Author: Nitin Maheshwari

Learn how to automate the creation of Zoho Books invoices from Webflow form submissions using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Webflow and Zoho Books Integration

In this section, we will explore how to use Pabbly Connect to automate the process of creating invoices in Zoho Books upon receiving a new order through a Webflow form submission. This integration is essential for streamlining your invoicing process.

Pabbly Connect serves as the central platform that connects your Webflow forms with Zoho Books, allowing for seamless data transfer and automation. By setting up this integration, you can eliminate manual entry errors and save significant time in your invoicing process.

---

2. Setting Up Pabbly Connect for Webflow Form Submission

To begin, access Pabbly Connect by visiting their website and signing in or creating a new account. Once logged in, navigate to the dashboard where you will create a new workflow.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Create Zoho Books Invoice on Webflow Form Submission.’
• Select the appropriate folder for your workflow.

After naming your workflow, you will need to set up a trigger. Choose Webflow as your trigger application and select ‘Form Submitted’ as the trigger event. This ensures that the workflow is activated whenever a new form submission occurs.

---

3. Connecting Webflow to Pabbly Connect

In this step, we will establish a connection between Webflow and Pabbly Connect. Click on the ‘Connect’ button to create a new connection. You will need to enter your Webflow API token, which can be generated from your Webflow account settings.

Once you have the API token, paste it into Pabbly Connect and save the connection. Next, select the site ID for the Webflow site you are using for this integration. This configuration allows Pabbly Connect to capture the form submission data accurately.

---

4. Creating a Zoho Books Invoice from Webflow Submission

After successfully connecting Webflow to Pabbly Connect, the next step is to create an invoice in Zoho Books. For this, add an action step and select Zoho Books as the action application. Choose ‘Create Sales Invoice’ as the action event.

Connect your Zoho Books account to Pabbly Connect by clicking the ‘Connect’ button. You will need to provide your Zoho Books domain name and authorize the connection. After connecting, select the organization where you want to create the invoice.

• Map the customer ID from the previous action step.
• Fill in the invoice details such as item name, rate, and quantity.

Once all required fields are mapped and filled, save the action step. This will ensure that an invoice is generated automatically each time a new order is submitted through your Webflow form.

---

5. Testing the Integration and Finalizing Setup

Now that the integration is set up, it’s time to test it. Perform a test submission on your Webflow form with dummy data. After submitting the form, check your Zoho Books account to verify that the invoice has been created successfully.

In Pabbly Connect, you should see a successful response indicating that the invoice creation was triggered by the form submission. This confirms that your integration is functioning correctly, allowing you to automate the invoice creation process efficiently.

With this setup, you can focus on managing your business while Pabbly Connect handles the automation of invoice generation, ensuring timely and accurate billing for your customers.

---

Conclusion

In this tutorial, we successfully demonstrated how to create a Zoho Books invoice using Pabbly Connect whenever a Webflow form submission occurs. By automating this process, you can save time and reduce manual errors in your invoicing workflow. Implementing this integration allows you to streamline your business operations effectively.

Learn how to automate creating sales invoices in Zoho Books from Shopify orders 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

---

1. Setting Up Pabbly Connect for Shopify and Zoho Books Integration

To automate the creation of sales invoices in Zoho Books from new orders in Shopify, you need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect. Once you log in, you will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Shopify to Zoho Books’. Select the desired folder for your workflow. After creating the workflow, you will see two windows: the trigger window and the action window, which are essential for this automation.

---

2. Triggering New Orders from Shopify in Pabbly Connect

The next step is to set up the trigger that will initiate the workflow when a new order is placed in Shopify. In the trigger window, search for Shopify and select it. Choose the trigger event as ‘New Order’. This setup allows Pabbly Connect to capture order details automatically.

• Select ‘Shopify’ as the app.
• Choose the event as ‘New Order’.
• Copy the provided webhook URL.
• Add the webhook URL in Shopify settings under Notifications.

After saving the webhook in Shopify, Pabbly Connect will start waiting for a response from new orders made in your Shopify store. This integration is crucial for automating invoice creation in Zoho Books.

---

3. Transforming Line Items for Invoice Creation

Once the order details are received in Pabbly Connect, the next step is to simplify the line item data for use in the invoice. To achieve this, utilize the ‘Data Transformer’ module in Pabbly Connect. Set the action event as ‘Line Itemizer’ to separate product names, quantities, and prices.

