Author: Nitin Maheshwari

Learn how to automate adding contacts from Elementor Forms to Pipedrive CRM using Pabbly Connect with this detailed tutorial. No coding required! 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. Login to Pabbly Connect to Start Automation

To automate adding contacts from Elementor Forms to Pipedrive CRM, first, you need to log in to your Pabbly Connect account. Accessing Pabbly Connect is straightforward; you can sign up for a free account through the link provided in the description. This account offers 100 free automation tasks every month, making it an excellent choice for small businesses.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Contacts from Elementor Form Submissions into Pipedrive.’ This naming helps you identify the workflow later on.

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2. Set Up the Trigger for Elementor Form Submission

In your workflow on Pabbly Connect, the next step is to set up the trigger. The trigger in this case will be a new submission from the Elementor form. Click on the app selection field and choose ‘Elementor’ as your trigger application.

Next, select the trigger event as ‘New Form Submission.’ After this selection, Pabbly Connect will generate a unique webhook URL. This URL is crucial as it allows data to flow from the Elementor form to Pabbly Connect. Follow the instructions provided to integrate this webhook into your Elementor form.

• Open your Elementor form in WordPress.
• Click on ‘Edit with Elementor’ to access the form settings.
• Navigate to the ‘Actions After Submit’ section and add the Webhook action.
• Paste the webhook URL from Pabbly Connect into the designated field.

After updating your form, Pabbly Connect will be ready to capture submissions, waiting for data to come through. You can now proceed to test the integration.

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3. Test the Elementor Form Submission

To test the integration, fill out the Elementor form as a demo user. For example, enter a name like ‘Michael Cardus,’ along with an email and phone number. After submitting the form, check Pabbly Connect to see if the data has been captured correctly.

Upon successful submission, Pabbly Connect should display the captured data, including the first name, last name, email address, and phone number. This confirms that the webhook is functioning properly and that data is flowing from your Elementor form into Pabbly Connect.

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4. Set Up the Action to Add Contacts in Pipedrive

Now that you have successfully captured the form submission data, the next step is to set up the action in Pabbly Connect. Select ‘Pipedrive’ as your action application. In the action event, choose ‘Create Person’ to add the contact to your Pipedrive CRM.

Connect your Pipedrive account by providing the API token. You can find this token in your Pipedrive account settings under the personal preferences section. Once connected, Pabbly Connect allows you to map the data fields from the Elementor form submission to the corresponding fields in Pipedrive.

• Map the first name and last name from the Elementor form to the Pipedrive name field.
• Include the email address and phone number in their respective fields.
• Select the visibility settings for the new contact.

After mapping the fields, test the connection to ensure everything is working correctly. If successful, a new contact will be created in Pipedrive CRM automatically.

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5. Verify the New Contact in Pipedrive

Once you have set up the action successfully in Pabbly Connect, it’s time to verify that the new contact has been added to your Pipedrive account. You can do this by checking the contacts list in your Pipedrive dashboard.

After testing the workflow, you should see the newly created contact, for instance, ‘Michael Cardus,’ reflecting the details entered in the Elementor form. This confirms that the integration is functioning as intended and that every form submission is automatically creating a new contact in Pipedrive CRM through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding contacts from Elementor Forms submissions directly into Pipedrive CRM. By following these steps, you can save time and streamline your lead management process effectively.

Learn how to automatically add contacts from Elementor forms submissions to Mailercloud using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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

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1. Setting Up Pabbly Connect for Elementor Forms Submissions

To begin automating the addition of contacts from Elementor forms submissions to Mailercloud, you need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one quickly through the link in the description.

Once logged in, you will be taken to the dashboard. Here, click on the ‘Create Workflow’ button. In the name field, input a suitable name for your workflow, such as ‘Create Contacts from Elementor Form Submissions in Mailercloud Automatically’. Then, click on the ‘Create’ button to initiate your workflow.

