Author: Rajpal Tomar

Learn how to enroll users in Zenler courses and create subscribers in Klaviyo using Pabbly Connect with Instamojo payments. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. You will find options to either sign up for free or sign in if you are an existing user. Signing up gives you access to 100 free tasks each month, which is ideal for testing out the automation.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on the option to access Pabbly Connect to begin creating your workflow for integrating Instamojo with Zenler and Klaviyo.

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Creating Your Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Enroll User in Zenler Course and Create Subscriber in Klaviyo on Instamojo Payment.’ Select the folder where you want to save this workflow and click on ‘Create’ to proceed.

This will open the workflow window, where you will set up the trigger and action steps. The trigger is what starts the workflow, and in this case, you will select Instamojo as the trigger application. This is crucial as it allows you to capture new sales made via Instamojo.

• Select ‘Instamojo V2’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided webhook URL for the next steps.

After completing these steps, your workflow will be ready to receive data from Instamojo, allowing Pabbly Connect to handle the integration seamlessly.

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Setting Up Instamojo Integration

To complete the integration with Instamojo, log into your Instamojo account and navigate to the Smart Pages section. Here, select the product for which you want to set up the webhook. Click on the three dots next to your product and select ‘Edit Page’ to access the page settings.

In the page settings, you will find the option to add webhooks. Enable this option and paste the webhook URL you copied from Pabbly Connect. Make sure to select ‘Successful Payments’ as the information to be sent to ensure that only successful transactions trigger the workflow.

• Switch on the webhook option.
• Paste the copied webhook URL.
• Save and update the settings.

Once the webhook is set up, go back to Pabbly Connect and conduct a test submission by making a purchase on the selected product. This will allow you to verify that the webhook is correctly capturing the payment details.

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Enrolling Users in Zenler

After successfully capturing the payment details, the next step is to enroll the user in a Zenler course. In your Pabbly Connect workflow, add an action step and select Zenler as the action application. Choose ‘Enroll User to a Course’ as the action event to proceed.

You will need to connect your Zenler account by entering your API key and school name. This connection allows Pabbly Connect to communicate with Zenler and enroll users automatically. After connecting, select the course you want to enroll users in and map the necessary fields such as email address, first name, and last name from the payment data.

Map the email address and names from the previous step. Ensure the course ID and plan ID are correctly entered. Test the action to confirm successful enrollment.

Once the user is enrolled, you will receive a confirmation in Pabbly Connect, indicating that the action was successful, and the user is now part of the Zenler course.

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Creating a Subscriber in Klaviyo

The final step in this integration process is to create a subscriber in Klaviyo. Add another action step in your Pabbly Connect workflow and select Klaviyo as the action application. Choose ‘Create Profile’ as the action event to proceed with adding the subscriber.

Similar to the previous steps, connect your Klaviyo account and map the necessary fields such as email address, phone number, first name, and last name from the previous steps. This ensures that all the information collected during the Instamojo payment process is utilized to create a subscriber in Klaviyo.

Map the email address and phone number from the payment data. Ensure first and last names are correctly mapped. Test the action to confirm that the subscriber is created successfully.

Once this step is completed, you will receive confirmation that a new subscriber has been created in Klaviyo, allowing you to send future updates and promotions to the enrolled students. This completes the integration process using Pabbly Connect for seamless automation.

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Conclusion

In this tutorial, we learned how to enroll users in Zenler courses and create subscribers in Klaviyo using Pabbly Connect with Instamojo payments. By following these steps, you can automate your workflow and enhance your educational business.

Learn how to create a GoTo Webinar registrant from FlexiFunnels form submissions using Pabbly Connect. Follow our 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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Accessing Pabbly Connect for Integration

To create a GoTo Webinar registrant from a FlexiFunnels form submission, you need to access Pabbly Connect. First, navigate to the Pabbly Connect homepage by entering the URL Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get started with 300 tasks every month.

Once logged in, you will see the Pabbly apps window. Here, select Pabbly Connect to begin setting up your integration. This platform simplifies automation by connecting your favorite applications, ensuring seamless data flow without manual effort.