Map the line item responses received from Shopify to the Data Transformer. This step ensures that invoice details are organized correctly, making it easier to create the invoice in Zoho Books. The response will provide a structured format for the products ordered.

---

4. Searching for Customers in Zoho Books

Next, you need to check if the customer who placed the order exists in your Zoho Books account. In Pabbly Connect, add an action step to search for the customer using the ‘Find Customer’ action in the Zoho Books app. This step is essential as it determines the next actions based on whether the customer exists. using Pabbly Connect

Map the customer’s email address from the Shopify order to the search query in Zoho Books. If the customer exists, you will receive a contact ID, allowing you to proceed with creating the invoice. If not, you will need to add the customer as a new contact.

---

5. Creating Invoices in Zoho Books

After confirming the customer’s existence, the final step is to create the invoice in Zoho Books. If the customer exists, use the ‘Create Sales Invoice’ action in Zoho Books. Map the required fields, including the contact ID, product details, and pricing information from the previous steps in Pabbly Connect.

If the customer does not exist, use the ‘Create Contact’ action first to add them to Zoho Books, then create the invoice using the same product details. This process ensures that all new orders are efficiently handled, and invoices are generated without manual input.

---

Conclusion

In this tutorial, we have explored how to automate the creation of sales invoices in Zoho Books using Pabbly Connect when new orders are placed on Shopify. By following these steps, you can streamline your invoicing process and enhance your business efficiency.

Learn how to automate the addition of cancelled Shopify order details into a MySQL database using Pabbly Connect with this step-by-step guide. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Shopify to MySQL Integration

To automate the addition of cancelled Shopify order details into a MySQL database, we will use Pabbly Connect. First, create your free account on Pabbly Connect, which can be done quickly using the sign-up link provided in the description. Once your account is set up, navigate to the dashboard to create a new automation workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Shopify to MySQL’. Select a folder for your workflow and click ‘Create’. This opens a new workflow window where you will set up the trigger and action steps necessary for this integration.

---

2. Connecting Shopify to Pabbly Connect

In this step, we will connect our Shopify account to Pabbly Connect. Start by selecting Shopify as the app in the trigger section and choose the trigger event as ‘Order Cancelled’. After selecting this trigger event, Pabbly Connect provides a webhook URL that you will use to connect Shopify with.

• Copy the webhook URL from Pabbly Connect.
• Log into your Shopify account and go to Settings.
• Navigate to Notifications and select Webhooks.
• Click on the ‘Create Webhook’ button and select ‘Order Cancelled’ as the event.
• Paste the webhook URL and save the webhook.

After saving, your Shopify account is now connected to Pabbly Connect, and it will wait for a webhook response whenever an order is cancelled. This allows you to capture the details of the cancelled order directly into Pabbly Connect.

---

3. Capturing Cancelled Order Details from Shopify

Once a cancellation occurs, Pabbly Connect will capture the details automatically. To test this, go to your Shopify store and cancel an order. For instance, select an order and click on ‘Cancel Order’. After entering the cancellation reason, confirm the cancellation.

Upon cancellation, return to Pabbly Connect, where you will see the captured response containing all relevant order details such as the order ID, customer name, and total amount. This confirms that the integration is functioning correctly.

Ensure you have all necessary details from the cancelled order, including:

• Order ID
• Customer Name
• Customer Email
• Total Amount

With these details captured, you are ready to move to the next step of sending this data to your MySQL database.

---

4. Sending Data to MySQL Database

The next step involves sending the captured data from Pabbly Connect to your MySQL database. In the action step, search for MySQL and select it. Choose the action event ‘Insert Row’ to add a new record to your database.

Connect your MySQL account by entering the database username, password, host, and port. After entering these details, click on ‘Save’ to establish the connection. Once connected, select the table where you want to insert the cancelled order details.

Select the table named ‘shopyy canceled order’. Map the order ID, customer name, and other relevant fields from the captured data to the respective columns in your MySQL table.

Finally, click on ‘Save and Send Test Request’. This action will insert the details into your MySQL database, confirming that the integration is complete and functioning correctly.

---

5. Testing the Integration

After setting up the integration, it’s crucial to test it. Go back to your Shopify store and cancel another order. For example, select an order and click on ‘Cancel Order’. After confirming the cancellation, return to your MySQL database.

