Author: Rajpal Tomar

Learn how to create or update Brevo contacts automatically using Typeform submissions with Pabbly Connect in this detailed 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

---

Accessing Pabbly Connect for Brevo and Typeform Integration

To start the integration process, access Pabbly Connect by navigating to its website. You can either sign up for a new account or log in if you already have one.

Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow to reflect its purpose, such as ‘Create or Update Brevo Contact on Typeform Submission.’ This sets the stage for the automation process.

---

Setting Up Trigger in Pabbly Connect

In this step, you will set the trigger for your workflow using Pabbly Connect. The trigger application will be Typeform, as it will initiate the workflow upon a new form submission.

To set up the trigger, select Typeform from the application list. Then, choose the trigger event as ‘New Entry’. After this, establish a connection between Typeform and Pabbly Connect by clicking on ‘Connect’ and adding a new connection. Accept the permissions to allow access to your Typeform account.

• Select Typeform as your trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

After establishing the connection, select the specific form you want to use for submissions. Click on ‘Save and Send Test Request’ to verify that the trigger is working correctly, which will be confirmed by receiving a response from Typeform.

---

Configuring Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step using Pabbly Connect. The action application will be Brevo, where you will create or update contacts based on the Typeform submissions.

Select Brevo from the application list and choose the action event as ‘Create or Update Contact’. You will need to connect Brevo to Pabbly Connect by entering your domain and API key. To obtain your API key, navigate to the SMTP and API page in your Brevo account and generate a new key. Copy this key back to the Pabbly Connect interface.

• Select Brevo as your action application.
• Choose ‘Create or Update Contact’ as the action event.
• Connect Brevo with your API key and domain.

Once connected, map the necessary fields such as email, first name, and last name using the data received from the Typeform submission. This ensures that each new submission will either create a new contact or update an existing one based on the email address.

---

Testing the Integration with Pabbly Connect

After setting up both the trigger and action, it’s essential to test the integration using Pabbly Connect. This involves submitting a new form entry in Typeform to see if it successfully creates or updates a contact in Brevo.

Fill out the Typeform with sample data and submit it. After submission, return to Pabbly Connect and check for a successful response indicating that the contact has been created or updated in Brevo. You can verify this by checking your Brevo contacts list.

Submit a new entry in Typeform. Check Pabbly Connect for a successful response. Verify the contact in Brevo.

This step confirms that your automation is functioning correctly, enabling seamless integration between Typeform and Brevo via Pabbly Connect.

---

Finalizing and Using the Integration

With the integration fully configured using Pabbly Connect, you can now enjoy automated contact management between Typeform and Brevo. Every new submission will trigger the creation or update of a contact in Brevo.

To finalize, make sure all your mappings are correct and test the integration multiple times to ensure reliability. Once confirmed, this automation will save you time and effort in managing contacts.

In summary, using Pabbly Connect allows you to create a powerful connection between Typeform and Brevo, automating the process of contact management effectively.

---

Conclusion

In this tutorial, we explored how to create or update Brevo contacts automatically using Typeform submissions through Pabbly Connect. This integration streamlines your workflow, ensuring efficient contact management.

Learn how to automate WhatsApp messages for WebinarKit registrants using Pabbly Connect. Step-by-step guide 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 WhatsApp Automation

To send automated WhatsApp messages to WebinarKit registrants, the first step is accessing Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you’re new, you can easily sign up for a free account, which offers 100 tasks free every month.

Once logged in, navigate to the dashboard and select Pabbly Connect from the available applications. This platform is essential for connecting different apps without any coding skills. You will see options to create a new workflow, which is the next step in automating your WhatsApp messages.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to name your workflow; for this tutorial, name it ‘Send Automated WhatsApp Message to WebinarKit Registrants’ and select a folder to save it.

• Click ‘Create’ to open the workflow window.
• In the workflow, you will set a trigger and an action.
• Choose ‘WebinarKit’ as the trigger application.

Setting the trigger is crucial as it defines when the automation starts. Select the trigger event as ‘New Webinar Registration’ to ensure that every new registrant will trigger the WhatsApp message automation.