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Creating a Workflow in Pabbly Connect

To establish the integration, click on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. In the dialog box that appears, name your workflow as ‘Create GoTo Webinar Registrant on FlexiFunnels Form Submission’ and select a folder for organization. using Pabbly Connect

After naming your workflow, click the ‘Create’ button. This initiates the workflow setup, which consists of two main components: the trigger and the action. The trigger will be a new form submission from FlexiFunnels, while the action will be creating a registrant in GoTo Webinar.

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

With this setup, you are ready to select your trigger application, which will be FlexiFunnels.

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Setting Up the Trigger in Pabbly Connect

In this step, you will select FlexiFunnels as your trigger application. Choose the trigger event as ‘New Form Submission’. This means that whenever a new submission occurs in your FlexiFunnels form, Pabbly Connect will capture the response automatically. You will receive a webhook URL that you will use to connect your FlexiFunnels form.

Next, log in to your FlexiFunnels account and navigate to your webinar registration form. Click on the edit page option, select the form element, and access the settings icon. Under integrations, choose the webhook integration type and enter the webhook URL you copied from Pabbly Connect. After naming your webhook, save your settings and preview the form.

• Select ‘FlexiFunnels’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After saving your form settings, Pabbly Connect will be ready to receive responses from your FlexiFunnels form.

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Configuring the Action in Pabbly Connect

Now, it’s time to set up the action step in your workflow. Select GoTo Webinar as your action application and choose the action event as ‘Create Registrant’. This ensures that whenever a new form submission is received, a new registrant is created in your GoTo Webinar account using the details from the form.

To connect GoTo Webinar with Pabbly Connect, click on ‘Connect’. If you haven’t connected your GoTo Webinar account before, select ‘Add New Connection’. Fill in the required fields, including the webinar time in UTC format. Use an IST to UTC converter to get the correct time and enter it in the specified format.

Select GoTo Webinar as the action application. Choose ‘Create Registrant’ as the action event. Fill in webinar time details in UTC format.

Once you have entered all necessary information, save the settings, and you will successfully create a registrant in your GoTo Webinar account.

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Testing the Integration with Pabbly Connect

To ensure your integration works correctly, conduct a test submission using the FlexiFunnels form. Enter dummy data such as a name, email, and phone number, and submit the form. Pabbly Connect will capture this submission and create a new registrant in your GoTo Webinar account.

After submitting the test data, check your GoTo Webinar account to confirm that the new registrant appears. You can refresh the registrant list to see the newly created entry. This confirms that your workflow is functioning as intended and that Pabbly Connect has successfully facilitated the integration.

By following these steps, you can automate the process of registering participants for your webinars, saving time and reducing manual errors.

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Conclusion

In this tutorial, we demonstrated how to create a GoTo Webinar registrant from a FlexiFunnels form submission using Pabbly Connect. By following these steps, you can automate your webinar registration process efficiently. This integration not only saves time but also ensures accuracy in participant registrations.

Learn how to automate sending signature requests from Google Forms submissions to Dropbox Sign using Pabbly Connect. Step-by-step guide included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Google Forms and Dropbox Sign Integration

To start the integration process, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply sign in to your existing account or create a new one to get started.

Once logged in, you will see the dashboard where you can select various applications. Click on the Pabbly Connect option to proceed with your automation setup.

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Creating a Workflow in Pabbly Connect for Google Forms Submission

In this section, you will create a workflow to automate sending signature requests from Google Forms submissions via Dropbox Sign using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

A dialog box will appear asking for a workflow name. Enter ‘Send Signature Request on Google Form Submissions via Dropbox Sign’ and select a folder to save your workflow. After clicking on ‘Create,’ you will see two sections: Trigger and Action.

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Setting Up the Trigger in Pabbly Connect with Google Forms

Now, it’s time to set up the trigger for your workflow. Click on the arrow under the Trigger section and select Google Forms as the application. For the trigger event, choose ‘New Response Received’ to capture form submissions.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL and follow the steps to connect it to your Google Form. Go to your Google Form, click on the ‘Responses’ tab, and then select ‘Link to Sheets’ to create a new spreadsheet that will gather responses.

