Author: Nitin Maheshwari

Learn how to automate SMS notifications for new Mailchimp campaigns with Pabbly Connect. Follow this step-by-step guide to set up your integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Mailchimp Integration

To get started with automating SMS notifications for new Mailchimp campaigns, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect dashboard. Once logged in, click on ‘Create Workflow’ and name your workflow, for instance, ‘Mailchimp to Twilio’.

After creating the workflow, you will notice two windows: the trigger window and the action window. Here, you will set up the trigger to connect your Mailchimp account to Pabbly Connect so that every time a new campaign is created, the details will be sent to Twilio for SMS notifications.

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2. Connecting Mailchimp to Pabbly Connect

In this step, you will connect Mailchimp to Pabbly Connect. In the trigger window, search for Mailchimp and select it. Then, choose the trigger event as ‘New Campaign’. Pabbly Connect will generate a webhook URL that you will use to connect Mailchimp.

• Copy the webhook URL from Pabbly Connect.
• Go to your Mailchimp account, navigate to the Audience section, and click on ‘Manage Audience’.
• Select ‘Settings’ and then click on ‘Webhooks’.

On the Webhooks page, click on ‘Create New Webhook’ and paste the copied URL in the Callback URL field. Select the option to receive campaign sending updates and save your settings. This setup will allow Pabbly Connect to receive details of new campaigns sent from Mailchimp.

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3. Testing the Webhook with a New Campaign

With the webhook created, the next step is to test it by creating a new campaign in Mailchimp. Go back to your Mailchimp account, navigate to the Campaigns section, and click on ‘Create Campaign’. Set up your campaign details, including the subject line and content.

Once your campaign is created, click on the ‘Send’ button. After sending, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action will allow Pabbly Connect to capture the details of the newly created campaign.

Once the response is captured, you will see the campaign details, including the subject line and status, in the Pabbly Connect interface. This confirms that the integration is working correctly and that Pabbly Connect has received the necessary data from Mailchimp.

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4. Setting Up Twilio for SMS Notifications

Now that Mailchimp is connected, the next step is to set up Twilio within Pabbly Connect. In the action window, search for Twilio and select it. Choose the action event as ‘Send SMS Message’ and connect your Twilio account by entering your Account SID and Auth Token.

• Copy the Account SID and Auth Token from your Twilio dashboard.
• Paste these details into Pabbly Connect to establish the connection.
• Create your SMS message body, including the campaign name and status.

After mapping the necessary fields, including the sender and recipient numbers, click on ‘Save and Send Test Request’. This will send a test SMS to confirm that everything is working correctly.

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5. Final Testing of the SMS Notification Workflow

After setting up the Twilio integration, it’s time to test the entire workflow. Go back to Mailchimp and create another test campaign with a unique subject line. Click on ‘Send’ to dispatch the campaign.

Wait a few moments, and check your SMS inbox. You should receive a notification that includes the campaign details you set up in Pabbly Connect. This test confirms that the automation is functioning as intended, and you will receive SMS notifications whenever a new campaign is created in Mailchimp.

In conclusion, using Pabbly Connect allows you to seamlessly integrate Mailchimp and Twilio, ensuring you receive timely SMS notifications for new campaigns. This automation saves time and keeps you updated on your marketing efforts.

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Conclusion

In this tutorial, we covered how to set up SMS notifications for new Mailchimp campaigns using Pabbly Connect. By following the steps outlined, you can automate your notifications and stay informed about your marketing campaigns efficiently.

Learn how to automate creating contacts in Reply.io from Google Sheets 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

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1. Setting Up Pabbly Connect for Google Sheets and Reply.io Integration

To automate the process of creating a contact in Reply.io from Google Sheets, we will use Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once you have access, click on ‘Create Workflow’ to initiate your automation setup.

Give your workflow a name, such as ‘Google Sheets to Reply.io’ and click on ‘Create’. This will open a new workflow window, where you will see two sections: the trigger and action windows. The trigger window will be used to capture new data from Google Sheets, while the action window will send this data to Reply.io.