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2. Setting Up the Trigger Event for Elementor Forms

In this section, we will set the trigger event that will initiate the workflow. The trigger is defined as the event that starts the automation process, which in this case is a new form submission from Elementor. Select ‘Elementor’ as your trigger application. using Pabbly Connect

• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided Webhook URL, which will be used to fetch data from Elementor.

After copying the Webhook URL, navigate to your WordPress site where the Elementor form is embedded. Edit the form using Elementor and find the ‘Actions After Submit’ section. Add a new action called ‘Webhook’ and paste the copied URL into the Webhook URL field. Click on ‘Update’ to save your changes.

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3. Testing the Webhook Integration

With the Webhook URL set up, it’s time to test the integration. Go back to your form and perform a test submission. Fill in the necessary fields like name and email, and submit the form. This action should trigger the Webhook and send the data to Pabbly Connect.

Check the Pabbly Connect dashboard to see if the data from your form submission has been received. You should see the details of the submission, including the first name, last name, and email address. This confirms that the connection between Elementor and Pabbly Connect is working correctly.

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4. Setting Up Mailercloud Action to Add Contacts

Now that we have confirmed the trigger is working, the next step is to set up the action that will add the contact to Mailercloud. From the action field, select ‘Mailercloud’ as your action application. using Pabbly Connect

• Choose ‘Add Contact to List’ as the action event.
• Connect to Mailercloud by providing your API key, which you can find in the Mailercloud integrations section.

After connecting, select the appropriate list where you want to add the contact. Map the fields from the Elementor form submission to the corresponding fields in Mailercloud, such as email, first name, and last name. Ensure all required fields are filled out to successfully add the contact.

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5. Finalizing and Testing the Integration

To finalize the setup, click on ‘Save and Send Test Request’ in Pabbly Connect. This will attempt to add the contact to Mailercloud using the provided data from the test submission. If successful, you should see the new contact appear in your selected list in Mailercloud.

To verify, refresh your Mailercloud contacts page and check if the new contact has been added. This confirms that the integration between Elementor forms and Mailercloud via Pabbly Connect is functioning properly. You can now automate this process for all future submissions without manual input.

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Conclusion

In this tutorial, we demonstrated how to automate the addition of contacts from Elementor forms submissions to Mailercloud using Pabbly Connect. By following the outlined steps, you can streamline your email marketing efforts and ensure that every lead is captured automatically.

Learn how to automate Razorpay payment cancellation notifications to Discord using Pabbly Connect. Step-by-step guide for seamless integration. 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

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1. Accessing Pabbly Connect for Razorpay and Discord Integration

To send Razorpay payment cancellation notifications on Discord, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing in Pabbly.com/connect in your browser.

If you already have an account, click on the sign-in option. If not, you can easily sign up for free and receive 100 free tasks every month to practice your workflows. Once logged in, click on the ‘Access Now’ button to enter your dashboard.

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2. Creating a New Workflow in Pabbly Connect

Now that you are in your Pabbly Connect dashboard, you need to create a new workflow for the Razorpay and Discord integration. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Razorpay Payment Cancellation to Discord’. This will help you identify the workflow easily. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see two windows: Trigger and Action.

In the Trigger window, select Razorpay as the application. This is where the integration will begin, specifically when a payment fails. In the Action window, select Discord to send a message to your desired channel when a payment is canceled.

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3. Connecting Razorpay to Pabbly Connect

The next step is to connect your Razorpay account to Pabbly Connect. In the Trigger window, you will be provided with a webhook URL. Copy this URL as you will need it to set up the webhook in your Razorpay account.

Log in to your Razorpay account, navigate to the settings, and then to the webhooks section. Click on ‘Add New Webhook’ and paste the copied URL. Select the event ‘Payment Failed’ from the active events and then click on ‘Create Webhook’. This establishes a connection between Razorpay and Pabbly Connect.

