Seamlessly Share Hired Candidates Information with Team Members on Mattermost using Pabbly Connect

Learn how to automate sharing hired candidates information with your team on Mattermost using Pabbly Connect. Step-by-step guide for easy integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To share hired candidates information with team members on Mattermost, you need to access Pabbly Connect. Start by typing ‘Pabbly.com’ in your browser and navigate to the products section to select Pabbly Connect.

If you are a first-time user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in. After logging in, click on the plus sign to create a new workflow. Name the workflow as ‘Share Hired Candidates Information with Team Members’ and click on create.


2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that will initiate the workflow. In the trigger window, choose the application ‘Recruitee’ and select the trigger event as ‘When candidate is moved in the pipeline’. This will capture when a candidate is hired. using Pabbly Connect

  • Select ‘Recruitee’ as the application.
  • Set the trigger event to ‘When candidate is moved in the pipeline’.
  • Copy the generated webhook URL.

Next, log into your Recruitee account, go to Settings, then Apps and Plugins, and select Webhooks. Create a new webhook by pasting the copied URL and selecting ‘Move on Pipeline’ as the trigger event. Verify and create the webhook to complete this step.


3. Capturing Candidate Details in Pabbly Connect

Now that the trigger is set, you need to capture the details of the candidate when they are moved to the hired stage. Move a candidate in your Recruitee account to the hired stage and check Pabbly Connect for the response. The webhook response will show the details of the candidate. using Pabbly Connect

Ensure that the details captured include the candidate’s name, email, and other relevant information. This is crucial for notifying your team on Mattermost.

  • Confirm the candidate details captured in Pabbly Connect.
  • Make sure the event type reflects ‘Candidate Moved’.
  • Proceed to set up the next action step.

By confirming the details, you ensure that only the relevant information is sent to your team, making communication efficient.


4. Filtering Candidate Status for Notifications

To ensure that notifications are only sent when a candidate is hired, you need to apply a filter in Pabbly Connect. In the action step, select ‘Filter’ and set the condition to check if the stage name equals ‘Hired’. This ensures that only candidates who have been officially hired trigger a notification.

After setting the filter, test it to confirm that it works correctly. If the condition is met, proceed to create a post on Mattermost.

Select ‘Filter’ as the action application. Set the condition to check if the stage name is ‘Hired’. Test the filter to ensure it works.

With the filter in place, you can ensure that only relevant updates are communicated to your team, improving the workflow’s efficiency.


5. Posting Notifications on Mattermost

In this final step, you will set up the action to post the notification on Mattermost. Choose ‘Mattermost’ as the application and select ‘Create a Post’ as the action event. Connect your Mattermost account by providing the required token and URL. using Pabbly Connect

Once connected, select the team and channel where the notification should be posted. Draft the message to include the candidate’s details such as name, email, and position. After mapping the details, click on ‘Save and Send Test Request’ to send the message.

Select ‘Create a Post’ in Mattermost. Map the candidate details in the message. Test the action to confirm the post is shared.

After a successful test, your team will receive real-time updates on Mattermost whenever a candidate is hired, streamlining communication and keeping everyone informed.


Conclusion

In this tutorial, we explored how to automate sharing hired candidates information with team members on Mattermost using Pabbly Connect. This integration simplifies communication, ensuring that your team is always updated on new hires 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.

Send Google Contacts Labeled with Business Card to Mautic Automatically Using Pabbly Connect

Learn how to automate sending Google Contacts labeled with Business Card to Mautic using Pabbly Connect. Follow this step-by-step 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


1. Introduction to Pabbly Connect and Integration Process

In this section, we will introduce Pabbly Connect as the main platform for integrating Google Contacts and Mautic. Pabbly Connect simplifies the process of automating workflows without the need for coding skills. This tutorial will guide you through the steps required to send Google Contacts labeled with a Business Card to Mautic automatically.

To begin, visit Pabbly Connect and create an account if you don’t have one. You can sign up for free and access 100 tasks per month. Once you have logged in, you will be ready to create your workflow.


2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to the dashboard and click on the plus sign to create a new workflow. Name the workflow as ‘Send Google Contacts Labeled with Business Card to Mautic’. This name will help you identify the workflow later.

After naming your workflow, you will see a trigger and an action window. The trigger will initiate the process when a new contact is added in Google Contacts. Follow these steps to set up the trigger:

  • Select Google Contacts as the application.
  • Choose the trigger event as ‘New or Update Contact’.
  • Connect your Google account to allow Pabbly Connect access.