• Click on ‘Extensions’ in the Google Sheets menu.
• Select ‘Add-ons’ and then ‘Get Add-ons’ to install Pabbly Connect Webhooks.
• After installation, refresh the spreadsheet and go to ‘Extensions’ again to select Pabbly Connect Webhooks.

Once you have set up the webhook, you can configure the trigger column to ensure that new responses are sent to Pabbly Connect for further processing.

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Sending Signature Request via Dropbox Sign Using Pabbly Connect

After setting up the trigger, the next step is to configure the action to send a signature request through Dropbox Sign. In the action section of your workflow, select Dropbox Sign as the application. Choose the action event ‘Send Signature Request from Template’ to automate sending the appointment letters.

Connect your Dropbox Sign account by providing the API key. Navigate to your Dropbox Sign account, generate a new API key, and paste it into the corresponding field in Pabbly Connect. Ensure that you select the appropriate template for the appointment letter and set the email subject and body message that will be sent to the new employee.

• Map the employee’s name and email from the Google Forms responses to personalize the email.
• Set the message body to include a warm greeting and instructions for signing the document.
• Review all fields before saving and sending the test request.

Once everything is set up, click on the ‘Save and Send Test Request’ button. This will send a signature request to the employee’s email, ensuring that the process is automated and efficient through Pabbly Connect.

Conclusion

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

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Testing the Integration and Conclusion

To test the integration, submit a test response through the Google Form. After submitting, check the linked Google Sheet to verify that the response has been recorded. Then, check your email to confirm that the signature request was sent successfully.

This automation saves time and ensures that all necessary documents are signed promptly, streamlining the hiring process. With Pabbly Connect, you can easily manage integrations between Google Forms and Dropbox Sign, enhancing your workflow efficiency.

In conclusion, using Pabbly Connect to automate the sending of signature requests from Google Forms submissions via Dropbox Sign simplifies the entire process. This setup not only saves time but also ensures timely document handling, making it a valuable tool for any organization.

Learn how to generate blogs and articles in Notion using Pabbly Connect and Google Generative AI. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To generate blogs and articles in Notion, first, access Pabbly Connect. Open your browser and type in ‘Pabbly Connect’ to reach the landing page. You will see options to sign in or sign up for free, which provides 100 free tasks monthly for new users.

As an existing user, click on the sign-in button. Once signed in, you will be directed to the Pabbly Connect dashboard. Here, select the option to create a workflow by clicking on the button labeled ‘Create Workflow’. This is the starting point for setting up your integration.

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2. Setting Up the Workflow in Pabbly Connect

In this step, you will name your workflow as ‘Generate Blogs or Articles in Notion Database with Google Generative AI’ and choose a folder to save it in. After naming your workflow, click the ‘Create’ button to proceed. This action opens the workflow window, where you will define the trigger and action for your automation. using Pabbly Connect

• Select Notion as the trigger application.
• Choose ‘New Database Item’ as the trigger event.
• Click on ‘Connect’ to link your Notion account.

After connecting your Notion account, grant the necessary permissions for Pabbly Connect to access your database. Select the specific page you want to connect, allowing Pabbly Connect to monitor it for new prompts.

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3. Configuring the Trigger in Pabbly Connect

Once the trigger application is set, click on ‘Save and Send Test Request’. This action allows Pabbly Connect to capture the latest response from your Notion database. Note that Notion operates on a polling basis, which means it checks for new data at intervals. By default, this may take up to eight hours.

To optimize the polling frequency, adjust the trigger time settings. You can set it to check for new data every 90 minutes or up to 24 hours. After selecting your desired frequency, click on ‘Save’ to confirm your settings.

With the trigger configured, Pabbly Connect is now ready to capture new database items automatically. This setup ensures that whenever a new prompt is added in Notion, it will trigger the next action in your workflow.

