Integrating Gravity Forms with Mailercloud Using Pabbly Connect: A Step-by-Step Guide

Learn how to create or update Mailercloud subscribers on Gravity Forms submission using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Gravity Forms Integration

To create or update Mailercloud subscribers on Gravity Forms submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you will find options to either sign in or sign up for a free account.

For new users, clicking on the ‘Sign up for free’ button allows you to create an account in just a few minutes. Existing users can log in directly. Once logged in, you can explore the various automation tools offered by Pabbly Connect.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be on the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option, and a dialog box will appear asking for a workflow name. Enter a suitable name like ‘Create or Update Mailercloud Subscriber on Gravity Forms Submission’.

Next, select a folder to save your workflow. Choose an appropriate folder, such as ‘Email Marketing Automations’. After naming and selecting the folder, click on ‘Create’ to proceed. This will open a new screen with trigger and action windows, essential for setting up your integration.


3. Setting Up Trigger with Gravity Forms

The next step involves setting up the trigger for your workflow. In Pabbly Connect, select ‘Gravity Forms’ as your trigger application. Choose the trigger event as ‘New Response’. This means every time a new form is submitted, it will trigger the workflow.

To connect Gravity Forms with Pabbly Connect, you will need a webhook URL. Copy the provided webhook URL from Pabbly and navigate to your WordPress site where Gravity Forms is installed. Edit the specific form you want to connect, go to the settings, and select ‘Webhooks’. Click on ‘Add New’ and fill in the required fields:

  • Name: Give a name to your webhook.
  • Request URL: Paste the webhook URL from Pabbly Connect.
  • Request Method: Set to POST.
  • Request Format: Set to JSON.

After filling in these details, click on ‘Save Settings’. This successfully connects your Gravity Forms with Pabbly Connect.


4. Testing the Connection with Pabbly Connect

Now that you have set up the trigger, it’s time to test the connection. Go back to Pabbly Connect and you will see a message indicating that it is waiting for a webhook response. To test, submit the Gravity Form with dummy data. This will send the data to Pabbly Connect.

Once you submit the form, return to Pabbly Connect to check for the captured response. You should see the details of the submission, including the name, email, and service type. This confirms that the connection between Gravity Forms and Pabbly Connect is successful.


5. Setting Up Action to Create/Update Mailercloud Subscriber

The final step is to set up the action that will create or update subscribers in Mailercloud. In Pabbly Connect, select ‘Mailercloud’ as your action application and choose the action event as ‘Create or Update Subscriber’. This allows you to manage existing subscribers and add new ones seamlessly.

You will need to connect your Mailercloud account by entering the API key, which you can find in your Mailercloud account under the Integrations section. After entering the API key, select the list where you want to add subscribers, map the fields from the Gravity Forms submission to the Mailercloud fields, and then save the settings.

Finally, test the action by sending a test request. If successful, you will see the new subscriber added to your Mailercloud list. This completes the integration process, ensuring that every time a form is submitted on Gravity Forms, the subscriber is created or updated in Mailercloud through Pabbly Connect.


Conclusion

In this tutorial, we explored how to automate the process of creating or updating Mailercloud subscribers using Gravity Forms submissions with Pabbly Connect. By following these steps, you can streamline your email marketing efforts effortlessly.

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

How to Create Wave Customer on Razorpay Payment Using Pabbly Connect

Learn how to integrate Razorpay with Wave using Pabbly Connect to automate customer creation effortlessly. Step-by-step tutorial included! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Razorpay and Wave Integration

To create a Wave customer automatically when a payment is captured in Razorpay, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’ in your browser. This platform enables seamless integration between Razorpay and Wave without requiring any coding knowledge.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to receive 100 tasks free every month. Existing users can simply click on ‘Sign in’ to access their dashboard. After signing in, select the ‘Access Now’ button for Pabbly Connect to initiate the integration process.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this integration, name it ‘How to Create Wave Customer on Razorpay Payment’ and select a folder to save it in, such as ‘Automations’. Then, click on ‘Create’ to proceed.

