Automate WhatsApp Messages for Dog Training Centre Leads with Pabbly Connect

Learn how to automate WhatsApp messages to your dog training center leads using Pabbly Connect and Facebook lead ads in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To send automated WhatsApp messages to your dog training center leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website, where you can sign up for a free account if you’re new or log in if you already have an account.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow that will facilitate the integration between Facebook lead ads and WhatsApp messaging. This setup will allow you to automate responses to new leads effectively.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this purpose, you can name it something like ‘Automated WhatsApp Messages for Dog Training Leads’. This helps in identifying the workflow later.

  • Select the folder where you want to save this workflow.
  • Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger application will be Facebook Lead Ads, and the Action application will be WhatsApp via Wati. This setup ensures that when a new lead is generated, an automated message will be sent to them.


3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the Trigger in Pabbly Connect. Click on the Trigger section and select Facebook Lead Ads as your application. Choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is captured.

To connect Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button and follow the prompts to authenticate your Facebook account. Once connected, you will need to select the Facebook Page associated with your dog training center and the specific lead generation form you are using.


4. Mapping Lead Details in Pabbly Connect

After setting up the trigger, it’s time to map the details of the lead that you will be sending a WhatsApp message to. In the Pabbly Connect interface, you will see fields for the lead’s full name, email, and phone number. Ensure that you have filled out a sample submission in your lead form to test the integration.

  • Make a sample submission using the lead generation form on Facebook.
  • Return to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the lead details.

Once you have the lead details, you can map the phone number and full name to the WhatsApp message template you will be using. This ensures that each new lead receives a personalized message upon submission.


5. Sending WhatsApp Message Using Pabbly Connect

For the final step in your workflow, set up the Action section in Pabbly Connect. Select Wati as your action application and choose the action event as ‘Send Template Message’. This will allow you to send a predefined message to the lead via WhatsApp.

To connect Wati with Pabbly Connect, you will need to provide the API endpoint and access token from your Wati account. After entering these details, you can select the template message you created for your leads. Make sure to map the name and phone number of the lead correctly to personalize the message.

After filling in all the required fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation that the message has been sent successfully to the lead via WhatsApp.


Conclusion

This tutorial demonstrated how to automate WhatsApp messages for your dog training center leads using Pabbly Connect. By setting up a workflow that integrates Facebook lead ads with WhatsApp, you can efficiently respond to new leads and enhance your engagement. Start using Pabbly Connect today to streamline your communications and improve your business processes.

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

Create WordPress Posts from Google Sheets in Minutes with Pabbly Connect & OpenAI

Learn how to automate WordPress posts from Google Sheets using Pabbly Connect and OpenAI. Step-by-step 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


1. Accessing Pabbly Connect for Automation

To create WordPress posts from Google Sheets using Pabbly Connect, start by accessing the platform. Go to the Pabbly Connect website and sign up for a free account. This allows you to explore automation options and get free tasks to test your workflows.

Once logged in, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’. Enter a name for your workflow, such as ‘Create WordPress Post from Google Sheets in Minutes’. Select your preferred folder and click ‘Create’ to proceed with setting up the automation.


2. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. Choose Google Sheets from the trigger options and select the event as ‘New or Updated Spreadsheet Row’. This will capture any new data added to your spreadsheet.

  • Copy the provided webhook URL from Pabbly Connect.
  • Open Google Sheets, click on Extensions, then Add-ons, and search for the Pabbly Connect Webhooks add-on.
  • Install the add-on if you haven’t done so already.

After installation, use the add-on to paste the webhook URL in the initial setup. Select the trigger column, which should be the final data column. Once set, click ‘Send Test’ to ensure data is sent to Pabbly Connect successfully. This confirms that the integration is working correctly.


3. Generating Content Using OpenAI

After the Google Sheets trigger is set, the next step involves generating content using OpenAI through Pabbly Connect. Add OpenAI as the action application and select the action event as ‘Chat GPT’. This will allow you to create content based on the data received from Google Sheets.

To connect OpenAI, click on ‘Add New Connection’ and provide your API key. If you’re logged into your OpenAI account, you can easily generate this key. Once connected, choose the GPT model you wish to use, such as GPT 3.5 or GPT 4 if you have access.

