Author: Nitin Maheshwari

Learn how to automate the process of updating Shopify customers from Zoho CRM contacts using Pabbly Connect in this detailed tutorial. 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. Setting Up Pabbly Connect for Integration

To automate the process of updating Shopify customers from Zoho CRM contacts, you need to start by setting up Pabbly Connect. This platform allows seamless integration between your Zoho CRM and Shopify accounts.

First, create a free account on Pabbly Connect. You can find the signup link in the description box below. After signing up, log in to your Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoho CRM to Shopify’ and select the appropriate folder for your automation.

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2. Trigger Step: Connecting Zoho CRM to Pabbly Connect

In this step, you will connect your Zoho CRM account to Pabbly Connect. Choose Zoho CRM as your app in the trigger window and select the trigger event as ‘Update Module Entry Instant’. This ensures that any updates made in Zoho CRM will trigger the workflow.

To connect, click on ‘Connect’ and then ‘Add New Connection’. Enter your Zoho CRM domain, which you can find in the URL after logging into your Zoho account. After providing the domain, click on ‘Save’ and then ‘Accept’ to finalize the connection. Once connected, choose the module as ‘Contacts’ and click on ‘Save and Send Test Request’ to capture the updated contact details.

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3. Searching for the Customer in Shopify

After successfully capturing the updated contact details from Zoho CRM, the next step involves searching for the corresponding customer in Shopify using Pabbly Connect. In the action step, select Shopify and choose the action event as ‘Search Customer’.

• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter your Shopify subdomain and access token.
• Use the email address from the Zoho CRM trigger as the query to find the customer.

After mapping the email address to the query field, click on ‘Save and Send Test Request’. This action will return customer details if the customer exists in Shopify. If a customer is found, you will receive a unique customer ID that will be used in the next step.

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4. Updating the Customer in Shopify

Now that you have the customer details from Shopify, it’s time to update the customer information based on the changes made in Zoho CRM. In this action step, select Shopify again and choose the action event as ‘Update Customer’.

Connect to your existing Shopify account within Pabbly Connect. In the mapping section, select the unique customer ID you received from the previous step. Then, map all the updated fields from Zoho CRM, such as first name, last name, mobile number, and address details.

• Map the first name and last name fields.
• Include the updated mobile number and address.
• Ensure to map all mandatory fields as per Shopify requirements.

Once all fields are mapped, click on ‘Save and Send Test Request’ to execute the update. If successful, the customer information in Shopify will reflect the updates made in Zoho CRM.

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5. Conclusion

By following these steps, you can efficiently automate the process of updating Shopify customers whenever you update contacts in Zoho CRM using Pabbly Connect. This integration not only saves time but also ensures that your customer data remains consistent across platforms.

With Pabbly Connect, you can explore many other integration possibilities to enhance your workflow and automate repetitive tasks. Start using Pabbly Connect today to streamline your business processes!

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Learn how to automate user creation in LearnWorlds from Tally Forms submissions using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Tally Forms Integration

To automate user creation in LearnWorlds from Tally Forms submissions, we will use Pabbly Connect. First, visit the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once there, sign in to your Pabbly account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard to start creating your automation workflow.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘How to Create LearnWorlds User on Tally Forms Submission’, and select a folder to save it. using Pabbly Connect

• Click on the ‘Create’ button after naming your workflow.
• Choose Tally Forms as the trigger application.
• Select ‘New Response’ as the trigger event.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL will bridge Tally Forms and Pabbly Connect, allowing for data transfer between the two applications.

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3. Configuring Tally Forms for Webhook Integration

Next, log into your Tally account and select the form you want to connect. Click on the ‘Integrations’ option and then the ‘Edit’ button next to the Webhook section. Here, you will replace any existing webhook URL with the one provided by Pabbly Connect.

• Paste the Pabbly Connect webhook URL into the designated field.
• Click ‘Save Changes’ to finalize the integration.

Once saved, return to Pabbly Connect, where you should see a message indicating that it is waiting for a webhook response. This means your integration is ready to capture data from Tally Forms.

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4. Testing the Integration with Tally Forms Submission

To test the integration, submit a new response in your Tally form. Fill in the required fields, such as your first name, last name, email address, and phone number, and click ‘Submit’. This action will trigger the webhook and send the data to Pabbly Connect.