Now that you have set up the trigger, you can proceed to create a new contact in Google Contacts to test the integration.


3. Testing Google Contacts Integration with Pabbly Connect

Before testing the integration, create a new contact in Google Contacts. For instance, create a contact named Adam Smith, add the email address [email protected], and label it as ‘Pabbly Connect’. Once you save the contact, return to Pabbly Connect and click ‘Save and Send Test Request’. This will capture the latest contact details.

After the test request, you will receive a response with the contact details. Ensure that the first name, last name, email address, and phone number are correctly captured. However, note that the label may not appear in the response initially. To retrieve the label, you need to set up another action step in your workflow.

Follow these steps to retrieve the label:

  • Add another action step and select Google Contacts.
  • Choose the action event as ‘Get Group Label’.
  • Connect to Google Contacts using the existing connection.

This action will allow you to fetch the label associated with the new contact you created earlier.


4. Creating a Contact in Mautic Using Pabbly Connect

Now that you have retrieved the label, the next step is to create a new contact in Mautic. To do this, add an action step and select Mautic as the application. Choose ‘Create or Update Contact’ as the action event. You will need to connect to your Mautic account by entering your username, password, and base URL. using Pabbly Connect

Once the connection is established, map the details from the Google Contacts to the Mautic fields. Ensure you include the first name, last name, email address, mobile number, and the label retrieved earlier. This step is crucial as it ensures that the contact in Mautic reflects all the necessary information from Google Contacts.

After mapping the fields, click ‘Save and Send Test Request’. You should receive a confirmation that a new contact has been added to your Mautic account. Verify this by checking your Mautic contacts to ensure that Adam Smith appears with the correct details and label.


5. Real-Time Testing of Integration

To ensure the integration works seamlessly, perform a real-time test by adding another contact in Google Contacts. For example, create a contact named Shikha Arya, label it as ‘Magnet Brains’, and save it. After a few minutes, check your Mautic account to see if the new contact appears.

Keep in mind that the trigger in Pabbly Connect is polling-based, so it may take a few minutes for the new contact to show up in Mautic. Once you refresh your Mautic contacts, you should see Shikha Arya listed with the correct information and label.

This real-time integration showcases how Pabbly Connect effectively automates the process of sending Google Contacts labeled with Business Card to Mautic, ensuring that your marketing automation is always up to date.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically send Google Contacts labeled with Business Card to Mautic. By following the steps outlined, you can streamline your contact management and marketing efforts efficiently. Automation through Pabbly Connect not only saves time but also ensures accuracy in data transfer between applications.

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 with Flowlu Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Elementor forms with Flowlu Agile Issues using Pabbly Connect. This tutorial covers every step of the process 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. Setting Up Pabbly Connect for Integration

To start integrating Elementor with Flowlu, first, access Pabbly Connect by logging into your account. If you don’t have an account yet, you can create one easily and enjoy 100 free automation tasks each month. After logging in, you will be directed to the dashboard of Pabbly Connect.

Click on the ‘Create Workflow’ button to initiate the integration process. Name your workflow something descriptive, such as ‘Create Issues on Elementor Form Submissions into Flow Automatically’. Once you click on ‘Create’, your workflow will be set up and ready for the next steps.


2. Setting Up the Trigger with Elementor Form

In this step, you will configure the trigger for your workflow. Select Elementor as your trigger application in Pabbly Connect. The specific trigger event to choose is ‘New Form Submission Received’. This event will activate the workflow whenever a new form is submitted through Elementor.

  • Choose Elementor as your trigger application.
  • Select ‘New Form Submission Received’ as the trigger event.
  • Copy the generated webhook URL provided by Pabbly Connect.

Next, navigate to your Elementor form settings within WordPress. Edit the form and go to the ‘Actions After Submit’ section. Add the webhook action and paste the copied webhook URL. After updating the form, it will be ready to send data to Pabbly Connect.


3. Testing the Elementor Form Submission

With your Elementor form now connected to Pabbly Connect, it’s time to test the integration. Fill out the form as if you were a user submitting an issue. Ensure to provide all necessary details such as name, email, and a description of the issue.

  • Open the form submission page.
  • Fill in the required fields with test data.
  • Click on the send button to submit the form.