---

3. Configuring the Webhook in WebinarKit

Next, you need to configure the webhook in your WebinarKit account to connect it with Pabbly Connect. Copy the webhook URL provided in your workflow. This URL is essential for receiving data from WebinarKit.

Log into your WebinarKit account, navigate to the webinar settings, and find the option for webhooks. Paste the copied URL into the registration webhook field. After pasting, click ‘Save’ to ensure the webhook is active.

• Open the registration form link to test the submission.
• Fill out the form with demo details to check if the webhook captures the data.

Once you submit the form, return to Pabbly Connect to check if the data has been captured successfully. This confirmation means the integration is set up correctly, allowing for automated messages to be sent.

---

4. Formatting Date and Time in Pabbly Connect

After confirming the webhook setup, the next step involves formatting the date and time of the webinar using Pabbly Connect. This step is essential for ensuring that the WhatsApp message contains the correct date and time information.

Add a new action step in your workflow and select the ‘Date Time Formatter’ feature from Pabbly Connect. Choose the action event as ‘Format Date with Time Zone’. Map the date from the previous step to ensure it dynamically updates with each new registration.

Select the correct time zones for both the source and destination. Click ‘Save and Send Test Request’ to verify the formatted date.

This action will ensure that every registrant receives a WhatsApp message with the correct webinar date and time, tailored to their local time zone.

---

5. Sending WhatsApp Message via Pabbly Connect

Now that the date is formatted, it’s time to send the WhatsApp message using Pabbly Connect. Add another action step and select ‘WhatsApp Cloud API’ as your action application. Choose ‘Send Template Message’ as the action event.

To connect your WhatsApp account, you will need to enter your WhatsApp API details, including the token and phone number ID. This information can be obtained from your WhatsApp Cloud API setup. After entering these details, click ‘Save’.

Select the message template you want to use for the WhatsApp message. Map the recipient’s phone number and the dynamic fields for the message body.

Once everything is set, click on ‘Save and Send Test Request’. This will send a test WhatsApp message to ensure that the integration works flawlessly. You should receive a WhatsApp message confirming the registration details.

---

Conclusion

In this tutorial, we detailed how to send automated WhatsApp messages to WebinarKit registrants using Pabbly Connect. By following the steps outlined, you can easily automate your communication with webinar participants, enhancing engagement and ensuring they receive timely reminders.

Utilizing Pabbly Connect not only simplifies this process but also allows for seamless integration between different applications, making your workflows more efficient and effective. Start automating today to improve your webinar management!

Learn how to integrate ClickUp with Telegram for automatic notifications using Pabbly Connect. Step-by-step tutorial on setting up the 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 ClickUp and Telegram Integration

To send Telegram notifications for a new ClickUp task, we first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website in your browser.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create an account. This process is straightforward and takes just a couple of minutes.

---

2. Creating a Workflow in Pabbly Connect

After logging in to Pabbly Connect, create a new workflow to connect ClickUp and Telegram. Click on the ‘Create Workflow’ button and name your workflow something relevant, like ‘Send Telegram Notification for New ClickUp Task’.

• Click on the folder where you want to save your workflow.
• Select the folder and click on ‘Create’.
• You will see two boxes: Trigger and Action.

Now, set up your trigger with ClickUp as the application. Search for ClickUp and select it. Choose the trigger event as ‘New Task’ to start the workflow whenever a new task is created in ClickUp.

---

3. Connecting ClickUp to Pabbly Connect

To connect ClickUp with Pabbly Connect, you will need an API token from your ClickUp account. Go to your ClickUp profile settings, navigate to the ‘Apps’ section, and locate your API token.

Regenerate the API token if necessary, copy it, and return to Pabbly Connect. Paste the token into the API token field and click ‘Save’ to establish the connection.

---

4. Setting Up Telegram Notifications

Now, we will set up the action to send notifications via Telegram using Pabbly Connect. Select Telegram as the action application and choose the event as ‘Send a Text Message’. Connect your Telegram bot by entering the bot token you obtained from BotFather.

To get your chat ID, create a new group in Telegram and add your bot as a member. Once done, retrieve the chat ID from the group’s URL.

• Create a new group and name it.
• Add your bot to the group and promote it to admin.
• Copy the chat ID from the group URL.

