Author: Rajpal Tomar

Learn how to seamlessly update Google Sheets when a Pipefy card is marked as done using Pabbly Connect. Follow our step-by-step guide for efficient integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Integration

To update Google Sheets when a Pipefy card is marked as done, you need to access Pabbly Connect. First, visit the Pabbly Connect website and log in to your existing account or sign up for a free account to get started.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow that will automate the process of updating your Google Sheets whenever the status of a Pipefy card changes. This integration is essential for event management companies that need to keep track of their tasks efficiently.

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2. Create a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. You will be prompted to name your workflow; enter ‘Update Google Sheets for Pipefy Card Marked as Done’ and select an appropriate folder to save it.

• Click on the ‘Create’ button to finalize your workflow setup.
• The workflow will now show two sections: Trigger and Action.

Setting up a workflow in Pabbly Connect is crucial for ensuring that your Google Sheets are updated automatically. You will set the trigger application to Pipefy, which will initiate the workflow when a card is marked as done.

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3. Set Up Trigger with Pipefy in Pabbly Connect

For the trigger application, select Pipefy in Pabbly Connect. Choose the trigger event as ‘Card Done.’ This means that every time a card is marked as done in Pipefy, it will trigger the workflow to update Google Sheets.

After selecting the trigger, click on ‘Connect’ to establish a connection between Pipefy and Pabbly Connect. You will need to generate a token from your Pipefy account to complete this connection. Follow the prompts to log into your Pipefy account and create a new token.

• Navigate to the tokens page in Pipefy.
• Generate a new token and copy it to use in Pabbly Connect.

Once the token is entered, your Pipefy account will be connected to Pabbly Connect, allowing you to capture the response of the card that was marked as done.

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4. Set Up Action to Update Google Sheets

Next, you will set up the action in Pabbly Connect to update Google Sheets. Select Google Sheets as the action application and choose the action event as ‘Lookup Spreadsheet Row V2.’ This allows you to find the specific row in Google Sheets that corresponds to the Pipefy card.

After connecting Google Sheets, select the spreadsheet where your data is stored. Map the card ID from the previous step to the lookup value to ensure that the correct row is updated. This step is critical for maintaining accurate records.

Select your spreadsheet titled ‘Pipefy Card Details’ and the specific sheet. Ensure the lookup column is set correctly to identify the row to update.

Completing this setup allows Pabbly Connect to update the status of the card in your Google Sheets automatically whenever a card is marked as done in Pipefy.

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5. Finalize the Integration and Test

Now that you have set up both the trigger and action, it’s time to finalize the integration. Add another action step in Pabbly Connect by selecting Google Sheets again, this time choosing the action event as ‘Update Row.’ This will allow you to update the status of the card in your spreadsheet.

Map the row index received from the previous step to the row index field. Manually enter ‘Done’ in the status field to indicate that the card has been completed. After filling in all required fields, click on ‘Save and Send Test Request’ to test the integration.

Check your Google Sheets to confirm that the status has been updated correctly. Repeat the process with other cards to ensure consistent functionality.

With these steps completed, you have successfully created an automation between Pipefy and Google Sheets using Pabbly Connect. This integration will save time and reduce manual updates, enhancing your workflow efficiency.

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Conclusion

By utilizing Pabbly Connect, you can efficiently update Google Sheets whenever a Pipefy card is marked as done. This seamless integration enhances productivity and ensures that your records are always up-to-date.

Learn how to automate the creation of Monday.com items from Wix form submissions using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Monday.com item on Wix form submission, we first need to access Pabbly Connect. This platform allows us to automate workflows between different applications seamlessly. Start by visiting the Pabbly Connect homepage and log in to your account.

If you are new to Pabbly Connect, you can sign up for a free account. This grants you access to 300 tasks each month, allowing you to explore its features. Once signed in, you will be directed to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

Within your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. In the pop-up dialog, name your workflow something descriptive, like ‘Create Monday.com Item on Wix Form Submission.’ Select a folder for organization, if desired. using Pabbly Connect

• Click on ‘Create’ to finalize your workflow setup.
• You will now see two sections: Trigger and Action.

In this workflow, the trigger application will be Wix Forms, and the action application will be Monday.com. This setup ensures that whenever a new form submission occurs, a corresponding item will be created in Monday.com.

