Author: Nitin Maheshwari

Learn how to automatically add Kartra leads to UUKI Community using Pabbly Connect. This step-by-step tutorial guides you through the integration process seamlessly. 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 Automation

To automate adding Kartra leads to the UUKI community, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account and enjoy 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Add Kartra Leads to UUKI’ and click on the ‘Create’ button. This sets the stage for your automation process using Pabbly Connect.

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2. Setting Up the Trigger with Kartra

In this step, you will set up the trigger in Pabbly Connect to capture form submissions from Kartra. Select ‘Kartra’ as your trigger application and choose the trigger event as ‘Lead Fills Opt-in Form’. This event will initiate the workflow every time a lead submits their information.

• Select ‘Kartra’ as the trigger application.
• Choose ‘Lead Fills Opt-in Form’ as the trigger event.
• Copy the generated webhook URL.

Next, navigate to the ‘My Integrations’ section in your Kartra dashboard. Here, you will enable the outbound API and paste the webhook URL you copied from Pabbly Connect. This connection allows Kartra to send lead data to your automation workflow.

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3. Testing the Kartra Integration

After setting up the trigger, it’s time to test the integration. Fill out the opt-in form on your Kartra landing page with test data such as a name and email. This step ensures that Pabbly Connect captures the data correctly.

Once you submit the form, check the Pabbly Connect workflow to see if the data appears. You should see the lead information captured, including the first name, last name, and email address. This confirms that your trigger is working as intended.

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4. Adding User to UUKI Community via Pabbly Connect

Now that the trigger is set, the next step is to add the captured lead to the UUKI community. Select ‘UUKI’ as the action application and choose the action event as ‘Add User’. This will allow Pabbly Connect to send the lead information to the UUKI platform.

• Select ‘UUKI’ as the action application.
• Choose ‘Add User’ as the action event.
• Connect your UUKI account using the API Merchant ID and API Token.

Map the lead data from Kartra to the corresponding fields in UUKI, such as first name and email. Once everything is set up, click on ‘Save and Send Test Request’. This action will add the lead to your UUKI community automatically, showcasing the power of Pabbly Connect in streamlining your lead management process.

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5. Conclusion

By following these steps, you can easily automate adding Kartra leads to your UUKI community using Pabbly Connect. This integration not only saves time but also enhances your lead nurturing efforts. With Pabbly Connect, you can ensure that every lead is captured and added to your community without manual intervention.

Learn how to use Pabbly Connect to automate sending different images on WhatsApp on scheduled dates. 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. Setting Up Pabbly Connect for Automation

To start the automation of sending different images on WhatsApp, the first step is to access Pabbly Connect. You can sign up for a free account at Pabbly.com/connect. Once logged in, you will land on the dashboard where you can create your automation workflow.

Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Send Images on WhatsApp’), and proceed to set up the automation. This platform allows you to connect various applications seamlessly without any coding knowledge.

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2. Scheduling the Trigger in Pabbly Connect

The next step is to schedule the trigger using the scheduler feature in Pabbly Connect. This feature allows you to run your workflow at specified intervals. For our purpose, select the ‘Once’ option to send exam results only once on a specific date.

• Choose the date you want to send the images (e.g., May 30, 2022).
• Set the time in UTC format (e.g., 3:30 AM UTC for 9:00 AM IST).

After entering the required details, click on ‘Save’. This sets the schedule for when the images will be sent through WhatsApp.

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3. Integrating Google Sheets with Pabbly Connect

Next, we will connect Google Sheets to Pabbly Connect to fetch the student data. In the action step, select Google Sheets and choose the ‘Get Rows’ option. This will allow you to retrieve the data you have entered regarding the students and their respective results.

After connecting your Google Sheets account, select the spreadsheet that contains the student results. Make sure to specify the correct range (e.g., A2:F3) to capture all necessary information. Once done, click on ‘Save and Send Test Request’ to verify the connection and fetch the data.

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4. Using the Iterator in Pabbly Connect

To send individual messages to each student, we will use the Iterator feature in Pabbly Connect. This allows the workflow to process each row of data one by one. Click on the plus icon to add a new action step and search for ‘Iterator’. Select it to segregate the data retrieved from Google Sheets.

When you set up the Iterator, choose the array of student data from the previous step. This will ensure that the workflow runs for each student individually. After setting it up, click on ‘Save and Send Test Request’ to ensure it works correctly.

• The Iterator will process each student’s data row by row.
• This is crucial for sending personalized messages to each student.