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2. Connecting Google Sheets to Pabbly Connect

In the trigger window, select Google Sheets as the application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This setup will allow Pabbly Connect to respond whenever a new row with user details is added to your Google Sheet. using Pabbly Connect

• Select Google Sheets in the app dropdown.
• Choose the trigger event as New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheet, navigate to Extensions, and select Add-ons to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheet to see the Pabbly Connect option appear. Click on ‘Initial Setup’ to configure the connection.

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3. Completing Initial Setup in Google Sheets

In the initial setup window, you will need to select the specific sheet you are working with, paste the copied webhook URL, and specify the trigger column. The trigger column is the last column where data will be entered, which will activate the automation. using Pabbly Connect

• Select the sheet from the dropdown if multiple sheets exist.
• Paste the webhook URL in the designated field.
• Choose the last data entry column as your trigger column.

After setting these parameters, click on the ‘Send Test’ button to ensure that the connection is working. You should see a confirmation that test data has been sent successfully. This indicates that Pabbly Connect is now receiving data from Google Sheets.

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4. Setting Up Reply.io in Pabbly Connect

Now that Google Sheets is connected, it’s time to set up the action in Pabbly Connect to create a contact in Reply.io. In the action window, search for Reply.io and select it as the application. For the action event, choose ‘Create/Update Person’. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Reply.io API key, which can be found in your Reply.io account settings under the API key section. Once you paste the API key into Pabbly Connect, click on ‘Save’ to establish the connection.

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5. Mapping Data from Google Sheets to Reply.io

After connecting Reply.io, you will need to map the data received from Google Sheets to the appropriate fields in Reply.io. Start by mapping the email address, first name, and last name fields using the data from the trigger response. using Pabbly Connect

Map the email address from Google Sheets to the Reply.io email field. Map the first name and last name accordingly. Add any additional fields as necessary.

Once all required fields are mapped, click on ‘Send Test Request’ to verify that the contact is created successfully in Reply.io. If the test is successful, you will see the new contact reflected in your Reply.io account. This confirms that your Pabbly Connect automation is working perfectly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create a contact in Reply.io from Google Sheets. By following these steps, you can automate the process of adding new contacts seamlessly, enhancing your outreach efforts. With Pabbly Connect, integrating multiple applications has never been easier.

Learn how to automate sending Stripe payment notifications to your team on Telegram using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Stripe and Telegram Integration

To start sending Stripe payment notifications to your team on Telegram, first, you need to set up Pabbly Connect. Begin by signing up for a free account on the Pabbly Connect dashboard. This platform will act as the automation bridge between your Stripe account and Telegram.

Once you have logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Stripe to Telegram’. This will help you identify the workflow later and keep your automations organized.

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2. Configuring Stripe as the Trigger in Pabbly Connect

The next step is to configure Stripe as the trigger app within Pabbly Connect. In the trigger window, search for Stripe and select it. Then, choose the trigger event as ‘New Charge’ from the dropdown menu. This event will activate every time a new payment is successfully processed.

• Select Stripe as the trigger app.
• Choose ‘New Charge’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, head to your Stripe account. Navigate to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add an endpoint’ and paste the webhook URL here. Ensure you select the event ‘charge.succeeded’ to receive notifications only for successful payments.

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3. Testing the Stripe Payment Trigger

Now that you have set up the webhook, it’s time to test if Pabbly Connect is receiving the payment details correctly. Go back to your Stripe account and create a test payment using the payment link for a product you have set up. After completing the payment, check back in Pabbly Connect to see if the trigger has captured the payment details.

If successful, you will see a response in Pabbly Connect that includes customer details such as name, email, and payment amount. This confirms that your Stripe account is correctly integrated with Pabbly Connect.

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4. Sending Notifications to Telegram Using Pabbly Connect

With the Stripe trigger successfully configured, the next step is to set up Telegram as the action app in Pabbly Connect. In the action window, search for Telegram and select the Telegram Bot option. Choose the action event ‘Send a Text Message’.

