Author: Rajpal Tomar

Learn how to send product quotations to IndiaMART leads via WhatsApp using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start sending product quotations to IndiaMART leads via WhatsApp, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications without any coding.

Visit the Pabbly Connect homepage and sign in or create a new account. Once logged in, you will be greeted with the dashboard where you can manage your workflows. As a new user, you can enjoy 100 free tasks every month to explore this amazing software.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where the automation magic begins.

• Click on ‘Create Workflow’
• Name your workflow, such as ‘Send Product Quotation to IndiaMART Leads via WhatsApp’
• Select a folder to save your workflow

Once your workflow is set up, you will see two sections: Trigger and Action. The Trigger will be IndiaMART, and the Action will be WhatsApp Cloud API. This setup will ensure that every time a new lead is generated in IndiaMART, a quotation will be sent via WhatsApp.

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3. Setting Up the Trigger with IndiaMART

In this step, you will configure the Trigger application as IndiaMART in Pabbly Connect. This is essential for capturing new leads automatically.

Select ‘IndiaMART’ as your trigger application and choose the event ‘New Leads’. This means that whenever a new lead is generated, it will trigger the workflow. Remember, IndiaMART has a polling time of four hours, so the workflow will trigger every four hours.

• Click on ‘Connect’ to set up your IndiaMART connection
• Provide your IndiaMART CRM API key to establish the connection
• Test the connection to ensure it captures the latest lead

Once the connection is established, you will receive the details of the last lead generated in IndiaMART, confirming that the setup is successful.

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4. Setting Up the Action with WhatsApp Cloud API

Now, it’s time to set up the Action in Pabbly Connect. Select WhatsApp Cloud API as your action application. This enables you to send automated messages to your leads.

Choose the action event ‘Send Template Message’. This allows you to send a customized message along with the product quotation to the lead. You will need to connect your WhatsApp Cloud API account by providing the necessary details.

Enter your WhatsApp Business Account ID Provide the Access Token Input your Phone Number ID

Once connected, you can select the template you created for sending the quotation and map the lead’s mobile number dynamically, ensuring every lead receives a personalized message.

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5. Testing the Workflow

After setting up both the Trigger and Action, it’s crucial to test your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the message is sent successfully.

If everything is set up correctly, you will see a confirmation that the message has been sent to the lead via WhatsApp. Check the WhatsApp account to verify that the product quotation message has arrived.

Ensure that the message contains the correct quotation link Verify that the lead’s name appears correctly in the message Confirm that the message status is accepted

Once confirmed, your automation is fully functional, allowing you to send product quotations to IndiaMART leads via WhatsApp seamlessly.

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Conclusion

By following this tutorial, you have successfully set up an automation using Pabbly Connect to send product quotations to IndiaMART leads via WhatsApp. This integration streamlines your sales process, saving you time and effort.

Learn how to automate sharing Google Forms responses with attachments via Gmail using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Forms Integration

To share Google Forms responses with attachments via Gmail, we will utilize Pabbly Connect. Start by visiting the Pabbly Connect homepage by browsing to the URL provided. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get 100 free tasks for your automation needs.

If you are an existing user, simply click on the ‘Sign In’ button. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create new workflows to automate your processes.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button located at the top right corner. This will open a dialog box where you can name your workflow. For this integration, name it ‘Share Google Forms Responses with Attachments via Gmail’ and select your desired folder. using Pabbly Connect

• Click on the ‘Create’ button to initiate your workflow.
• Set the trigger application to Google Forms and select ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for connecting your Google Forms.

With the webhook URL copied, you can proceed to set up your Google Forms to send responses directly to Pabbly Connect.

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3. Setting Up Google Forms to Work with Pabbly Connect

In your Google Forms, ensure you have created a form that collects responses, including file uploads. Click on the ‘Responses’ tab and then select the option to link your form to Google Sheets by clicking on ‘Link to Sheets’ and creating a new spreadsheet. using Pabbly Connect

• Go to ‘Extensions’ in Google Sheets, click on ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’.
• Install the add-on if you haven’t done so already.
• After installation, return to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ followed by ‘Initial Setup’.