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4. Setting Up Discord Integration in Pabbly Connect

After successfully connecting Razorpay, it’s time to set up the Discord integration. In the Action window of Pabbly Connect, select Discord and choose the action event ‘Send Channel Message (HTML)’. You will need to connect your Discord account by providing the webhook URL for the channel where you want to send notifications.

To get the webhook URL, go to your Discord server settings, navigate to integrations, and create a new webhook. Choose the channel where you want to send the notifications, save the changes, and copy the webhook URL. Paste this URL back into Pabbly Connect.

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5. Testing the Integration with Razorpay and Discord

Now that both Razorpay and Discord are connected through Pabbly Connect, it’s time to test the integration. Go back to Razorpay and simulate a payment cancellation. Fill out the payment form with dummy data and cancel the payment. This action should trigger the webhook and send a message to your specified Discord channel.

• Check your Discord channel for the message confirming the payment cancellation.
• The message should include the user’s details and indicate that the payment has been canceled.

If everything is set up correctly, you should see a message in Discord that states the payment for the user has been canceled, along with their email and phone number. This confirms that the integration is working as intended.

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Conclusion

In this tutorial, we explored how to send Razorpay payment cancellation notifications to Discord using Pabbly Connect. By following these steps, you can automate notifications and ensure your team is promptly informed about payment cancellations, enhancing your customer service.

Learn how to integrate Razorpay with Encharge using Pabbly Connect to automatically tag failed payments. Follow this step-by-step guide for seamless automation! 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 Razorpay Integration

To begin integrating Razorpay with Encharge, you’ll first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website by typing in ‘Pabbly.com’. If you already have an account, simply sign in. If not, you can sign up for free, which provides you with 100 free tasks every month to explore the platform.

After logging in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create new workflows. Click on ‘Create New Workflow’ to set up the automation that will handle failed payments from Razorpay.

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2. Setting Up the Workflow in Pabbly Connect

In your Pabbly Connect dashboard, create a new workflow and name it something relevant, like ‘Razorpay to Encharge’. This workflow will handle actions that occur when a payment fails in Razorpay. The first step is to set Razorpay as the trigger application. using Pabbly Connect

• Select ‘Razorpay’ as the trigger application.
• Choose ‘Payment Failed’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log in to your Razorpay account and navigate to the ‘Settings’ section. From there, go to ‘Webhooks’ and click on ‘Add New Webhook’. Paste the copied webhook URL into the designated field and select ‘Payment Failed’ from the events list. Finally, click ‘Create Webhook’ to establish the connection.

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3. Testing the Integration with Razorpay

Now that you have set up the webhook, it’s time to test the integration. Go back to your Razorpay payment page and simulate a failed payment by filling out the payment form with valid details but using a dummy card number that is known to fail.

Once the payment fails, return to your Pabbly Connect dashboard. You should see a webhook response indicating that a payment has failed, along with the details of the user who attempted the payment. This confirms that the connection between Razorpay and Pabbly Connect is functioning correctly.

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4. Adding Tags in Encharge Based on Payment Status

After confirming the webhook response, the next step is to add or update tags in Encharge based on the payment failure. In your Pabbly Connect workflow, set Encharge as the action application. using Pabbly Connect

• Choose ‘Search Person by Email’ as the action event in Encharge.
• Map the email address from the Razorpay webhook response to the corresponding field in Encharge.
• If the user exists, add a tag indicating the payment failure.

If the user does not exist, you can create a new person in Encharge and add the same failure tag. This process ensures that all users who have failed payments are tagged appropriately in your Encharge account, allowing for better follow-up and management.

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5. Conclusion: Automating Razorpay Payment Management with Pabbly Connect

By following the steps outlined in this tutorial, you can effectively automate the process of tagging users in Encharge whenever a payment fails in Razorpay using Pabbly Connect. This integration not only saves time but also ensures that you maintain accurate records of payment statuses.

Utilizing Pabbly Connect for this automation enhances your workflow efficiency and allows you to focus on other important aspects of your business. Start using Pabbly Connect today to streamline your payment management processes!