Once the Iterator is set, you can proceed to the next step of sending messages via WhatsApp.

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5. Sending Messages via WhatsApp Cloud API

Now, we will connect to the WhatsApp Cloud API through Pabbly Connect. In the action step, search for ‘WhatsApp Cloud API’ and select the ‘Send Template Message’ option. This integration allows you to send messages directly to WhatsApp.

Before sending messages, ensure you have set up your WhatsApp Cloud API and created a message template in the Facebook developer console. Once connected, you will need to map the required fields such as the recipient’s phone number, header image, and message body fields using the data fetched from the previous steps.

Map the WhatsApp number in the required format (without the plus sign). Include the image URL and other personalized data in the message body.

After mapping all the fields, click on ‘Save and Send Test Request’ to send a test message and verify that everything is working correctly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending different images on WhatsApp based on a scheduled date. By integrating Google Sheets and the WhatsApp Cloud API, you can efficiently send personalized messages without any manual intervention. This automation saves time and ensures timely communication with recipients.

Learn how to connect Shopify with Pabbly Connect through this detailed tutorial. Automate your Shopify tasks effortlessly with Pabbly Connect. 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 to Start Your Shopify Integration

To connect Shopify using Pabbly Connect, first, access the platform by visiting the Pabbly website. Sign up for a free account to get started with your automation tasks.

Once registered, log in to your account to reach the dashboard. From here, click on the ‘Create Workflow’ button to initiate the process of integrating Shopify into your workflow.

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2. Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Choose a relevant name, such as ‘Shopify Connection’, and click the ‘Create’ button to proceed. This sets the stage for your Shopify integration.

• Select the trigger application to start the workflow.
• Define the action you want to perform in Shopify.
• Map the necessary fields for the integration.

With your workflow created, you can now set up the trigger, which will initiate the actions in Shopify through Pabbly Connect.

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3. Setting Up the Trigger for Shopify Integration

In this step, you will choose the trigger application. For this example, we will use Jotform. Search for Jotform in the trigger application section, and select it to capture form submission data. using Pabbly Connect

Once selected, set the trigger event to ‘New Response’. After establishing the connection, you will be able to capture the response data, such as first name, last name, and email address, which will be used for creating a customer in Shopify.

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4. Connecting Shopify in Pabbly Connect

Now, it’s time to add the action step to your workflow. Search for Shopify in the action application section and select it. You will find multiple action events available, including creating a customer or product.

• Choose the action event you want to perform, such as ‘Create Customer’.
• Connect to Shopify by entering the required API access token and subdomain.
• Map the fields from Jotform to Shopify.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the connection between Pabbly Connect and Shopify is working correctly. This action will create a customer in your Shopify store.

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5. Verifying the Customer Creation in Shopify

Finally, to ensure everything is set up correctly, check your Shopify customer section. After successfully sending the test request from Pabbly Connect, refresh your Shopify customer list.

You should see a new customer entry reflecting the data mapped from Jotform. This confirms that your integration is functioning as intended, allowing for seamless automation between Pabbly Connect and Shopify.

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Conclusion

In this tutorial, we explored how to connect Shopify using Pabbly Connect. By following these steps, you can automate tasks in Shopify effortlessly and improve your workflow efficiency.

Learn how to automate filtering email attachments from MS Outlook and upload them to Dropbox automatically using Pabbly Connect. Follow this step-by-step tutorial. 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. Setting Up Pabbly Connect for Integration

To begin automating the process of filtering email attachments from MS Outlook to Dropbox, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard by going to Pabbly.com/connect, where you can create a free account in just two minutes. This account allows you to access 100 free automation tasks each month.

Once you have logged into your Pabbly Connect account, click on the ‘Access Now’ button to reach the dashboard. From there, select ‘Create Workflow’ to initiate your automation setup. Name your workflow something descriptive like ‘Filter Email Attachments from MS Outlook’ and click ‘Create’ to proceed.

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2. Configuring the Email Parser in Pabbly Connect

In this step, you will configure the email parser in Pabbly Connect to capture emails from MS Outlook. Select the Email Parser as your trigger app. This app will allow you to forward specific emails to a designated email parser address that Pabbly Connect provides.

• Choose ‘Email Parser’ from the trigger app options.
• Copy the email parser address provided by Pabbly Connect.
• Log into your MS Outlook account and navigate to Settings.
• In the settings, find the forwarding option and paste the email parser address.

After setting up the forwarding, send a test email to your MS Outlook inbox to ensure that the email parser is correctly capturing the data. The email should contain an attachment that you wish to filter.