Paste the copied webhook URL into the designated field and enter the trigger column as the last data column (e.g., column E). This setup allows Pabbly Connect to receive data whenever a new response is submitted.

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4. Configuring Gmail to Send Responses with Attachments

Next, return to your Pabbly Connect workflow and set up the action step. Select Gmail as your action application and choose ‘Send Email’ as the action event. Connect your Gmail account by clicking on ‘Connect’ and following the prompts to allow Pabbly Connect access. using Pabbly Connect

Enter the recipient’s email address for receiving the notifications. Set the email subject as ‘New Participation’ and write the email content notifying about the new submission. Attach the file link received from Google Drive to the email.

After completing these fields, click on ‘Save and Send Test Request’ to verify that the email is sent correctly with the attached file.

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5. Testing the Integration Setup

To ensure everything is functioning properly, submit a test response through your Google Form. Enter details such as name, email, phone number, and upload a file. After submission, check your Google Sheets to confirm that the response appears correctly.

Next, check your Gmail to confirm that you received an email notification with the participant’s details and the file attached. This confirms that your automation is working seamlessly through Pabbly Connect.

Repeat the test process with different entries to ensure consistent functionality. You can also modify the email content or recipient details as needed.

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Conclusion

In this tutorial, we demonstrated how to share Google Forms responses with attachments via Gmail using Pabbly Connect. By following these steps, you can automate the process of sending email notifications with file attachments, enhancing your workflow efficiency.

Learn how to automatically share e-books via Gmail upon receiving payments through Cashfree 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

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1. Accessing Pabbly Connect for Automation

To automatically share e-books on receiving Cashfree payments, you first need to access Pabbly Connect. This platform allows you to create workflows without coding skills.

Visit the Pabbly Connect homepage and sign in or create a new account. If you’re a new user, you’ll receive 100 free tasks each month, which helps you explore the software efficiently.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name like ‘Automatically Share E-Books on Receiving Cashfree Payment’.

• Select the folder for organizing your workflow.
• Click ‘Create’ to proceed.

Now you will see trigger and action windows. The trigger will be Cashfree, and the action will be Gmail. This setup allows you to automate the process of sending e-books upon payment confirmation.

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3. Setting Up Cashfree as Trigger in Pabbly Connect

In this step, select Cashfree as your trigger application in Pabbly Connect. Choose the trigger event as ‘Payment via Form’. This means that whenever a payment is made through your form, it will trigger the workflow.

Copy the webhook URL provided by Pabbly Connect and navigate to your Cashfree account. In the developer section, select ‘Webhook’ and click on ‘Add Webhook Endpoint’. Paste the copied URL here.

• Select the latest webhook version.
• Test the webhook to ensure it’s working.

Set the event to ‘Success Payment’ to capture successful payments. Once this is done, you can return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test your setup.

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4. Filtering Payments for Specific E-Book Purchases

To ensure that only payments for the specific e-book trigger the email, you will need to apply a filter condition in Pabbly Connect. Select ‘Filter’ as your action application and choose ‘Filter Values’ as the action event.

Set the filter conditions to only allow payments from the specific form ID associated with the e-book. For example, if the form ID is 450497, enter this as your value.

Select the form ID as the label. Choose ‘Equal To’ as the filter type.

Once the filter is set, click on ‘Save and Send Test Request’ to verify that the condition is true. If the condition is met, the workflow will continue to the next step.

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5. Sending Email Notifications via Gmail

Finally, set up Gmail as the action application in Pabbly Connect. Choose ‘Send Email’ as the action event. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

Map the recipient email address from the previous response to ensure the email goes to the correct customer. Enter a sender name, subject, and email content. For example, include a message thanking the customer and attaching the e-book PDF link.