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3. Setting Up the Wix Form Submission Trigger

To set up the trigger, select ‘Wix Forms’ as your trigger application and choose the event ‘New Form Submission.’ Upon selection, Pabbly Connect will provide you with a Webhook URL. This URL is essential for connecting Wix Forms with Pabbly Connect. using Pabbly Connect

Next, log into your Wix account and navigate to the Automations section. Click on the ‘New Automation’ button, then select ‘Start from Scratch.’ Choose Wix Forms as the trigger and set the event to ‘Form Submitted.’ For the form, you may choose ‘Any’ or a specific form.

• Select the action as ‘Send via Webhook.’
• Paste the Webhook URL from Pabbly Connect into the Target URL field.

After entering the URL, activate the automation and save it. This completes the trigger setup, allowing Pabbly Connect to listen for new submissions from your Wix form.

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4. Configuring the Action in Monday.com

Now that the trigger is set up, it’s time to configure the action in Monday.com. In Pabbly Connect, select ‘Monday.com’ as your action application and choose the action event ‘Create Item.’ This ensures that every new submission from your Wix form results in a new item being added to your Monday.com board. using Pabbly Connect

To connect Monday.com with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection.’ You will need to provide a name for this connection and an API token. To obtain the token, log into your Monday.com account, go to your profile, select ‘Administration,’ and then ‘Connections.’ Regenerate your API token and copy it back to Pabbly Connect.

Select your Board ID, such as ‘Leads Data,’ where the new items will be created. Map the fields from your Wix form to the corresponding fields in Monday.com.

Make sure to map the first name, last name, email, and phone number from the Wix form submission to their respective fields in Monday.com. Once all fields are mapped, save the action configuration.

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5. Testing the Integration

After setting up both the trigger and action, it’s crucial to test the integration to ensure everything works correctly. Go back to your Wix form and submit a test entry with dummy data, such as a first name, last name, email, and phone number.

Once the form is submitted, return to Pabbly Connect to check for a successful webhook response. If the response is successful, you should see the details of the submission reflected in Pabbly Connect.

Now, check your Monday.com account to confirm that a new item has been created with the submitted details. Repeat the process with different test data to ensure reliability.

By following these steps, you will have successfully automated the creation of Monday.com items based on Wix form submissions using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a Monday.com item on Wix form submission using Pabbly Connect. By automating this process, you can streamline your workflow and ensure that every submission is tracked effectively.

Learn how to integrate Instagram Lead Ads with Airtable using Pabbly Connect to automate lead management. Follow this step-by-step tutorial for seamless integration. 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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1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with Airtable, you need to access Pabbly Connect. This platform allows you to automate workflows by connecting various applications seamlessly.

Begin by visiting the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create workflows.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the lead capturing process. Click on the ‘Create Workflow’ button in the top right corner of the Pabbly Connect dashboard. using Pabbly Connect

• Give your workflow a name, such as ‘Instagram Lead Ads to Airtable’.
• Select a folder for organization, such as ‘Automations’.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see the trigger and action setup options. The trigger will be set to capture new leads from Instagram Lead Ads, while the action will be to create a new record in Airtable.

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3. Setting Up the Trigger for Instagram Lead Ads

Now, you will set up the trigger in Pabbly Connect to capture new leads from Instagram Lead Ads. Select ‘Instagram Lead Ads’ as your trigger application and choose ‘New Lead’ as the trigger event.

To connect your Instagram Lead Ads account, click on ‘Connect’ and then select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Facebook page linked to your Instagram account. Make sure to select the correct Facebook page that corresponds to your Instagram Lead Ads.

• Choose the Facebook page associated with your Instagram account.
• Select the lead form you want to capture leads from.

Once this is done, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to receive lead data whenever a new lead is generated.

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4. Configuring Action to Create Records in Airtable

In this step, you will configure the action in Pabbly Connect to create new records in Airtable. Select ‘Airtable’ as your action application and choose ‘Create Record’ as the action event.

To connect Airtable, click on ‘Connect’ and select ‘Add New Connection’. You will need to specify the base and table where the new lead details will be stored. Choose the base you created for Instagram leads.

Select the base named ‘Instagram Leads’. Map the fields such as First Name, Last Name, Email, Phone Number, and Gender from the Instagram lead data.

After mapping the fields, click ‘Save and Send Test Request’ to verify the integration. This will create a new record in Airtable with the lead information.

