Shopify or WooCommerce as the trigger app.
• Choose the event ‘New Sale’ to initiate the workflow.
• Connect your store by providing the necessary authentication details.

Once the trigger is set, proceed to test the trigger by making a test sale. This ensures that Pabbly Connect is receiving data correctly from your store.

---

3. Setting Up the Action App

Next, you will configure the action app using Pabbly Connect. This is where you will send the coupon code to the customer via email. Choose Gmail as your action app.

In the action setup, select ‘Send Email’ as the action event. You will need to fill in the details such as recipient email, subject line, and body of the email. The email can include the coupon code generated from your system. Follow these steps:

• Select Gmail as the action app.
• Choose ‘Send Email’ as the action event.
• Fill in the recipient’s email, subject, and body including the coupon code.

After setting this up, send a test email to ensure everything is functioning correctly. This will confirm that the coupon code is delivered successfully to the customer.

---

4. Integrating Pabbly Subscription Billing

For managing subscriptions and recurring payments, integrate Pabbly Subscription Billing into your workflow. This allows you to handle customer subscriptions efficiently while automating coupon code delivery.

In Pabbly Connect, you can set up triggers from Pabbly Subscription Billing. This will help you manage subscription renewals and send out coupon codes for discounts on renewals. Ensure you connect your Pabbly Subscription Billing account in the same way as other applications. This integration enhances your overall automation process.

---

5. Testing and Activating Your Workflow

Finally, it’s essential to test and activate your workflow in Pabbly Connect. After setting up the trigger and action, run a complete test of the workflow to ensure that everything works as expected.

Once testing is complete, activate the workflow. This will ensure that every time a sale is made, a coupon code is automatically delivered to the customer. You can monitor the workflow performance from the dashboard, making adjustments as necessary.

---

Conclusion

Using Pabbly Connect allows businesses to automate the delivery of coupon codes on successful sales efficiently. By integrating Shopify, WooCommerce, and Gmail, you can streamline your sales process and enhance customer satisfaction.

Implementing this automation not only saves time but also improves customer engagement by delivering timely rewards. Start using Pabbly Connect today to optimize your sales operations!

Learn how to utilize the Number Formatter in the Spreadsheet Formulas Module within Pabbly Connect for effective data manipulation and automation. 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 Spreadsheet Formulas Module

To begin utilizing the Spreadsheet Formulas Module within Pabbly Connect, first log in to your Pabbly Connect account. This powerful feature allows you to implement over 300 spreadsheet formulas effortlessly in your workflows. You can access the Number Formatter action event directly from the dashboard.

Once logged in, navigate to the Pabbly Connect dashboard, and select the option to create a new workflow. Here, you will choose the app name as ‘Number Formatter’ and the action event as ‘Spreadsheet Formulas’. This sets the stage for your data manipulation tasks.

---

2. Connecting with Number Formatter in Pabbly Connect

After selecting the Number Formatter, click on the ‘Connect with Number Formatter’ button. This action will open a formula bar where you can input your desired formula. The formula bar is where you will enter the calculations you want to perform.

• Input your formula directly into the formula bar.
• You can view a comprehensive list of supported spreadsheet functions by clicking on the ‘check full list here’ link.
• Make sure to follow the guidelines for using formulas without the equal sign at the start.

This setup allows you to manipulate data dynamically, leveraging the extensive capabilities of Pabbly Connect to enhance your workflows significantly.

---

3. Using Spreadsheet Formulas in Pabbly Connect

With the Number Formatter connected, you can now explore various formulas. For instance, using the ‘PROPER’ function converts text into proper case. Simply paste the formula into the formula bar and click ‘Save and Send Test Request’ to see the results.

Another example includes extracting the last ten digits from a number. You can input a number and specify how many digits to capture from the right side. This is particularly useful for formatting phone numbers correctly. The flexibility of the Pabbly Connect platform allows for various operations, including mathematical, statistical, and logical functions.

---

4. Advanced Formula Usage with Pabbly Connect

In addition to basic operations, Pabbly Connect supports advanced formulas for financial calculations, such as calculating future values and interest payments. For example, you can calculate the sum of multiple values without using the equal sign at the beginning.

When you want to map values from previous steps, simply click the ‘Map’ button and select the necessary data. This integration allows you to perform complex calculations dynamically based on incoming data, enhancing the overall efficiency of your workflows.

• Utilize the ‘SUM’ function to add values together seamlessly.
• Map values directly from webhook responses to enhance formula accuracy.

These advanced features make Pabbly Connect an invaluable tool for anyone looking to optimize their data processing capabilities.

---

5. Conclusion on Using Pabbly Connect’s Number Formatter

In conclusion, the Number Formatter in the Spreadsheet Formulas Module within Pabbly Connect offers a robust solution for various data manipulation tasks. By following the steps outlined in this tutorial, users can efficiently apply over 300 spreadsheet formulas to automate their workflows effectively.

Utilizing Pabbly Connect not only streamlines processes but also enhances productivity by allowing for complex calculations and data formatting with ease. Explore the capabilities of Pabbly Connect today to transform your workflow efficiency.