Refresh the table in your MySQL database, and you should see a new record added with the details of the cancelled order. This real-time testing confirms that Pabbly Connect is effectively automating the process of adding cancelled order details into your MySQL database.

By following these steps, you can ensure that your Shopify orders are automatically tracked in your database, allowing for better management and reporting. This integration not only saves time but also enhances operational efficiency.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of cancelled Shopify order details into a MySQL database. By following these steps, you can streamline your order management process and ensure accurate record-keeping.

Learn how to automate the process of creating Zendesk users from Contact Form 7 submissions using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Zendesk user on Contact Form 7 submission, we first need to access Pabbly Connect. This platform serves as the central integration tool that automates the process of connecting various applications.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account that offers 100 free tasks each month. Existing users should simply sign in to their accounts to get started.

---

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. To initiate the automation process, click on the ‘Create Workflow’ button located at the top right corner. This will prompt a dialog box where you can name your workflow.

• Name the workflow as ‘Create Zendesk User on Contact Form 7 Submission’.
• Select the appropriate folder for your workflow.

Once you’ve named your workflow and selected a folder, click the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for setting up your automation.

---

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, choose Pabbly Connect and select ‘Contact Form 7’ as the trigger event. Specifically, you will select ‘New Form Submission’. This allows Pabbly Connect to capture details every time a new submission is made through your Contact Form 7.

Upon selecting the trigger, Pabbly Connect will provide you with a unique Webhook URL. Copy this URL as it will be used to connect your Contact Form 7 with Pabbly Connect.

• Paste the Webhook URL in your Contact Form 7 settings under the Webhook integration option.
• Save the changes to ensure the connection is established.

After saving, you can proceed to test the connection by submitting a test form entry. This will confirm that the integration is functioning correctly.

---

4. Setting Up the Action in Pabbly Connect

Once the trigger is set, it’s time to configure the action. Select Pabbly Connect and choose ‘Zendesk’ as the action application. For the action event, select ‘Create User’. This step allows you to create a new user in Zendesk based on the data captured from the Contact Form 7 submission.

Click on the ‘Connect’ button to establish a connection with Zendesk. You will be prompted to enter your Zendesk subdomain, username, and API token. This information is crucial for Pabbly Connect to communicate with your Zendesk account.

Enter your Zendesk subdomain from the URL. Input your Zendesk username in the format: email/token. Generate and enter the API token from your Zendesk account settings.

After entering the required details, click ‘Save’. This will successfully link your Zendesk account with Pabbly Connect.

---

5. Mapping Data for User Creation in Zendesk

With the action set up, it’s time to map the data captured from the form submission to the fields required for user creation in Zendesk. Using Pabbly Connect, you can dynamically insert data from the previous trigger step.

Select the fields such as first name, last name, and email from the captured data and map them to the corresponding fields in Zendesk. This ensures that every new submission creates a user with accurate details.

Map the first name and last name from the previous response. Include the email address and any other relevant details you want to capture.

Finally, click the ‘Test Request’ button to ensure that a new user is created in your Zendesk account. After refreshing your Zendesk customer page, you should see the newly created user reflecting the details from your Contact Form 7 submission.

---

Conclusion

In this tutorial, we successfully demonstrated how to create a Zendesk user from Contact Form 7 submissions using Pabbly Connect. This automation not only saves time but also ensures efficient management of leads and customer inquiries.

By following the detailed steps outlined, you can streamline your lead management process and enhance communication with potential clients. Leverage the power of Pabbly Connect to automate your workflows effectively.

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your plywood business using Pabbly Connect. Follow our step-by-step guide! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect. This automation platform allows you to connect various applications effortlessly. If you don’t have an account, you can sign up for free and enjoy 100 free tasks every month.

Once you’ve signed up, log into your Pabbly Connect account. You will see the dashboard where all Pabbly products are listed. Click on the ‘Access Now’ button under Pabbly Connect to begin the integration process.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow to automate the process. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

• Enter the name: ‘Add IndiaMART Leads to Salesforce for Plywood Business’.
• Select a folder to save the workflow, such as ‘IndiaMART Automations’.

After filling in the details, click the ‘Create’ button. You will now see two sections: ‘Trigger’ and ‘Action’. The trigger captures the event from IndiaMART, and the action sends data to Salesforce.

---

3. Setting Up the Trigger for IndiaMART

In the workflow, select ‘IndiaMART’ as the trigger application. For the trigger event, choose ‘New Leads’. This setup allows Pabbly Connect to capture new leads generated in your IndiaMART account.