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5. Testing the Integration for Successful Lead Capture

Now it’s time to test the integration you set up using Pabbly Connect. Generate a test lead using the Meta Lead Ads Testing Tool. Make sure to delete any previous test leads to avoid conflicts.

Once you have generated a new test lead, return to Pabbly Connect to check if the lead data has been captured successfully. You should see the new record created in Airtable with the test lead’s details.

Ensure the test lead includes necessary details like name, email, and phone number. Verify that the new record appears in your Airtable base.

With this, you have successfully set up and tested the integration between Instagram Lead Ads and Airtable using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Instagram Lead Ads leads into Airtable. By following these steps, you can efficiently manage your leads and streamline your business processes.

Learn how to create a GoHighLevel contact on Wix form submission using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. 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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1. Accessing Pabbly Connect for Integration

To create a GoHighLevel contact on Wix form submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can sign in or create a free account.

Once logged in, navigate to the dashboard. Here, you will see various tools offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to begin your workflow setup.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect Wix and GoHighLevel using Pabbly Connect. Click on the ‘Create Workflow’ button. Name your workflow as ‘Create GoHighLevel Contact on Wix Form Submission’ and select the appropriate folder for saving.

• Click on the ‘Create’ button to open the workflow window.
• Select the trigger application, which in this case is Wix Forms.
• Choose the trigger event as ‘New Form Submission’.

After selecting these options, Pabbly Connect will provide you with a webhook URL. This URL will be used to connect your Wix forms with the workflow you are creating.

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3. Setting Up Wix Automation with Pabbly Connect

Next, you will set up the Wix automation using the webhook URL provided by Pabbly Connect. Log in to your Wix account, and navigate to the Automations section from the left sidebar.

• Click on ‘New Automation’ and select ‘Start from Scratch’.
• Choose the trigger as Wix Forms and set it to trigger on form submission.
• Select the form that will trigger this automation.

Now, for the action, select ‘Send via Webhook’ and paste the webhook URL from Pabbly Connect. Finally, click on ‘Activate’ to enable the automation.

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4. Testing the Integration with Pabbly Connect

After setting up the automation, it’s time to test the integration. Fill out your Wix form with sample data and submit it. This action should trigger the workflow in Pabbly Connect.

Check the workflow in Pabbly Connect to ensure it captured the details from the form submission correctly. If successful, the details should appear in your workflow dashboard, confirming that the trigger is working as intended.

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5. Creating a GoHighLevel Contact through Pabbly Connect

Now that the trigger is confirmed, you can set up the action to create a GoHighLevel contact. In Pabbly Connect, select the action application as Lead Connector and choose the event ‘Create or Update a Contact’.

Connect your GoHighLevel account by entering the API key obtained from the GoHighLevel settings. Map the fields from the Wix form submission to the corresponding fields in GoHighLevel, ensuring that all required details are filled in.

Once you have mapped the details, click on ‘Save and Send Test Request’. If everything is set up correctly, a new contact will be created in your GoHighLevel account, confirming the successful integration through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to create a GoHighLevel contact on Wix form submission using Pabbly Connect. By following these steps, you can automate your workflow efficiently and ensure that new contacts are added seamlessly to your GoHighLevel account.

Learn how to integrate GitHub with Slack using Pabbly Connect to get notifications for new issue comments. Step-by-step guide included. 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. Setting Up Pabbly Connect for GitHub and Slack Integration

To get notifications for new issue comments, we will use Pabbly Connect as the integration platform. First, access Pabbly Connect by visiting their website. If you don’t have an account, click on the ‘Sign Up for Free’ button, which allows you to create an account quickly and receive 100 free tasks each month.

Once logged in, navigate to the dashboard. Here, you will see an option to create a new workflow. Click on the ‘Create Workflow’ button to start setting up the integration for GitHub and Slack notifications.

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2. Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Enter a name that reflects your objective, such as ‘Get Notification for New Issue Comments’. Next, select a folder where you want to save this workflow. Once done, click ‘Create’ to proceed. using Pabbly Connect

• Name your workflow appropriately.
• Choose a specific folder to save the workflow.
• Click on ‘Create’ to finalize the setup.

Now, you are in the workflow editor, where you will see two main sections: Trigger and Action. The trigger will be GitHub, and the action will be Slack. This setup will allow you to capture new comments from GitHub issues and send them to your Slack channel.