  • Click on ‘Create Workflow’
  • Name your workflow
  • Select a folder for organization

This will open the workflow window where you can set up triggers and actions. The trigger is what starts the workflow, so select Razorpay as your trigger application and choose ‘Payment Captured’ as the trigger event. This setup will ensure that your workflow is activated every time a payment is received through Razorpay.


3. Connecting Razorpay to Pabbly Connect

To connect Razorpay with Pabbly Connect, you will be provided with a webhook URL. Copy this URL as it will be used to create a connection between your Razorpay account and Pabbly Connect. Next, log into your Razorpay account and navigate to the ‘Settings’ section, then select ‘Webhooks’ under the Developers tab.

In the Webhooks section, click on ‘Add New Webhook’. Paste the copied webhook URL in the provided field. For the active events, select ‘Payment Captured’ to ensure that only payment events trigger the webhook. Once done, click on ‘Create Webhook’ to save your settings. This establishes a connection, allowing Razorpay to communicate with Pabbly Connect.


4. Filtering Payments for Creating Wave Customers

After connecting Razorpay to Pabbly Connect, the next step is to add a filter condition. This ensures that only specific payments trigger the creation of a Wave customer. In your workflow, add a filter action and select the product name, such as ‘Digital Marketing eBook’, to ensure that the automation only processes payments for this product.

  • Add a filter action in your workflow
  • Select ‘Digital Marketing eBook’ as the filter condition
  • Set the filter type to ‘Equals’

This filter will ensure that if any other product is purchased, the workflow will stop, and no customer will be created in Wave. Once you confirm the filter settings, proceed to the next step to create a customer in Wave.


5. Creating a Wave Customer from Razorpay Data

The final step involves creating a customer in Wave based on the payment information received from Razorpay through Pabbly Connect. Add an action step and choose Wave as the application. Select the action event as ‘Create Customer’ and click to connect.

In the connection setup, you will need to authorize Pabbly Connect to access your Wave account. Once connected, map the customer details such as name, email, and phone number from the Razorpay payment data to the corresponding fields in Wave. This mapping allows Pabbly Connect to dynamically insert the correct information each time a payment is received.

After mapping the necessary fields, send a test request to confirm that the customer is created successfully in your Wave account. You can check your Wave account to verify that the new customer appears with the details provided during the payment process.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate customer creation in Wave whenever a payment is captured in Razorpay. By following these steps, you can streamline your business processes and ensure that your customer data is always up-to-date with minimal manual effort. This integration significantly enhances efficiency, allowing you to focus on growing your business.

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

Automate WhatsApp Messages on Tally Forms Submission with Pabbly Connect

Learn how to automate WhatsApp messages for Tally Forms submissions using Pabbly Connect and Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages on Tally Forms submissions, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. You will see options to sign in or sign up for free. New users can click on ‘Sign up for free’ to receive 100 tasks free every month.

For existing users, click on ‘Sign in’. Once logged in, you will see the dashboard containing various Pabbly tools. Click on the ‘Access Now’ button under Pabbly Connect to start creating your automation workflow. This is where you will set up the integration between Tally Forms and WhatsApp.


2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this tutorial, name it ‘Send Automated WhatsApp Message on Tally Form Submission’ and select the folder to save it in.

  • Click on ‘Create’ to open the workflow window.
  • Set the trigger application to Tally.
  • Select ‘New Response’ as the trigger event.

After selecting Tally as the trigger application, a webhook URL will be generated. This URL is essential for connecting Tally Forms with Pabbly Connect. Copy this URL as you will need it in the next steps to set up the integration.


3. Setting Up Tally Forms Integration

To integrate Tally Forms with Pabbly Connect, log into your Tally account and navigate to the forms you wish to use. Choose the specific form for which you want to send automated WhatsApp messages. Click on the ‘Edit’ option for that form.