Learn how to automate and schedule unlimited posts to any social media platform 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 Scheduling Unlimited Posts

To schedule unlimited posts to any social media platform, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigate to the Pabbly Connect section. Signing up is free and offers 100 free tasks per month, which is perfect for practicing your workflows.

Once signed in, click on ‘Access Now’ for Pabbly Connect. Create a new workflow by clicking on ‘Create Workflow’ and name it something relevant, like ‘Social Media Scheduler’. This will be the foundation for your automation process.

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2. Setting Up the Trigger and Action in Pabbly Connect

In Pabbly Connect, you will set up a trigger for your social media posts. Select the trigger window where an event will initiate the process. Choose the scheduling option that best fits your needs, such as posting at regular intervals or on specific dates.

• Select ‘Once’ for a specific date and time.
• Choose ‘Every Day’ for daily posts.
• Use ‘At Regular Intervals’ for posts spaced out by minutes.

After selecting your desired scheduling option, click on ‘Save’. This step ensures your posts are scheduled correctly through Pabbly Connect.

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3. Connecting Stackby with Pabbly Connect

Next, you need to connect Stackby to Pabbly Connect. This integration allows you to fetch data from your Stackby table to post on your social media accounts. Click on ‘Stackby’ in the app selection and choose ‘Fetch Rows of a Table’ as the action. using Pabbly Connect

To establish this connection, you will need your Stackby API key. Log into your Stackby account, navigate to your profile, and copy your API key. Paste this into Pabbly Connect, select your workspace, and the table from which you want to fetch data. Click ‘Save and Send Test Request’ to ensure the connection is successful.

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4. Formatting Date and Time for Scheduled Posts

Once your Stackby connection is established, the next step is to format the date and time for your scheduled posts. Use the Date Time Formatter in Pabbly Connect to format the date correctly to match your scheduling needs.

• Select ‘Format Date Only’ to avoid including time.
• Ensure the date format is set to ‘Month Date Year’ for compatibility with the number formatter.
• Map the current date to ensure the difference is zero.

This formatting ensures that only posts scheduled for the current date go live, enhancing your social media automation through Pabbly Connect.

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5. Posting to Social Media Platforms Using Pabbly Connect

After formatting the date and time, it’s time to post the content to your selected social media platforms. Set up routes in Pabbly Connect for Instagram, Facebook, and Twitter. This allows you to customize the posting process for each platform.

For each social media platform, configure the action event. For example, use ‘Publish Photo’ for Instagram and ‘Create Page Post’ for Facebook. Ensure you map the fields correctly, including the caption and image URL from Stackby. Click ‘Save and Send Test Request’ to post the content.

By utilizing Pabbly Connect, you can automate the posting process seamlessly across multiple platforms, ensuring your content reaches your audience effectively.

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Conclusion

In conclusion, using Pabbly Connect to schedule unlimited posts to any social media platform is a powerful way to streamline your social media marketing efforts. By following the steps outlined in this tutorial, you can automate your posting process and save valuable time.

Learn how to automatically create a database of new Google Calendar events in Airtable using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Google Calendar and Airtable Integration

To start automating your workflow, the first step is to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This platform will allow you to seamlessly connect Google Calendar with Airtable.

Once on the Pabbly Connect page, you can either sign in if you already have an account or sign up for a new one. Signing up is free and provides you with 100 free tasks every month to get started with your integrations.

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2. Creating a Workflow for Google Calendar Events

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to set up the integration between Google Calendar and Airtable.

• Select ‘Google Calendar’ as the trigger application.
• Choose ‘New Event’ as the trigger event.
• Connect your Google Calendar account by clicking ‘Add New Connection’.

Once connected, select the specific calendar you want to monitor for new events. This setup ensures that every time a new event is created, Pabbly Connect will capture the details automatically.

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3. Testing the Google Calendar Trigger

With the trigger set up, it’s crucial to test it to ensure it captures new events correctly. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will fetch the latest event from your selected Google Calendar.