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3. Configuring the GitHub Trigger in Pabbly Connect

In the Trigger section, select GitHub as the application. Next, choose the trigger event, which will be ‘New Issue Comments’. After selecting this, you will need to connect your GitHub account to Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’.

Authorize the connection by clicking on the button labeled ‘Connect with GitHub’. Once authorized, select the owner and the repository from which you want to receive comments. This step is crucial as it specifies which GitHub repository will trigger notifications to Slack.

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4. Setting Up Slack Action in Pabbly Connect

Now that the GitHub trigger is configured, it’s time to set up the action for Slack. In the Action section, select Slack as the application and choose the action event as ‘Send Channel Message’. Similar to the previous step, you will need to connect your Slack account to Pabbly Connect.

Click on ‘Connect’, then ‘Add New Connection’. For Slack, you will need to select the token type (User or Bot). Choose the appropriate type and click ‘Save’. After saving, authorize the connection by clicking ‘Allow’. This will enable Pabbly Connect to send messages to your selected Slack channel.

• Select Slack as the action application.
• Choose ‘Send Channel Message’ as the action event.
• Authorize Slack and select the token type.

After completing the connection, you will need to specify which Slack channel to send notifications to. Select your desired channel from the dropdown list, ensuring that it is ready to receive messages from Pabbly Connect.

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5. Mapping Data for Slack Notifications

With both the GitHub trigger and Slack action set up, it’s time to map the necessary data for the notifications. In the message field for Slack, you will need to include details like the repository name, issue title, issue ID, comment user ID, and the comment itself. This is where Pabbly Connect shines by allowing dynamic data mapping.

To map the data, click on the mapping icon next to each field and select the corresponding data from the GitHub response. This ensures that every time a new comment is made in GitHub, the correct details are sent to Slack in real-time. Finally, after mapping all the required fields, click on ‘Save and Send Test’.

Once the test is successful, you should see a notification in your selected Slack channel, confirming that the integration is working perfectly. This setup means that every new comment on GitHub issues will automatically notify your team via Slack, streamlining communication and ensuring everyone stays updated.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate GitHub and Slack for getting notifications on new issue comments. By following the detailed steps, you can automate your workflow, ensuring your team is always updated with the latest comments.

Learn how to integrate Facebook Lead Ads with Google Sheets without repetition using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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. Accessing Pabbly Connect for Facebook Lead Ads Integration

To begin with, you need to access Pabbly Connect. This powerful integration tool allows you to automate the process of adding Facebook Lead Ads leads into Google Sheets without any repetition. Start by visiting the Pabbly Connect website and signing up for an account if you haven’t already.

After signing in, navigate to the dashboard where you can create your workflow. This is where you will set up the connection between Facebook Lead Ads and Google Sheets. Follow these steps to get started:

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

Once you have created your workflow, you are ready to set up the trigger for Facebook Lead Ads.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger to capture new leads from Facebook Lead Ads. The trigger is essential as it initiates the workflow whenever a new lead is generated. In Pabbly Connect, select Facebook Lead Ads as your trigger application.

Next, you will choose the trigger event. This event should be set to ‘New Lead Instant’. After selecting this, connect your Facebook account to Pabbly Connect. Make sure you have the necessary permissions to access your Facebook lead data. Follow these steps:

• Click on ‘Connect’ to link your Facebook account.
• Select the Facebook page associated with your lead ads.
• Choose the lead generation form you wish to use.

After configuring these settings, you will be prompted to test the connection. Ensure your lead generation form is live to create a sample submission.

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3. Creating a Sample Submission for Testing

To ensure everything is working correctly, you need to create a sample lead submission. This step is crucial for testing the integration between Facebook Lead Ads and Pabbly Connect. Head over to the Facebook Developer Tools and utilize the Lead Ads Testing Tool.

Follow these steps to generate a sample lead:

Open the Lead Ads Testing Tool. Select your Facebook page and lead form. Fill in the required fields such as first name, last name, email, phone number, and city.

Once you submit the form, return to Pabbly Connect to confirm that the sample lead data has been received successfully. This will help validate that your trigger is functioning as expected.

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4. Setting Up the Action in Google Sheets

Now that you have tested the trigger, it’s time to set up the action that will add the lead details to Google Sheets. In Pabbly Connect, select Google Sheets as your action application. The action event should be set to ‘Lookup Spreadsheet Row V2’. This will allow you to check if the lead already exists in your Google Sheet before adding it.