  • Provide a detailed prompt to instruct OpenAI on the content to generate.
  • Use mapped data from Google Sheets for the article title and image link.
  • Ensure to format the content as HTML for proper integration with WordPress.

Click ‘Save and Send Test Request’ to receive the generated content. This will include the article text along with the image link, confirming that the content generation is successful.


4. Publishing Content to WordPress via Pabbly Connect

The final step involves publishing the generated content to your WordPress site using Pabbly Connect. Add WordPress as the next action application and select the action event as ‘Create Post’. Connect your WordPress account by providing the required credentials and the base URL.

Once connected, specify the post title and content by mapping them from the previous OpenAI step. Set the post status to ‘Published’ to ensure that the content goes live immediately. You can also map the slug from the title, which will help in creating a user-friendly URL.

Ensure the WordPress REST API plugin is installed on your site. Click ‘Save and Send Test Request’ to publish the post. Verify the published post on your WordPress site.

After completing these steps, you will have successfully automated the process of creating and publishing WordPress posts from Google Sheets using Pabbly Connect and OpenAI.


5. Conclusion

Using Pabbly Connect, you can automate the creation and publication of WordPress posts from Google Sheets in just minutes. This integration streamlines your content management process, allowing for efficient article generation and publishing.

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

By following the steps outlined in this tutorial, you can leverage the power of automation to enhance your productivity and ensure timely content updates on your WordPress site.

How to Send Automated WhatsApp Messages to Facebook Leads Using Pabbly Connect

Learn how to automate WhatsApp messages for Facebook leads using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Start by signing into your existing account or create a new one if you don’t have an account yet. Pabbly Connect provides 100 free tasks every month for new users.

Once logged in, navigate to the dashboard. Here, you can find all applications provided by Pabbly. Click on Pabbly Connect to access the integration and automation features. This platform is crucial for connecting your Facebook leads to WhatsApp.


2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the upper right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow ‘Send Automated WhatsApp Message to Facebook Leads’ and save it in a folder named ‘Facebook Lead Ads.’ This organization helps you manage your workflows efficiently. The next step involves selecting the trigger and action applications.

  • Choose Facebook as your trigger application.
  • Set the trigger event to ‘New Lead Instant’.
  • This ensures the workflow activates whenever you receive a new lead.

After setting the trigger, you will move on to the action application, which will be WhatsApp using Wati. This setup is essential for sending automated messages to leads captured from Facebook.


3. Connecting Facebook Lead Ads with Pabbly Connect

To establish a connection between Facebook Lead Ads and Pabbly Connect, click on the connect button in the trigger window. You will be prompted to authorize the connection with your Facebook account. After successful authorization, you can select the Facebook page associated with your social media marketing agency.

Once connected, select the lead generation form that corresponds to your page. For instance, if your page is named ‘Sharks Media Agency,’ select the appropriate lead form from the dropdown. This ensures that the new leads captured will be processed by Pabbly Connect.

  • Select the page from the dropdown list.
  • Choose the lead gen form linked to that page.
  • Click on ‘Save and Send Test Request’ to verify the connection.

After saving, Pabbly Connect will wait for a webhook response, indicating that it is ready to capture new leads from Facebook.


4. Sending WhatsApp Messages Using Pabbly Connect

After capturing the lead data, the next step is to send an automated WhatsApp message. To do this, you will need to connect Wati with Pabbly Connect. Click on the connect button in the action window and enter the API endpoint and access token from your Wati account.

Once Wati is connected, you will map the phone number received from the Facebook lead to the WhatsApp number field in Pabbly Connect. This mapping ensures that the correct phone number is used for sending messages. Additionally, select the appropriate message template from Wati that you want to send to your leads.

Choose the ‘Facebook Lead Ads’ template. Fill in the broadcast title and body content. Map the lead’s name as a custom variable in the message.

After setting up the message template, click on ‘Send Test Request’ to confirm that the WhatsApp message is sent successfully to the test lead.


5. Conclusion

In this tutorial, we demonstrated how to send automated WhatsApp messages to Facebook leads using Pabbly Connect. By following the steps outlined, you can effectively streamline your communication with potential clients for your social media marketing agency.