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3. Filtering Email Attachments in Pabbly Connect

Next, you will set up a filter in Pabbly Connect to specify which email attachments to save. After receiving the email data in the parser, you will use the filter feature to check the subject line for specific keywords, such as ‘resume’. This ensures that only relevant attachments are processed.

• Add a filter step after the email parser step.
• Select the subject label from the email parser response.
• Set the filter condition to check if the subject contains the keyword ‘resume’.

Once the filter is configured, test the setup to ensure that it correctly identifies emails with the specified keyword. If the condition is met, the workflow will proceed to the next step, which is uploading the attachment to Dropbox.

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4. Uploading Email Attachments to Dropbox Automatically

In this crucial step, you will configure Pabbly Connect to upload the filtered email attachments directly to your Dropbox account. Add an action step in your workflow and select Dropbox as the application. Choose the ‘Upload File’ action event.

After connecting to Dropbox, you will need to specify the file URL, file name, and the folder path where you want to save the attachment. Use the data fetched from the email parser to map these fields accurately.

Map the file URL from the email parser response. Specify the folder path in Dropbox where the file should be saved. Test the connection by sending a test request to ensure the file uploads correctly.

Once the test is successful, your automation is complete. Every time you receive an email with the specified keyword in the subject, the attachment will be automatically uploaded to your Dropbox account.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

By following these steps, you can efficiently filter email attachments from MS Outlook and upload them to Dropbox automatically using Pabbly Connect. This automation not only saves time but also helps in managing your email storage effectively.

With Pabbly Connect, you can easily set up workflows without any coding knowledge, making it accessible for everyone. Start automating your email management today to keep your inbox clutter-free and your important files securely stored in Dropbox.

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Learn how to connect Wix as an action step in Pabbly Connect with this detailed step-by-step tutorial. Automate your workflows effectively! 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

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1. Accessing Pabbly Connect for Wix Integration

To connect Wix as an action step in Pabbly Connect, you first need to access the platform. Head over to Pabbly Connect and create your free account. Within minutes, you can start using the service with 100 free automation tasks every month.

Once logged in, you will be directed to the dashboard. Here, you can create a workflow by clicking on the ‘Create Workflow’ button. Give your workflow a suitable name, such as ‘Wix Connection’, and click on ‘Create’ to proceed with setting up your automation.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. The trigger is the event that initiates your workflow. For this example, we will use JotForm to capture form responses. Select JotForm from the available applications in the trigger section.

• Choose JotForm as your trigger application.
• Select the event to capture form submissions.
• Connect your JotForm account using the provided webhook URL.

After setting up the trigger, capture the form submission data. You will see the details of the form submission displayed on the screen. This data will be used in the action step where we will connect to Wix.

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3. Connecting Wix as an Action Step

Now that the trigger is set up, it’s time to connect Wix in the action step of Pabbly Connect. Select Wix from the action application options. You will see various action events available, such as adding products, creating contacts, and more.

For this tutorial, we will create a contact in Wix. Choose the ‘Create Contact’ action event. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and your Wix account. You will need to enter your Wix App ID and Secret ID to complete this connection.

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4. Creating a Wix App for Connection

To connect Wix with Pabbly Connect, you must first create a Wix app. Go to the Wix Developer Center and log in with your Wix credentials. Click on the ‘Create New App’ button and enter a name for your app, like ‘Wix Connection’.

• Add a redirect URL provided by Pabbly.
• Set permissions based on the actions you want to automate.
• Save your app and add it to your Wix site.

Once your app is created, navigate to the authorization section to retrieve your App ID and Secret ID. Enter these credentials back into Pabbly Connect to finalize the connection.

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5. Mapping Data and Testing the Connection

After successfully connecting Wix in Pabbly Connect, you will need to map the data from the JotForm submission to the fields required for creating a contact in Wix. This includes fields such as first name, last name, and email address. Use the drop-down menu to select the corresponding fields from the JotForm data.

Once all required fields are mapped, click on ‘Save and Send Test Request’. This will send the data to Wix and create a new contact based on the information provided. Check your Wix dashboard to confirm that the contact has been added successfully.

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Conclusion

In this tutorial, we detailed how to connect Wix as an action step in Pabbly Connect. By following these steps, you can automate your workflows effectively and streamline your processes. With Pabbly Connect, integrating Wix with various applications becomes seamless and efficient.