Connect your Google Sheets account to Pabbly Connect and select the spreadsheet where you want to store your leads. You will need to specify the lookup value, which will be the email address of the lead you received from Facebook Lead Ads. Here’s how to do it:

Select the spreadsheet containing your leads. Map the email address from the lead data as the lookup value. Specify the column in Google Sheets where the email addresses are stored.

After completing these steps, save the action and test it to ensure that it correctly identifies whether the lead already exists.

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5. Filtering Unique Leads and Adding to Google Sheets

To avoid adding duplicate leads, you need to set up a filter in Pabbly Connect. This filter will check the result from the previous action. If the result indicates that the lead does not exist, it will allow the next step to proceed, adding the lead to Google Sheets.

Set up the filter by selecting ‘Filter by Pabbly’ and configuring it to check for the condition of ‘Data Not Found’. If this condition is met, it means the lead is unique, and you can proceed to add it. Follow these steps:

Select the result from the Google Sheets step. Set the filter condition to equal ‘Data Not Found’. Test the filter to ensure it works correctly.

If the filter passes, the final action will be to add the lead details into Google Sheets. Select ‘Add New Row’ in Google Sheets as your action event, map all the necessary fields, and test the action to confirm successful integration.

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Conclusion

In this tutorial, we successfully integrated Facebook Lead Ads with Google Sheets using Pabbly Connect. By following the outlined steps, you can automate the process of capturing unique leads without repetition, enhancing your lead management efficiency.

Learn how to automate Slack notifications for Go High Level form submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Slack notifications with Go High Level, first navigate to the Pabbly Connect homepage. You can access it by typing Pabbly.com/connect in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create an account, which includes 100 free tasks every month. Existing users can directly click ‘Sign In’.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, go to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

• Enter a name for your workflow, e.g., ‘Send Slack Notification for Go High Level Form Submission’.
• Select the folder where you want to save this workflow.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you’ll see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that trigger.

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3. Setting Up the Trigger in Pabbly Connect

In the Trigger section, select ‘Go High Level’ as your trigger application. Then choose ‘Lead Connector V2’ as the trigger event. This is essential for capturing form submissions from Go High Level.

Next, set the trigger event to ‘Form Submitted’. This means that whenever a form is submitted in Go High Level, Pabbly Connect will capture the response immediately. You will receive a webhook URL that acts as a bridge between Go High Level and Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Go High Level account and navigate to the Automations section.
• Create a new workflow and paste the webhook URL in the appropriate field.

By following these steps, you will successfully set up the trigger for your automation process.

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4. Configuring the Action in Pabbly Connect

Once the trigger is set up, navigate to the Action section within Pabbly Connect. Here, select ‘Slack’ as your action application and choose ‘Send Channel Message’ as the action event.

Click on ‘Connect with Slack’ to establish a connection. You will need to select the token type, either User or Bot. For sending channel messages, choose the Bot token type to ensure you have the necessary permissions.

Authorize Pabbly Connect to access your Slack workspace. Select the channel where you want to send the notifications. Create a dynamic message that includes lead details from the form submission.

Mapping the lead details dynamically ensures that each notification reflects the most current information from the submitted forms.

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5. Testing and Finalizing the Integration

After setting up both the trigger and action, it’s time to test your integration. Submit a test form in Go High Level to see if the notification is sent to Slack through Pabbly Connect.

Once the form is submitted, check your Slack channel for the new message. You should see a notification containing the lead’s name, email, phone number, and source. If everything works correctly, you will receive a confirmation that the connection is successful.

To finalize, ensure that your workflow is saved and published in both Pabbly Connect and Go High Level. This will allow the automation to run smoothly for all future form submissions.

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Conclusion

This tutorial demonstrated how to automate Slack notifications for Go High Level form submissions using Pabbly Connect. By following these steps, you can efficiently notify your team about new leads without manual effort.

Learn how to automate the creation of Salesforce records from Outlook emails using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 create Salesforce records from Outlook emails, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform facilitates the integration between Microsoft Office 365 and Salesforce.

Once on the Pabbly Connect page, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ if you are new. New users can enjoy 100 free tasks each month. After signing in, navigate to the ‘Access Now’ button to reach your dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something like ‘Create Salesforce Record from Outlook Email’ and save it in the folder named ‘Outlook to Salesforce Automation’.