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 allows you to automate tasks efficiently and ensure timely responses to your leads, enhancing your marketing efforts significantly.


How to Automatically Create ClickUp Tasks from Gmail Using Pabbly Connect

Learn how to automatically create ClickUp tasks from Gmail using Pabbly Connect. Follow our detailed tutorial for seamless integration and automation. 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


Accessing Pabbly Connect for Gmail and ClickUp Integration

To automatically create ClickUp tasks from Gmail, you will first need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account if you don’t already have one. This process is quick and allows you to utilize 100 tasks free every month, making automation easy.

Once you are logged into Pabbly Connect, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button, where you can name your workflow, such as ‘Automatically Create ClickUp Tasks from Gmail’. Select a folder for your workflow and proceed to set up your trigger and action.


Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Email Parser by Pabbly’ as your trigger application. This tool will help you capture emails that arrive in your Gmail account. Copy the provided email address from Pabbly Connect and head over to your Gmail settings.

In Gmail, go to Settings and find the ‘Forwarding and POP/IMAP’ tab. Here, add the new forwarding address you copied from Pabbly Connect. Confirm the forwarding by clicking the link sent to the provided email address. After confirming, ensure that you save changes in Gmail to forward all incoming emails to Pabbly Connect.


Filtering Emails to Create ClickUp Tasks

Next, you will filter the incoming emails to create specific ClickUp tasks using Pabbly Connect. After setting up the email parser, click on ‘Recapture Email’ to get the latest email details. Once you receive an email, you will configure a filter to only process relevant emails.

  • Select ‘Filter by Pabbly’ as your action application.
  • Set the filter to check for specific keywords in the email subject.
  • Map the subject field and set conditions to filter emails containing keywords like ‘issue’ or ‘task’.

Once you’ve set the filters, click on ‘Save and Send Test Request’. If the condition is true, you can then proceed to create a new task in ClickUp using the filtered email details.


Creating a Task in ClickUp with Pabbly Connect

Now it’s time to create a task in ClickUp using the details from the filtered email. In this step, select ‘ClickUp’ as your action application within Pabbly Connect. Choose the action event as ‘Create Task’ and establish a connection to ClickUp using your API token.

To obtain your API token, go to your ClickUp account settings and navigate to the ‘Apps’ section. Copy the API token and paste it into Pabbly Connect. After connecting, select your workspace, space, and folder where the task will be created. Map the email subject to the task name and the email body to the task description.

Once all required fields are filled, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the task has been created in ClickUp. Check your ClickUp workspace to verify that the task appears with the correct details.


Conclusion

Using Pabbly Connect, you can seamlessly automate the creation of ClickUp tasks from Gmail. By following the steps outlined in this tutorial, you can enhance your productivity and streamline task management effortlessly. This integration ensures that every relevant email translates into actionable tasks in ClickUp.

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

WhatsApp Automation Secrets for Real Estate Marketing with Pabbly Connect

Learn how to automate WhatsApp messaging for real estate leads using Pabbly Connect. This guide covers integration steps, features, and benefits. 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. Understanding WhatsApp Automation with Pabbly Connect

In the realm of real estate marketing, automating WhatsApp messaging can significantly enhance lead management. By utilizing Pabbly Connect, you can streamline your communication with potential clients. This integration allows you to receive notifications and send messages automatically whenever a new lead arrives.

To start, you need to set up an account with Pabbly Connect. Once logged in, you can create workflows that connect your lead sources, such as Facebook lead ads, to WhatsApp messaging services. This automation not only saves time but also ensures that no lead is missed.


2. Setting Up Your Pabbly Connect Workflow

To create your WhatsApp automation, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘WhatsApp Automation for Real Estate Leads’. Select a folder for organization, and then click ‘Create’. This sets the stage for your automation.

Next, you will define the trigger and action for your workflow. Here’s how to do it:

  • Select ‘Facebook Lead Ads’ as the trigger application.
  • Choose the trigger event as ‘New Lead Instant’.
  • Connect your Facebook account to Pabbly Connect.