  • Locate the ‘Integrations’ tab in your form settings.
  • Click on ‘Webhooks’ and then on ‘Connect’.
  • Paste the copied webhook URL from Pabbly Connect and click ‘Connect’.

After successfully connecting, Tally will indicate that it is waiting for a webhook response. To test this connection, perform a test submission on your Tally form. Fill in the required fields and submit the form. This action will send the details to Pabbly Connect, confirming that the integration is working.


4. Sending WhatsApp Messages Using Pabbly Chatflow

Now that the Tally Forms integration is set up, the next step is to send automated WhatsApp messages using Pabbly Chatflow. In your Pabbly Connect workflow, set the action application to Pabbly Chatflow and choose ‘Send Template Message’ as the action event.

Before sending messages, you need to add your WhatsApp number in Pabbly Chatflow. Click on ‘Add WhatsApp Number’ and enter the required details, including the Meta API token and WhatsApp Business Account ID. Ensure you have created a WhatsApp Cloud API account to obtain these credentials.

Select the template you created for sending messages. Map the recipient’s WhatsApp mobile number from the Tally form response. Ensure the mobile number is formatted without the plus sign and includes the country code.

After mapping all necessary fields, you can send a test message to verify that everything is set up correctly. Once confirmed, your workflow will automatically send WhatsApp messages to new leads without manual intervention.


5. Conclusion: Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we explored how to automate WhatsApp messages on Tally Forms submissions using Pabbly Connect and Pabbly Chatflow. By setting up this integration, you can ensure that your leads receive instant confirmations and follow-ups via WhatsApp, enhancing customer engagement and communication.

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

With just a few steps, you can streamline your lead management process and improve response times. By leveraging the powerful features of Pabbly Connect, you can automate various tasks and focus on growing your business.


In summary, utilizing Pabbly Connect allows you to efficiently send automated WhatsApp messages to your leads upon Tally Forms submission, enhancing your communication strategy.

Integrate Brevo with Cashfree Payments Using Pabbly Connect

Learn how to seamlessly integrate Brevo with Cashfree Payments using Pabbly Connect in this step-by-step tutorial. Automate your contact management effortlessly! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Cashfree and Brevo Integration

Pabbly Connect is the ultimate automation platform that allows you to integrate various applications effortlessly. In this tutorial, we will use Pabbly Connect to automate the process of adding or updating contacts in Brevo whenever a payment is made through Cashfree. This integration ensures your customer database is always up-to-date, streamlining your marketing efforts.

To get started, navigate to the Pabbly Connect dashboard. If you are a new user, sign up for a free account to explore the features. Once logged in, you can access various applications offered by Pabbly, but today, we will focus specifically on Pabbly Connect for our integration.


2. Setting Up the Workflow in Pabbly Connect

To create the integration workflow, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow; for this case, name it ‘Add or Update Brevo Contact on Cashfree Payment’ and select a folder to save it in.

  • Click on ‘Create’ to open the workflow window.
  • Select ‘Cashfree’ as your trigger application.
  • Choose ‘Payment via Form’ as the trigger event.

This setup initiates the automation process. With Pabbly Connect, you can easily manage triggers and actions, ensuring a smooth workflow from Cashfree payments to Brevo contacts.


3. Connecting Cashfree to Pabbly Connect

After selecting Cashfree as the trigger application, you will receive a Webhook URL. This URL is essential for connecting your Cashfree account to Pabbly Connect. Copy this Webhook URL and log into your Cashfree account.

Navigate to the ‘Developer’ section, then go to ‘Payment Gateways’ and select ‘Webhooks’. Here, you will add the Webhook URL you copied earlier:

  • Click on ‘Add Webhook Endpoint’.
  • Paste the Webhook URL and click ‘Test and Add’.

Once you see a success message, your Cashfree account is now connected to Pabbly Connect. This integration will allow for real-time data transfer between applications.