After triggering the test, you should see a response containing details of the most recent event. This confirms that Pabbly Connect is successfully linked to your Google Calendar and ready to pass data to Airtable.

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4. Setting Up Airtable to Receive Data

The next step is to set up Airtable as the action application in your workflow. In Pabbly Connect, select Airtable and choose ‘Create Record’ as the action event.

• Log into your Airtable account and obtain your API key from the account settings.
• Select the base and table where you want to store the new events.
• Map the fields from Google Calendar to the corresponding fields in Airtable.

This mapping process allows you to send specific data such as event name, description, and date directly into your Airtable database, ensuring all information is organized and accessible.

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5. Final Testing and Automation Confirmation

After mapping the fields, it’s time to test the Airtable action. Click on ‘Save and Send Test Request’ in Pabbly Connect to create a new record in Airtable based on the recent Google Calendar event.

Upon successful execution, you should see a new entry in your Airtable base with all the details from your Google Calendar event. This confirms that the integration works flawlessly, and any future events created in Google Calendar will automatically populate your Airtable database.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating a database of new Google Calendar events in Airtable. By following the steps outlined, you can ensure that all your important events are tracked efficiently and shared with your team automatically.

Learn how to automate ticket creation in Zendesk when a payment fails in Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process between Razorpay and Zendesk, access Pabbly Connect by visiting the official website. If you are a first-time user, click on the ‘Sign Up for Free’ option to create your account quickly.

After signing up, you will receive 100 free tasks every month. Once logged in, navigate to the dashboard where you can create a new workflow for the Razorpay to Zendesk integration.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name your workflow something descriptive, such as ‘Razorpay to Zendesk Ticket Integration’. This helps in identifying the workflow later.

• Click on ‘Create Workflow’ to proceed.
• Select ‘Razorpay’ as the trigger application.
• Choose ‘Payment Failed’ as the trigger event.

This setup allows Pabbly Connect to capture payment failures from Razorpay, which is essential for creating tickets in Zendesk automatically.

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3. Setting Up Webhook in Razorpay

To capture payment failures, you need to set up a webhook in your Razorpay account. Copy the webhook URL provided by Pabbly Connect after selecting the trigger event.

Log in to your Razorpay dashboard, navigate to ‘Settings’, and find the ‘Webhooks’ section. Click on ‘Add New Webhook’ and paste the copied URL. For the event, select ‘Payment Failed’ to ensure that Razorpay sends notifications to Pabbly Connect.

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4. Creating a Ticket in Zendesk via Pabbly Connect

After setting up the webhook, return to Pabbly Connect and proceed to the action step. Select ‘Zendesk’ as the action application and choose ‘Create Ticket’ as the action event.

• Connect your Zendesk account by entering your credentials.
• Map the fields from Razorpay, such as customer name, email, and payment details to the corresponding fields in Zendesk ticket creation.

This integration allows Pabbly Connect to automatically generate tickets in Zendesk whenever a payment fails, streamlining customer support processes.

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5. Testing the Integration

To ensure that everything is set up correctly, perform a test by simulating a payment failure in Razorpay. Check the response in Pabbly Connect to confirm that the failed payment details have been captured.

Next, log in to your Zendesk account to verify that a new ticket has been created based on the failed payment. This step confirms that the integration works seamlessly, allowing you to handle customer inquiries efficiently.

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Conclusion

By following this tutorial, you can successfully integrate Razorpay with Zendesk using Pabbly Connect. This automation ensures that whenever a payment fails, a ticket is created in Zendesk, enhancing your customer support efficiency. Utilize Pabbly Connect to streamline your business processes and improve customer satisfaction.

Learn how to automate the update of expiry status for medicines in Google Sheets using Pabbly Connect. Step-by-step tutorial for efficient inventory management. 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. Introduction to Pabbly Connect for Inventory Management

Pabbly Connect is an essential tool for automating the management of medicines in inventory. Using Pabbly Connect, you can automate the process of updating the expiry status of medicines in Google Sheets. This automation saves time and reduces the chances of human error in tracking expiry dates.