After setting up the trigger, select the action application, which will be WhatsApp via the Vati application. This allows you to send messages directly to leads on WhatsApp.


3. Capturing Leads from Facebook with Pabbly Connect

Once your trigger is configured, you can capture lead information from Facebook. When a new lead submits the form, Pabbly Connect will automatically fetch the details such as name, email, and phone number. This is crucial for timely follow-ups and effective communication.

To ensure the connection is working:

  • Test the lead form by submitting a dummy entry.
  • Check if the lead details appear in Pabbly Connect.

If everything is set up correctly, you will see the lead information captured in real-time, allowing you to respond instantly.


4. Sending WhatsApp Alerts Using Pabbly Connect

Now that you have captured the lead information, the next step is to send a WhatsApp alert. In your Pabbly Connect workflow, select the action event as ‘Send Template Message’ using the Vati application. This action will notify you whenever a new lead arrives.

To configure this:

Input your WhatsApp number for notifications. Select the message template that you previously created. Map the lead variables to the message template for personalization.

Once set, every time a lead is captured, you will receive an automated WhatsApp message with their details, ensuring you never miss a potential client.


5. Sending Follow-Up Messages to Leads via WhatsApp

After notifying yourself of a new lead, you can also send a follow-up message directly to the lead. In the same workflow, select the action event to send another WhatsApp message using the lead’s phone number. This enhances customer engagement and improves your chances of conversion. using Pabbly Connect

For this step:

Use the lead’s phone number obtained from the trigger step. Choose a template that thanks the lead for their interest. Attach any relevant documents, such as brochures.

This process ensures that your leads feel valued and informed, leading to better customer relationships and higher conversion rates.


Conclusion

Utilizing Pabbly Connect for WhatsApp automation in real estate marketing can transform how you manage leads. By automating notifications and follow-ups, you enhance efficiency and improve customer engagement. Start leveraging these automation secrets today for a competitive edge in your real estate 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.

How to Update Stripe Payment Details on Discord Channel Using Pabbly Connect

Learn how to seamlessly integrate Stripe with Discord to update payment details using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Accessing Pabbly Connect for Integration

To integrate Stripe with Discord, start by accessing Pabbly Connect. This platform allows you to create a seamless connection between these applications. First, sign in to your Pabbly Connect account or create a new one if you are a first-time user. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

In the dashboard, click on the ‘Create Workflow’ button located in the upper right corner. You will then be prompted to name your workflow. Enter a suitable name, such as ‘Update Stripe Payment Details on Discord Channel’. After naming, select a folder to save your workflow, like the ‘Stripe’ folder.


2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your integration. The trigger application will be Stripe, and the action application will be Discord. Start by selecting Stripe as your trigger application in the Pabbly Connect interface. The trigger event will be set to ‘New Charge’ to capture payment details. using Pabbly Connect

  • Select Stripe as the trigger application.
  • Choose ‘New Charge’ as the trigger event.
  • Set Discord as the action application.
  • Choose ‘Send Channel Message’ as the action event.

By establishing this connection, you ensure that every time a new payment is received through Stripe, a notification will be sent to your Discord channel. This setup is crucial for keeping your team informed about payment activities.


3. Connecting Stripe with Pabbly Connect

To finalize the integration, you need to connect your Stripe account with Pabbly Connect. Pabbly Connect will provide you with a webhook URL, which you will use to link Stripe to the platform. Copy the webhook URL from Pabbly Connect and head over to your Stripe account.

In your Stripe dashboard, navigate to the ‘Developers’ section and select ‘Webhooks’. Click on the ‘Add Endpoint’ button. Here, paste the webhook URL you copied earlier. For event selection, choose ‘Charge Succeeded’ to ensure that you only receive notifications for successful payments. After setting this up, click on ‘Add Endpoint’ to save your changes.


4. Testing the Integration with Dummy Payment

Now that you have connected Stripe with Pabbly Connect, it’s time to test the integration. You will need to create a dummy payment in Stripe to see if the webhook is functioning correctly. Go to the ‘Payments’ section in Stripe and create a new payment with the necessary details, such as amount and customer information.