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4. Setting Up the Action with Google Generative AI

Next, you will set up the action application in your workflow. Search for and select ‘Google Generative AI’ as the action application. Choose ‘Generate Content’ as the action event and click on ‘Connect’ to link your Google account. using Pabbly Connect

• If you haven’t connected Google Generative AI previously, you will need to add a new connection.
• Obtain the API key from your Google AI Studio account as prompted.
• Paste the API key into Pabbly Connect to establish the connection.

After connecting, map The Prompt from your Notion database to the content field in Google Generative AI. This mapping ensures that the generated content is dynamic and changes with each new prompt. Select the model as ‘Gemini Pro’ to utilize the latest features of Google Generative AI.

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5. Finalizing the Workflow by Updating Notion

For the final action, select Notion again as the application and choose ‘Update Page’ as the action event. Connect your Notion account if prompted, and map the relevant page ID and content generated from Google Generative AI.

Once everything is mapped correctly, click on ‘Save and Send Test Request’ to verify that the generated content is successfully added to your Notion database. This step ensures that your workflow is functioning as intended and that the content appears in your Notion account as expected.

After confirming the successful addition of content in Notion, your workflow is complete. Every time a new prompt is added in Notion, Pabbly Connect will trigger Google Generative AI to generate content automatically, saving you valuable time in your content creation process.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to generate blogs and articles in Notion using Google Generative AI. By following these steps, you can streamline your content creation process effectively.

Learn how to add students to Uteach courses through ThriveCart payments and create ConvertKit subscribers using Pabbly Connect in this detailed 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 Integration

To begin integrating Uteach with ThriveCart and ConvertKit, access Pabbly Connect. This powerful automation tool facilitates seamless connections between your applications. Start by visiting the Pabbly Connect website and signing up or logging in if you are an existing user.

Once you are logged in to Pabbly Connect, you will see the dashboard. Here, you can create a new workflow that will automate the process of adding students to Uteach after a ThriveCart payment is made. Follow the prompts to set up your automation effectively.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Add Students to Uteach Course on ThriveCart Payment’. Select a folder for organization purposes.

• Click on the ‘Create’ button to finalize your workflow setup.
• Understand that your workflow will consist of a trigger and one or more actions.
• Triggers initiate the workflow, while actions are the tasks executed in response.

With your workflow created, it’s time to set a trigger. In this case, you will select ThriveCart as your trigger application, which will activate the workflow whenever a new product purchase occurs.

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3. Setting Up the ThriveCart Trigger

In this step, select ThriveCart as your trigger application in Pabbly Connect. Choose the trigger event as ‘Product Purchase’. This ensures that the workflow activates each time a customer makes a purchase through ThriveCart.

To connect ThriveCart with Pabbly Connect, you will need to enter your API token. Log into your ThriveCart account, navigate to your profile settings, and find the API and webhooks section. Generate a new API key, copy it, and paste it into Pabbly Connect.

• Ensure to select the correct product you want to track.
• Set the product status to test mode for initial testing.
• Click ‘Save and Send Test Request’ to verify the connection.

After setting up the trigger, perform a test purchase to confirm that Pabbly Connect captures the response correctly. This will be essential for the next steps in the automation process.

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4. Adding Student to Uteach Course

With the trigger successfully set, the next action is to add the student to Uteach using Pabbly Connect. Select Uteach as your action application and choose the action event as ‘Create Student’. This action will ensure that whenever a purchase is made, the customer is automatically added as a student in Uteach.

Connect Uteach to Pabbly Connect by entering the required domain and API key. Similar to ThriveCart, you will find these details in your Uteach account under settings and integrations. After entering the details, click ‘Save’ to establish the connection.

Map the customer’s name and email from the ThriveCart trigger response. Click ‘Save and Send Test Request’ to confirm the student was added successfully. Verify in your Uteach account that the new student appears in the user list.

This step ensures that all new customers who purchase courses are enrolled in Uteach automatically, streamlining your enrollment process.

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5. Creating a ConvertKit Subscriber

The final action in this workflow is to create a subscriber in ConvertKit using Pabbly Connect. Select ConvertKit as your action application and choose the action event as ‘Add Subscriber to Form’. This will allow you to automatically add the student to your email list after they enroll in the course.