Pabbly Connect provides a unique webhook URL that you need to copy. Next, log into your IndiaMART account and navigate to the ‘Lead Manager’ section. From there, go to ‘Import and Export Leads’ and select the ‘Push API’ option.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the webhook URL you copied earlier.

After saving the details, the webhook URL will be linked to your IndiaMART account, allowing Pabbly Connect to capture lead data.

---

4. Generating a Test Lead

Now that the webhook is set up, generate a test lead in your IndiaMART account to ensure the connection works. Log into your IndiaMART account and create a new lead using a dummy product you’ve set up.

Fill in the required details, such as contact information and inquiry specifics. Once the lead is submitted, return to your Pabbly Connect workflow. You should see a notification indicating that the webhook has received the test lead data.

Check the response to ensure that all lead details, including inquiry ID and contact information, are correctly captured. This confirms that your IndiaMART account is successfully integrated with Pabbly Connect.

---

5. Configuring Salesforce as the Action Application

With the trigger successfully set up, it’s time to configure the action. Select ‘Salesforce’ as the action application and choose ‘Create Lead’ as the action event. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Salesforce.

You will need to authorize Pabbly Connect to access your Salesforce account. Click the ‘Allow’ button to grant permissions. After authorization, map the lead details captured from the previous step to the corresponding fields in Salesforce.

Map the first name, last name, and company name from the lead details. Fill in the phone number, email, and address fields accordingly.

Once all fields are mapped, click on the ‘Save and Send Test Request’ button. This action will create a new lead in your Salesforce account based on the test lead data from IndiaMART.

---

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process. By automating this workflow, you can ensure that every inquiry is captured and managed efficiently, allowing you to focus on closing more deals with potential clients.

This tutorial provides a clear step-by-step guide on how to set up this integration. With Pabbly Connect, you can also explore other automation possibilities to enhance your business operations.

Learn how to automate adding or updating Zoho Campaigns subscribers on FlexiFunnels purchases 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

---

1. Accessing Pabbly Connect for Integration

To begin automating the process of adding or updating Zoho Campaigns subscribers on FlexiFunnels purchases, you first need to access Pabbly Connect. This platform serves as the central hub for integrating different applications seamlessly.

Visit the Pabbly Connect website and sign in with your credentials. If you are a new user, you can sign up for free, which provides you with 100 tasks monthly. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can manage your workflows.

---

2. Setting Up the Integration Workflow in Pabbly Connect

In this step, you’ll create a new workflow in Pabbly Connect to connect FlexiFunnels and Zoho Campaigns. Start by clicking on the ‘Create Workflow’ button. Give your workflow a name that reflects its purpose, such as ‘FlexiFunnels to Zoho Campaigns Integration’.

• Click on the ‘Trigger’ section to select FlexiFunnels.
• Choose the trigger event as ‘New Purchase’.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your FlexiFunnels account and find the settings for webhooks. Paste the copied webhook URL there to establish the connection. This setup ensures that every new purchase triggers the workflow in Pabbly Connect.

---

3. Testing the Connection Between FlexiFunnels and Pabbly Connect

Once the webhook is set up in FlexiFunnels, it’s time to test the connection with Pabbly Connect. Go back to the Pabbly Connect dashboard and click on the ‘Test Trigger’ button. This action will simulate a new purchase event.

After performing a test purchase, check the Pabbly Connect dashboard for the response. You should see the details of the purchase captured, including customer information. This confirms that the connection is working correctly and data is flowing from FlexiFunnels to Pabbly Connect.

---

4. Adding Zoho Campaigns Subscriber in Pabbly Connect

Now that you have verified the connection, the next step is to add the subscriber to Zoho Campaigns using Pabbly Connect. In the action step, select Zoho Campaigns and choose the action event as ‘Add Subscriber’.

• Select the list in Zoho Campaigns where you want to add the subscriber.
• Map the fields from the FlexiFunnels purchase data to the corresponding fields in Zoho Campaigns.
• Click on ‘Save and Send Test Request’ to check if the subscriber is added successfully.

If the test is successful, you will receive a confirmation that the subscriber has been added to your Zoho Campaigns account. This automation will save you time and effort by ensuring that every new purchase automatically updates your subscriber list.