• Click on the ‘Create’ button to proceed.
• You will now see a window for setting up triggers and actions.

In this window, you can define the trigger application as Microsoft Office 365 and the action application as Salesforce. This setup is crucial as it determines how data flows between the two applications.

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3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the trigger will be Microsoft Office 365, specifically the event of receiving a new email. This means that every time a new email arrives, it will trigger the workflow.

Next, set the action application as Salesforce, with the action event being to create a record. This configuration ensures that whenever a new lead email is received, a corresponding lead is automatically created in Salesforce.

• Select Microsoft Office 365 as the trigger application.
• Choose the trigger event ‘New Mail’.
• Select Salesforce as the action application and ‘Create a Record’ as the action event.

This setup allows Pabbly Connect to facilitate the automation seamlessly, ensuring that lead details are captured and processed correctly.

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4. Connecting Microsoft Office 365 and Salesforce

To establish a connection between Microsoft Office 365 and Pabbly Connect, click on the ‘Connect’ button in the trigger setup. You will be prompted to allow secure access, which is essential for data transfer.

Once the connection is successful, Pabbly Connect will poll for new emails every 10 minutes. To test the connection, click on ‘Save and Send Test Request’. This action fetches the latest email, allowing you to verify that the integration is working correctly.

Ensure you send a test email to capture data. Check the response for the email subject and content.

After confirming the trigger setup, you can proceed to create the lead in Salesforce using the captured email details.

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5. Mapping Lead Details in Salesforce

With the email details captured, the next step in Pabbly Connect is to map these details to create a lead in Salesforce. First, establish a connection between Salesforce and Pabbly Connect. Click on ‘Connect’ and authorize the secure access.

Once connected, select the Salesforce object as ‘Lead’. Mapping involves transferring data from the email to the Salesforce lead fields. For instance, you can map the first name, last name, email address, and company name from the email content.

Map the first name and last name from the email content. Ensure to capture the email address and company name as well.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the lead in Salesforce. You should receive a confirmation response indicating the lead has been successfully created.

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Conclusion

In this tutorial, we explored how to create Salesforce records from Outlook emails using Pabbly Connect. By following the steps outlined, you can automate lead creation efficiently, ensuring no opportunity is missed. This integration not only saves time but also enhances productivity in managing leads.

Learn how to automate converting Jotform responses into PDFs and sharing them via email using Pabbly Connect. Step-by-step tutorial included. 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 Jotform Integration

To convert Jotform responses into PDFs and share them via email, the first step is 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 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow specifically for automating the process of converting Jotform responses into PDF documents. Click on the ‘Create Workflow’ button to get started.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the conversion of Jotform responses. After clicking on ‘Create Workflow,’ name your workflow something like ‘Convert Jotform Responses into PDFs and Share via Email.’ Select a folder to save this workflow, such as ‘Jotform Automations.’

• Name your workflow for easy identification.
• Choose a specific folder for organization.

After naming your workflow and selecting the folder, click on ‘Create’ to finalize it. This workflow will now serve as the basis for integrating Jotform responses with PDF creation and email sharing functionalities through Pabbly Connect.

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3. Setting Up the Trigger for Jotform Responses

In this section, you will set up the trigger for your workflow. Click on the trigger application and select Jotform. For the trigger event, choose ‘New Response’ to capture responses submitted through your Jotform. This configuration allows Pabbly Connect to monitor the Jotform for any new submissions.

After selecting the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL, as you will need it to connect your Jotform to Pabbly Connect. Navigate to your Jotform settings, go to the Integrations section, and search for Webhooks. Paste the copied URL to complete the integration.

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4. Creating a PDF Document with Google Docs

Now that the trigger is set up, the next step is to create the PDF document using Google Docs. In the action step of your workflow, select Google Docs as the action application. Choose the action event ‘Create Document from Template’ to utilize a pre-designed template for your PDF.

Connect your Google Docs account with Pabbly Connect by allowing permissions. Select the template document you previously created for the letter of participation. For the new document’s name, map it to include the participant’s first and last name, followed by ‘- Letter of Participation.’ This dynamic naming will ensure each document is personalized.

• Select the appropriate Google Docs template.
• Map participant details for personalized document naming.