• Connect your Telegram bot to Pabbly Connect using the API token.
• Add the chat ID of the group where notifications will be sent.
• Map the payment details from Stripe to the message format.

Once you have connected the bot and added the necessary details, save the configuration. This will allow Pabbly Connect to send a message to your Telegram group every time a new payment is made.

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5. Final Testing and Confirmation

To ensure everything is working correctly, conduct a final test by making another payment in Stripe. After the payment is processed, check your Telegram group for the notification. The message should include details such as the customer’s name, email, and payment amount.

If the message appears correctly in your Telegram group, congratulations! You have successfully set up an automation using Pabbly Connect to send Stripe payment notifications to your team on Telegram. This automation will streamline communication and keep your team updated on new payments.

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Conclusion

In this tutorial, we demonstrated how to utilize Pabbly Connect to send Stripe payment notifications to your team on Telegram. By automating this process, you ensure that your team stays informed about new payments without any manual effort.

Learn how to automate adding Google Tasks for new Google Calendar events using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Google Tasks and Google Calendar Integration

To automate adding Google Tasks for new Google Calendar events, you will first need to set up Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can quickly create a free account in just a few minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Here, you will name your workflow, such as ‘Sync Google Calendar Events with Google Tasks’. After naming your workflow, click on the ‘Create’ button to proceed.

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2. Selecting Trigger Event in Pabbly Connect

In this step, you will configure the trigger event in Pabbly Connect. The trigger event is what starts the automation process. Click on the trigger application and select ‘Google Calendar’ as your trigger app. Then, choose the trigger event as ‘New Event’. This means that every time a new event is scheduled in Google Calendar, it will trigger the automation.

• Select Google Calendar as the trigger application.
• Choose ‘New Event’ as the trigger event.
• Click on ‘Add a New Connection’ and sign in with your Google account.

After successfully connecting your Google Calendar, you will see a list of available calendars. Select the calendar where you will be scheduling your events. Once selected, click on the ‘Save and Send Test Request’ button to verify that Pabbly Connect can capture the event details correctly.

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3. Mapping Google Task Details in Pabbly Connect

Now, you will set up the action event in Pabbly Connect to create a task in Google Tasks. Select Google Tasks as your action application and choose the action event as ‘Create Task’. Just like with Google Calendar, you will need to connect your Google Tasks account.

After connecting, you will be prompted to map the task details. You can choose to map the summary or description of the event from Google Calendar to the task in Google Tasks. For the due date, ensure to map the date correctly to avoid errors. Click on ‘Save and Send Test Request’ to ensure that the task is created successfully.

• Select Google Tasks as the action application.
• Choose ‘Create Task’ as the action event.
• Map the task title and due date correctly.

Once you have mapped the details, click on ‘Save and Send Test Request’ again to verify that the task is created in your Google Tasks application. This step is crucial to ensure the integration works smoothly.

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4. Formatting Due Date for Google Tasks in Pabbly Connect

In this section, you will learn how to format the due date correctly in Pabbly Connect. If you encounter an error when mapping the due date, it may be due to incorrect formatting. To resolve this, you can use the ‘Date and Time Formatter’ feature within Pabbly Connect.

Click on the plus icon to add a new step and search for ‘Date and Time Formatter’. Connect it and specify the date you want to format. You will need to set the correct format for the due date as required by Google Tasks. Ensure the output format is set correctly to avoid any errors during task creation.

Once you have formatted the date, map this converted date back to the due date field in the Google Tasks setup. This ensures that the task is created with the correct due date format. After mapping the converted date, click on ‘Save and Send Test Request’ to finalize the process.

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5. Finalizing the Integration with Pabbly Connect

With all the steps completed, it’s time to finalize the integration in Pabbly Connect. You have now set up a complete workflow where every new event in Google Calendar will automatically create a corresponding task in Google Tasks. This automation ensures you never miss an important event.

To test the integration, schedule a new event in your Google Calendar. Once the event is saved, Pabbly Connect will capture the details and create a task in Google Tasks. This process will repeat every time a new event is added, allowing you to stay organized effortlessly.