By integrating Google Sheets with Pabbly Connect, you can ensure that the status of medicines is updated automatically based on their expiry dates. This means you can focus more on your business while Pabbly Connect handles the tedious task of monitoring expiry statuses.

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2. Setting Up Pabbly Connect for Automatic Updates

To get started, log into your Pabbly Connect account. If you don’t have one, you can create a free account easily. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to begin setting up your automation.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Auto Update Medicines Inventory Status’.
• Click on the ‘Create’ button.

This initial setup is crucial for establishing the workflow that will automatically update the expiry status of medicines in Google Sheets.

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3. Configuring Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your workflow. The trigger will be the upcoming expiry date of any medicine, while the action will be to change the status to expired in Google Sheets. Start by selecting the ‘Scheduler’ app from the ‘Choose App’ field.

Set the scheduler to run daily by specifying the frequency. Choose the time in UTC format for the workflow to check for expiry dates. For instance, if you want the workflow to run at 9 AM IST, you would set it to 3:30 AM UTC.

• Select ‘Scheduler’ as your app.
• Set the frequency to ‘Every Day’.
• Specify the time in UTC format.

Once this is configured, Pabbly Connect will automatically check your Google Sheets for any medicines that are about to expire.

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4. Fetching Current Date Using Pabbly Connect

The next step involves fetching the current date to compare it with the expiry dates in your Google Sheets. To do this, use the ‘DateTime Formatter’ feature in Pabbly Connect. Select the ‘Current Date’ option to retrieve today’s date.

Ensure that the date format matches the format used in your Google Sheets. For example, if your expiry dates are in MM/DD/YYYY format, set the formatter to match this. This step is essential for accurate comparisons.

Select ‘DateTime Formatter’ as your app. Choose ‘Current Date’ as the action event. Map the current date to the format used in Google Sheets.

Once the date is fetched and formatted correctly, Pabbly Connect can proceed to check for any matches with the expiry dates in your inventory.

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5. Updating Expiry Status in Google Sheets

After confirming that the current date matches any expiry date in your Google Sheets, the next step is to update the status of those medicines to expired. Use the ‘Google Sheets’ app again and select the ‘Update Row’ action event.

Map the row index and other necessary details from the previous steps, ensuring that the status is set to ‘Expired’. This allows Pabbly Connect to automatically update the relevant rows in your Google Sheets based on the fetched expiry dates.

Select ‘Google Sheets’ as your app. Choose ‘Update Row’ as the action event. Map the row index and set status to ‘Expired’.

Once configured, this workflow will run daily, ensuring that your inventory reflects the current expiry status of medicines automatically, thus enhancing efficiency in your business operations.

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Conclusion

In conclusion, using Pabbly Connect to automate the expiry status updates of medicines in Google Sheets streamlines inventory management. With just a few steps, you can ensure that expired medicines are flagged automatically, saving time and reducing potential losses. This powerful integration allows for efficient tracking and management of pharmaceutical inventory.

Learn how to automate sending Razorpay payment details to Discord using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Razorpay payment details to Discord automatically, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing in ‘Pabbly.com/connect’ in your browser’s address bar.

Once on the Pabbly Connect page, you can either sign in or create a new account. Signing up is free and offers 100 free tasks each month, allowing you to practice the workflows effectively.

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2. Creating a New Workflow in Pabbly Connect

After signing in, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Razorpay to Discord’. This gives you a clear reference for your automation process.

• Select the trigger event as ‘Payment Captured’ from Razorpay.
• Connect your Razorpay account to Pabbly Connect using the provided webhook URL.
• Follow the instructions to set up the webhook in your Razorpay account.

After setting up the webhook, you will be able to capture payment details directly into Pabbly Connect, which will facilitate the integration with Discord.