Connect ConvertKit with Pabbly Connect by entering your API key and API secret, which can be found in your ConvertKit account settings under the Advanced section. Once connected, you can map the relevant fields such as first name, last name, and email.

Select the form you want to add subscribers to. Map the fields from the previous steps to ensure data flows correctly. Click ‘Save and Send Test Request’ to confirm the subscriber was added successfully.

After completing these steps, you can verify in your ConvertKit account that the subscriber has been created. This integration ensures that all students who enroll in your courses are also added to your email marketing lists, enhancing your communication strategy.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate ThriveCart, Uteach, and ConvertKit. By automating the process of adding students to Uteach and creating subscribers in ConvertKit, you can streamline your online course management and marketing efforts effectively. This integration not only saves time but also enhances the overall experience for your students and leads.

Learn how to automatically generate creative newsletters with Google Gemini using Pabbly Connect. Follow this step-by-step tutorial to streamline your newsletter process. 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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Accessing Pabbly Connect for Newsletter Automation

To begin automating your newsletter generation process, first, access Pabbly Connect by visiting their website. If you are a new user, you can sign up for a free account, which allows you to explore the platform with 100 free tasks every month.

After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option, name it ‘Automatically Generate Creative Newsletters with Google Gemini’, and choose a folder for organization. This sets the foundation for integrating various applications seamlessly using Pabbly Connect.

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Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This means that every time you add a new row with a newsletter title, it will initiate the workflow.

• Select your specific Google Sheets document that contains the newsletter titles.
• Copy the provided webhook URL from Pabbly Connect.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.

After completing these steps, paste the webhook URL in the add-on settings under ‘Initial Setup’ and specify the trigger column. This setup allows Pabbly Connect to capture data from new rows in your Google Sheets automatically.

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Generating Content with Google Gemini

Once your trigger is set, the next step is to generate content using Google Gemini. In Pabbly Connect, select Google Gemini as the action application. Choose the action event to generate content based on the title received from Google Sheets.

Connect Google Gemini by entering your API key, which you can obtain from Google AI Studio. This key allows you to use Google’s generative AI capabilities to create unique newsletter content. You will map the title from Google Sheets to the prompt in Google Gemini, ensuring that each newsletter is tailored to the specific title entered.

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Saving Generated Content in Google Docs

After generating the newsletter content, the next step is to save this content in Google Docs. In Pabbly Connect, select Google Docs as your next action application and choose the event ‘Create a Blank Document’. This allows you to create a new document for every newsletter generated.

Map the document name to the newsletter title you generated earlier, ensuring that each document is named accordingly. You will then append the generated content to this document, which streamlines the process of saving your newsletters for review.

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Notifying Your Team via Google Chat

The final step in this automation process using Pabbly Connect is to notify your team via Google Chat. Select Google Chat as the action application and choose the event ‘Create a Message’. This sends a notification to your team that a new newsletter is ready for review.

To set this up, you will need to provide the chat webhook URL and write a message that includes the title of the newsletter. This ensures that your team is always informed and can promptly review the newsletters before they are sent out to subscribers.

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Conclusion

This tutorial illustrates how to automatically generate creative newsletters using Pabbly Connect, Google Sheets, and Google Gemini. By following these steps, you can streamline your newsletter creation process and enhance team collaboration efficiently.

Learn how to instantly add UPI payment details in Google Sheets using Pabbly Connect and SMS notifications on iPhone. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Automation on iPhone for UPI Payment Notifications

To instantly add UPI payment details in Google Sheets via SMS notifications, we first need to set up automation on our iPhone. This automation will send SMS notifications related to UPI transactions to Pabbly Connect.

Open the Shortcuts app on your iPhone and navigate to the automation section. Click on the new automation button, select ‘Message’ from the dropdown, and set a trigger for when you receive a message containing the word ‘UPI’. This ensures that only relevant SMS messages are forwarded to Pabbly Connect. Choose to run this automation immediately.