In summary, using Pabbly Connect to integrate Google Calendar and Google Tasks automates your workflow, making it easier to manage your tasks and events. Enjoy the benefits of automation and keep your schedule organized with minimal effort.

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Conclusion

In this tutorial, you learned how to automate the addition of Google Tasks for new Google Calendar events using Pabbly Connect. By following the steps outlined, you can seamlessly integrate these applications to enhance your productivity and stay organized.

Learn how to automate the process of adding new Google Contacts using Pabbly Connect and webhooks. Follow this step-by-step guide 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. Setting Up Pabbly Connect for Google Contacts Automation

To begin automating the addition of new Google Contacts, you first need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. Start by signing up for Pabbly Connect, which offers free automation tasks every month.

After signing in, select Pabbly Connect from your dashboard. Click on the ‘Create Workflow’ button, name your workflow, and click on create. This setup will form the foundation for your automation process.

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2. Configuring Webhooks in Pabbly Connect

Webhooks are crucial in enabling communication between Pabbly Connect and external applications. In your newly created workflow, you will need to set up a trigger using webhooks. Click on the trigger module and select the webhook option. using Pabbly Connect

• Copy the provided webhook URL.
• Paste this URL into the webhook section of the application you want to integrate.
• Test the webhook submission to ensure data can be sent successfully.

Once the webhook is set up, you can proceed with testing it by submitting a form from the application you integrated. This step is essential to validate that the data is correctly captured in Pabbly Connect.

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3. Integrating Jotform with Pabbly Connect

For this tutorial, we will use Jotform to collect contact details. In Jotform, navigate to the form settings and click on the ‘Integrations’ tab. Search for webhooks and select the option to add a webhook. using Pabbly Connect

• Paste the copied webhook URL from Pabbly Connect into the webhook field.
• Complete the integration and publish your form.

Now that the integration is complete, you can fill out the Jotform to trigger a test submission. This submission will send data to Pabbly Connect, allowing you to see how it captures the information.

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4. Creating Google Contacts from Webhook Data

After successfully capturing the data from Jotform, the next step is to create a new contact in Google Contacts using Pabbly Connect. In your workflow, add an action module and search for Google Contacts.

Choose the action event as ‘Create Contact’ and click on the connect button. You will need to sign in with your Google account and grant the necessary permissions for Pabbly Connect to access your Google Contacts.

Map the fields from the previous step to the corresponding fields in Google Contacts. Ensure to include the email address, display name, and phone number.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a test contact. If successful, this new contact will appear in your Google Contacts application, confirming that the integration is working correctly.

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5. Finalizing the Automation with Pabbly Connect

Once the test contact is created and verified in Google Contacts, your automation setup is complete. With Pabbly Connect, this workflow will now run automatically whenever a new form submission occurs in Jotform.

To finalize, ensure that your workflow is saved and activated. This means that every time a new contact is submitted through Jotform, Pabbly Connect will automatically create a new entry in your Google Contacts without any manual intervention.

Now you can enjoy streamlined contact management, making it easier to keep track of new connections without additional effort. This automation will save you time and improve your workflow efficiency.

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Conclusion

This tutorial demonstrated how to automate adding new Google Contacts using Pabbly Connect and webhooks. By following the steps outlined, you can easily streamline your contact management process and enhance your workflow efficiency.

Learn how to integrate Calendly and Slack using Pabbly Connect to post canceled events in a Slack channel. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Calendly and Slack Integration

To post canceled Calendly events to a Slack channel, you first need to set up Pabbly Connect. This platform allows you to create automated workflows between different applications, including Calendly and Slack. Begin by signing into your Pabbly Connect account and navigating to the dashboard.

Once you are on the dashboard, click on the blue button labeled ‘Create Workflow.’ Here, you will need to name your workflow, such as ‘Post Canceled Calendly Events to Slack Channel,’ and then click on ‘Create’ to proceed. This action will open the workflow editor where you can set up triggers and actions.