Learn how to automate Facebook Lead Ads to Google Sheets and send instant emails and SMS using Pabbly Connect. 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 Facebook Lead Ads Automation

To automate Facebook Lead Ads using Pabbly Connect, first, access the Pabbly Connect dashboard by visiting Pabbly.com/connect. You can create a free account that provides 100 free automation tasks each month. Once logged in, click on the ‘Access Now’ button for Pabbly Connect to reach the dashboard.

Next, click on the ‘Create Workflow’ button. Name your workflow something relevant like ‘Send SMS/Emails and Add Facebook Leads to Google Sheets’. This workflow will handle the automation of capturing leads from Facebook and sending them to Google Sheets, along with sending SMS and email notifications.

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2. Trigger Setup for Facebook Lead Ads

In this section, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as the trigger application and choose the event ‘New Lead Captured’. After that, click on ‘Connect’ and select ‘Add New Connection’ to link your Facebook account.

• Select your Facebook page where the lead ads are set up.
• Choose the lead generation form you want to use.
• Click on ‘Save and Send Test Request’ to capture the lead data.

After saving, you will see a message indicating that it is waiting for the webhook response. Now, you need to create a test lead using the Facebook Lead Ads testing tool. This will help you capture the data that will be used in the subsequent steps of your automation.

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3. Adding Captured Leads to Google Sheets

Once you have captured the lead data, the next step using Pabbly Connect is to add this information into Google Sheets. Select ‘Google Sheets’ as the action application and choose the event ‘Add New Row’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Google account.

• Select the spreadsheet where you want to add the lead data.
• Map the fields such as Name, Email, and Mobile Number from the captured lead data.
• Click on ‘Save and Send Test Request’ to check if the data is added successfully.

After performing these actions, you should see a new row in your specified Google Sheets with the lead data filled in correctly. This confirms that the integration is functioning as expected through Pabbly Connect.

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4. Sending Instant SMS to Leads

The next step in your automation setup with Pabbly Connect is to send an SMS to the newly captured lead. To do this, click on the plus icon to add another action step and select ‘Twilio’ as the SMS sending application. Choose the action event ‘Send SMS Message’ and connect your Twilio account.

Enter your Twilio Account SID and Auth Token to establish the connection. Map the recipient’s phone number from the lead data. Compose the SMS body, including a personalized message for the lead.

After setting up the SMS parameters, click on ‘Save and Send Test Request’. You should receive a confirmation that the SMS was sent successfully, indicating that your automation is correctly configured through Pabbly Connect.

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5. Sending Instant Email to Leads

The final step in this automation using Pabbly Connect is sending an email to the lead. Click on the plus icon again, select ‘Gmail’ as the action application, and choose the event ‘Send Email’. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

Map the recipient’s email address from the lead data. Fill in the email subject and body with relevant content. Click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

Once you complete these steps, you will see a confirmation of the email sent. This indicates that your automation is fully functional, allowing you to capture leads from Facebook, store them in Google Sheets, and send instant SMS and emails, all powered by Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate Facebook Lead Ads using Pabbly Connect to add leads to Google Sheets and send instant SMS and emails. By following these steps, you can streamline your lead management process effectively.

Learn how to automatically send CRM contacts into a Business Proposals application using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automatically send CRM contacts into a Business Proposals application, you need to start by accessing Pabbly Connect. Visit the website at Pabbly.com/connect and create your free account, which takes just two minutes.

Once logged in, navigate to the dashboard and click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area where you can set up your automation.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects your CRM to the Business Proposals application using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘CRM to Business Proposals’.

• Click on the ‘Create’ button to proceed.
• You will then see options for setting up a trigger and an action.

Set the trigger to be the addition of a contact in your CRM. This will initiate the workflow whenever a new contact is added. Ensure you select the correct CRM application, such as Deskera CRM, from the list in Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

Now you will configure the trigger by selecting Deskera as your CRM application in Pabbly Connect. Choose the trigger event as ‘New Contact Added’. This means that every time a new contact is added in Deskera, it will trigger the workflow.

Next, click on ‘Connect’ to establish a connection. You will need to enter your Deskera CRM credentials, including your username and password. After entering the details, click on ‘Save’ to connect.

• Once connected, click on ‘Save and Send Test Request’.
• Create a test contact in Deskera to capture the response.

After creating the test contact, check back in Pabbly Connect to see if the data for the new contact was captured successfully.

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4. Setting Up the Action Step in Business Proposals Application

Once the trigger is set up, it’s time to configure the action step in Pabbly Connect. Search for the Business Proposals application and select it. The action event should be set to ‘Create Client’.