After submitting, return to Pabbly Connect to check if the response has been captured. If successful, you will see the submitted data reflected in the workflow. This confirms that the connection between Tally Forms and Pabbly Connect is functioning correctly.

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5. Creating a User in LearnWorlds via Pabbly Connect

Now that you have confirmed the webhook is working, it’s time to set up the action to create a user in LearnWorlds. In Pabbly Connect, select LearnWorlds as your action application and choose ‘Create User’ as the action event. using Pabbly Connect

Connect your LearnWorlds account by entering the required API details, including the API URL, Client ID, and Client Secret. These can be found in your LearnWorlds account under Settings > Developers > API. After entering these details, click ‘Save’.

Map the email field using the data captured from Tally Forms. Fill in the username and other necessary fields using the mapping feature.

Finally, click ‘Save and Send Test Request’. If successful, you will receive a confirmation that a new user has been created in your LearnWorlds account.

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Conclusion

In this tutorial, we covered how to create a LearnWorlds user from Tally Forms submissions using Pabbly Connect. By following these steps, you can automate the user creation process, saving time and ensuring data accuracy. This integration showcases the powerful capabilities of Pabbly Connect in streamlining workflows.

Learn how to automate the addition of IndiaMART leads to Salesforce for your dropshipping business using Pabbly Connect. Step-by-step guide 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. Accessing Pabbly Connect for Integration

To automate adding IndiaMART leads to Salesforce, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by entering the URL Pabbly.com/connect/ in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you’re an existing user, click on the ‘Sign In’ button to log into your account. New users can click ‘Sign Up for Free’ to create an account, which will give them access to 100 free tasks every month to explore the platform.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, name it ‘Add IndiaMART Leads to Salesforce for Dropshipping Service’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.

This will take you to a new screen containing two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that trigger.

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3. Setting Up the Trigger for IndiaMART Leads

In this step, you will set up the trigger in Pabbly Connect to capture new leads from IndiaMART. Select IndiaMART as your trigger application and choose the event that will start the workflow, which is ‘New Lead’.

Next, Pabbly Connect will provide you with a webhook URL. This URL is essential as it acts as a bridge for transferring data from IndiaMART to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMART account.

• Log into your IndiaMART seller account.
• Navigate to Lead Manager and select Push API.
• Activate the webhook and paste the copied URL.

Once the webhook is set up in IndiaMART, Pabbly Connect will be ready to capture leads as they come in.

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4. Testing the Setup to Capture Leads

To ensure that the integration between IndiaMART and Pabbly Connect is functioning correctly, you need to perform a test submission. Create a dummy lead profile in incognito mode and submit an inquiry through IndiaMART.

After submitting the inquiry, return to Pabbly Connect. You should see that the response has been captured with all the lead details. This confirms that the webhook is active and functioning correctly.

Check the captured response for lead details. Ensure that all required fields are populated correctly.

If everything looks good, you can proceed to set up the action step to send this lead information to Salesforce.

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5. Setting Up the Action to Create a Lead in Salesforce

Now that you have successfully captured leads from IndiaMART, it’s time to set up the action step in Pabbly Connect. Select Salesforce as your action application and choose the ‘Create Record’ action event.

Before proceeding, ensure you are logged into your Salesforce account. Click on ‘Connect’ and then ‘Add New Connection’ to establish the connection between Pabbly Connect and Salesforce. Once connected, you will need to map the fields from the IndiaMART lead details to the corresponding Salesforce fields.

Map the first name, last name, email, and other details accurately. Ensure to include the inquiry message in the description field.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see the new lead created in Salesforce, confirming that the integration works seamlessly.

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Conclusion

By following this detailed tutorial, you can successfully automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. This integration allows you to manage your leads efficiently and convert them into customers effortlessly.

Utilize Pabbly Connect to streamline your dropshipping business operations and enhance your CRM capabilities. Start automating today for better lead management!

Learn how to enroll ThriveCart Learn users on Cashfree Payment with Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To enroll ThriveCart Learn users on Cashfree Payment, the first step is to access Pabbly Connect. This powerful automation tool simplifies the integration process between various applications.