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2. Choosing the Trigger Application: Calendly

The next step is to select the trigger application, which in this case is Calendly. In the trigger section of Pabbly Connect, choose Calendly as your application. The specific event you want to trigger on is ‘Invitee Canceled.’ This means that whenever an appointment is canceled in Calendly, it will activate the workflow.

After selecting Calendly, click on ‘Connect’ and then choose ‘Add New Connection.’ You will need to authenticate your Calendly account to allow Pabbly Connect to access your Calendly data. Ensure you have a Calendly Pro Plan, as this integration requires it.

• Select ‘Invitee Canceled’ as the event.
• Click on ‘Connect’ to link your Calendly account.
• Test the connection to ensure it’s working properly.

Once the connection is successful, Pabbly Connect will start waiting for a response from Calendly regarding any canceled events. You can now proceed to test this trigger by canceling a scheduled event in your Calendly account.

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3. Testing the Trigger and Receiving Data

To test the trigger, go to your Calendly account and cancel an event. When you cancel an event, you will be prompted to provide a reason for the cancellation. After doing this, return to Pabbly Connect to see if it has captured the cancellation data.

Upon successful cancellation, Pabbly Connect will receive a response containing all relevant details about the canceled event, such as the event name, the invitee’s name, email, and the cancellation reason. This data is crucial for framing a notification message to be sent to your Slack channel.

• Event name: Astrology Consultation Online
• Invitee name and email for notification.
• Cancellation reason provided by the invitee.

With this data received, you can now set up the action step to send a notification to your Slack channel.

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4. Setting Up the Action Application: Slack

The next step involves configuring the action application, which is Slack. In the action section of Pabbly Connect, select Slack as your application. The event you want to trigger is ‘Send Channel Message.’ This action will send a message to a specified Slack channel whenever a Calendly event is canceled.

Click on ‘Connect’ and choose ‘Add New Connection.’ You will need to enter a token type; select ‘Bot’ as the token type for sending messages. Once you have done this, authorize Pabbly Connect to connect to your Slack account.

Select the channel where you want to post the message. Map the message content with details from the canceled event. Test the connection to ensure messages can be sent.

After configuring the message content, including the event name, invitee details, and cancellation reason, click on ‘Save and Send Test Request.’ This will send a test message to your Slack channel.

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5. Verifying the Message in Slack Channel

The final step is to verify that the message has been successfully posted in your Slack channel. Navigate to the specified Slack channel where you set up the notification to check for the message. You should see a message indicating that the appointment has been canceled, along with the relevant details.

This confirmation ensures that your integration is functioning correctly. From now on, every time an appointment is canceled in Calendly, a message will automatically be sent to your Slack channel, keeping your team informed.

By using Pabbly Connect, you have streamlined the process of notifying your team about canceled appointments, enhancing communication and efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Calendly and Slack for posting canceled events in a Slack channel. This integration automates notifications, ensuring that your team stays updated on cancellations efficiently. With Pabbly Connect, managing your workflows has never been easier.

Learn how to send WhatsApp messages from Outlook email using Pabbly Connect. This step-by-step tutorial covers the integration process with Outlook and WhatsApp. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages from Outlook email automatically, you start by accessing Pabbly Connect. This integration platform allows you to create automated workflows between different applications. If you’re not already a user, you can create a free account in just a few minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will then need to name your workflow. For this tutorial, we will use the name ‘Send Emails from Outlook to WhatsApp Automatically’. Click on ‘Create’ to proceed.

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2. Setting Up the Trigger Event with Microsoft Outlook

The next step involves setting up the trigger event in Pabbly Connect. Here, you will select Microsoft Outlook as your application. This means that whenever a new email arrives in your Outlook account, it will trigger an action to send a WhatsApp message.

• Select Microsoft Office 365 from the application list.
• Choose the trigger event as ‘New Email’.
• Click on ‘Connect’ to establish the connection with your Outlook account.