Set the email subject as ‘Java E-Book’. Attach the PDF link of the e-book.

After configuring the email settings, click ‘Save and Send Test Request’ to check if the email is sent successfully. You should receive an email confirming the successful payment and the attached e-book.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically share e-books upon receiving payments through Cashfree. By following these steps, you can seamlessly integrate your payment and email systems, enhancing your customer experience.

Learn how to create a NeoDove lead from Facebook Lead Ads using Pabbly Connect. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a NeoDove lead from Facebook Lead Ads, the first step is accessing Pabbly Connect. You can start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once signed in, you will see the Pabbly dashboard. Click on the option for Pabbly Connect to access the integration tools. This platform allows you to automate processes between Facebook Lead Ads and NeoDove seamlessly.

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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 located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow.

• Name your workflow (e.g., ‘Create Neo Dove Lead from Facebook Lead Ads’).
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize the workflow setup.

Once created, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens in response. In this case, the trigger will be Facebook Lead Ads, and the action will be NeoDove.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, click on the arrow in the trigger section, and select ‘Facebook Lead Ads’ as your trigger application. Choose the event ‘New Lead Instant’. This configuration ensures that every time a new lead is generated, Pabbly Connect captures it instantly.

Next, you will need to connect your Facebook account. Click on ‘Add New Connection’ and authorize Pabbly Connect to access your Facebook Lead Ads. Make sure you are logged into the correct Facebook account that has the relevant lead ads.

• Select the business page associated with your lead ads.
• Choose the lead generation form you have created.
• Click ‘Save and Send Test Request’ to check the connection.

Once the test request is successful, Pabbly Connect will confirm that it has captured the lead data, allowing you to proceed to the next step.

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4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on the action section arrow and select ‘NeoDove’ as the action application. The corresponding action event should be ‘Create Lead’.

To connect NeoDove, you will need the Integration ID from your NeoDove account. Log into your NeoDove account, navigate to the ‘Integrations’ section, and find your Integration ID. Copy this ID and paste it into Pabbly Connect when prompted.

Map the mobile number, name, and email fields from the trigger step. Ensure all required fields are filled correctly. Click on ‘Save and Send Test Request’ to finalize the action setup.

If the setup is correct, you will receive a confirmation that a new lead has been created in your NeoDove account.

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5. Testing the Integration Between Pabbly Connect and Facebook Lead Ads

To verify that the integration between Pabbly Connect and Facebook Lead Ads works, you can generate a test lead. Use the Facebook Lead Ads testing tool to create a new lead with the same details you previously used.

After submitting the test lead, check your NeoDove account to see if the lead appears. Refresh the page in NeoDove, and you should see the new lead listed with the details you provided.

Repeat this process to ensure everything is functioning correctly. If you encounter any issues, revisit the steps in Pabbly Connect to ensure all connections and mappings are correctly configured.

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Conclusion

This tutorial demonstrates how to create a NeoDove lead from Facebook Lead Ads using Pabbly Connect. By following these steps, you can automate the process of lead generation, ensuring that every new lead is captured efficiently. With Pabbly Connect, integrating applications like Facebook and NeoDove has never been easier.

Learn how to use Pabbly Connect to automate the export of IndiaMART enquiries to Google Sheets seamlessly. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start automating the export of IndiaMART enquiries to Google Sheets, you need to access Pabbly Connect. Begin by signing up for a free account if you haven’t already.

Once logged in, navigate to the Pabbly Connect dashboard. Click on ‘Create Workflow’ and name your workflow, for example, ‘IndiaMART Automation.’ Select a folder to save this workflow and hit ‘Create’. This sets up the foundation for your automation.

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2. Connecting IndiaMART with Pabbly Connect

In this step, you will connect your IndiaMART account to Pabbly Connect. In the trigger section, search for ‘IndiaMART’ and select it. Choose the trigger event as ‘New Leads’ from the dropdown menu.

• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter your CRM API key, which you can find in your IndiaMART account settings.
• After pasting the API key, click ‘Save’ and then ‘Send Test Request’.

When you send the test request, if successful, you will receive details of the most recent lead from IndiaMART in Pabbly Connect. This confirms that the integration is working correctly.

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3. Exporting Leads to Google Sheets via Pabbly Connect

Next, we will set up the action to export the inquiries into Google Sheets. In the action step of your workflow, search for ‘Google Sheets’ and select it. Choose the action event as ‘Add New Row’ and click ‘Connect’. using Pabbly Connect

• Sign in with your Google account to authorize the connection.
• Select the specific spreadsheet where you want to export the enquiries.
• Choose the sheet from the selected spreadsheet.

After connecting, map the fields from the IndiaMART lead details to the respective columns in Google Sheets. For example, map the ‘Inquiry ID’, ‘Sender Name’, and other relevant fields accordingly. This ensures that all necessary information is captured accurately.

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4. Mapping IndiaMART Fields to Google Sheets

In this section, you will map the data fields from the IndiaMART lead to the columns in your Google Sheets. Each field from the trigger step needs to be matched with the corresponding column in the Google Sheets action step.

For effective mapping, ensure that you select the correct fields from the dropdown options in Pabbly Connect. You will map details like:

Unique Query ID Inquiry Time Sender Name Email Address Mobile Number Product Inquiry Message

After mapping all fields, click on ‘Save and Send Test Request’. This will verify if the data is being correctly exported to your Google Sheets. If successful, you will see the new inquiry details populated in your spreadsheet.

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5. Conclusion: Automating IndiaMART Enquiries with Pabbly Connect

In conclusion, using Pabbly Connect to automate the export of IndiaMART enquiries to Google Sheets is a straightforward process. By following the steps outlined, you can ensure that all new leads are captured in real-time in your spreadsheet.

This automation not only saves time but also enhances your efficiency in managing inquiries. With Pabbly Connect, you can easily integrate various applications and create workflows that suit your business needs.

Learn how to send verification form links for affiliate requests using Pabbly Subscription Billing and Pabbly Subscription Billing. Follow this detailed tutorial for seamless integration. Take full control of your subscription business with a comprehensive billing system that handles everything from payment processing to dunning management.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Subscription Billing for Affiliate Requests

To send verification form links for affiliate requests, start by accessing your Pabbly Subscription Billing account. This platform is essential for managing your affiliate program and handling requests efficiently.

Within your Pabbly Subscription Billing account, navigate to the affiliate settings. Here, you can configure the settings to manage how affiliate requests are received and processed. Ensure you have a designated affiliate portal set up for user registrations.

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2. Creating a Google Form for Affiliate Verification

Next, create a Google Form to collect necessary verification documents from affiliates. This form will allow affiliates to submit their details and upload documents such as Aadhar and PAN cards. using Pabbly Connect

• Use Google Forms or any preferred form-building application.
• Include fields for name, email, mobile number, Aadhar number, and file uploads.
• Make sure the form is accessible to the affiliates for easy submission.

Once your Google Form is ready, copy the shareable link. This link will be crucial for the next steps in the automation process.

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3. Integrating Pabbly Connect for Automation

To automate sending the verification form link, you will use Pabbly Connect. This integration platform allows you to connect Pabbly Subscription Billing with Gmail for seamless communication.

Begin by creating a new workflow in Pabbly Connect. Name your workflow appropriately, such as ‘Pabbly Subscription Billing to Gmail.’ In the trigger section, select Pabbly Subscription Billing and choose the event as ‘New Affiliate Request.’ This setup will ensure that every new request triggers the workflow.

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4. Configuring Gmail Notifications for Affiliates

After setting up the trigger, the next step involves configuring Gmail to send the verification form link. In the action step of Pabbly Connect, select Gmail and choose the action event as ‘Send Email.’ This allows you to send personalized emails to affiliates. using Pabbly Connect

Map the email address from the trigger response to the recipient field. Customize the email subject and body, including the verification form link. Use dynamic fields to personalize the email by including the affiliate’s name.