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3. Setting Up Razorpay Webhook

Within your Razorpay account, navigate to the settings and locate the ‘Webhooks’ section. Here, you will add a new webhook using the URL copied from Pabbly Connect. Select the event ‘Payment Captured’ to ensure you receive the correct data.

Once the webhook is created, you can test it by making a dummy payment. This will allow Pabbly Connect to capture the payment details and ensure everything is working correctly.

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4. Sending Payment Details to Discord Channel

After capturing the payment details, the next step is to send this information to a specific Discord channel. In Pabbly Connect, select Discord as your action application and choose ‘Send Channel Message’.

• Connect your Discord account using the webhook URL from your Discord settings.
• Map the payment details captured from Razorpay to the message format you want to send.
• Test the message sending to ensure it appears correctly in your Discord channel.

This process allows your team to receive immediate notifications about new payments, enhancing communication and response time.

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5. Finalizing the Integration

Once you have confirmed that the payment details are being sent to Discord correctly, you can finalize the integration. Ensure that all fields are correctly mapped, including names and contact information.

After making any necessary adjustments, save your workflow in Pabbly Connect. You can now enjoy automated notifications for every payment received through Razorpay, sent directly to your Discord channel.

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Conclusion

In this tutorial, we demonstrated how to automate sending Razorpay payment details to Discord using Pabbly Connect. This integration streamlines communication and enhances your team’s efficiency in managing payments.

Learn how to automate adding failed Razorpay payment details to Stackby using Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Razorpay and Stackby Integration

To begin the integration of Razorpay and Stackby using Pabbly Connect, you first need to access the Pabbly Connect platform. Go to the address bar and type in Pabbly.com/connect. This will redirect you to the Pabbly Connect homepage.

If you already have an account, simply log in. If not, you can sign up for free, which takes only a couple of minutes. Pabbly Connect offers 100 free tasks every month, allowing you to practice the workflow setup.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Razorpay to Stackby’ and click on ‘Create’ to proceed.

• Select the trigger event as Razorpay payment failed.
• Copy the webhook URL provided by Pabbly Connect.
• Login to your Razorpay account and navigate to the webhooks section.

After setting up the webhook, select the event type as ‘Payment Failed’. This setup allows Pabbly Connect to listen for failed payment events from Razorpay, which will then be sent to Stackby automatically.

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3. Connecting Razorpay with Pabbly Connect

In this step, you will finalize the connection between Razorpay and Pabbly Connect. After creating the webhook in Razorpay, you need to ensure that Pabbly Connect is ready to capture the webhook response. This is done by clicking on ‘Capture Webhook Response’ in Pabbly Connect.

Make a test payment in Razorpay to simulate a failed transaction. Enter dummy details and select the failure option. Once the payment fails, Pabbly Connect will capture the response, which includes details like card name, email, and phone number.

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4. Adding Failed Payment Details to Stackby

Now that you have captured the failed payment details in Pabbly Connect, the next step is to send this data to Stackby. Click on the Stackby option in Pabbly Connect to create a new row in your Stackby table.

• Connect your Stackby account by entering your API key.
• Select the workspace and table where you want to add the details.
• Map the fields from Razorpay to your Stackby columns.

Once the mapping is complete, click on ‘Save and Send Test Request’. This action will create a new entry in your Stackby table with the failed payment details, enabling you to follow up with the customer.

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5. Testing the Integration and Reviewing Results

To ensure that the integration works perfectly, you can perform multiple test transactions using Pabbly Connect. Each time a payment fails, it should automatically add a new row in Stackby with the corresponding details.

Check your Stackby account to verify that the new entries reflect the failed payment information. This automation not only saves time but also enhances communication with customers regarding their payment status.

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Conclusion

In this tutorial, we successfully demonstrated how to automate adding failed Razorpay payment details to Stackby using Pabbly Connect. This integration streamlines your workflow and ensures timely communication with your customers regarding payment failures.