4. Capturing the Test Response

To ensure that the integration works correctly, you need to capture the test response from Cashfree. Fill out the payment form with test details and complete a payment. Once the payment is successful, Pabbly Connect will capture the response automatically.

Check the workflow in Pabbly Connect to confirm that the response has been recorded. You should see all the details entered in the payment form, including the customer’s name and email. This confirms that the integration is functioning as expected.


5. Updating Brevo Contact with Pabbly Connect

Now that you have captured the response, the next step is to update or create a contact in Brevo. Select Brevo as the action application in Pabbly Connect and choose the action event as ‘Create or Update Contact’.

To connect Brevo, you will need to provide your domain and API key. Follow the instructions in Pabbly Connect to generate a new API key from your Brevo account. Once you have entered the required fields, map the details from the Cashfree response to the corresponding fields in Brevo:

Map the email, first name, and last name fields. Ensure that you set the update option to true.

After mapping all necessary fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the contact has been successfully created or updated in Brevo.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding or updating contacts in Brevo whenever a payment is made through Cashfree. By following the steps outlined, you can ensure that your customer database remains current, enhancing your marketing and communication efforts. With Pabbly Connect, integrating applications has never been easier!

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

How to Build an AI Agent to Generate Text & Convert Text-to-Speech Using Pabbly Connect

Learn how to use Pabbly Connect to build an AI agent that generates text and converts it to speech. Follow our step-by-step tutorial for seamless automation.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To build an AI agent using Pabbly Connect, start by signing up for an account. This platform allows seamless integration of various applications. After creating your account, log in to access your dashboard.

Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent to Generate Text and Convert Text to Speech’. Select the appropriate folder in your Pabbly Connect account and click ‘Create’. This is the foundation for your automation process.


2. Triggering Automation with Google Sheets

The first step in your automation involves setting up a trigger in Pabbly Connect using Google Sheets. This is where you will input the topic for text generation. Select Google Sheets as your trigger application and choose the ‘New or Updated Spreadsheet Row’ event.

  • Copy the webhook URL provided by Pabbly Connect.
  • Open your Google Sheet, go to Extensions, and select Add-ons.
  • Install the Pabbly Connect Webhooks add-on and refresh your Google Sheets.

After refreshing, go back to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup. Here, paste the webhook URL and set the trigger column (e.g., Column B). Click ‘Send Test Request’ to confirm the connection.


3. Generating Text with OpenAI

Once your Google Sheets trigger is set, the next step is to generate text using OpenAI through Pabbly Connect. In the action step, select OpenAI and choose the ‘Chat GPT’ event. Connect your OpenAI account by entering your API key.

For the prompt, input a detailed request for the type of content you want OpenAI to generate. For example, you might use a prompt like, ‘Write a concise engaging script for a short form video.’ Ensure the topic from Google Sheets is mapped to this prompt. Click ‘Save and Send Test Request’ to receive the generated text.


4. Converting Text to Speech

After generating text, the next action in your AI agent is to convert this text into speech. Again, use OpenAI in the action step, but this time select the ‘Text to Speech’ event. Utilize the existing OpenAI connection to streamline the process. using Pabbly Connect

  • Map the generated text from the previous step to the Text field.
  • Select the voice option from the dropdown, which can also be mapped from Google Sheets.

After setting up these parameters, click ‘Save and Send Test Request’. You will receive an MP3 file URL for the generated speech, which is crucial for the next steps in your automation.


5. Storing the Audio File in Google Drive

The final step is to upload the generated audio file to Google Drive using Pabbly Connect. In the action step, select Google Drive and choose the ‘Upload File’ event. Connect your Google Drive account and map the audio file URL received from OpenAI.

Specify the folder ID where you want to store the audio file and set the file name appropriately. After completing these fields, click ‘Save and Send Test Request’ to upload the file. You should see a confirmation response indicating that the file is successfully uploaded.