Paste the chat ID into Pabbly Connect and set up the message format. You can include dynamic data from the ClickUp task response, such as the title, description, due date, and priority.

---

5. Testing the Integration

After setting everything up in Pabbly Connect, it’s time to test the integration. Create a new task in ClickUp with all necessary details. Once the task is created, return to Pabbly Connect and click on ‘Save and Send Test Request’.

Check your Telegram group for the notification. You should see a message that includes the task details you mapped earlier. If everything is set correctly, you will receive real-time notifications for every new ClickUp task created.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to send Telegram notifications for new ClickUp tasks. With this integration, you can automate notifications effortlessly, keeping your team updated in real-time.

Learn how to set up a webhook inside Dashly using Pabbly Connect for seamless integration with Google Sheets, Slack, and more. 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

---

1. Understanding Pabbly Connect for Webhook Integration

In this tutorial, we will explore how to set up a webhook inside Dashly using Pabbly Connect. This integration allows businesses to automate data transfer between Dashly and other applications. The process begins with understanding the roles of triggers and actions in Pabbly Connect.

Triggers in Pabbly Connect are events that initiate workflows, while actions are the responses that follow. For example, when a user sends a message in Dashly, it can trigger an action to log that message into Google Sheets. This seamless connection is made possible through Pabbly Connect, which acts as a bridge to facilitate data flow.

---

2. Setting Up Webhook in Dashly Using Pabbly Connect

To start, access your Pabbly Connect account and create a new workflow. Select Dashly as your trigger application. You will then choose the specific trigger event, such as ‘User Started a Chat Conversation’. This event will capture user messages from Dashly.

• Log into Pabbly Connect and create a new workflow.
• Select Dashly as the trigger application.
• Choose the trigger event: User Started a Chat Conversation.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used to establish the connection in Dashly. This process highlights how Pabbly Connect streamlines the integration by providing a unique URL for data transfer.

---

3. Configuring the Webhook in Dashly

Next, log into your Dashly account and navigate to the integrations section. Here, you will need to create a new webhook. Paste the webhook URL copied from Pabbly Connect into the designated field. This step is crucial for linking Dashly with Pabbly Connect.

• Access the integrations section in Dashly.
• Click on ‘Create Integration’ and paste the copied URL.
• Select the same event as in Pabbly Connect for consistency.

After pasting the URL, name your integration accordingly, for example, ‘New Message Received’. Save the integration to activate the webhook. This demonstrates how Pabbly Connect enables effective communication between Dashly and other applications.

---

4. Testing the Integration with Pabbly Connect

Once the webhook is configured, it’s time to test the integration. Go back to Pabbly Connect and initiate a test submission by sending a message in Dashly. This action should trigger the webhook and send the data to Pabbly Connect.

For testing, send a message such as ‘This is a test message’ through your Dashly account. After sending the message, return to Pabbly Connect to see if the response has been captured successfully. If the integration is working correctly, you will see the details of the message in Pabbly Connect.

---

5. Automating Data Transfer to Other Applications

With the webhook successfully set up and tested, you can now automate data transfer to other applications like Google Sheets or Slack. In Pabbly Connect, add an action step after your trigger to specify where to send the captured data.

For example, you can choose Google Sheets to log the message details automatically. This allows for real-time updates and efficient data management. The process showcases how Pabbly Connect enhances productivity by automating data workflows between multiple applications.

---

Conclusion

In conclusion, setting up a webhook inside Dashly using Pabbly Connect allows for efficient data integration with various applications. This process automates the data transfer, enhancing communication and productivity for businesses.

Learn how to integrate Google Drive with Discord using Pabbly Connect. Follow our step-by-step tutorial to automate file sharing effortlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Google Drive and Discord Integration

To send new Google Drive files to a Discord channel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at the URL Pabbly.com/connect. Here, you can either sign in if you are an existing user or sign up for free if you are new.

Once logged in, you will see the dashboard of Pabbly Connect. This platform allows you to automate workflows by connecting various applications, in this case, Google Drive and Discord. To begin, click on the ‘Create Workflow’ button to set up your automation.

---

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something descriptive, like ‘Send New Google Drive Files to Discord Channel’. You can choose a folder to organize your workflow, which helps in managing multiple automations.