Once connected, Pabbly Connect will prompt you to log in to your Microsoft account to authorize access. After successful authorization, you can test the trigger by sending a sample email to your Outlook account. This will allow you to verify that Pabbly Connect captures the email details accurately.

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3. Sending WhatsApp Messages Using Pabbly Connect

After configuring the trigger, the next step is to set up the action to send WhatsApp messages. Here, you will select the Interact application from the action options available in Pabbly Connect. This integration allows you to send WhatsApp messages based on the email details captured earlier.

• Choose ‘Send WhatsApp Template Message’ as the action event.
• Connect to your Interact account by entering your secret key.
• Provide the necessary phone number and template details.

Ensure that you have created and approved a WhatsApp template in your Interact account. This template will define how the WhatsApp message will be formatted. You can map the email details captured from Outlook into the template variables, ensuring that the information in the WhatsApp message is dynamic and personalized.

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4. Applying Filters for Specific Emails

To refine the automation, you can apply filters in Pabbly Connect to ensure that only specific emails trigger WhatsApp messages. This is particularly useful if you only want to receive job-related emails.

To set up filters, click on the plus icon to add a filter condition. Here, you can specify conditions based on the email subject line or body content. For instance, you can set conditions such as:

Subject line contains keywords like ‘job vacancy’. Body contains relevant terms such as ‘apply’ or ‘resume’.

By implementing these filters, you can control which emails trigger WhatsApp notifications, ensuring that you only receive relevant messages on your WhatsApp number.

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5. Finalizing the Automation Process

Once all steps are configured in Pabbly Connect, you will finalize the automation. This involves reviewing all connections, ensuring that the correct phone numbers and template codes are entered, and testing the entire workflow.

After testing, you will be able to sit back and relax as Pabbly Connect automates the process. Every time a relevant email arrives in your Outlook account, you will receive a WhatsApp message with all the necessary details.

To ensure everything works smoothly, you can send a test email from another account to see if the WhatsApp message is received as expected. This way, you can confirm that your integration is functioning correctly and that Pabbly Connect is successfully managing the automation.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages from Outlook email using Pabbly Connect. By following the steps outlined, you can automate your email notifications and ensure you receive important messages directly on WhatsApp. This integration streamlines communication and enhances productivity, making it a valuable tool for managing your emails efficiently.

Learn how to automate creating Google Meet links for completed tasks in Asana using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To create a Google Meet video link when tasks are completed in Asana, you first need to access Pabbly Connect. Start by signing into your Pabbly Connect account. Once logged in, you will see various applications available for integration. Click on the ‘Access Now’ button to reach the dashboard.

On the dashboard, locate the blue button labeled ‘Create Workflow’. Click on it to start a new automation. Name your workflow something descriptive, such as ‘Create Google Meet Link When Task is Completed in Asana’, and click ‘Create’ to proceed. This sets the foundation for your integration.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your automation using Pabbly Connect. Select Asana as your trigger application and choose the event ‘Update Task in a Project’. This event will initiate the workflow whenever a task is marked as complete in Asana.

• Choose ‘Asana’ as the trigger application.
• Select ‘Update Task in a Project’ as the event.
• Connect your Asana account to Pabbly Connect.

After connecting your account, select the specific project where your tasks are located. Click on ‘Save and Send Test Request’ to check if the integration is successful. Once a task is marked complete in Asana, Pabbly Connect will capture this update and prepare to trigger the next steps.

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3. Filtering for Completed Tasks

To ensure that your integration only triggers for completed tasks, you need to set up a filter using Pabbly Connect. This filter checks whether the task completion data equals one, indicating that it has been marked complete.

• Set a filter condition: Data Completed should equal 1.
• Click ‘Save and Send Test Request’ to validate the filter.

If the condition is true, the workflow continues. This ensures that only completed tasks will trigger the creation of a Google Meet link, streamlining your automation process through Pabbly Connect.

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4. Gathering User Information from Asana

Next, you will gather information about the user assigned to the completed task using Pabbly Connect. Select Asana again as your action application and choose the event ‘Get User’. This step is crucial for retrieving the email address of the user associated with the task.