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2. Creating a Workflow in Pabbly Connect

Next, we will create a workflow in Pabbly Connect to handle the incoming SMS data. Start by visiting the Pabbly Connect dashboard and creating a new workflow named ‘UPI Payment SMS from iPhone’.

In the trigger step, choose ‘Webhook’ as the app and select ‘Catch Webhook’ as the trigger event. This will generate a webhook URL that you need to copy and paste into your iPhone automation. This URL will allow your iPhone to send SMS data directly to Pabbly Connect.

• Login to your Pabbly Connect account.
• Create a new workflow and name it appropriately.
• Select ‘Webhook’ and copy the generated URL.

After setting this up, your workflow in Pabbly Connect is ready to receive SMS notifications from your iPhone.

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3. Extracting Payment Details Using OpenAI in Pabbly Connect

With Pabbly Connect set up, the next step is to extract payment details from the SMS using OpenAI. In the action step of your workflow, search for ‘OpenAI’ and select it.

Choose the action event as ‘ChatGPT’ and connect your OpenAI account by entering your API key. After connecting, select the AI model you want to use, such as GPT-4, and set up your prompt to extract details from the SMS. The prompt should instruct OpenAI to return the extracted details in JSON format.

• Select the appropriate AI model (e.g., GPT-4).
• Input your extraction prompt with specified JSON format.
• Map the incoming SMS message to the prompt.

This will allow Pabbly Connect to process the SMS and extract relevant payment details like the amount, date, and UPI ID.

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4. Adding UPI Payment Details to Google Sheets

After extracting the payment details, we will add these details to Google Sheets using Pabbly Connect. In the next action step, search for ‘Google Sheets’ and select it.

Choose ‘Add New Row’ as the action event and connect your Google Sheets account. Select the spreadsheet where you want to store the UPI payment details. Map the fields from the OpenAI response to the corresponding columns in Google Sheets, such as date, payment type, customer account, and amount.

Connect your Google Sheets account to Pabbly Connect. Select the appropriate spreadsheet and sheet. Map the extracted details to the corresponding fields in Google Sheets.

This integration allows you to maintain a live record of all UPI payments directly in your Google Sheets, facilitated by Pabbly Connect.

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5. Testing the Integration for UPI Payments

Finally, it’s time to test the integration. Make a UPI payment and check if the SMS notification is received on your iPhone. The automation you set up should trigger and send the SMS details to Pabbly Connect.

Verify that the payment details appear in your Google Sheets as expected. If everything is set up correctly, you should see the transaction details logged in your spreadsheet, confirming that the integration works seamlessly.

Make a UPI payment to trigger the SMS notification. Check your Google Sheets for the new entry. Ensure that all details are accurately reflected.

By following these steps, you can efficiently manage UPI payment records using Pabbly Connect and Google Sheets.

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Conclusion

This tutorial demonstrated how to instantly add UPI payment details in Google Sheets using Pabbly Connect and SMS notifications on iPhone. With this setup, you can streamline your payment tracking effortlessly.

Learn how to seamlessly post Userback feedback on Slack using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Userback feedback into Slack, you’ll need to access Pabbly Connect. Start by navigating to the Pabbly Connect landing page, which can be found by searching ‘Pabbly.com/c/connect’. This platform allows you to connect various applications without any programming knowledge.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to get started. Existing users should simply click on ‘Sign In’ to proceed. After signing in, you will gain access to the Pabbly Connect dashboard where you can create your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it. Name your workflow as ‘How to Post Userback Feedback on Slack’ and save it in the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• This window is crucial as it allows you to set up your trigger and action.

In this workflow, you will select Userback as your trigger application. This means that every time a new feedback is submitted on Userback, it will trigger the workflow to post a message on Slack.

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3. Setting Up Userback as the Trigger Application

Now that you have created your workflow, it’s time to set Userback as the trigger application in Pabbly Connect. Search for Userback in the trigger application section and select it. For the trigger event, choose ‘New Feedback’. This setup ensures that the workflow is activated whenever a new feedback is submitted.

Pabbly Connect will generate a webhook URL for you. Copy this URL as you will need it to connect your Userback account to Pabbly Connect. Then, log into your Userback account, navigate to your project, and go to the Integrations section.