Conclusion: Updating Google Sheets with Links

In this tutorial, you have learned how to build an AI agent using Pabbly Connect that generates text and converts it to speech, storing the results in Google Drive and updating Google Sheets. The automation process allows you to efficiently manage content creation and storage.

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

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

By following these steps, you can easily set up your own AI agent to streamline workflows and enhance productivity. Utilize the power of Pabbly Connect to connect various applications seamlessly and automate your tasks effectively.

Integrate Razorpay with GoToTraining Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Razorpay with GoToTraining using Pabbly Connect. This guide covers every step to automate your registration process seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Overview of Pabbly Connect for Razorpay and GoToTraining Integration

In this section, we will explore how to use Pabbly Connect to integrate Razorpay and GoToTraining. This integration automates the registration of participants whenever a payment is successfully captured through Razorpay.

By utilizing Pabbly Connect, businesses can streamline their registration processes, ensuring that every payment leads to an automatic registration in GoToTraining. This eliminates manual work and enhances operational efficiency.


2. Accessing Pabbly Connect for Integration Setup

To begin the integration, you need to access Pabbly Connect. Start by navigating to the Pabbly website and logging into your account. If you are a new user, you can sign up for a free account to explore the features.

Once logged in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Enter a relevant name for your workflow, such as ‘Create GoToTraining Registrant on Razorpay Payment,’ and select a folder to save it in.


3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your integration using Pabbly Connect. Select Razorpay as your trigger application and choose the ‘Payment Captured’ event. This will initiate the workflow whenever a payment is successfully processed.

  • Search for Razorpay in the trigger application list.
  • Select the ‘Payment Captured’ event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, you need to integrate this webhook URL into your Razorpay account. Log into Razorpay, navigate to the developer section, and add a new webhook under the settings. Paste the copied URL and select ‘Payment Captured’ from the active events. This step establishes the connection between Razorpay and Pabbly Connect.


4. Testing the Webhook Connection

After setting up the webhook, it’s essential to test the connection to ensure everything is working correctly. Make a test payment through Razorpay using the payment page you set up earlier. Fill in the required details and complete the payment process.

Once the payment is successful, return to your Pabbly Connect workflow. You should see that the webhook has captured the payment details, including the first name, last name, email, and payment method. This confirms that Razorpay is successfully sending data to Pabbly Connect.


5. Creating a Registrant in GoToTraining

Now that the webhook is tested and confirmed, it’s time to create a registrant in GoToTraining. In Pabbly Connect, add an action step and select GoToTraining as your action application. Choose the ‘Create Registrant’ event.

  • Connect your GoToTraining account to Pabbly Connect.
  • Map the fields from the Razorpay payment details to the GoToTraining registrant fields.
  • Test the action to ensure the registrant is created successfully.

After mapping the necessary fields and testing the action, you will see a new registrant created in your GoToTraining account. This step finalizes the integration, allowing automatic registrations for every successful payment captured by Razorpay.


Conclusion

In conclusion, using Pabbly Connect to integrate Razorpay with GoToTraining enables a seamless registration process for participants. By automating the workflow, businesses can save time and reduce manual errors, ensuring efficient operations.

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

This tutorial has guided you through each step of the integration process, from accessing Pabbly Connect to creating registrants in GoToTraining. Implementing this automation can significantly enhance your training session management.

How to Enroll Zenler User on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate user enrollment in Zenler from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the process of enrolling a Zenler user on Contact Form 7 submission, you need to access Pabbly Connect. Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to sign in or sign up for free. Existing users can simply log in, while new users need to click on the ‘Sign Up for Free’ button to create an account. This setup allows you to access automation features without any coding skills.


2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to begin. A dialog box will prompt you to name your workflow. Enter a descriptive name, such as ‘Enroll Zenler User on Contact Form 7 Submission’.

  • Select a folder to save your workflow.
  • Click on ‘Create’ to proceed.

This action opens a new screen with two main sections: Trigger and Action. The Trigger will be set to capture new submissions from Contact Form 7, while the Action will be configured to enroll users in Zenler.