• Click on ‘Create’ to finalize your workflow.
• Ensure you select Google Drive as your trigger application.
• Set the trigger event to ‘New File in a Specific Folder’.

This setup allows Pabbly Connect to monitor your specified Google Drive folder for any new files uploaded. With this trigger established, you can proceed to connect your Google Drive account.

---

3. Connecting Google Drive to Pabbly Connect

To connect your Google Drive account, click on the ‘Connect’ button in the Pabbly Connect interface. If this is your first time connecting, select ‘Add New Connection’. You will be prompted to sign in with your Google account and grant necessary permissions.

Once connected, select the specific folder where you want Pabbly Connect to monitor new files. For this example, choose the folder named ‘New Documents’. After selecting the folder, upload a new file to test the integration.

---

4. Setting Up Action Steps for Discord Integration

After successfully setting up the trigger with Google Drive, it’s time to configure the action steps for Discord. In Pabbly Connect, select Discord as the action application and choose the action event ‘Send Channel Message’. This will send a message to your Discord channel whenever a new file is detected.

• Click on ‘Connect’ to link your Discord account.
• Follow the instructions to obtain your webhook URL from Discord.
• Map the file name and link from the previous Google Drive step into your Discord message.

After mapping these fields, click on ‘Save and Send Test Request’ to finalize the action setup. This will allow your team to receive notifications about new files uploaded to Google Drive directly in Discord.

---

5. Testing the Google Drive and Discord Integration

To ensure everything is working correctly, upload another new file to the ‘New Documents’ folder in Google Drive. After a few moments, check your Discord channel to see if the message was sent successfully. Keep in mind that Google Drive uses a polling mechanism, so it may take a few minutes for the message to appear.

If the integration is set up correctly, you should see a message from the bot indicating that a new file was uploaded, along with the file name and a link to access it. This confirms that Pabbly Connect is effectively automating the file sharing process between Google Drive and Discord.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send new Google Drive files to a Discord channel. By following these steps, you can automate notifications for your team, ensuring they are always updated with the latest files. Pabbly Connect simplifies this integration, making your workflow more efficient.

Learn how to automate adding received KrispCall SMS to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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 Integration

To integrate KrispCall SMS with Google Sheets, you must first access Pabbly Connect. Begin by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you’re an existing user or click on the ‘Sign up for free’ button if you are new.

Once signed in, you will land on the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. Name it something descriptive, like ‘Add Received KrispCall SMS in Google Sheets’.

---

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger application will be KrispCall, and the action application will be Google Sheets. Under the trigger section, search for ‘KrispCall’ and select it.

• Choose ‘New SMS or MMS’ as the trigger event.
• This will activate the workflow whenever you receive a new SMS.

Next, move to the action section and select ‘Google Sheets’. The action event will be ‘Add a New Row’. This configuration will ensure that every time you receive a new SMS, the details will be added to your specified Google Sheet.

---

3. Connecting KrispCall and Pabbly Connect

To establish a connection between KrispCall and Pabbly Connect, click on the ‘Connect’ button in the trigger setup. You will be prompted to enter your API Key and Secret Key from your KrispCall account. To find these keys, log in to your KrispCall account and navigate to Settings > Developer.

Copy both the API Key and Secret Key and paste them into the respective fields in Pabbly Connect. Click on ‘Save’ to establish the connection. After saving, you will be directed to send a test request. This test will confirm that the integration is set up correctly.

---

4. Adding SMS Details to Google Sheets

After successfully connecting KrispCall to Pabbly Connect, the next step involves adding the SMS details to Google Sheets. Click on the ‘Connect’ button in the action setup to link Google Sheets with Pabbly Connect. Sign in with your Google account to authorize the connection.

• Select the spreadsheet you created for storing SMS data.
• The spreadsheet should have columns for ‘From Number’, ‘Query’, and ‘ID’.

After selecting your spreadsheet, map the fields from the SMS response to the corresponding columns in your Google Sheet. This ensures that the correct data is inserted into the right columns every time a new SMS is received.

---

5. Testing the Integration and Finalizing

With the setup complete, it’s time to test the integration using Pabbly Connect. Send an SMS to your registered KrispCall number to trigger the workflow. After sending the SMS, return to Pabbly Connect and check for a response.