• Set the subject line to something like ‘Request to Upload Required Documents for Affiliate Verification.’
• Ensure the email body contains clear instructions and the Google Form link.

Test the automation by submitting a sample affiliate request through your Pabbly Subscription Billing affiliate portal. Check if the email is sent correctly with the form link included.

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5. Testing the Automation Workflow

Once your workflow is configured, it’s crucial to test the entire process. Submit a new affiliate request using the affiliate portal you set up in Pabbly Subscription Billing. This will trigger the automation you created.

Check your Gmail account to confirm that the email was sent successfully. The email should include the personalized greeting, the subject line, and the link to the Google Form for document submission.

By following these steps, you can efficiently manage affiliate requests and streamline the verification process with Pabbly Subscription Billing and Pabbly Connect. This automation not only saves time but also enhances the onboarding experience for new affiliates.

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Conclusion

This tutorial outlined how to send verification form links for affiliate requests using Pabbly Subscription Billing and Pabbly Connect. By automating this process, you can ensure a smooth verification workflow for your affiliates, enhancing overall efficiency.

Learn how to automate employee evaluation forms using Google Forms and Google Chat with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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

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1. Accessing Pabbly Connect for Integration

To automate employee evaluation forms using Google Forms and Google Chat, we need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the Pabbly apps window. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard, where you can create your workflow for automation.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. Enter ‘Automate Employee Evaluation Forms with Google Forms and Google Chat’ as the workflow name. using Pabbly Connect

• Select a folder to save your workflow.
• Choose the folder named ‘Google Forms Automation’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This sets up the initial framework for your automation process.

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3. Setting Up Trigger for Google Forms

The next step is to set up the trigger for your workflow. Click on the arrow in the trigger section and select ‘Google Forms’ as your trigger application. The trigger event will be ‘New Response Received’.

Once you select the trigger application, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Forms with Pabbly Connect.

• Open your Google Form and navigate to ‘Responses’.
• Link it to a new Google Sheets spreadsheet.

After linking the Google Form to Google Sheets, you can proceed to connect the spreadsheet with Pabbly Connect to capture the responses automatically.

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4. Configuring Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, click on ‘Extensions’ in the Google Sheets menu, then select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field.

For the trigger column, choose the final data column (Column F) where responses will be added. Click on ‘Submit’ to complete the setup.

Ensure the ‘Send On Event’ option is activated. This allows Pabbly Connect to capture new responses automatically.

After configuring, return to your Pabbly Connect dashboard to verify that it is waiting for a webhook response.

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5. Setting Up Action to Send Messages to Google Chat

After setting up the trigger, the next step is to configure the action. Select ‘Google Chat’ as the action application and choose the action event as ‘Create Message’. Click on ‘Connect’ to link Google Chat with Pabbly Connect.

You will need to provide the Google Chat URL where messages will be sent. Follow the provided instructions to obtain the correct URL from your Google Chat space.

Enter the message format you want to send. Include dynamic fields such as employee name, rating, and feedback.

After mapping the required fields, click on ‘Save and Send Test Request’. Check your Google Chat to confirm that the message has been successfully sent.

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Conclusion

In this tutorial, we learned how to automate employee evaluation forms using Google Forms and Google Chat through Pabbly Connect. By setting up triggers and actions, you can streamline feedback processes and enhance communication within your team.

Learn how to automate employee record management using Pabbly Connect to integrate Jotform and MS Excel seamlessly. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Employee Record Management

To automate employee record management, the first step is accessing Pabbly Connect. This powerful integration tool allows seamless connections between Jotform and Microsoft Excel.

Start by opening a new tab and searching for Pabbly Connect. You will be directed to the landing page where you can either sign in or sign up for free. Signing up takes only a couple of minutes and provides you with 100 free tasks monthly.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, it’s time to create a new workflow for automating employee record management. Click on the ‘Create Workflow’ button on the dashboard.