After configuring these details, save and send a test request to ensure that the document is created successfully. You should see the new document appear in your Google Drive.

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5. Sharing the PDF via Email with Gmail

The final step in this process is to share the PDF document via email using Gmail. In the next action step, select Gmail as the action application and choose the event ‘Send Email.’ Connect your Gmail account to Pabbly Connect by granting the necessary permissions.

When configuring the email, map the recipient’s email address from the Jotform response. You can also customize the email subject and body, including personalized greetings and the event date. Finally, include the PDF link generated from the previous step as an attachment.

Map the recipient’s email address for personalized sending. Include the PDF link in the email attachment.

After filling in all the details, save and send a test request. Check your Gmail account to confirm that the email has been received with the attached PDF document. This completes the automation process using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate the conversion of Jotform responses into PDFs and share them via email using Pabbly Connect. By following these steps, you can streamline your event management process and enhance participant communication.

Learn how to automate the enrollment of students in Heights Platform when a new tag is added to ActiveCampaign using Pabbly Connect. Step-by-step guide included.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Automation

To enroll students in Heights Platform when a new tag is added in ActiveCampaign, you need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website.

Once there, you will see options to either sign in or sign up. If you are new, click on ‘Sign Up Free’ to create a new account. Existing users should select ‘Sign In’. After logging in, you will be directed to the All Apps page, where you can click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that connects ActiveCampaign with Heights Platform. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘ActiveCampaign to Heights Platform’.

Choose the folder for your workflow and click ‘Create’. You will see two windows: a trigger window and an action window. The trigger window is where you set up the event that starts the automation, while the action window is where you define what happens as a result.

• Click on the trigger window and select ‘ActiveCampaign’ from the app options.
• In the trigger event dropdown, choose ‘New Tag Added to Contact’.
• Connect your ActiveCampaign account by entering the API key and URL.

After connecting, you will set a webhook name, such as ‘Heights Platform’, and click ‘Save’ to proceed. This sets up the connection for the automation.

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Setting Up the ActiveCampaign Trigger

In the trigger setup of Pabbly Connect, ensure that your ActiveCampaign account is properly connected. Once connected, it will wait for a new tag to be added to a contact. To test this, go to your ActiveCampaign account and add a tag to a contact.

For instance, you can add a tag named ‘Course Purchased’ to a contact. This action will trigger the workflow in Pabbly Connect, sending the contact’s details to the platform. You will see the response in your Pabbly Connect dashboard showing the tag and contact information.

• In the ActiveCampaign interface, navigate to the contact section.
• Select a contact and add the tag ‘Course Purchased’.
• Return to Pabbly Connect and verify that the contact details have been received.

This confirms that the ActiveCampaign trigger is functioning correctly within Pabbly Connect.

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Adding Filters and Enrolling in Heights Platform

After setting up the trigger, the next step in Pabbly Connect is to add a filter to ensure that only contacts with the ‘Course Purchased’ tag are enrolled in Heights Platform. In the action step, select ‘Filter by Pabbly’ and set the action event to ‘Filter Values’.

In the filter setup, choose the tag label from the previous responses and set the condition to check if the tag equals ‘Course Purchased’. This ensures that only contacts with this specific tag will proceed to the next step of enrollment.

Select the label for the tag from the dropdown. Set the filter type to ‘Equals’ and enter ‘Course Purchased’ as the value. Click ‘Save and Send Test Request’ to validate the filter.

If the condition is true, you will receive a confirmation response, allowing you to proceed with the enrollment action.

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Finalizing Enrollment in Heights Platform

The last step in your Pabbly Connect workflow is to enroll the student in Heights Platform. In the action step, search for Heights Platform and select it. Then, choose the action event ‘Enroll Student’.

Connect your Heights Platform account by entering the API token and subdomain. You can find these details in your Heights Platform account settings. After connecting, select the course to which you want to enroll the student.

Map the student’s name, email, and other details from the trigger step responses. Ensure that the correct course is selected from the dropdown. Click ‘Save and Send Test Request’ to complete the enrollment process.

After a successful test, you will see the student enrolled in the Heights Platform, confirming that the automation is working as intended.

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Conclusion

In this tutorial, we demonstrated how to automate the enrollment of students in Heights Platform using Pabbly Connect when a new tag is added in ActiveCampaign. This integration streamlines the process, ensuring efficient management of your online courses.