If everything is configured correctly, you should see a positive response indicating that the SMS details have been captured. Now, check your Google Sheets, and you should see the new SMS details added in a new row, confirming that the integration works seamlessly.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding received KrispCall SMS to Google Sheets. By following these steps, you can ensure that every SMS is logged efficiently, streamlining your workflow and enhancing productivity.

Learn how to set up a webhook inside Voiceform using Pabbly Connect for seamless integration with your applications. Follow our step-by-step guide! 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. Setting Up Pabbly Connect for Voiceform Integration

To set up a webhook inside Voiceform using Pabbly Connect, start by accessing your Pabbly Connect account. This integration allows you to connect Voiceform to other applications seamlessly. Begin by navigating to your Pabbly Connect dashboard to initiate the webhook setup.

In the Pabbly Connect dashboard, you will need to create a new workflow. To do this, click on the ‘Create Workflow’ button. Then, select Voiceform as your trigger application, and choose the trigger event as ‘Form Submission’. This will allow the integration to activate whenever a new form is submitted in your Voiceform account.

---

2. Configuring the Webhook in Voiceform

After setting up Pabbly Connect, the next step is to configure the webhook in your Voiceform account. Open your Voiceform dashboard and locate the form you wish to integrate. Click on the form to edit it, and then navigate to the ‘Connect’ tab.

• Select the ‘Webhooks’ option under the Connect tab.
• Paste the webhook URL provided by Pabbly Connect into the designated field.
• Click on ‘Save Webhook’ to finalize the integration.

Once the webhook is saved, activate it to ensure that it starts capturing data. This integration will now enable Pabbly Connect to receive data from your Voiceform whenever a new submission occurs.

---

3. Testing the Webhook Setup

With the webhook configured, the next step is to test the setup to ensure it works correctly. Go back to your Pabbly Connect dashboard, where you will see that it is waiting for a webhook response. This indicates that the integration is ready to receive data from Voiceform. using Pabbly Connect

To perform the test, submit a new entry in your Voiceform. Fill out the form with the required details such as name, email, and phone number. After submission, return to Pabbly Connect to verify that the response has been captured successfully.

---

4. Verifying Data in Pabbly Connect

After submitting the form, it’s essential to verify that the data has been accurately captured by Pabbly Connect. In the Pabbly Connect interface, you should see the payload response containing the details of the form submission. This includes the name, email, and phone number provided in the form.

Review the captured data to ensure everything is correct. This verification step is crucial as it confirms that the integration between Voiceform and Pabbly Connect is functioning as intended. If the data appears correctly, it means your webhook setup is successful.

---

5. Conclusion: Seamless Integration with Pabbly Connect

In conclusion, setting up a webhook inside Voiceform using Pabbly Connect allows for efficient data integration with various applications. By following the steps outlined above, you can easily connect your Voiceform submissions to other platforms, automating workflows effectively.

Utilizing Pabbly Connect not only simplifies the process but also enhances your ability to manage customer data efficiently. Start leveraging this powerful integration today for a streamlined experience!

Learn how to automatically schedule and share Google Forms links on WhatsApp with Pabbly Connect. Step-by-step tutorial on integrating Google Sheets and WhatsApp Cloud API.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Scheduling WhatsApp Messages

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automatically schedule and share Google Forms links via WhatsApp. This integration will help you send messages to multiple recipients efficiently.

To begin, you need to access Pabbly Connect. Simply navigate to the Pabbly Connect homepage by visiting their website. If you are new to the platform, you can sign up for a free account, which provides you with up to 300 tasks each month to explore its features.

---

2. Creating a Workflow in Pabbly Connect

Once you have logged into your Pabbly Connect account, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to enter a name for your workflow.

• Name your workflow, for example, ‘Automatically Schedule and Share Google Forms Link on WhatsApp’.
• Select a folder to organize your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup options. The trigger will be set to schedule the workflow, and the actions will include Google Sheets and WhatsApp. This setup allows you to automate the process of sending WhatsApp messages with Google Forms links.

---

3. Setting Up the Trigger in Pabbly Connect

To automate the process, you need to set up a trigger in Pabbly Connect. Choose ‘Schedule by Pabbly’ as your trigger application. This will allow you to schedule when you want the workflow to run.