After submitting the form, return to Pabbly Connect to check if the data is received correctly. You should see the response data populated in the workflow, confirming that the connection is successful.


4. Creating Issues in Flowlu from Form Data

Now that you have tested the Elementor form, the next step is to set up the action in Pabbly Connect to create an issue in Flowlu. Choose Flowlu as the action application and select ‘Create Agile Issue’ as the action event. This will allow you to automatically create an issue in Flowlu based on the form submission data.

To connect your Flowlu account, you will need to provide your API key and account URL. You can find these in the API settings of your Flowlu account. Once connected, map the fields from the Elementor form to the corresponding fields in Flowlu, such as the issue name and description.


5. Finalizing the Integration and Testing

Once the fields are mapped, save your settings in Pabbly Connect and send a test request to ensure everything is working correctly. If successful, a new issue will appear in your Flowlu project with the details you provided in the form.

This integration streamlines the process of capturing customer issues from your Elementor forms directly into Flowlu, saving you time and reducing manual entry. After the initial setup, the automation will run seamlessly for each form submission.


Conclusion

In this tutorial, we explored how to integrate Elementor forms with Flowlu Agile Issues using Pabbly Connect. By following these steps, you can automate the creation of customer issues, enhancing your project management efficiency. Enjoy the benefits of automation 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 Recruitee with Telegram Using Pabbly Connect for Candidate Notifications

Learn how to use Pabbly Connect to automate candidate status notifications from Recruitee to Telegram effortlessly. Follow this detailed 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


1. Setting Up Pabbly Connect for Automation

To begin using Pabbly Connect for automating candidate notifications, first, log into your Pabbly Connect account. If you don’t have an account yet, you can create one easily and start with 100 free automation tasks each month.

After logging in, you will reach the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. Enter a relevant name for your workflow, such as ‘Notify Team on Moving a Candidate in Recruitment Pipeline Automatically,’ and then click on the ‘Create’ button.


2. Configuring the Trigger Event in Pabbly Connect

In this step, you will set the trigger for the automation using Pabbly Connect. The trigger is the event that will initiate the workflow. In this case, the trigger is when a candidate is moved in the recruitment pipeline in Recruitee.

  • Select Recruitee as the trigger application.
  • Choose the trigger event ‘Candidate is Moved’ from the options provided.
  • Copy the webhook URL generated by Pabbly Connect for later use.

Next, navigate to your Recruitee dashboard, go to ‘Settings’, and find the ‘Webhooks’ section. Here, paste the webhook URL you copied earlier. This setup will allow Pabbly Connect to receive data when a candidate’s status changes.


3. Setting Up the Webhook in Recruitee

With the webhook URL in hand, you will now configure the webhook in Recruitee using Pabbly Connect. Click on the ‘Add New Webhook’ button and give it a name, such as ‘Notify Team Members About Candidate Status’. Paste the webhook URL into the designated field.

Ensure to check the box that states ‘Move on Pipeline’ to trigger the webhook when a candidate is moved to a different pipeline stage. After verifying and creating the webhook, you will be able to test the connection back in Pabbly Connect.


4. Capturing Candidate Data for Notifications

Now that the webhook is set up, it’s time to capture the candidate data using Pabbly Connect. To do this, you will trigger the webhook by moving a candidate in Recruitee. Once you perform this action, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to see the data received from Recruitee.

Check the response section for the candidate’s details, including their name, email, and the new stage they have been moved to. This data will be essential for notifying your team on Telegram.


5. Notifying Your Team on Telegram via Pabbly Connect

The final step is to set up the action event in Pabbly Connect that will notify your team on Telegram. Select Telegram as the action application and choose the action event ‘Send a Message’. You will need to connect your Telegram bot to Pabbly Connect by entering the API token you received during bot creation.

After connecting, you will need to specify the chat ID of the group where you want to send the message. You can find this ID in the URL of your Telegram group. Finally, compose the message by mapping the candidate’s name, email, and current stage into the message template. Once everything is set up, test the action to ensure that the message is sent successfully to your team.


Conclusion

Using Pabbly Connect, you can seamlessly automate notifications about candidate status changes from Recruitee to Telegram. This integration streamlines your recruitment process, ensuring your team is always updated without manual effort.