Map the user ID from the previous step to ensure you are fetching the correct user. Click ‘Save and Send Test Request’ to obtain the user’s email address. This information will be used to invite the user to the Google Meet session once the link is created.

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5. Creating the Google Meet Link

The final step involves using Pabbly Connect to create the Google Meet link. Select Google Meet as your action application and choose the event ‘Schedule a Meeting’. Connect your Google account to allow Pabbly Connect to access your calendar.

Fill in the required details such as the meeting summary, start and end times, and the email address of the user you gathered earlier. Click ‘Save and Send Test Request’ to finalize the meeting setup. You will receive a confirmation along with the meeting link, which can be shared with the user.

This automation not only saves time but ensures that meetings are scheduled promptly whenever a task is completed in Asana, all thanks to Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation of Google Meet video links for completed tasks in Asana using Pabbly Connect. By following these steps, you can streamline your workflow and enhance productivity with seamless integration.

Learn how to automate thank you emails to Stripe customers using Pabbly Connect. This detailed guide walks you through the integration process step-by-step. 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

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1. Accessing Pabbly Connect for Stripe Gmail Integration

To start using Pabbly Connect for automating thank you emails to Stripe customers, first visit the Pabbly Connect landing page. Here, you can sign up for a free account, which provides free automation tasks every month. After signing up, log in to access the Pabbly Connect dashboard.

Once you are in the dashboard, click on the ‘Create Workflow’ button. You can name your workflow according to your preference, such as ‘Stripe Thank You Email Automation’. After naming it, click on the ‘Create’ button to move to the next step where you will set up your trigger and action.

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2. Setting Up Trigger with Stripe in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect. The trigger application is Stripe, which will initiate the workflow whenever a payment is received. Search for ‘Stripe’ in the trigger application selection and select it.

Next, select the trigger event as ‘New Charge’. This event will activate the workflow when a customer’s credit card is charged. After selecting the trigger event, you will receive a webhook URL. Copy this URL to connect it with your Stripe account.

• Go to your Stripe dashboard and navigate to Developers > Webhooks.
• Click on ‘Add Endpoint’ and paste the copied webhook URL.
• Select the event ‘charge.succeeded’ to listen for successful payments.

After setting this up, your Stripe account will send data to Pabbly Connect whenever a payment is made, allowing you to capture the necessary customer information for the thank you email.

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3. Capturing Payment Data from Stripe

Once the Stripe trigger is set, it’s time to test the setup. Make a test payment using a test card in Stripe. After completing the payment, return to Pabbly Connect to see if the payment data has been captured successfully. You should see the details like customer name, email, and payment amount.

In the test payment, ensure that the payment amount is correctly formatted. If the amount appears with extra zeros, you will need to use the number formatter feature in Pabbly Connect to correct it. This feature will allow you to divide the amount by 100 to remove the extra zeros.

• Select the Number Formatter application in Pabbly Connect.
• Choose the operation ‘Perform Math Operation’ to divide the amount.
• Map the amount from the Stripe trigger and input 100 for division.

This step ensures that the amount is correctly formatted before it is included in the thank you email sent to the customer.

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4. Sending Thank You Email via Gmail

Now that you have formatted the payment amount, the next step is to send a thank you email through Gmail using Pabbly Connect. Click on the plus icon to add another action step and select Gmail as the application.

Choose the action event as ‘Send Email’. Connect your Gmail account by selecting ‘Add New Connection’ and follow the prompts to authorize access. In the email setup, map the recipient’s email address from the Stripe data captured earlier. This ensures that the thank you email is sent to the correct customer.

Set the email subject as ‘Thank You for Your Payment’. In the email body, include a message thanking the customer and mention the payment amount. Map the customer name and payment amount into the email content for personalization.

Finally, test the email setup by sending a test email to ensure everything is working correctly. This step confirms that the automation is functioning as intended.

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5. Finalizing Your Automation with Pabbly Connect

After successfully sending a test email, your automation is nearly complete. Review the entire workflow in Pabbly Connect to ensure all steps are correctly set up. This includes verifying the Stripe trigger, the number formatting, and the Gmail action.