Begin by visiting the Pabbly Connect website. If you already have an account, click on the ‘Sign In’ button located at the top right corner. If you’re new, select ‘Sign Up for Free’ to create your account. This will allow you to utilize 100 tasks free monthly.

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2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. This workflow will facilitate the automation process between Cashfree Payment and ThriveCart Learn.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Enroll ThriveCart Learn User on Cashfree Payment’. After naming, select the folder where you want to save this workflow. Then click on the ‘Create’ button to proceed.

• Select your desired folder for the workflow.
• Name your workflow appropriately for easy identification.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger is the event that will initiate the workflow, and the action is what will happen once the trigger occurs.

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3. Setting Up the Trigger Event

In this step, we will set up the trigger event in Pabbly Connect. This will be triggered when a new payment is made through Cashfree.

Select Cashfree as the trigger application and choose the event as ‘Payment via Form’. This event will activate the workflow whenever a payment is successfully processed. You will need to connect your Cashfree account by providing the necessary credentials.

• Choose Cashfree as the trigger application.
• Select ‘Payment via Form’ as the trigger event.
• Connect your Cashfree account with the provided credentials.

Once connected, you will receive a webhook URL from Pabbly Connect. Copy this URL and add it to your Cashfree account under the Webhook section to establish the connection.

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4. Configuring the Action Step in ThriveCart Learn

After setting up the trigger, the next step is to configure the action in Pabbly Connect. This action will enroll the user in ThriveCart Learn once the payment is confirmed.

Select ThriveCart as the action application and choose ‘Create New Student’ as the action event. You will need to connect your ThriveCart account by entering the API key, which can be found in your ThriveCart settings.

Choose ThriveCart as the action application. Select ‘Create New Student’ as the action event. Enter your ThriveCart API key to connect your account.

Map the necessary fields such as email address and course ID from the Cashfree payment response to ensure the correct data is sent to ThriveCart Learn.

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5. Testing the Integration Workflow

Once the workflow is set up, it’s crucial to test the integration using Pabbly Connect. This ensures that the enrollment process works smoothly when a payment is made.

Perform a test payment through your Cashfree form. After completing the payment, check the Pabbly Connect workflow for the response. You should see the user data captured, confirming that the integration is functioning as expected.

To finalize, check your ThriveCart account to verify that the user has been successfully enrolled in the course. This confirms that the entire process from Cashfree payment to ThriveCart Learn enrollment is automated.

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Conclusion

In this tutorial, we have successfully demonstrated how to enroll ThriveCart Learn users on Cashfree Payment using Pabbly Connect. By following these steps, you can automate your enrollment process efficiently, saving time and effort.

Utilizing Pabbly Connect for this integration allows you to streamline your operations, ensuring that every payment made leads to an automatic enrollment in your courses.

Learn how to create Wave invoices automatically on Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions and examples. 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

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1. Accessing Pabbly Connect for Integration

To create a Wave invoice on Contact Form 7 submission, the first step is to access Pabbly Connect. Go to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you’re an existing user or click on ‘Sign Up for Free’ to create a new account.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, you can create workflows that automate the process of generating invoices. Pabbly Connect allows you to integrate various applications seamlessly without any coding skills.

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2. Creating a Workflow in Pabbly Connect

To set up your workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; for this tutorial, name it ‘Create Wave Invoice on Contact Form 7 Submission’. Organizing your workflows into folders is also recommended for easy access.

• Click on ‘Create’ to save your workflow.
• You will see a blank workflow screen with trigger and action windows.

This blank workflow needs to be filled with the necessary trigger and action steps. The trigger will be set to detect new submissions from Contact Form 7, and the action will be to create an invoice in Wave. This setup ensures that every time a form is submitted, an invoice is generated automatically.

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3. Setting Up the Trigger for Contact Form 7

The next step in your Pabbly Connect workflow is to set up the trigger. Click on the trigger application and select ‘Contact Form 7’. Choose the trigger event as ‘New Form Submission’. This tells Pabbly Connect to initiate the workflow every time a new form is submitted.

Once you have selected the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Contact Form 7 to Pabbly Connect. Now, navigate to your WordPress dashboard where Contact Form 7 is installed.

• Go to the Contact Form 7 settings and edit the form you want to connect.
• Enable the webhook option and paste the copied URL.