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

Integrate Recruitee with Mailchimp Using Pabbly Connect

Learn how to add new job applicants from Recruitee to Mailchimp as subscribers 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


1. Accessing Pabbly Connect for Integration

To begin integrating Recruitee with Mailchimp, you first need to access Pabbly Connect. This platform allows seamless automation between your applications.

Visit the Pabbly Connect website and log in to your account. If you don’t have an account, you will need to create one. Once logged in, you will be directed to the dashboard where you can set up your automation workflows.


2. Setting Up the Integration Between Recruitee and Mailchimp

With Pabbly Connect, the integration setup is straightforward. Start by clicking on the ‘Create Workflow’ button on your dashboard.

  • Name your workflow appropriately, for instance, ‘Recruitee to Mailchimp’.
  • Choose Recruitee as your trigger application.
  • Set the trigger event to ‘New Applicant’.

After setting up the trigger, you will need to connect your Recruitee account by providing the necessary API key or credentials. Once connected, you can test the trigger to ensure it works correctly.


3. Configuring Mailchimp as the Action Application

Next, you will configure Mailchimp as the action application in Pabbly Connect. This step allows you to add new applicants as subscribers in your Mailchimp account.

  • Select Mailchimp from the list of applications.
  • Choose the action event as ‘Add Subscriber’.
  • Connect your Mailchimp account by entering the API key.

After connecting, you will be prompted to map the fields from Recruitee to Mailchimp. Ensure that you map the email address and other relevant details correctly to avoid any discrepancies.


4. Testing the Integration for Successful Workflow

After setting up the integration between Recruitee and Mailchimp through Pabbly Connect, it’s crucial to test the workflow. This step ensures everything is functioning as expected.

Click on the ‘Test & Review’ button to initiate a test. You should see a confirmation that the subscriber was added successfully in Mailchimp. If the test fails, revisit the mapping and ensure all fields are correctly aligned.


5. Finalizing and Activating Your Automation

Once the test is successful, you can finalize your automation in Pabbly Connect. Click on the ‘Save’ button to activate the workflow.

This automation will now run in the background, automatically adding new job applicants from Recruitee to your Mailchimp subscriber list without manual intervention. You can monitor the workflow from your Pabbly Connect dashboard.


Conclusion

Integrating Recruitee with Mailchimp using Pabbly Connect streamlines your recruitment process by automatically adding new job applicants as subscribers. This automation saves time and ensures efficient communication with potential candidates.

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 Recruitee with Google Contacts Using Pabbly Connect

Learn how to automatically add job applicants from Recruitee to Google Contacts using Pabbly Connect. 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


1. Accessing Pabbly Connect for Integration

To start integrating Recruitee with Google Contacts, first, access Pabbly Connect. This platform allows seamless automation between different applications, ensuring your job applicants are saved directly to your Google Contacts.

Visit the Pabbly Connect website and log in to your account. If you don’t have an account, you can easily sign up. Once logged in, you will see the dashboard where you can create new workflows for your automation needs.


2. Creating a New Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to initiate the process. Name your workflow something recognizable, like ‘Recruitee to Google Contacts’.

  • Select Recruitee as the trigger application.
  • Choose the trigger event, such as ‘New Candidate’.
  • Connect your Recruitee account by following the prompts.

Once you have set up the trigger, you will need to test it to ensure it is working correctly. This step is crucial as it validates that Pabbly Connect can receive data from Recruitee.


3. Setting Up Google Contacts Action

After successfully setting up the trigger, the next step involves configuring the action in Google Contacts using Pabbly Connect. Select Google Contacts as the action application. This step allows you to define what happens when a new candidate is added in Recruitee.

  • Choose the action event, such as ‘Create Contact’.
  • Connect your Google account to Pabbly Connect.
  • Map the fields from Recruitee to Google Contacts, like name, email, and phone number.

Once the mapping is complete, you can test the action to ensure that new candidates are successfully added to your Google Contacts. This integration streamlines the process, saving you time and effort.


4. Testing the Integration for Success

Testing your integration is a vital step to confirm that everything is functioning as intended. With Pabbly Connect, you can easily run a test to see if a new candidate from Recruitee is added to your Google Contacts.

To do this, go back to your workflow and click on the ‘Test’ button. If the test is successful, you’ll see the new contact appear in your Google Contacts list. This verification step is essential to ensure your automation is set up correctly and working as expected.