• Click on the three dots next to Webhook and select ‘Connect’.
• Paste the copied URL into the Webhook URL field.
• Select ‘New Feedback is Added’ as the event.

Finally, click on ‘Complete Setup’ to finalize the connection. Now, your Userback account is linked with Pabbly Connect, and it will be ready to send data to Slack.

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4. Testing the Webhook with a Submission

To ensure that the integration works properly, you need to perform a test submission in Userback. Open the feedback form and fill in the required fields: email, title, and description of the bug. For example, you can set the email as ‘[email protected]’, the title as ‘Incorrect Calculation in Shopping Cart’, and provide a description.

Once you submit the form, return to Pabbly Connect to check if the webhook has captured the response. If it has, you will see all the details you entered in the workflow dashboard. This confirms that the connection is successful.

Make sure to check the captured data to verify all fields are correctly populated. This step is crucial for ensuring your workflow is set up correctly before moving forward.

Once you confirm that the data is captured correctly, you can proceed to set up the action step for Slack.

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5. Integrating Slack to Post Userback Feedback

After successfully testing the webhook, the next step is to set Slack as the action application in Pabbly Connect. Search for Slack and select it. For the action event, choose ‘Send Channel Message’. This action will allow you to send a notification to your Slack channel whenever a new feedback is recorded.

You will need to connect your Slack account to Pabbly Connect. Click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Slack account. Choose the token type as ‘Bot’ for sending messages through a bot.

Select the channel where you want the messages to be posted, such as ‘#new-bug’. Map the message fields to include the title and description of the bug from the Userback submission.

Finally, click on ‘Save and Send Test Request’ to ensure that everything works smoothly. If successful, you will see the message appear in your selected Slack channel, confirming that the integration is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Userback feedback with Slack. By following the steps outlined, you can automate the process of posting new feedback to your Slack channel, enhancing communication and efficiency within your team. This integration is crucial for promptly addressing user feedback and improving your application’s user experience.

Learn how to integrate Instamojo payment details to Google Sheets and send email notifications for failed payments using Pabbly Connect. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To integrate Instamojo payment details into Google Sheets and send emails for failed payments, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for a free account to get started with 100 tasks per month.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you will find various applications offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your workflow.

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Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow as ‘Add Instamojo Payment Details to Google Sheets and Send Email via SMTP for Failed Payments.’ Choose a folder to save your workflow, such as ‘Automations.’ This naming convention helps you identify your workflow later.

After naming your workflow, you will see the workflow window that consists of a trigger and action section. The trigger is what initiates the workflow, while actions are the tasks that follow. For the trigger application, select Instamojo and choose the event ‘New Sale’ to track successful payments. This setup is crucial for automating the process of capturing payment details.

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Setting Up Webhook URL in Instamojo

To connect Instamojo with Pabbly Connect, you need to set up a webhook URL. Once you select the trigger event in Pabbly Connect, you will be provided with a webhook URL. Copy this URL, as it will be used in your Instamojo account.

Log in to your Instamojo account and navigate to the product for which you want to set up the webhook. Click on the three dots next to the product and select ‘Edit Page.’ In the left sidebar, find the ‘Webhook’ section under PID settings. Paste the copied webhook URL here and select both successful and failed payment options to ensure all payment statuses are captured. Save the changes to complete the setup.

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Mapping Payment Details to Google Sheets

Now that the webhook is set up, you can map the payment details to Google Sheets using Pabbly Connect. After a successful payment, the details need to be automatically added to your Google Sheets. For this, add a new action step and select Google Sheets as the action application. Choose the event ‘Add New Row’ to insert the payment data.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet and sheet where the data will be added.
• Map the fields like name, email, phone number, product name, and amount from the Instamojo response.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the data is correctly added to your Google Sheets. This step confirms that your workflow is functioning as intended.

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Sending Email Notifications for Failed Payments

For failed payments, you need to set up another action in Pabbly Connect. After configuring the Google Sheets action, return to the router setup and create a new route for failed payments. Set the filter type to ‘Equals’ and specify the payment status as ‘Failure.’ This route will allow you to send email notifications to potential customers when their payments fail.