3. Setting Up Trigger for Contact Form 7

In this step, you will set the Trigger application to Contact Form 7 in Pabbly Connect. Select the trigger event as ‘New Form Submission’. This ensures that every time a form is submitted, the workflow initiates.

After selecting the trigger event, you will receive a webhook URL. Copy this URL, as it is essential for connecting Contact Form 7 with Pabbly Connect. Next, navigate to your WordPress site where Contact Form 7 is installed.

  • Go to the Contact Forms section in your WordPress dashboard.
  • Edit the form you want to connect.
  • Enable the webhook option and paste the copied URL.

Save the changes to establish the connection. This setup allows Pabbly Connect to receive form submissions directly from Contact Form 7.


4. Testing the Connection Between Contact Form 7 and Pabbly Connect

Now that you have configured the webhook, it’s time to test the connection. Go back to Pabbly Connect where it indicates that it is waiting for a webhook response. To test, submit the Contact Form 7 with dummy data.

Fill out the form fields such as first name, last name, phone number, and email. Once you submit the form, return to Pabbly Connect. You should see the response captured with all the details you entered. This confirms that the connection is successful.

Verify that the data matches what you submitted. Ensure all required fields are correctly populated.

With this successful test, you are now ready to set up the action to enroll users in Zenler.


5. Enrolling Users in Zenler Using Pabbly Connect

To complete the integration, select Zenler as the Action application in Pabbly Connect. Choose the action event as ‘Add New User’. This step allows you to create a new user in Zenler whenever a form submission occurs.

Next, you will need to connect your Zenler account by entering your school account name and API key. Follow the provided instructions to obtain these details. Once connected, map the fields from the previous step, such as first name, last name, email, and phone number.

Map the first name and last name fields. Set the role of the user to ‘Student’. Optionally, set a password for the user.

Finally, click on ‘Save and Send Test Request’ to add the user to Zenler. Check your Zenler account to confirm that the new user has been added successfully, completing the automation process.


Conclusion

Using Pabbly Connect, you can easily automate the enrollment of users in Zenler from Contact Form 7 submissions. This integration streamlines your workflow, saving time and reducing manual data entry. By following these steps, you can efficiently manage user registrations for your courses.

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

Automatically Post Instagram Reels from Telegram Using Pabbly Connect

Learn how to automatically post Instagram Reels from Telegram using Pabbly Connect. Step-by-step guide to streamline your social media workflow. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To automatically post Instagram Reels from Telegram, you will first need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Start by signing up for a free account on Pabbly Connect through the link provided in the description.

Once your account is created, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Telegram to Instagram’, and select the folder for your automation. Click on ‘Create’ to proceed.


2. Creating a Telegram Bot for Integration

Next, you will need to create a bot on Telegram. This bot will facilitate the communication between Telegram and Pabbly Connect. Open Telegram and search for ‘BotFather’. Start a chat with BotFather and send the command ‘/newbot’ to create a new bot.

  • Choose a name for your bot, for example, ‘Reels for Insta’.
  • Set a unique username for your bot, such as ‘ReelsForInstaBot’.
  • Copy the API token provided by BotFather; you’ll need it for Pabbly Connect.

Once your bot is created, add it to your Telegram group where you will share the Reels. Ensure the bot has admin privileges to receive messages. This setup allows Pabbly Connect to capture messages sent to the group.


3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger in Pabbly Connect. In your workflow, select ‘Telegram Bot’ as the application. For the trigger event, choose ‘New Message’. Connect your Telegram bot using the API token you copied earlier.

After connecting, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to listen for new messages in your Telegram group. Share a video in your group to test if the trigger captures the message correctly. You should see the video details appear in Pabbly Connect.


4. Filtering Video Messages for Instagram Posting

To ensure that only video messages trigger the Instagram posting process, you will need to add a filter step in Pabbly Connect. Select ‘Filter’ as the action and set the condition to check if the message contains a video file.