5. Finalizing Your Pabbly Connect Workflow

After confirming that the integration works, you can finalize your workflow in Pabbly Connect. Make sure to save your workflow and turn it on to start automating the process. This will ensure that all future candidates from Recruitee will automatically populate your Google Contacts.

Additionally, you can monitor your workflows within Pabbly Connect to check for any errors or issues. This feature helps you maintain a smooth integration experience, ensuring that your candidate data is always up-to-date.


Conclusion

Using Pabbly Connect to integrate Recruitee with Google Contacts allows for a streamlined process of managing job applicants. By following the steps outlined, you can ensure that all candidate information is automatically saved, enhancing your recruitment efficiency.

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

Track Candidates Application Progress Using Pabbly Connect with Trello and Recruitee

Learn how to track candidates’ application progress by integrating Recruitee with Trello using Pabbly Connect. Follow our step-by-step guide 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. Accessing Pabbly Connect for Integration

To start tracking candidates’ application progress using Pabbly Connect, first, visit the Pabbly Connect website. Type in ‘Pabbly.com/connect’ in your browser to access the platform. If you already have an account, simply sign in; otherwise, you can sign up for free and get 100 free tasks each month.

Once logged in, navigate to the dashboard and click on ‘Access Now’ for Pabbly Connect. This will take you to the workflow creation interface where you can set up the integration between Recruitee and Trello.


2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow to connect Recruitee and Trello. Click on the ‘Create Workflow’ button and name it something like ‘Recruitee to Trello’. This name will help you identify the workflow later. using Pabbly Connect

Next, you will see two sections: Trigger and Action. For the Trigger, select ‘Recruitee’ as the application and choose the event ‘Candidate Created’. This means that every time a new candidate applies through Recruitee, it will trigger the workflow.

  • Select ‘Recruitee’ as the trigger application.
  • Choose ‘Candidate Created’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

After this, follow the instructions in Recruitee to connect it with Pabbly Connect using the copied webhook URL. This step is crucial for the integration to work smoothly.


3. Configuring the Webhook in Recruitee

To configure the webhook in Recruitee, go to the settings, then navigate to ‘Apps and Plugins’ and select ‘Webhooks’. Here, create a new webhook by pasting the URL copied from Pabbly Connect. Name the webhook appropriately, such as ‘Recruitee to Trello’.

Set the event to ‘Candidate Created’ and click on ‘Verify and Create’. This will establish a connection between Recruitee and Pabbly Connect. After verifying, you can test the webhook by adding a new candidate in Recruitee.

  • Go to Recruitee settings and find ‘Webhooks’.
  • Create a new webhook and paste the Pabbly Connect URL.
  • Select ‘Candidate Created’ as the event and save.

After adding a candidate, return to Pabbly Connect to check if the data has been captured correctly.


4. Setting Up the Trello Integration in Pabbly Connect

Now that your Recruitee is connected, it’s time to set up Trello in Pabbly Connect. In the Action section, select Trello and choose the action event ‘Create Card’. This action will create a new Trello card every time a candidate is added in Recruitee.

To connect Trello, you will need your API key, username, and token. Retrieve these from your Trello account. Once you have these, input them into Pabbly Connect to establish the connection. Select the board you want the cards to be created in.

Choose ‘Create Card’ as the action in Trello. Input your Trello API key, username, and token. Select the board and list where the card should appear.

After setting this up, you can define the card’s title and description using the candidate’s information from Recruitee. This mapping is essential for the automation to work correctly.


5. Testing the Integration and Finalizing

With both Recruitee and Trello configured, it’s time to test the integration. Add a new candidate in Recruitee and check if a new card appears in Trello. The card should contain all relevant details such as the candidate’s name, email, and the position they applied for.

If the card appears correctly, your integration is successful! This automation allows you to track candidates’ application progress efficiently using Pabbly Connect. You can repeat this process for additional candidates to ensure everything is functioning as expected.

Add a candidate in Recruitee to trigger the integration. Check Trello for the newly created card. Verify that all details are correctly mapped.

This integration can significantly enhance your recruitment process by automating the tracking of candidates’ applications.


Conclusion

By using Pabbly Connect, you can seamlessly integrate Recruitee with Trello, allowing you to track candidates’ application progress efficiently. This automation saves time and enhances your recruitment workflow.