After saving the settings in Contact Form 7, your trigger is set up, and now Pabbly Connect is ready to receive submissions from your form.

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4. Setting Up Action to Create Invoice in Wave

Now, the next step is to set the action in your Pabbly Connect workflow. Select ‘Wave’ as the action application and choose ‘Create Invoice’ as the action event. This action will instruct Pabbly Connect to create an invoice in your Wave account based on the data received from the form submission.

You will need to connect your Wave account by providing the necessary permissions. Once connected, you will map the fields from the form submission to the invoice fields in Wave. Ensure that you include customer details such as name, email, and course selected.

Map the customer ID from the previous steps. Set the invoice title, description, and amount based on the course selected.

After mapping all required fields, click on ‘Save and Send Test Request’ to verify that the invoice is created successfully in Wave.

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5. Testing the Integration Workflow

With the workflow set up in Pabbly Connect, it’s time to test the integration. Go back to your Contact Form 7 and submit a test entry. Ensure to fill in all required fields such as name, email, and course.

After submitting the form, return to Pabbly Connect and check if the webhook response is received. If successful, you should see the details captured from the form submission. This confirms that the connection between Contact Form 7 and Pabbly Connect is working.

Verify that an invoice is created in your Wave account with the correct details. Check for any errors and ensure all mappings are correct.

Once you confirm that the workflow runs smoothly, you can be assured that every new submission from your Contact Form 7 will automatically generate an invoice in Wave, streamlining your invoicing process.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation of Wave invoices on Contact Form 7 submissions is a powerful way to manage your finances efficiently. By following these detailed steps, you can set up a seamless integration that saves time and reduces manual effort.

With Pabbly Connect, you can easily connect various applications to automate your workflows, enhancing productivity and ensuring that your invoicing is always up-to-date.

Learn how to automate adding IndiaMART leads to Google Sheets for your auto spare parts business using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the process of adding IndiaMART leads to Google Sheets, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect/ in your browser. This will take you to the Pabbly Connect homepage.

Once there, you’ll see options to Sign In or Sign Up for Free. If you’re an existing user, click on Sign In. For new users, click on Sign Up for Free to create an account, which will allow you to explore the platform with 100 free tasks each month.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the Create Workflow button and provide a name for your workflow, such as ‘IndiaMART Leads to Google Sheets for Auto Spare Parts Business’.

• Click on the folder icon to select or create a folder for organization.
• Select the trigger application, which will be IndiaMART.
• Choose the trigger event as New Lead.

This setup ensures that every time a new lead is generated in IndiaMART, it will trigger the workflow to record the details in Google Sheets.

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3. Setting Up IndiaMART Integration

To establish the connection between IndiaMART and Pabbly Connect, you will need to insert a webhook URL. After selecting the trigger event, copy the provided webhook URL from Pabbly Connect.

Next, log into your IndiaMART account and navigate to the Lead Manager. Here, select Push API and paste the webhook URL into the designated field. Activate the API by following the prompts, including generating an OTP for verification.

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4. Capturing Lead Details in Pabbly Connect

Once the webhook is set up, you need to test the integration by submitting a new lead through IndiaMART. Use a dummy profile to send an inquiry. This step is crucial as it allows Pabbly Connect to capture the lead details such as name, email, phone number, and inquiry text.

After submitting the inquiry, return to Pabbly Connect to see the captured response. You should see all the details displayed, confirming that the integration is successfully capturing leads from IndiaMART.

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5. Adding Leads to Google Sheets

Now that the lead details are captured, the next step is to add them to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the action event as Add New Row.

Connect your Google account to Pabbly Connect by clicking on Add New Connection. Ensure you have the correct permissions set. Map the fields from the IndiaMART lead response to the corresponding columns in your Google Sheets, such as name, email, phone number, and inquiry.

After mapping, click on Save and Send Test Request. Check your Google Sheets to verify that the lead information has been successfully added, confirming that the integration works seamlessly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Google Sheets for your auto spare parts business. By following these steps, you can efficiently manage your leads without manual data entry, enhancing your business operations.