  • Choose the response of the video file ID as the filter condition.
  • Set the filter type to ‘Exists’ to continue the automation only if a video is shared.

Once the filter is set, click on ‘Save and Send Test Request’. This ensures your workflow only proceeds if a video is shared in the Telegram group, allowing for a streamlined integration with Instagram via Pabbly Connect.


5. Posting the Video to Instagram as a Reel

After filtering, the next step is to post the video to Instagram. In your Pabbly Connect workflow, add an action step and select ‘Instagram for Business’. Choose ‘Create Reel Video’ as the action event. Connect your Instagram account, ensuring it is linked to your Facebook account.

In the action setup, you’ll need to provide the video URL, which is constructed using the bot token and the file path received from the previous steps. Additionally, map the caption from the Telegram message to ensure consistency. Click ‘Save and Send Test Request’ to upload the video as a Reel on Instagram.

After a short delay to allow the video to process, add another action step to publish the video. Select ‘Publish Video/Story’ from the Instagram options and map the video ID from the previous step. This finalizes the automation, allowing you to seamlessly post Instagram Reels directly from Telegram using Pabbly Connect.


Conclusion

By following this guide, you can effectively automate the process of posting Instagram Reels directly from Telegram using Pabbly Connect. This integration not only saves time but also streamlines your social media management, making it easier to share content across platforms.

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

How to Create Xero Contact for Google Ads Lead Using Pabbly Connect

Learn how to seamlessly integrate Google Ads leads into Xero contacts using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate Google Ads leads into Xero contacts, start by accessing Pabbly Connect. Open your browser and type the URL Pabbly.com/connect. You will see options to either sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button. New users can click on the ‘Sign Up Free’ button to create an account, which takes just a couple of minutes. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create and manage your workflows.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear asking for a name for your workflow. Enter ‘Create Xero Contact for Google Ads Lead’ to clearly define the purpose of this workflow.

  • Name your workflow appropriately.
  • Select a relevant folder for organization.
  • Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger section will define what event starts the workflow, while the Action section will specify what happens next, leveraging the capabilities of Pabbly Connect.


3. Setting Up the Trigger for Google Ads

To set up the trigger, select ‘Google Ads’ as the trigger application in Pabbly Connect. Then, choose the trigger event as ‘New Lead Form Entry’. This means the workflow will activate whenever a new lead is submitted through your Google Ads lead generation form.

Next, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and head over to your Google Ads account to configure the lead form settings.


4. Configuring the Google Ads Lead Form

In your Google Ads account, navigate to the lead forms section of your campaign. Here, you will set up the fields that you want to collect from leads, such as first name, last name, email, phone number, and company name.

  • Select the necessary fields for your lead form.
  • Paste the webhook URL from Pabbly Connect in the lead delivery settings.
  • Send test data to confirm the connection between Google Ads and Pabbly Connect.

After sending test data, check Pabbly Connect to verify that the lead details have been received correctly. This confirms that your Google Ads lead form is now successfully integrated with Pabbly Connect.


5. Setting Up the Action to Create Contact in Xero

Now that the trigger is set, it’s time to configure the action step. Select ‘Xero’ as the action application and choose the action event as ‘Create Contact’. This action will create a new contact in your Xero account whenever a lead is received from Google Ads.

Before mapping the lead details, ensure you are logged into your Xero account through Pabbly Connect. Click on ‘Connect’ to establish the connection. Once connected, you can map the lead details from Google Ads to the corresponding fields in Xero.

Map the fields such as first name, last name, email, and city. Click on ‘Save and Send Test Request’ to create the contact in Xero. Verify the new contact in your Xero account.

Once the test request is successful, you will see the new contact created in Xero, confirming that the integration between Google Ads and Xero through Pabbly Connect is complete.


Conclusion

In this tutorial, we demonstrated how to create a Xero contact for Google Ads leads using Pabbly Connect. By following these steps, you can automate the process of adding leads as contacts in Xero, streamlining your lead management and financial tracking.