Specify how often you want the workflow to run. You can select options such as:

• Once (for a one-time schedule).
• Every day, every week, or specific dates of the month.

After configuring the schedule, click on the ‘Save’ button. This will ensure that your workflow is successfully scheduled, ready to trigger the next actions when the time comes.

---

4. Configuring Google Sheets in Pabbly Connect

Next, you will configure Google Sheets as an action application in Pabbly Connect. Select ‘Google Sheets’ and choose the action event as ‘Get Rows’. This action will retrieve the data stored in your Google Sheets.

To connect your Google Sheets account, click on the ‘Connect’ button. If you haven’t connected your Google Sheets account yet, select ‘Add New Connection’ and sign in with your Google account. After granting the necessary permissions, you will be able to select the spreadsheet that contains your student data.

Choose the spreadsheet named ‘Students Data’. Select the sheet, typically ‘Sheet1’. Specify the range of data you want to retrieve, for example, A2:C.

Once you have configured these settings, click on ‘Save and Send Test Request’ to ensure that the data is retrieved successfully from your Google Sheets.

---

5. Sending WhatsApp Messages Using Pabbly Connect

Now that you have retrieved the data from Google Sheets, it’s time to send WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect. Add another action step and select ‘WhatsApp Cloud API’ as your action application, choosing the action event as ‘Send Template Message’.

To connect your WhatsApp Cloud API, click on ‘Connect’ and enter the required credentials, including your temporary access token, phone number ID, and WhatsApp business account ID. Make sure to have these details ready from your WhatsApp Cloud API setup.

Select the template you created for sending messages, such as ‘Feedback Form Link’. Map the recipient’s mobile number dynamically from the iterator step. Customize the message body with variables to personalize the message for each recipient.

After configuring the message template and recipient details, click on ‘Save and Send Test Request’. Check your WhatsApp to confirm that the message has been sent successfully to the intended recipients.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically schedule and share Google Forms links on WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can efficiently communicate with multiple recipients. This process not only saves time but also enhances engagement, making it easier to collect feedback through Google Forms.

Learn how to automate sending Dropbox Sign documents for signature upon Typeform submissions using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Integration

To send a Dropbox Sign document for signature upon Typeform submission, you’ll need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are new, you can sign up for a free account in just a few minutes. If you already have an account, simply sign in.

Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can create a new automation workflow. Pabbly Connect is essential for connecting Typeform with Dropbox Sign.

---

2. Create a New Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name it, for example, ‘Typeform to Dropbox Sign’. You can choose any name that suits your preference. using Pabbly Connect

Next, select the folder where you want to save this workflow. After clicking ‘Create’, you will see the workflow interface with two main sections: Trigger and Action. The Trigger section will listen for new submissions from Typeform, while the Action section will send the document for signature using Dropbox Sign.

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Typeform to Dropbox Sign’).
• Select the folder for your workflow.

Now that you have created the workflow, it’s time to set up the trigger using Pabbly Connect.

---

3. Set the Trigger for Typeform Submissions

In this step, you will set up the trigger in Pabbly Connect to capture new submissions from Typeform. In the Trigger section, search for Typeform and select it. For the Trigger Event, choose ‘New Entry (Beta)’. Click on ‘Connect’ to establish the connection. using Pabbly Connect

When prompted, click on ‘Add New Connection’ and then click the ‘Connect with Typeform’ button. You will be directed to log into your Typeform account. Once logged in, accept the permissions to connect your Typeform account with Pabbly Connect. After connecting, select the specific form you wish to capture submissions from.

• Search for Typeform in the Trigger app.
• Select ‘New Entry (Beta)’ as the Trigger Event.
• Connect your Typeform account by clicking on the ‘Connect with Typeform’ button.

Once connected, you can save and send a test request to ensure that Pabbly Connect is receiving responses from your Typeform submissions.

---

4. Set Up the Action to Send Document via Dropbox Sign

Now that you’ve captured the Typeform submissions, the next step is to set up the action in Pabbly Connect to send a document for signature using Dropbox Sign. In the Action section, search for Dropbox Sign and select it. Choose ‘Send Signature Request from Template’ as the Action Event. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Dropbox Sign API key and password. To generate the API key, log into your Dropbox Sign account, navigate to the API section, and click on ‘Generate Key’. Name your key and copy it back to Pabbly Connect.