Learn how to automate the enrollment of Rigi users on Cashfree Payment using Pabbly Connect. Follow this detailed 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. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by typing the URL Pabbly.com/connect/INR in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Once signed up, you will receive 100 free tasks every month to explore the platform. If you already have an account, simply click ‘Sign In’ to log in.

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2. Creating a Workflow in Pabbly Connect

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ button to start setting up your integration. A dialog box will appear, prompting you to name your workflow. Name it ‘Enroll Rigi User on Cashfree Payment’.

After naming your workflow, select a folder for organization. For this tutorial, choose the ‘Automations for Learning Management’ folder. Click ‘Create’ to proceed. You will now see two important sections: Trigger and Action.

• Select ‘Cashfree’ as the Trigger application.
• Choose ‘Payment via Form’ as the Trigger event.
• This setup will initiate the workflow when a payment is received.

Now, you must build the connection between Cashfree and Pabbly Connect using the Webhook URL provided. Copy this URL and paste it into your Cashfree account under the developer section.

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3. Configuring Cashfree for Webhook Integration

To configure Cashfree, navigate to the developer section on your Cashfree dashboard. Under products, select ‘Webhooks’ and then ‘Add Webhook Endpoint’. Paste the Webhook URL copied from Pabbly Connect here. Click ‘Test and Add’ to establish the connection.

Once added, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This step is crucial to ensure that you receive the correct data when a payment is made. You can perform a test submission by making a payment through your Cashfree form.

• Use the link of your Cashfree payment form to make a test payment.
• Enter customer details and complete the payment process.
• Check Pabbly Connect for the captured response.

This response will contain all necessary details, including the transaction ID and customer information, which will be used in subsequent steps.

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4. Filtering Responses for User Enrollment

In this step, you will set a filter condition to ensure that only certain payments trigger the enrollment in Rigi. Click on the Action step and select ‘Filter’ as your action application. This will allow you to set conditions based on the payment received. using Pabbly Connect

Map the Form ID received from the previous response to create a condition. This ensures that only users who purchase the specific course will be enrolled. Set the filter condition to check if the Form ID matches the one you want to use.

Map the Form ID dynamically from the previous step. Set the condition to equal the specific Form ID for the course. Test the filter condition to ensure it works correctly.

Once the filter is set up and tested, you can proceed to the next action step, which is to enroll the user in Rigi.

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5. Enrolling the User in Rigi

Now that the filter is set, select ‘Rigi’ as your action application. Click on ‘Add New Connection’ to link your Rigi account with Pabbly Connect. You will need to provide an integration token from your Rigi account.

To obtain this token, log into your Rigi account and navigate to the integrations section. Copy the token and paste it into Pabbly Connect to establish the connection.

Map the customer’s full name, email, and phone number from the previous response. Specify the product hash key for the course in which the user is to be enrolled. Click ‘Save and Send Test Request’ to finalize the enrollment process.

Once the test request is successful, the user will be enrolled in Rigi, confirming that the integration between Cashfree and Rigi via Pabbly Connect is working perfectly.

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Conclusion

By following these steps, you can automate the enrollment of users in Rigi upon receiving payments through Cashfree using Pabbly Connect. This integration streamlines your workflow, ensuring efficient management of course enrollments and payments.

Utilizing Pabbly Connect allows you to connect various applications seamlessly, enhancing productivity and automation in your business processes.

Learn how to automate the creation of Xero contacts from Instamojo sales using Pabbly Connect with this detailed tutorial. 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. Introduction to Pabbly Connect for Instamojo and Xero

Pabbly Connect is an essential automation tool that simplifies the process of integrating different applications. In this tutorial, we will learn how to create a Xero contact automatically whenever a sale occurs on Instamojo using Pabbly Connect. This integration helps streamline accounting tasks and reduces manual errors.

By using Pabbly Connect, you can ensure that every new payment received through Instamojo is reflected as a new contact in your Xero account. This automation saves time and keeps your records updated without any manual effort.

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2. Setting Up Pabbly Connect for Integration

To start, navigate to the Pabbly Connect homepage. If you are a new user, you can sign up for a free account to explore the features offered. Existing users should sign in to access their dashboard.

Once logged in, follow these steps to create a workflow for your integration:

• Click on the ‘Create Workflow’ button at the top right corner.
• Name your workflow, for example, ‘Create Xero Contact on Instamojo Sale’.
• Select a folder to save your workflow, such as ‘Contacts’.