• Name your workflow: ‘Update HR Database with Jotform and MS Excel’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

This setup will lead you to the workflow window where you can define triggers and actions. The trigger will be Jotform, and the action will be Microsoft Excel.

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3. Setting Up the Trigger with Jotform

In this step, you will configure the trigger in Pabbly Connect. Select Jotform as your trigger application and choose the ‘New Response’ trigger event.

Next, you will need to connect Jotform to Pabbly Connect using a webhook URL. Copy the webhook URL provided by Pabbly Connect and go to Jotform’s settings. Under the Integrations tab, search for webhooks and paste the copied URL to complete the integration.

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4. Configuring the Action with Microsoft Excel

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select Microsoft Excel as your action application and choose the ‘Add Row to Worksheet’ action event.

Connect your Microsoft Excel account to Pabbly Connect by clicking on the ‘Add New Connection’ button and granting access. Once connected, select the specific workbook and worksheet where you want to store the employee data.

• Map the fields from Jotform to the corresponding columns in your Excel workbook.
• Ensure all required fields like name, email, and address are mapped correctly.

This mapping allows real-time updates in your Excel database whenever a new form submission occurs.

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5. Testing the Integration

After setting up the trigger and action, it’s crucial to test the integration in Pabbly Connect. Submit a test form in Jotform with sample employee details.

Once submitted, return to Pabbly Connect to check if the response is received. If successful, the employee details will appear in the response section.

Finally, verify that the data has been correctly added to your Microsoft Excel workbook. This ensures your automation for employee record management is fully functional and ready for use.

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Conclusion

Automating employee record management using Pabbly Connect to integrate Jotform and Microsoft Excel streamlines data management. This process saves time and reduces manual errors, enhancing overall efficiency.

Learn how to automatically share e-books via Gmail upon receiving payments through Razorpay using Pabbly Connect. Step-by-step tutorial included. 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

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1. Accessing Pabbly Connect for Integration

To start the process of automatically sharing e-books upon receiving Razorpay payments, you first need to access Pabbly Connect. Go to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will reach the dashboard. To create a new workflow, click on the plus icon to create a folder for your new integration. Name your folder appropriately, such as ‘Razorpay to Gmail’. After creating the folder, you can proceed to create a workflow specifically for sharing e-books automatically.

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2. Creating the Workflow in Pabbly Connect

In this step, you will set up the workflow in Pabbly Connect. Click on the ‘Create Workflow’ option and name your workflow, such as ‘Automatically Share E-Books on Receiving Razorpay Payments’. Select the folder you just created to keep everything organized.

• Name your workflow clearly for easy identification.
• Select the folder where this workflow will reside.
• Confirm the creation of the workflow to proceed.

After naming your workflow, you will be directed to a new window where you can set up the trigger and action for your workflow. The trigger application here is Razorpay, and the action application will be Gmail. This setup allows you to automate the process effectively.

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3. Setting Up the Trigger with Razorpay

The next step involves setting up the trigger in Pabbly Connect to listen for events from Razorpay. Click on Razorpay as your trigger application and select the trigger event as ‘Payment Captured’. This event will initiate the workflow whenever a payment is successfully captured.

Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Razorpay account. In Razorpay, go to ‘Settings’ and then to ‘Webhooks’. Here, you will add a new webhook, paste the copied URL, and select the event ‘Payment Captured’ to ensure that the webhook is active for the right events.

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4. Testing the Integration with Dummy Payment

Now that the trigger is set up, it’s time to test the integration. Make a dummy payment through Razorpay to verify that the webhook is functioning correctly. Enter the required details such as first name, last name, and email address, and proceed to make a payment.

• Fill in dummy details for testing purposes.
• Ensure the payment amount is set for the test.
• Complete the payment process to trigger the webhook.