Once you submit the payment, return to Pabbly Connect, which will now show that it is waiting for a webhook response. If the setup is correct, you should see a successful response indicating that the payment details have been received. This confirms that the connection between Stripe and Pabbly Connect is functioning as intended.


5. Notifying the Discord Channel with Payment Details

With the successful integration in place, you can now configure the message that will be sent to your Discord channel. In the Pabbly Connect interface, set up the message format you want to use. This message will include essential payment details like customer name, email, city, product, and price. using Pabbly Connect

  • Map the customer name from the Stripe response.
  • Include the customer email in the message.
  • Add the city and product details.
  • Format the price correctly using number formatting.

After setting up the message, click on ‘Save and Send Test Request’. If everything is configured correctly, your team should receive a notification in the Discord channel with the payment details, confirming that the integration is successful. This automated process will now keep your team updated on all new payments received through Stripe.


Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to integrate Stripe with Discord for updating payment details. By following these steps, you can automate notifications for your team and enhance your workflow efficiency.

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

Integrate Facebook Leads with Google Sheets Using Pabbly Connect

Learn how to efficiently integrate Facebook leads into Google Sheets for your social media marketing agency using Pabbly Connect. Follow this step-by-step guide! 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


1. Accessing Pabbly Connect for Integration

To add Facebook leads to Google Sheets for your social media marketing agency, you first need to access Pabbly Connect. Start by signing in to your existing account or create a new account for free, which allows you to use 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Here, you can name your workflow, for instance, ‘Add Facebook Leads to Google Sheets’, and save it in an appropriate folder.


2. Setting Up Trigger and Action in Pabbly Connect

The next step involves setting up the trigger and action for your workflow in Pabbly Connect. The trigger application will be Facebook, and the event will be ‘New Lead Instant’. This means that every time you receive a new lead through Facebook lead ads, the workflow will automatically activate.

  • Select Facebook as the trigger application.
  • Choose ‘New Lead Instant’ as the trigger event.

Following this, you will set Google Sheets as the action application. The action event will be ‘Add New Row’. This configuration ensures that every new lead captured is automatically added to your Google Sheets.


3. Connecting Facebook to Pabbly Connect

To proceed with the integration, you need to establish a connection between Facebook and Pabbly Connect. Click on the ‘Connect’ button, and if you are already logged into your Facebook account, the authorization process will be seamless.

Once authorized, select the Facebook page associated with your social media marketing agency. For instance, if your page is named ‘Sharks Media Agency’, select it from the dropdown. Then, choose the lead generation form linked to this page, such as ‘Shark Media Contact Form’.


4. Testing the Integration with a Test Lead

With the connection established, it’s time to test the integration. In Pabbly Connect, after selecting your page and lead form, click on ‘Save and Test Request’. This will prepare your workflow to receive data from Facebook.

  • Navigate to Meta for Developers and access your apps.
  • Use the Lead Ads Testing Tool to create a test lead.

Fill in the necessary details like email, full name, phone number, and city. Once submitted, the test lead will be captured in Pabbly Connect, confirming that the integration is functioning correctly.


5. Adding Leads to Google Sheets Automatically

After confirming that Pabbly Connect successfully captured the test lead, you can now set up the Google Sheets integration. Click on ‘Connect’ to link Google Sheets, allowing you to add new rows automatically.

Select the spreadsheet you created, titled ‘Facebook Leads New’, and ensure that the columns match the lead details: email, name, phone number, and city. Use the mapping feature to connect the data fields from the Facebook lead response to the corresponding columns in your Google Sheets.


Conclusion

By following this tutorial, you can seamlessly integrate Facebook leads into Google Sheets for your social media marketing agency using Pabbly Connect. This automation saves time and ensures that all lead data is organized and accessible in real-time.

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 Tasks in Taskade from Google Forms Responses Using Pabbly Connect

Learn how to automate task creation in Taskade from Google Forms responses 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


Setting Up Pabbly Connect for Taskade Integration

To begin the integration process, you need to access Pabbly Connect. First, sign up for a free account by following the link provided in the description. After signing up, navigate to your Pabbly Connect dashboard where you will create a new workflow.