Click on ‘Connect’ and then choose to add a new connection. You will need the API key from the Business Proposals application. Find this in the integrations section of your Business Proposals dashboard.

Copy the API key and paste it into the corresponding field in Pabbly Connect. Map the required fields such as first name, last name, and email address from the test data.

Make sure to save and test the connection to verify that the client is added successfully in the Business Proposals application.

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5. Finalizing the Integration in Pabbly Connect

In this final step, you will finalize the integration setup in Pabbly Connect. Ensure all required fields are mapped correctly. Use the data captured from the test contact to populate the client’s information in the Business Proposals application.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the client is correctly added in the Business Proposals application. Refresh the application to see if the new client appears.

If successful, your automation is now complete! You can now automatically send CRM contacts into the Business Proposals application with ease.

Once set up, this workflow will run automatically whenever a new contact is added to your CRM, saving you significant time and effort.

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Conclusion

In conclusion, using Pabbly Connect to automatically send CRM contacts into a Business Proposals application streamlines your workflow significantly. This integration allows you to save time and improve productivity by eliminating manual data entry.

By following the steps outlined in this tutorial, you can set up your automation quickly and efficiently, ensuring that every new CRM contact is seamlessly integrated into your Business Proposals application.

Learn how to automate order creation in Shiprocket using Google Forms with Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shiprocket Integration

To automate order creation in Shiprocket using Google Forms, you first need to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and accessing the dashboard. If you don’t have an account yet, you can create one easily and enjoy 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Orders in Shiprocket Automatically’. After this, you will be directed to the workflow page where you can set up the trigger and action for your automation.

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2. Setting Up Google Forms as the Trigger in Pabbly Connect

The next step is to set Google Forms as the trigger application in Pabbly Connect. From the trigger options, select Google Forms and choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your Google Forms to the Pabbly workflow. To proceed, copy this webhook URL and follow the instructions provided to configure it within your Google Form.

• Open your Google Form and navigate to ‘Extensions’.
• Click on ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’.
• Install the add-on and refresh your spreadsheet.
• Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.

In the initial setup, paste the copied webhook URL into the designated field and specify the trigger column in your spreadsheet. This sets up the connection needed to capture form submissions effectively.

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3. Sending Test Data to Pabbly Connect

After configuring the webhook URL, it’s time to test the connection. In the Pabbly Connect interface, you will see a ‘Waiting for Webhook Response’ message. To proceed, submit a test entry in your Google Form.

Once the test submission is made, return to Pabbly Connect and click on the ‘Send Test’ button in the initial setup section. This action will send the test data to your Pabbly workflow, allowing you to verify that the connection works correctly and that the data is being captured as expected.

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4. Creating an Order in Shiprocket Using Pabbly Connect

With the test data successfully captured, the next step is to set up the action that will create an order in Shiprocket. In the action step of Pabbly Connect, search for the Shiprocket application and select the action event as ‘Create Order’.

When prompted, connect your Shiprocket account by entering the API user email and password. This step is essential as it allows Pabbly Connect to communicate with your Shiprocket account and create orders automatically based on the form submissions.

• Map the necessary fields from the Google Form submission to the Shiprocket order fields.
• Ensure all required fields are filled, including order number, order date, and customer details.
• Test the connection by clicking on ‘Save and Send Test Request’.

Upon successful testing, you will see a confirmation that a new order has been created in your Shiprocket account, showcasing the seamless integration facilitated by Pabbly Connect.

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5. Conclusion: Automating Shiprocket Orders with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to automate order creation in Shiprocket directly from Google Forms submissions. By following the steps outlined, you can save time and streamline your order processing, allowing for a more efficient e-commerce operation.

With Pabbly Connect, you can easily set up this automation without any coding skills, enabling you to focus more on growing your business rather than managing orders manually.

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Learn how to use Pabbly Connect and Pabbly Connect to forward data back to the trigger application after workflow execution with this detailed tutorial.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Data Forwarding

To forward data back to the trigger application after workflow execution, start by accessing Pabbly Connect. You can sign up for a free account at the Pabbly Connect website, which allows you to create workflows and automate tasks seamlessly.

Once you have signed up, log in to your account and navigate to the dashboard. Click on the ‘Create Workflow’ button to start setting up your automation process. Give your workflow a name, such as ‘Data Forwarding to Source’, and click on the ‘Create’ button to proceed.

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2. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger will be based on a form submission from Pabbly Form Builder. Select Pabbly Form Builder as your trigger application and choose the event ‘New Submission’. This event will initiate the workflow when a user submits the form.