After creating the workflow, you will be prompted to set up a trigger and an action. Pabbly Connect allows you to automate responses based on specific triggers.

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3. Configuring the Trigger for Instamojo Sales

In this step, you will configure the trigger for your workflow. Select Instamojo as your trigger application because you want to capture new sales. Then, choose the trigger event as ‘New Sale’. This means that every time a new sale is made, Pabbly Connect will capture the response.

After selecting the trigger event, you will receive a webhook URL. This URL needs to be copied and added to your Instamojo account to establish a connection. Follow these steps:

• Log in to your Instamojo account and navigate to the payment page settings.
• Paste the copied webhook URL in the settings under the Webhook section.
• Select ‘Successful Payments Only’ for the information to be sent.

Once you save these settings, Pabbly Connect will be ready to receive data from Instamojo.

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4. Testing the Integration with a Payment

To test the integration, make a test payment through your Instamojo payment page. Enter the necessary details such as name, email, and phone number. After entering the details, proceed to pay and complete the payment process.

Once the payment is successful, return to Pabbly Connect and check if the webhook response has been received. You should see details like payment status, buyer’s information, and transaction details. This confirms that the connection between Instamojo and Pabbly Connect is working correctly.

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5. Creating a Contact in Xero

Now that you have successfully received the webhook response, it’s time to set up the action in Pabbly Connect. Select Xero as your action application and choose the action event as ‘Create a Contact’. This will allow you to create a new contact in Xero whenever a new sale occurs on Instamojo.

To connect your Xero account, click on ‘Connect with Xero’ and authorize Pabbly Connect to access your Xero data. Once connected, map the required fields such as contact name, email, and phone number using the data received from the Instamojo trigger.

After completing the mapping, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new contact has been created in Xero. You can verify this by logging into your Xero account and checking for the new contact.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Xero contacts from Instamojo sales using Pabbly Connect. This integration streamlines your accounting processes and keeps your customer records updated without manual intervention. By following the steps outlined above, you can easily set up this automation and improve your business efficiency.

Learn how to send Typeform submissions to Discord using Pabbly Connect. This step-by-step guide covers setup, integration, and automation processes. 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

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1. Introduction to Pabbly Connect for Typeform and Discord Integration

Pabbly Connect is an essential tool for automating workflows between different applications. In this tutorial, we will use Pabbly Connect to send Typeform submissions directly to Discord. This integration allows for real-time notifications whenever a new lead is captured through Typeform.

By following this guide, you’ll learn how to set up the automation without any coding knowledge. This integration will help streamline your client follow-up process, ensuring that your team stays informed about new leads promptly.

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2. Setting Up Pabbly Connect and Creating a New Workflow

To get started, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get started with 100 tasks per month. Once signed in, navigate to the dashboard and click on the Pabbly Connect option to access your integration tools.

Next, click on the Create Workflow button. You will be prompted to name your workflow; for this tutorial, name it ‘Send Typeform Submission to Discord’ and select the folder where you want to save it. After naming the workflow, click on the Create button to proceed.

• Visit Pabbly Connect and sign in.
• Click on Create Workflow.
• Name your workflow and save it.

Now you will enter the workflow window where you can set up triggers and actions. The first step is to select Typeform as the trigger application.

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3. Configuring Typeform as the Trigger Application

In the workflow settings, select Pabbly Connect as the trigger application and choose ‘New Entry’ as the trigger event. This means that every time a new submission is made in Typeform, it will trigger the workflow. Click on Connect to establish the connection.

If you have not connected your Typeform account yet, click on Add New Connection and follow the prompts to authorize Pabbly Connect to access your Typeform account. Once connected, select the specific form for which you want to create this automation.

• Choose Typeform as your trigger application.
• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

After setting up the trigger, you will need to perform a test submission on Typeform to capture the data. This step ensures that Pabbly Connect can retrieve the necessary information from your form.

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4. Performing a Test Submission and Setting Up Discord as the Action

To perform a test submission, go to your Typeform account and fill out the form you have integrated. Once submitted, return to Pabbly Connect and click on Send Test Request. This will allow you to see the data captured from your Typeform submission.