Click on the ‘Create Workflow’ button and name it, for example, ‘Google Forms to Taskade’. Choose the appropriate folder within your Pabbly Connect account to store this workflow. After this, your workflow will open up with two windows: the trigger window and the action window, where you will set up the necessary integrations.


Connecting Google Forms as a Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, search for ‘Google Forms’ and select it. For the trigger event, choose ‘New Response Received’. This event allows Pabbly Connect to capture new form submissions from Google Forms.

Upon selecting the trigger event, you will receive a webhook URL from Pabbly Connect. Copy this URL as it will be used to connect your Google Form to Pabbly Connect. Ensure that your Google Form has the last question marked as required, as this is crucial for the automation to work properly.

  • Open your Google Form and navigate to the Responses tab.
  • Click on the link to Sheets button to create a new spreadsheet for storing the responses.
  • In Google Sheets, go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks.
  • Install the add-on, then refresh your Google Sheets.

After refreshing, go to Extensions > Pabbly Connect Webhooks and click on ‘Initial Setup’. Here, paste the copied webhook URL, select your sheet, and specify the trigger column. This setup will enable your Google Sheet to send new form responses directly to Pabbly Connect.


Creating a Task in Taskade Using Pabbly Connect

After successfully setting up the Google Forms trigger, the next step is to create a task in Taskade. In the action window of Pabbly Connect, search for ‘Taskade’ and select it. Choose the action event ‘Create Task’ to enable task creation based on the Google Forms responses.

Click on ‘Connect’ and then ‘Add New Connection’ to link your Taskade account with Pabbly Connect. You will need to allow permissions for Pabbly Connect to access your Taskade account. Once connected, select the workspace and folder where you want the new tasks to be created.

  • Map the task title from Google Forms responses into the Taskade content field.
  • Include additional details like the task description, username, and email using the mapping feature.
  • Specify the due date for the task, ensuring it follows the correct format.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will create a task in your Taskade account based on the information received from the Google Form submission.


Testing the Automation Workflow

With the integration set up, it’s time to test the automation workflow. Go to your Google Form and submit a test response. Fill in the required fields like name, email, task title, description, and due date, then click ‘Submit’. This action will trigger the workflow in Pabbly Connect.

After submitting the form, return to your Pabbly Connect dashboard. You should see that the trigger window indicates it has received the response. This means that the data from the Google Form submission has successfully been captured by Pabbly Connect.

Check your Taskade account to confirm that the task has been created with the details from the form. Verify that all mapped fields are correctly populated in the Taskade task.

This successful test confirms that your automation is working seamlessly, allowing you to create tasks in Taskade from Google Forms responses automatically.


Conclusion

In this tutorial, we demonstrated how to automate the creation of tasks in Taskade from Google Forms responses using Pabbly Connect. This integration simplifies task management by automatically transferring form submissions into actionable tasks.

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

By following the steps outlined, you can set up this automation for your own use, enhancing productivity and streamlining your workflow.

How to Send Slack Notifications for GoHighLevel Contacts Using Pabbly Connect

Learn how to send Slack notifications for new GoHighLevel contacts using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To send Slack notifications for GoHighLevel contacts, we start by accessing Pabbly Connect. First, open a new tab and search for Pabbly Connect. You can either sign in or sign up for free if you don’t have an account yet.

Once logged in, you will see the dashboard where you can manage your workflows. Click on the ‘Access Now’ button under Pabbly Connect to start creating your integration.


2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Send Slack Notification for GoHighLevel Contact’.

  • Name the workflow appropriately.
  • Select the folder to save the workflow.
  • Click ‘Create’ to proceed.

Now, you will see two boxes labeled Trigger and Action. The Trigger will be GoHighLevel, and the Action will be Slack. Set up the trigger first by selecting GoHighLevel and the event ‘Contact Created’.


3. Connecting GoHighLevel to Pabbly Connect

To connect GoHighLevel with Pabbly Connect, you will need to use a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect.

Next, go to your GoHighLevel account, navigate to Automation, and create a new workflow. Add a trigger for ‘Contact Created’ and name it accordingly. Then, add a webhook action and paste the copied URL into the URL section. Save and publish the workflow.