Search for Dropbox Sign in the Action app. Select ‘Send Signature Request from Template’ as the Action Event. Enter your Dropbox Sign API key and password.

After connecting, select the template document you want to send for signature and configure other settings, including the subject line and message. Pabbly Connect will handle sending the document automatically based on Typeform submissions.

---

5. Test Your Automation Workflow

With everything set up, it’s time to test your automation workflow. Submit a new entry through your Typeform to see if the document is sent via Dropbox Sign correctly. Check the email inbox of the recipient to confirm receipt of the document.

If the test is successful, you will see the email with the subject line you configured, along with the document for signature. Remember, while testing, you can enable test mode in Dropbox Sign to avoid any legal binding. Once confirmed, you can switch off test mode for live operations.

Submit a new entry in Typeform. Check the recipient’s email for the document. Ensure the document is received correctly.

This confirms that your automation workflow using Pabbly Connect is functioning perfectly. Whenever a new form submission is received, the document will automatically be sent for signature, streamlining your process efficiently.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending Dropbox Sign documents for signature upon Typeform submissions. By following the steps outlined, you can easily integrate these applications and improve your workflow efficiency.

Learn how to automate report card generation using Google Sheets and Google Docs through Pabbly Connect. Follow this 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 Report Card Generation

To generate report cards using Google Sheets and Google Docs, the first step is accessing Pabbly Connect. This platform enables seamless integration between various applications, allowing you to automate tasks efficiently.

Begin by visiting the Pabbly Connect website. If you are new, you can sign up for free and receive 100 free tasks each month. Existing users should sign in to their accounts to access the dashboard.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. 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.

• Enter a descriptive name for your workflow, such as ‘Generate Report Cards using Google Sheets and Google Docs’.
• Select a specific folder to save this workflow, for instance, ‘Google Docs Automations’.
• Click on the ‘Create’ button to finalize the workflow creation.

After creating the workflow, you will see two main sections labeled ‘Trigger’ and ‘Action’. Setting up these components is essential for the automation process.

---

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger for your workflow, select ‘Google Sheets’ as the trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This ensures that whenever you enter or update student details in Google Sheets, Pabbly Connect captures the information.

After selecting the trigger, Pabbly Connect provides a unique webhook URL. Copy this URL, as it will be needed to connect Google Sheets with Pabbly Connect.

• Open your Google Sheets document where student results are stored.
• Navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, go back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’. Paste the copied webhook URL and set the trigger column to the final data column where student details will be entered.

---

4. Setting Up the Action Step in Pabbly Connect

In this step, you will configure the action to create a report card using Google Docs. Select ‘Google Docs’ as the action application and choose the event ‘Create Document from Template’. This allows you to generate a report card based on a pre-designed template.

Connect Google Docs to Pabbly Connect by clicking on ‘Add New Connection’ and signing in with your Google account. Once connected, select the template document you created for the report cards.

Map the student’s name to the document name, ensuring it starts with the student’s name. Specify the location in Google Drive where the report card should be saved. Map all relevant student details to their respective fields in the template.

After mapping the data, click on ‘Save and Send Test Request’. This will create the report card in Google Docs and provide a document ID in the response.

---

5. Updating Google Sheets with Report Card Links

Now that the report card is created, the final step is to update your Google Sheets with the link to the generated report card. Add another action step in your workflow and select ‘Google Sheets’ as the application, with the action event set to ‘Update Row’.

Connect to Google Sheets again and specify the spreadsheet and sheet you want to update. Map the row index received from the previous step and find the field for the report card link.

Select the report card link generated in PDF format. Click on ‘Save and Send Test Request’ to update the spreadsheet.

Upon successful execution, the link to the report card will be added to the designated cell in your Google Sheets, completing the automation process. This integration using Pabbly Connect ensures that report cards are generated and updated effortlessly.

---

Conclusion

This tutorial demonstrates how to efficiently generate report cards using Google Sheets and Google Docs through Pabbly Connect. By following these steps, you can automate the process and save valuable time, ensuring accurate documentation for student performance.