---

5. Final Testing and Confirmation of Subscriber Addition

After successfully adding the subscriber, it’s important to confirm that everything is working as expected. Go to your Zoho Campaigns account and check the subscriber list to see if the new subscriber appears there. This verification step ensures that the integration via Pabbly Connect is functioning correctly.

Additionally, you can send a confirmation email to the subscriber to verify that they have been added to your list. This step helps in maintaining good communication with your subscribers and ensures they receive the necessary information about their subscription.

---

Conclusion

In this tutorial, we explored how to automate the process of adding or updating Zoho Campaigns subscribers on FlexiFunnels purchases using Pabbly Connect. By following the steps outlined, you can efficiently manage your subscriber list without manual input, enhancing your email marketing efforts.

Learn how to create Brevo contacts from Tally Forms submissions using Pabbly Connect in this step-by-step 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

---

1. Overview of Pabbly Connect for Tally Forms and Brevo Integration

Pabbly Connect is an effective automation tool that simplifies the process of integrating Tally Forms with Brevo. In this integration, every time a form submission is made on Tally Forms, a new contact is created in Brevo automatically. This automation saves time and ensures that all inquiries are managed efficiently. using Pabbly Connect

To begin, access Pabbly Connect by visiting its homepage. Here, you can either sign up for a new account or log in if you are an existing user. Once logged in, you will be directed to the dashboard where you can create workflows that connect various applications seamlessly.

---

2. Creating a Workflow in Pabbly Connect

To set up the integration, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this example, name it ‘Create Brevo Contact on Tally Form Submission’. using Pabbly Connect

• Select a folder to save your workflow, such as ‘Contacts’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two essential components: the trigger and the action. The trigger will be set to Tally Forms, indicating that the automation will start when a new form submission is received.

---

3. Setting Up Tally Forms Trigger in Pabbly Connect

In the workflow you created, select Tally Forms as your trigger application and choose the trigger event as ‘New Response’. This means that whenever a new response is submitted through Tally Forms, Pabbly Connect will capture the response automatically. using Pabbly Connect

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL as it will be used to connect Tally Forms with Pabbly Connect. Go to your Tally Forms account, select your form (e.g., ‘Contact Us Form’), and navigate to the ‘Integrations’ section.

• Click on ‘Connect’ under Webhooks and paste the copied webhook URL.
• Click ‘Connect’ to finalize the integration.

Once connected, Pabbly Connect will wait for a webhook response, indicating that the setup is complete and ready for testing.

---

4. Testing the Integration Between Tally Forms and Brevo

With the webhook set up, it’s time to test the integration. Open the link to your Tally Form and fill in the required fields such as first name, last name, email, and phone number. After completing the form, click on the submit button. using Pabbly Connect

Once submitted, return to your Pabbly Connect workflow. You should see that a successful response has been received, including all the details from the form submission. This confirms that Pabbly Connect has successfully captured the data from Tally Forms.

Check the response to ensure all fields are populated correctly. This data will now be used to create a new contact in Brevo.

Moving forward, you will set up the action step to create a new contact in Brevo using the captured data.

---

5. Creating a Contact in Brevo Using Pabbly Connect

In the action step of your workflow, select Brevo as the application and choose the action event as ‘Create or Update a Contact’. This action will ensure that whenever a new response is received from Tally Forms, a corresponding contact is created or updated in Brevo. using Pabbly Connect

To connect Brevo with Pabbly Connect, you will need to enter your Brevo domain and API key. You can find this information in your Brevo account settings. Once connected, map the fields from the Tally Forms submission to the corresponding fields in Brevo, such as email, first name, and last name.

Set the email field to map from the Tally Forms response. Ensure other required fields are also mapped accordingly.

Finally, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that a new contact has been created in Brevo, completing the integration process.

---

Conclusion

In this tutorial, we explored how to automate the creation of Brevo contacts from Tally Forms submissions using Pabbly Connect. By following these steps, you can streamline your contact management and ensure all inquiries are captured efficiently without manual intervention. With Pabbly Connect, integrating your favorite applications has never been easier.

Learn how to seamlessly enroll Zenler users on Cashfree Payment with Pabbly Connect. Follow our step-by-step tutorial for effective 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

---

1. Accessing Pabbly Connect for Integration

To enroll Zenler users on Cashfree Payment, the first step is to access Pabbly Connect. This platform is essential for automating workflows between different applications, allowing for seamless integration.