Once everything looks good, save your workflow. This automation will now run in the background, sending thank you emails automatically whenever a payment is received through Stripe. You only need to set it up once, and it will continue to work seamlessly.

By implementing this automation, you can enhance customer satisfaction and save time on manual email sending. Whenever a customer makes a payment, they will receive a personalized thank you email without any additional effort on your part.

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Conclusion

In summary, automating thank you emails using Pabbly Connect for Stripe and Gmail integration is a powerful way to enhance customer relationships. By following the steps outlined in this tutorial, you can set up a seamless workflow that saves time and improves customer satisfaction. Start using Pabbly Connect today to streamline your email communications!

Learn how to automate Salesforce event creation from new Zoom meetings using Pabbly Connect with this step-by-step guide. 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. Setting Up Pabbly Connect for Zoom and Salesforce Integration

In this section, we will explore how to set up Pabbly Connect to automate the creation of Salesforce events from new Zoom meetings. First, access the Pabbly Connect dashboard by signing up for a free account. Once logged in, click on the ‘Create Workflow’ button to start the integration process.

After naming your workflow, you will be directed to a page featuring two main modules: Trigger and Action. The Trigger module will initiate the workflow when a new meeting is created in Zoom, while the Action module will create a corresponding event in Salesforce.

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2. Configuring Zoom as the Trigger Application in Pabbly Connect

To set up Zoom as your trigger application in Pabbly Connect, click on the Trigger window and search for Zoom. Select Zoom and then choose the trigger event ‘Configure Webhook’. This will allow Pabbly Connect to listen for new meeting events from Zoom.

• Select ‘Add New Connection’ and paste the secret token from your Zoom account.
• Follow the instructions to generate the token, which is essential for connecting Zoom with Pabbly Connect.
• Once you have pasted the token, click on ‘Save’ to establish the connection.

With the connection established, you will receive a webhook URL that you need to add to your Zoom account. This URL will enable Zoom to send data to your Pabbly Connect workflow whenever a new meeting is created.

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3. Adding the Webhook URL to Your Zoom Account

In this step, we will add the webhook URL from Pabbly Connect to your Zoom account. Navigate to the Zoom App Marketplace and create a new app. You will need to enable Event Subscriptions and toggle it on.

• Paste the webhook URL into the Event Notification Endpoint URL field.
• Validate the URL to ensure it is correctly set up.
• Select the events you want to trigger the workflow, such as ‘Meeting Created’.

After setting this up, click on ‘Save’ and then select ‘Continue’ in Pabbly Connect to finalize the integration. Your Zoom account is now ready to send meeting data to Pabbly Connect.

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4. Testing the Integration by Scheduling a New Zoom Meeting

To ensure that the integration is functioning correctly, create a test meeting in your Zoom account. Click on the ‘Schedule a Meeting’ option and fill in the meeting details, such as the title, description, date, and time.

After saving the meeting, return to Pabbly Connect to check if the meeting data has been successfully captured. You should see the meeting title, start time, duration, and other details in the response section of your workflow.

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5. Creating a Salesforce Event from Zoom Meeting Data

Now that the meeting data is captured, we will proceed to create an event in Salesforce using Pabbly Connect. In the Action step, search for Salesforce and select the action event ‘Create Record’. This action will allow you to create a new event in Salesforce based on the Zoom meeting details.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’. Once connected, select the object type as ‘Event’ and map the fields from the Zoom meeting data to the respective Salesforce event fields, such as subject, location, and start date/time.

Finally, click on ‘Save and Send Test Request’ to create the event in Salesforce. If successful, you will see the new event listed in your Salesforce dashboard, confirming that the integration is complete.

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Conclusion

By following these steps, you can easily automate the creation of Salesforce events from new Zoom meetings using Pabbly Connect. This integration streamlines your workflow, ensuring that you never miss an important meeting again. Set up this automation today to boost your productivity and efficiency.