• Select the trigger application: Pabbly Form Builder
• Choose the trigger event: New Submission
• Copy the webhook URL provided by Pabbly Connect

Now, go to your Pabbly Form Builder dashboard, select the form you created for event registration, and navigate to the integrations settings. Here, you will add the webhook URL from Pabbly Connect to enable data capture from form submissions.

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3. Capturing Form Submission Data

After setting up the trigger, it’s time to capture the data from the form submission. Go back to Pabbly Connect and click on the ‘Recapture’ button to fetch a test submission. Fill out the form with test data and submit it.

Once the form is submitted, Pabbly Connect will capture the response and display it in the workflow. You’ll see the data fields populated with the information you entered, which will be used in the next steps of your automation.

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4. Generating a Ticket ID Using Number Formatter

Next, you will generate a unique ticket ID for each registrant using the Number Formatter feature in Pabbly Connect. Search for the Number Formatter action and select the ‘Spreadsheet Formulas’ option. Use the formula ‘RANDBETWEEN’ to generate random integers between 100 and 200.

• Select the action event: Spreadsheet Formulas
• Enter the formula: =RANDBETWEEN(100,200)
• Save and send a test request to obtain a random ticket ID

After successfully generating the ticket ID, you will use this data to send information back to the trigger application.

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5. Forwarding Data Back to the Trigger Application

To complete your workflow, you will use the Data Forwarder feature in Pabbly Connect. This feature allows you to send the processed data back to the source application after the workflow execution. Select the Data Forwarder action and choose the event ‘Return Workflow Response to Source’.

In the JSON format, map the relevant fields such as the first name, last name, and ticket ID. This will ensure that the information is displayed on the thank you page of the form submission.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to forward data back to the trigger application after workflow execution. This integration not only enhances user experience but also streamlines your automation process.

Learn how to seamlessly send Google Forms responses to multiple email addresses using Pabbly Connect for automation. Follow this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms Integration

To send Google Forms responses to multiple email addresses, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and create an account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms Responses to Multiple Emails’. This will help you keep track of your automation tasks effectively.

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2. Configuring the Trigger with Google Forms

In this step, you will configure the trigger in Pabbly Connect to capture new responses from Google Forms. Choose Google Forms as your trigger application and select the event ‘New Response Received’. This event will activate the workflow whenever a new form submission occurs.

• Select Google Forms as the application.
• Choose the trigger event ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to link this webhook URL to your Google Form. Open the associated Google Sheets where responses are collected, and install the Pabbly Connect Webhook add-on. After installation, refresh the sheet and set up the webhook URL in the add-on’s initial setup.

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3. Testing the Connection with Sample Data

Once the webhook URL is set up, it’s crucial to test the connection. Fill out the Google Form with sample data and submit it. This submission will trigger the webhook and send the data to Pabbly Connect.

After submitting the form, return to Pabbly Connect and click on the “Send Test” button. This action will fetch the latest response data from your Google Sheet. Verify that the data appears correctly in the workflow.

• Submit the form with sample responses.
• Click on “Send Test” in Pabbly Connect.
• Check if the test data is received successfully.

Ensure that the test data matches what you entered in the Google Form. This verification is essential for the automation to work correctly.

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4. Sending Emails via Gmail Integration

Now that the trigger is set up and tested, it’s time to configure the action step to send emails. Choose Gmail as your action application within Pabbly Connect. Select the action event ‘Send Email’ to notify multiple recipients about the new form submission.

Connect your Gmail account and provide the necessary permissions. In the email setup, enter the recipient addresses separated by commas to send the email to multiple people.

Select Gmail as the action application. Choose the action event ‘Send Email’. Map the email fields with data from the Google Form.

Fill in the subject line and body of the email, ensuring to include the mapped data from the Google Form responses. This will personalize the email notifications sent to your team members.

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5. Finalizing the Automation Process

After setting up the email action, click on ‘Save and Send Test Request’ to check if the email is sent successfully. You can verify this by checking the inboxes of the email addresses you provided. This step confirms that your automation is functioning as intended using Pabbly Connect.

Once everything is verified, your automation is complete. From now on, every time a new response is submitted via Google Forms, the responses will be sent automatically to the specified email addresses without any manual effort.

In summary, you have successfully set up an automation using Pabbly Connect to send Google Forms responses to multiple email addresses. This integration streamlines your communication process and ensures that all relevant parties are notified instantly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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