Begin by navigating to the Pabbly Connect homepage. Here, you can either sign in if you are an existing user or sign up for a free account to explore its features. Once logged in, you will be directed to the dashboard, where you can create a new workflow.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that connects Cashfree and Zenler. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, e.g., ‘Enroll Zenler User on Cashfree Payment.’
• Select a folder to save your workflow, such as ‘Automations.’
• Click on ‘Create’ to proceed.

This action will initiate the workflow setup, allowing you to define triggers and actions. The first essential component is setting up a trigger that detects new payments from Cashfree.

---

3. Setting Up Trigger for Cashfree Payments

In Pabbly Connect, select Cashfree as your trigger application. This step is crucial as it will enable the workflow to respond to new payment events. Choose the trigger event as ‘Payment via Form,’ which is specifically designed to capture payment information.

Upon selecting this, Pabbly Connect will provide you with a Webhook URL. This URL is essential for linking your Cashfree account to the workflow. Copy this Webhook URL for the next steps in the setup process.

---

4. Configuring Cashfree for Webhook Integration

Now that you have your Webhook URL, log in to your Cashfree account. Navigate to the ‘Developers’ section and select ‘Webhooks’ under the Payment Gateway options. Here, you will set up a new Webhook endpoint.

• Click on ‘Add Webhook Endpoint.’
• Paste the copied Webhook URL from Pabbly Connect.
• Test the setup to ensure it captures responses correctly.

Once the Webhook is successfully set up, you can now test the integration by making a dummy payment through your Cashfree payment page.

---

5. Enrolling Zenler User Automatically

After confirming that your Cashfree payments are being captured, return to Pabbly Connect to set up the action step. Select Zenler as your action application and choose ‘Enroll User to Course’ as the action event. This step will automate the enrollment process.

To connect your Zenler account, you will need your school name and API key. Enter these details into Pabbly Connect to establish the connection. After that, map the required fields such as email, first name, and last name using the data received from Cashfree.

Finally, save the configuration. With this setup, every time a payment is made through Cashfree, Pabbly Connect will automatically enroll the user in your Zenler course, enhancing their learning experience.

---

Conclusion

This tutorial detailed how to enroll Zenler users on Cashfree Payment using Pabbly Connect. By following these steps, you can automate the enrollment process, saving time and providing instant access to your courses for students.

Learn how to automate subscriber creation in Pabbly Connect using Pabbly Connect with FlexiFunnels. Follow this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To create a subscriber in Pabbly Email Marketing when a purchase is made on FlexiFunnels, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. Here, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to start your journey. Existing users can simply click ‘Sign in’ to access their account. Once logged in, locate the ‘Access Now’ button for Pabbly Connect to enter the dashboard.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new automation. You will be prompted to name your workflow and choose a folder to save it. Name your workflow something descriptive, such as ‘Create Subscriber in Pabbly Email Marketing on FlexiFunnels Purchase’.

• Choose a folder for the workflow.
• Click on ‘Create’ to proceed.

This action opens the workflow window, where you will set up the trigger and action for your automation. A trigger is the event that starts the workflow, while actions are the responses to this trigger.

---

3. Setting Up the Trigger from FlexiFunnels

In the workflow window, select your trigger application. For this automation, search for and select FlexiFunnels. Next, choose the trigger event as ‘New Purchase’. This event will initiate the workflow whenever a new purchase is made in your FlexiFunnels account.

After selecting the trigger event, Pabbly Connect provides a webhook URL. Copy this URL, as it will be used to connect your FlexiFunnels account to the workflow. Log into your FlexiFunnels account and navigate to the product settings where you want to set up this automation.

• Edit the product for which you want to set the webhook.
• Under ‘Set Rules’, select ‘Add Product Rules’.
• Paste the copied webhook URL in the designated field.

Save the settings to establish the connection between FlexiFunnels and Pabbly Connect. You will see a message confirming that the webhook has been successfully added.

---

4. Defining the Action in Pabbly Email Marketing

With the trigger set, it’s time to define the action in Pabbly Email Marketing. Select Pabbly Email Marketing as the action application and choose ‘Add Subscriber’ as the action event. You will need to connect your Pabbly Email Marketing account to Pabbly Connect.

If you haven’t connected before, click on ‘Add a New Connection’. You will need to obtain a bearer token from your Pabbly Email Marketing account. Navigate to the integration section, find the developer API, and copy the bearer token. Paste this token into Pabbly Connect to establish the connection.