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 Recruitee with Asana Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Recruitee with Asana using Pabbly Connect to streamline your recruitment process. Follow this detailed tutorial for a seamless setup. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Recruitee with Asana, you need to access Pabbly Connect. Begin by typing Pabbly.com/sl/connect into your browser’s address bar. This will redirect you to the Pabbly Connect homepage, where you can either sign in or create a new account.

If you’re new, signing up is free and grants you 100 free tasks monthly. Once logged in, you’ll be taken to your dashboard, where you can create a new workflow specifically for connecting Recruitee and Asana.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create New Workflow’ button. Name your workflow something descriptive, like ‘Recruitee to Asana Integration’. This helps in identifying the workflow later.

Next, you will see two main sections: Trigger and Action. The Trigger is where the event starts, and the Action is what happens in response. For our integration, the Trigger will be set to ‘Candidate is Created’ in Recruitee.

  • Click on the Trigger section and select Recruitee.
  • Choose the event ‘Candidate is Created’.
  • Follow the prompts to connect your Recruitee account via the provided webhook URL.

Once connected, you will be able to receive responses in Pabbly Connect whenever a new candidate applies.


3. Connecting Recruitee to Asana through Pabbly Connect

With the Trigger set, it’s time to set up the Action in Pabbly Connect. Click on the Action section and select Asana as the application. Choose the action event ‘Create a Task’ to automate task creation in Asana whenever a new candidate is added in Recruitee.

Connect your Asana account by following the authorization process. Once connected, you will need to specify the workspace and other task details. For instance, set the task name to include the candidate’s name, such as ‘New candidate: John Warrior’. You can also include notes and details as needed.

  • Select the workspace for your Asana account.
  • Map the candidate’s details to the task fields in Asana.
  • Specify the assignee for the task, like Ryan Glasgow.

After mapping all the necessary fields, you can test the workflow to ensure everything is working properly.


4. Testing the Automation in Pabbly Connect

After setting up the workflow, it’s crucial to test the integration. You can do this by manually adding a candidate in Recruitee. For example, add John Warrior as a new candidate for a senior marketer position.

Once you add the candidate, check Pabbly Connect to see if a new task has been created in Asana. The task should reflect the candidate’s details, including the name, email, and job position. This confirms that the automation is functioning correctly and that tasks are being assigned as intended.

To verify, navigate to your Asana workspace and check if the task appears with the correct details. If it does, your integration is successful!


5. Conclusion: Streamlining Recruitment with Pabbly Connect

In this tutorial, we demonstrated how to integrate Recruitee with Asana using Pabbly Connect. This integration allows you to automate the assignment of tasks for new job applications, enhancing your recruitment 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.

By following the steps outlined, you can ensure that every new candidate is automatically assigned to the relevant team member, like Ryan Glasgow, making your hiring process more efficient. Start using Pabbly Connect today to streamline your workflows and save time!


How to Keep Track of Job Applicant Details in Airtable with Pabbly Connect

Learn how to automate job applicant tracking in Airtable using Pabbly Connect to integrate Recruitee seamlessly. 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


1. Setting Up Pabbly Connect for Recruitee and Airtable Integration

To start automating your job applicant tracking, the first step is to log in to your Pabbly Connect account. This powerful integration tool allows you to connect various applications seamlessly, including Recruitee and Airtable.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add Candidates from Recruitee to Airtable Spreadsheet Automatically,’ and click ‘Create’. This sets the stage for the automation process.


2. Configuring the Trigger in Pabbly Connect

In this section, you will set up the trigger that initiates the workflow whenever a new candidate is added in Recruitee. Choose Recruitee as the trigger application in Pabbly Connect.

  • Select ‘Candidate Created’ as the trigger event.
  • Copy the provided Webhook URL from Pabbly Connect.
  • Navigate to Recruitee’s settings and add a new Webhook.

After setting up the Webhook in Recruitee, you can test the connection by adding a demo candidate. This step ensures that the data flows correctly from Recruitee into Pabbly Connect.


3. Setting Up the Action to Add Data to Airtable

Now that the trigger is configured, it’s time to set up the action that will add the candidate details to your Airtable spreadsheet. Select Airtable as the action application in Pabbly Connect.

  • Choose ‘Create Record’ as the action event.
  • Connect your Airtable account by entering the API key.
  • Select the base and the table where the data should be added.

Once connected, map the fields from the Recruitee trigger to the corresponding columns in your Airtable table. This mapping allows Pabbly Connect to transfer the data accurately.