To send emails, select SMTP by Pabbly as your action application. Configure the SMTP settings by entering your host name, username, password, and port. After connecting your SMTP account, you can set up the email parameters, such as the ‘From Name,’ ‘From Email,’ and the recipient’s email address, which should be mapped from the previous response.

Craft the email subject and body, including dynamic content such as the customer’s name and the course name. Use HTML tags for formatting if necessary. Finally, click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Instamojo payment details into Google Sheets and automate email notifications for failed payments. By following the outlined steps, you can streamline your payment processing and improve customer communication effectively.

Learn how to seamlessly integrate JetFormBuilder submissions into Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To integrate JetFormBuilder submissions into Google Sheets, the first step is accessing Pabbly Connect. Begin by visiting the Pabbly Connect website and signing into your account. If you’re new, you can sign up for free and receive 100 free tasks each month.

After logging in, you will see the Pabbly dashboard. From here, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the main interface where you can create workflows that automate your processes.

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Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects JetFormBuilder and Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow ‘Add JetFormBuilder Submission to Google Sheets’. Choose a folder to save your workflow, such as ‘JetFormBuilder Automations’. Once you have named your workflow and selected the folder, click on the ‘Create’ button to proceed.

• Click the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Now that your workflow is created, you will see two sections: ‘Trigger’ and ‘Action’. The trigger initiates the workflow, while the action specifies what happens next. Let’s set up the trigger now.

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Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘JetFormBuilder’ in Pabbly Connect. This application will capture new form submissions. Choose the trigger event as ‘New Submission’. This means that every time a new submission is made, Pabbly Connect will capture the response.

Once you select the trigger application and event, Pabbly Connect will generate a webhook URL. This URL is essential as it connects JetFormBuilder to Pabbly Connect. Copy this URL as you will need it to configure your JetFormBuilder form.

• Select ‘JetFormBuilder’ as the trigger application.
• Choose ‘New Submission’ as the trigger event.
• Copy the generated webhook URL for configuration.

After copying the webhook URL, you will configure it in JetFormBuilder to ensure that submissions are sent to Pabbly Connect.

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Configuring JetFormBuilder to Connect with Pabbly Connect

Open the JetFormBuilder form you created for collecting customer feedback. Click on the settings option and navigate to ‘Form Settings’. In the settings, find the ‘Webhooks’ option and click on it. Here, you will add a new webhook.

In the webhook settings, provide a name such as ‘Test Webhook’ and paste the webhook URL you copied from Pabbly Connect. Set the request method to ‘POST’ and the request format to ‘JSON’. For the request body, select ‘All Fields’ to ensure all data is sent. Finally, save your settings.

Navigate to ‘Form Settings’ in JetFormBuilder. Select ‘Webhooks’ and add a new webhook. Paste the webhook URL and configure the settings.

After saving the settings, your JetFormBuilder is now connected to Pabbly Connect, and any new submissions will be captured automatically.

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Adding Submissions to Google Sheets Using Pabbly Connect

The next step is to set up the action in Pabbly Connect that will add the captured submissions to Google Sheets. For the action application, select ‘Google Sheets’ and choose the action event as ‘Add New Row’. This action will create a new row for each form submission in your specified spreadsheet.

Click on ‘Connect’ to link Google Sheets with Pabbly Connect. You will need to sign in with your Google account and allow permissions. Once connected, select the spreadsheet where you want to store the form submissions, and choose the appropriate sheet.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Connect your Google account and select the target spreadsheet.

Map the fields from the JetFormBuilder submission to the corresponding columns in Google Sheets. This mapping ensures that each submission is accurately recorded in your spreadsheet. After mapping the fields, click on ‘Save and Test’ to verify the integration.

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Conclusion

In this tutorial, we detailed how to integrate JetFormBuilder submissions into Google Sheets using Pabbly Connect. By following these steps, you can automate the process of capturing customer feedback and storing it in a structured format. This integration not only saves time but also enhances operational efficiency.