Select the appropriate list where the subscriber will be added. Map the email and name fields from the trigger response.

Once you’ve mapped the fields, click ‘Save and Send Test Request’ to ensure the subscriber is added successfully to your list.

---

5. Testing the Workflow Setup

To confirm that your workflow is working correctly, perform a test purchase through your FlexiFunnels account. Enter dummy details for the purchase, including name, email, and payment information. Complete the order to trigger the workflow.

After completing the order, check your Pabbly Email Marketing account to see if the new subscriber was created. Refresh the subscribers’ section, and you should see the new entry with the details you entered during the test purchase.

This confirms that your workflow is functioning correctly, automatically adding subscribers to your Pabbly Email Marketing account without manual effort. Each new purchase will trigger the workflow, ensuring your email lists are always up to date.

---

Conclusion

In this tutorial, we detailed how to create a subscriber in Pabbly Email Marketing using Pabbly Connect with FlexiFunnels purchases. This automation streamlines your email marketing efforts, ensuring timely engagement with your audience. By following these steps, you can set up a seamless integration that saves time and enhances your marketing strategy.

Learn how to automate Flowlu contact creation from Contact Form 7 submissions using Pabbly Connect. Follow this detailed 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

---

1. Accessing Pabbly Connect for Integration

To automate the creation of Flowlu contacts from Contact Form 7 submissions, begin by accessing Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page.

Here, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to explore the application with 100 free tasks monthly. Existing users should click on ‘Sign in’ to access their accounts and then select ‘Access Now’ to enter the Pabbly Connect dashboard.

---

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to set up your automation. Name your workflow, such as ‘Create Flowlu Contact on Contact Form 7 Submission’, and choose a folder to save it in.

After naming your workflow, click on ‘Create’. This will open the workflow window where you will set up your trigger and action. The trigger indicates what event will start the workflow, while the action defines what happens when that event occurs.

• Set the trigger application as Contact Form 7.
• Select the trigger event as ‘New Form Submission’.
• Copy the provided webhook URL for further use.

With this setup, you are ready to connect your Contact Form 7 with Pabbly Connect for seamless automation.

---

3. Configuring Contact Form 7 for Webhook

Next, you need to configure your Contact Form 7 to send data to Pabbly Connect. First, ensure that the Contact Form 7 plugin is installed and activated in your WordPress dashboard.

Navigate to the ‘Contact’ section and select the form you wish to automate. Click on ‘Edit’, and in the form settings, find the ‘Webhook’ section. Check the box labeled ‘Send to Webhook’ and paste the URL you copied from Pabbly Connect.

• Save your changes after pasting the webhook URL.
• Make sure to perform a test submission to capture the webhook response.

After saving, your Contact Form 7 is now linked to Pabbly Connect, ready to send data upon submission.

---

4. Mapping Data to Create Flowlu Contacts

Now that your trigger is set, it’s time to define the action in Pabbly Connect. Select Flowlu as your action application and choose the event ‘Create CRM Account Contact’. Click on ‘Connect’ to set up the connection.

To connect your Flowlu account, you will need to provide your API key and account URL. Log into your Flowlu account, navigate to ‘Profile’, then ‘Portal Settings’, and finally ‘API Settings’ to generate a new API key.

Enter the API key and account URL in Pabbly Connect. Map the necessary fields like first name, last name, and email from the trigger response.

After mapping all the required fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step will create a new contact in your Flowlu account based on the data received from Contact Form 7 submissions.

---

5. Testing the Integration and Finalizing

To confirm that your integration is functioning properly, perform a test submission on your Contact Form 7. Fill in the form fields with sample data and submit. Once submitted, Pabbly Connect will capture the response and create a corresponding contact in Flowlu.

Check your Flowlu account under the CRM section to see if the new contact has been created with the correct details. If everything is set up correctly, you should see the new contact reflecting the data submitted through the form.

This integration ensures that every inquiry is automatically captured in your CRM, allowing for efficient management of leads and follow-ups. With Pabbly Connect, you can automate this process, eliminating manual effort and saving time.

---

Conclusion

By following this tutorial, you have successfully set up an automated process using Pabbly Connect to create Flowlu contacts from Contact Form 7 submissions. This integration streamlines your workflow and enhances your lead management capabilities.

Utilizing Pabbly Connect allows you to automate repetitive tasks efficiently, ensuring that you never miss a potential client inquiry again. Start leveraging this powerful integration today!