4. Creating a New Contact in GoHighLevel

After setting up the webhook, it’s time to test the integration by creating a new contact in GoHighLevel. Click on the plus button to add a new contact. Fill in the details such as first name, last name, email, and phone number.

Once you save the contact, GoHighLevel will send the contact details to Pabbly Connect via the webhook, allowing you to proceed to the next step.


5. Sending a Notification to Slack

Now, return to Pabbly Connect to set up the action for sending a Slack notification. Select Slack as the action application and choose ‘Send Channel Message’ as the action event.

Connect your Slack account by selecting the token type as bot and allowing access. Choose the channel where you want to send the notification, such as the General channel.

Compose your message using the mapped fields from the GoHighLevel response. Include the contact’s name, phone number, and email. After setting up the message, click ‘Save and Send Test Request’ to verify that the notification is sent successfully.


Conclusion

In this tutorial, we demonstrated how to send Slack notifications for new GoHighLevel contacts using Pabbly Connect. By following these steps, you can automate notifications and enhance your workflow efficiency.

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 Automate QR Attendance System with Pabbly Connect

Learn how to automate your QR attendance system using Pabbly Connect and Google Forms. Step-by-step guide for seamless integration and notifications. 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. Create Google Form for Attendance Using Pabbly Connect

To automate your QR attendance system, the first step is to create a Google Form. This form will collect attendance data from employees. In this process, Pabbly Connect will play a crucial role in integrating the form submissions with other applications.

In the Google Form, include fields such as name, department, and employee ID. This allows employees to submit their attendance easily. After creating the form, generate a QR code that links to it, enabling quick access for your team members.


2. Generate QR Code for Google Form Attendance

Once your Google Form is ready, generating a QR code is essential for easy access. This QR code will direct employees to the form for attendance marking. Here’s how to create it: using Pabbly Connect

  • Click on the ‘Create QR’ button in your QR code generator.
  • Select ‘Website URL’ and paste the shortened URL of your Google Form.
  • Customize the QR code color and style as desired.

After customization, click on ‘Continue’ to generate the QR code. Employees can now scan this QR code to access the attendance form directly.


3. Set Up Pabbly Connect for Attendance Automation

Next, we will set up Pabbly Connect to automate the attendance notifications. This involves creating a workflow in Pabbly Connect that triggers when a new form submission is received. Start by logging into your Pabbly Connect account and creating a new workflow.

In the workflow, select Google Forms as the trigger app and choose the event ‘New Response Received’. This will allow Pabbly Connect to capture the responses from your Google Form automatically. After setting this up, you will receive a webhook URL from Pabbly Connect, which you need to link back to your Google Form.


4. Connect Google Sheets with Pabbly Connect

Google Forms responses are stored in a Google Sheet, which we will connect to Pabbly Connect. This step is crucial for tracking attendance submissions. To do this, navigate to the responses tab in your Google Form and click on ‘Link to Sheets’. Create a new spreadsheet to save the responses.

Once your Google Sheet is created, go to the ‘Extensions’ menu, select ‘Add-ons’, and install Pabbly Connect Webhook. After installation, refresh your Google Sheet and set up the initial configuration by pasting the webhook URL you received from Pabbly Connect. Specify the trigger column where data will be entered, typically the last column of your sheet.


5. Set Up WhatsApp Notifications for Late Attendance

To notify administrators of late attendance, we will set up a WhatsApp notification through Pabbly Connect. After receiving the form submission, use the Text Formatter in Pabbly Connect to split the timestamp and check if the submission time is after 10:15 AM.

If the submission is late, add a filter step in Pabbly Connect, specifying that if the time is greater than 10:15 AM, a WhatsApp message should be sent. For this, connect to a WhatsApp service provider like Wati, enter your API endpoint and access token, and set up the message template to include details of the late submission.

Finally, test the entire workflow by submitting a sample attendance form and checking if the WhatsApp notification is received correctly. This confirms that your automation is functioning as intended.


Conclusion

In this tutorial, we explored how to automate a QR attendance system using Pabbly Connect. By integrating Google Forms, Google Sheets, and WhatsApp notifications, you can streamline attendance tracking efficiently. With this setup, you can easily monitor attendance and receive timely notifications for late submissions.

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