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

Utilizing Pabbly Connect for this integration not only saves time but also enhances your business’s efficiency in managing leads and finances effectively.

How to Automatically Extract Details from PDF/Image Using Pabbly Connect and Add to Google Sheets

Learn how to use Pabbly Connect to automatically extract details from PDF/Image files and add them to Google Sheets with this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for PDF/Image Extraction

To begin using Pabbly Connect for extracting details from PDF or image files, you first need to create an automation workflow. Start by selecting Google Drive as your trigger application and choose the event ‘New File in Specific Folder’. This setup allows Pabbly Connect to monitor a specific folder in Google Drive for any new files uploaded.

Once you’ve configured the trigger, specify the folder where your PDF or image files will be uploaded. This is crucial as Pabbly Connect will automatically capture these files when they are added. Ensure that you have the necessary permissions to access the folder where the files will be stored.


2. Sharing File Permissions with Pabbly Connect

After setting up the trigger in Pabbly Connect, the next step is to change the sharing permissions of the uploaded file. Use the Google Drive action event ‘Share a File with Anyone’ to update the permissions. This is important as it allows Pabbly Connect to send the file to OpenAI for processing.

  • Select the file you want to share.
  • Change the permission to ‘Anyone with the link’.

This step ensures that OpenAI can access the file for content extraction. Once the sharing permissions are updated, you can proceed to the next action step in your Pabbly Connect workflow.


3. Connecting OpenAI to Pabbly Connect for Content Extraction

In this section, you will connect OpenAI with Pabbly Connect. Click on ‘Add Action Step’ and select OpenAI from the list of applications. Choose the action event ‘Extract Content from PDF or Image’. This integration allows you to leverage OpenAI’s capabilities to extract information from your uploaded files.

To establish this connection, you will need to enter your OpenAI API key. You can find this key in your OpenAI account under the API key section. Make sure to create a new secret key specifically for this integration, naming it appropriately, such as ‘PDF Extractor’. Copy this key and paste it into Pabbly Connect to complete the connection.


4. Configuring Extraction Details in Pabbly Connect

Once OpenAI is connected, you need to configure the extraction details within Pabbly Connect. Specify the OpenAI model you wish to use for processing the PDF or image files. Currently, options include GPT-4, GPT-4 Turbo, and others. Select the one that best suits your needs.

Next, you will need to provide the publicly accessible URL of the PDF or image file. For Google Drive files, ensure the URL is formatted correctly by appending the unique file ID at the end of the link. This mapping is essential as it allows Pabbly Connect to send the correct file to OpenAI for extraction.

  • Enter the prompt for OpenAI, specifying what details to extract.
  • Request the output in JSON format for easier data handling.

After entering all necessary details, click on ‘Save and Send Test Request’ to initiate the extraction process. You should receive a response that includes the extracted details in JSON format.


5. Adding Extracted Data to Google Sheets via Pabbly Connect

In the final step, you will add the extracted details to Google Sheets using Pabbly Connect. Click on ‘Add Action Step’ and select Google Sheets as the application. Choose the action event ‘Add New Row’. This step integrates the extracted data directly into your chosen spreadsheet.

To connect your Google Sheets account, click ‘Sign in with Google’ and select your account. Once connected, you will need to select the specific spreadsheet where you want the extracted data to be saved. Map the fields from the JSON response you received from OpenAI to the corresponding columns in your Google Sheets.

Map all relevant fields such as name, email, payment method, and amount. Ensure all data is correctly aligned with the respective columns.

After mapping all necessary fields, click on ‘Save and Send Test Request’. Upon successful completion, check your Google Sheets to confirm that the new row with the extracted details has been added.


Conclusion

Using Pabbly Connect, you can effortlessly automate the extraction of details from PDF and image files and add them to Google Sheets. This integration streamlines the process, allowing for efficient data management and organization. By following the steps outlined in this tutorial, you can harness the power of automation to enhance your workflow.

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