After completing the payment, return to Pabbly Connect and check if the webhook response has been received. If successful, you will see the payment details captured in your workflow, confirming that the trigger is working as intended.

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5. Setting Up the Action to Send E-Books via Gmail

With the trigger successfully set, the final step is to set up the action in Pabbly Connect. Choose Gmail as your action application and select the action event as ‘Send Email’. This will enable you to send the e-book automatically once the payment is confirmed.

Connect your Gmail account to Pabbly Connect by allowing the necessary permissions. Enter the recipient’s email address, which can be mapped from the Razorpay response. Fill in the subject line and email body, including a link to the e-book PDF. This ensures the customer receives the e-book immediately after their payment.

Finally, save the workflow and send a test email to ensure everything is functioning correctly. Check your Gmail account to confirm receipt of the email with the e-book attached. This completes the integration process using Pabbly Connect.

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Conclusion

Using Pabbly Connect, you can automate the process of sharing e-books upon receiving payments via Razorpay. This integration streamlines your workflow and enhances customer experience by providing immediate access to purchased content.

Learn how to automate downloading Instagram Reels and uploading them to Google Drive using Pabbly Connect. Follow our 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

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1. Accessing Pabbly Connect for Automation

To automate the process of downloading Instagram Reels and uploading them to Google Drive, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are new, you can sign up for a free account, which takes just a couple of minutes.

Existing users can simply log in using their credentials. After logging in, you will be directed to the all-apps page. Click on the ‘Access Now’ button below Pabbly Connect to reach the dashboard where you will create your automation workflow.

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2. Creating a New Workflow in Pabbly Connect

Once on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate the automation process. Name your workflow something meaningful, like ‘Instagram Reels to Google Drive’. After naming, select the folder in which you want to store this workflow and click ‘Create’. using Pabbly Connect

• Click on ‘Create Workflow’.
• Name your workflow (e.g., Instagram Reels to Google Drive).
• Select the folder to save your workflow.

After creating the workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation, which is when a new reel is posted on your Instagram account.

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3. Setting Up Instagram Trigger in Pabbly Connect

In the trigger window, search for Instagram and select ‘Instagram for Business’. Choose the trigger event as ‘New Media Posted in My Account’. Click ‘Connect’ and then select ‘Add New Connection’ to link your Instagram account with Pabbly Connect.

To establish this connection, click on the ‘Connect with Instagram for Business’ button. A popup will appear, allowing you to authenticate your account. Ensure that your Instagram account is linked to your Facebook page, as this connection is necessary for the automation to work.

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4. Filtering for Reels in Pabbly Connect

After setting up the Instagram trigger, you need to filter the media types to ensure only Reels are processed. To do this, add a filter condition by selecting ‘Filter by Pabbly’ in the action step. Choose the action event as ‘Filter Values’ and set the condition to check if the media product type equals ‘Reels’. using Pabbly Connect

• Select ‘Filter by Pabbly’ in the action step.
• Set condition: Media Product Type equals Reels.
• Click ‘Save and Send Test Request’ to verify the filter.

This filter ensures that only Instagram Reels trigger the next action in your workflow. If the condition is met, the workflow will proceed to upload the reel to Google Drive.

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5. Uploading Instagram Reels to Google Drive

In the final step, set up the action to upload the downloaded reel to Google Drive. Search for Google Drive in the action step and select the action event as ‘Upload a File’. Click on ‘Connect’ and create a new connection to your Google Drive account. using Pabbly Connect

After connecting, you will need to enter the URL of the media file you want to upload, which you obtained from the Instagram trigger step. Also, specify the folder ID where you want the file to be uploaded in Google Drive. Finally, set the file name, ensuring to include the appropriate file extension, such as .mp4.

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Conclusion

With Pabbly Connect, you can seamlessly automate the process of downloading Instagram Reels and uploading them to Google Drive. This integration not only saves time but also ensures that your content is backed up efficiently. Follow the steps outlined in this tutorial to set up your workflow and enjoy the benefits of automation.