Next, set Discord as the action application by selecting it in the workflow. Choose the action event as ‘Send Channel Message’. You will need to create a webhook URL in Discord to send the messages. Follow the instructions provided in Pabbly Connect to set up the webhook URL.

Submit a test entry in Typeform. Select Discord as the action application. Create a webhook URL in Discord.

After creating the webhook, copy the URL and paste it into Pabbly Connect. You can customize the message that will be sent to your Discord channel, including details from the Typeform submission.

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5. Finalizing the Automation and Sending Messages to Discord

Once you have set up the webhook and configured the message, you can map the details from the Typeform submission to the Discord message. This mapping allows the message to include dynamic data like the name, email, and service interested fields.

After mapping the necessary fields, click on Send Test Request to ensure that the message is sent to your Discord channel. Check your Discord account to verify that the message has been received successfully. With this setup, every new Typeform submission will automatically trigger a message in Discord, keeping your team informed.

By using Pabbly Connect, you have successfully automated the process of sending Typeform submissions to Discord. This integration enhances your workflow efficiency and ensures timely follow-ups with potential clients.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending Typeform submissions to Discord. This integration allows for real-time notifications, improving your team’s responsiveness to new leads. With just a few steps, you can streamline your workflow and enhance client engagement.

Learn how to create a Grist record automatically from Gravity Forms submissions using Pabbly Connect in this step-by-step tutorial. 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. Setting Up Pabbly Connect for Gravity Forms

To begin using Pabbly Connect for integrating Gravity Forms with Grist, first access the Pabbly Connect dashboard. This platform will facilitate the automation process, allowing for seamless data transfer between your forms and Grist.

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. Here, you will name your workflow, such as ‘Create Grist Record on Gravity Forms Submission’. After naming your workflow, select the appropriate folder to save it, which helps keep your automations organized.

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2. Configuring the Trigger in Gravity Forms

In this step, you will configure the trigger in Pabbly Connect to respond to new submissions from Gravity Forms. Select Gravity Forms as your trigger application and choose the trigger event as ‘New Response’. This setup ensures that every time a new form submission is received, Pabbly Connect captures the response.

• Select your Gravity Forms trigger application.
• Choose the ‘New Response’ trigger event.
• Copy the provided webhook URL for integration.

After selecting the trigger event, copy the webhook URL generated by Pabbly Connect. This URL will be used to connect your Gravity Forms plugin in WordPress, ensuring that incoming submissions are sent to Pabbly Connect for processing.

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3. Connecting Gravity Forms with Pabbly Connect

Now, navigate to your WordPress dashboard where Gravity Forms is installed. Open the form you want to connect, click on ‘Settings’, and then choose ‘Webhooks’. Here, you’ll add a new webhook and paste the URL copied from Pabbly Connect.

When adding a webhook, be sure to set the request method to ‘POST’ and the request format to ‘JSON’. Also, ensure the body is set to capture all fields. This setup allows Pabbly Connect to receive all necessary data from the form submission.

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4. Setting Up Action in Grist via Pabbly Connect

After configuring the trigger and connecting Gravity Forms, it’s time to set up the action in Grist. In Pabbly Connect, select Grist as the action application and choose the action event as ‘Create Record’. This tells Pabbly Connect to create a new record in Grist for each form submission received.

• Select Grist as the action application.
• Choose ‘Create Record’ as the action event.
• Map the form fields to the corresponding fields in Grist.

To connect your Grist account with Pabbly Connect, you will need to provide your API token. This can be found in your Grist account settings. Once connected, select the workspace and document where the new records will be created, ensuring that the data is organized correctly.

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5. Testing the Integration

With everything set up, it’s time to test the integration. Go back to your Gravity Forms and submit a test entry. This action should trigger the workflow in Pabbly Connect, sending the data to Grist as a new record.

After submitting the test entry, return to Pabbly Connect to check if the response was received successfully. If everything is configured correctly, you should see the new record created in Grist with the data from your Gravity Forms submission.

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Conclusion

In this tutorial, we demonstrated how to create a Grist record automatically from Gravity Forms submissions using Pabbly Connect. This integration not only saves time but also ensures that your data is organized and easily accessible. By automating this process, you can focus on other important tasks while Pabbly Connect handles the data management seamlessly.