4. Testing the Automation and Confirming Data Transfer

With both the trigger and action set up, it’s crucial to test the automation to ensure everything functions correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to see if the candidate data is successfully added to Airtable.

Check your Airtable spreadsheet to confirm that the new candidate appears as expected. If the data is correctly transferred, you have successfully integrated Recruitee with Airtable using Pabbly Connect.


5. Real-Time Automation with Pabbly Connect

Once the setup is complete, Pabbly Connect will automate the process of adding new candidates from Recruitee to Airtable in real-time. Each time a candidate is added in Recruitee, their details will automatically populate in your Airtable spreadsheet.

This automation not only saves time but also reduces the risk of manual errors during data entry. You can now focus on more critical aspects of your recruitment process while Pabbly Connect handles the data transfer seamlessly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the tracking of job applicant details in Airtable via Recruitee. This integration streamlines your recruitment process, saving time and improving data accuracy.

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 these steps, you can effortlessly manage your candidate data, allowing you to concentrate on finding the best talent for your organization.

Send Instamojo Payment Confirmation Message to Customers via Pabbly Connect

Learn how to send Instamojo payment confirmation messages to customers using Pabbly Connect and Gupshup in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect and the Integration Process

In this section, we will explore how to use Pabbly Connect to send Instamojo payment confirmation messages to customers via Gupshup. This integration automates the process of notifying customers once their payment is successful, enhancing customer communication and satisfaction.

To begin, Pabbly Connect serves as an automation platform that connects various applications seamlessly. In this tutorial, we will set up a workflow that triggers a message to be sent whenever a payment is made through Instamojo. This process is straightforward and requires no coding skills, making it accessible for everyone.


2. Setting Up Pabbly Connect for Integration

To start using Pabbly Connect, navigate to the Pabbly website by typing ‘Pabbly.com’ in your browser. Once there, click on the ‘Products’ menu and select ‘Pabbly Connect’. If you are a new user, you will need to sign up for a free account, which takes just a few minutes.

  • Visit the Pabbly website and click on ‘Products’.
  • Select ‘Pabbly Connect’ from the dropdown menu.
  • Click on ‘Sign Up for Free’ to create an account.

After signing up or logging in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the plus sign and selecting ‘Create Workflow’. Name your workflow to reflect its purpose, such as ‘Send Instamojo Payment Confirmation Messages to Customers via Gupshup’.


3. Configuring the Trigger Event in Pabbly Connect

Now that we have set up our workflow in Pabbly Connect, it’s time to configure the trigger event. The trigger event will initiate the workflow whenever a customer makes a payment through Instamojo. In the trigger window, select Instamojo as the application and choose the event ‘New Sale’.

Upon selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be needed to configure your Instamojo account. In your Instamojo dashboard, create a new payment link and paste the Webhook URL into the Smart Actions section under ‘Add Webhook’. This step ensures that every payment made will trigger the webhook and send data to Pabbly Connect.


4. Retrieving Customer Details After Payment

After the payment is made, Pabbly Connect captures the payment details. However, to send a confirmation message, we need to retrieve customer-specific details using the payment ID. Add another action step in your workflow and select Instamojo again, this time choosing the ‘Get Payment Details’ action event.

Map the payment ID received from the trigger step to fetch the customer’s name, email, and phone number. This information is crucial for personalizing the confirmation message. Once you have mapped the payment ID, click on ‘Save and Send Test Request’ to ensure that the details are correctly fetched.


5. Sending Confirmation Message via Gupshup

With the customer details retrieved, it’s time to send the payment confirmation message using Gupshup. In your Pabbly Connect workflow, add another action step and select Gupshup as the application. Choose the action event ‘Send Message’. Connect your Gupshup account by entering your user ID and password. using Pabbly Connect

  • Select Gupshup and choose ‘Send Message’ as the action event.
  • Map the customer’s phone number, ensuring to include the country code without the plus sign.
  • Compose your confirmation message using the template you have created in Gupshup.

Once you have filled in all the necessary details, click on ‘Save and Send Test Request’. If everything is set up correctly, the message will be sent to the customer, confirming their payment. You can verify the message in your Gupshup account.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending payment confirmation messages from Instamojo to customers via Gupshup. By following these steps, you can enhance customer communication and streamline your payment processes. Utilizing Pabbly Connect allows you to integrate various applications effortlessly, making your workflow efficient and effective.

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