Author: Rajpal Tomar

Learn how to send WhatsApp notifications when an invoice is paid in Razorpay using Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp notifications when an invoice is paid in Razorpay, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective. This will set the stage for integrating Razorpay with WhatsApp notifications.

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2. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. For this integration, you will select Razorpay as your trigger application. Choose the trigger event as ‘Invoice Paid’ to capture when a payment is made.

• Select Razorpay as the trigger application.
• Choose ‘Invoice Paid’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, you will need to set it in your Razorpay account. This connects Razorpay to Pabbly Connect, allowing it to send data when an invoice is paid.

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3. Configuring Razorpay for Webhook

To complete the connection, navigate to your Razorpay account settings. Here, you will find the option to add a new webhook. Paste the Webhook URL you copied earlier from Pabbly Connect.

Ensure that you select the event ‘Invoice Paid’ as the active event for this webhook. This setup allows Razorpay to send a notification to Pabbly Connect whenever an invoice is paid, triggering the next steps in your workflow.

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4. Setting Up Action to Send WhatsApp Notification

After configuring Razorpay, the next step is to set up the action in Pabbly Connect. Select WhatsApp Cloud API as the action application. Here, you will choose the action event as ‘Send Template Message’.

• Connect WhatsApp Cloud API to Pabbly Connect.
• Enter your WhatsApp Business Account ID and access token.
• Select the appropriate message template for notifications.

This action will send a WhatsApp message to the customer each time an invoice is marked as paid in Razorpay, ensuring timely communication.

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5. Finalizing the Integration and Testing

With everything set up, it’s time to test the integration. Make a test payment in Razorpay to see if the workflow in Pabbly Connect successfully sends a WhatsApp notification. You should receive a message confirming the payment details.

Check your WhatsApp for the notification. The message should include the customer’s name, invoice number, and amount paid, confirming that the integration works correctly. If successful, your setup is complete, and you can now automate notifications for all future payments.

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Conclusion

Using Pabbly Connect to send WhatsApp notifications when an invoice is paid in Razorpay is a straightforward process. By following the steps outlined above, you can seamlessly integrate these applications for effective communication with your customers.

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect and WhatsApp Cloud API. Step-by-step guide included. 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 Automation

To send automated WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform will facilitate the integration between IndiaMART and WhatsApp Cloud API.

Once on the Pabbly Connect homepage, you have two options: sign in if you’re an existing user or click on ‘Sign up for free’ if you’re new. New users can benefit from 100 free tasks every month, making it easy to start automating processes.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button located in the upper right corner. Name your workflow, for example, ‘IndiaMART Automation,’ and save it in a relevant folder.

• Click ‘Create’ to proceed to the trigger and action setup.
• Select IndiaMART as the trigger application and ‘New Leads’ as the trigger event.
• This trigger will check for new leads every four hours.

By establishing this workflow, Pabbly Connect will automatically monitor for new leads from IndiaMART, making the process seamless and efficient.

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3. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, click on the connect button and enter your CRM API key. You can find this key in your IndiaMART account settings under ‘CRM API’.

Once you have copied the API key, paste it into the required field in Pabbly Connect and click ‘Save’. After the connection is established, click on ‘Refresh Fields’ to fetch the latest lead data.

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4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now, to send the automated WhatsApp message, you need to set up the WhatsApp Cloud API as your action application. Search for ‘WhatsApp Cloud API’ in Pabbly Connect and select the action event as ‘Send Template Message’.

• Click on connect and enter your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID.
• You can find these details in your Meta for Developers account.
• Once entered, click ‘Save’ to establish the connection.

Setting up the WhatsApp Cloud API correctly ensures that your messages reach the intended leads effectively through Pabbly Connect.

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5. Sending Automated WhatsApp Messages

With both IndiaMART and WhatsApp Cloud API connected, it’s time to send your automated message. Select the message template you created for IndiaMART leads. This template should include variables for the lead’s name and other relevant details.

Use the mapping feature in Pabbly Connect to automatically fill in these variables with data from the new lead. This ensures that each message is personalized based on the lead’s information.

Finally, click on ‘Save and Send Test Request’ to send a test message. If successful, you will receive a confirmation that the WhatsApp message has been sent to the lead. This confirms that your automation is functioning properly.

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Conclusion

By following these steps, you can easily send automated WhatsApp messages to IndiaMART leads using Pabbly Connect. This integration streamlines communication and enhances lead management, making it a valuable tool for your business.

Learn how to integrate Razor with URL Using Pabbly Connect to automate sending digital products via email seamlessly. Follow this detailed tutorial for step-by-step instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

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Integrating Razor Pay and Gmail for Digital Product Delivery

Integrating Razor with URL allows you to automate sending digital products via email. In this process, we will connect Razor Pay with Gmail to ensure that customers receive their purchased products automatically. This integration eliminates the need for manual email sending, streamlining your sales process.

To start, you’ll need to sign in to your Pabbly Connect account. If you don’t have an account, you can create one for free. Once logged in, navigate to the dashboard where you can create a new workflow. This workflow will be the backbone of your automation process.

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Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button on your Pabbly Connect dashboard. Here, you will be prompted to name your workflow. A suitable name could be ‘Send Digital Products via Email on Razor Pay Purchase.’ Next, select the folder where you want to save this workflow.

After naming the workflow, you will see two sections: Trigger and Action. The trigger will be Razor Pay, and the action will be Gmail. This means that whenever a payment is captured in Razor Pay, an email will automatically be sent to the customer via Gmail.

• Select Razor Pay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided webhook URL.

Once you’ve set up the trigger, you need to configure Razor Pay to send data to this URL. This step is crucial for ensuring that the workflow is activated whenever a payment is made.

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Setting Up the Webhook in Razor Pay

To set up the webhook, log in to your Razor Pay account and navigate to the ‘Accounts and Settings’ section. Here, find the ‘Webhooks’ option and click on ‘Add New Webhook.’ Paste the webhook URL you copied from Pabbly Connect into the designated field.

Next, select the active event as ‘Payment Captured’ to ensure that Razor Pay sends the correct data to Pabbly Connect. After configuring these settings, click on the ‘Create Webhook’ button to save your changes.

Once the webhook is created, test the connection by making a test payment through Razor Pay. This will allow you to verify that the data is being sent correctly to Pabbly Connect, confirming that your integration works as intended.

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Filtering Payments for Specific Products

After confirming that the webhook is set up correctly, the next step is to filter payments for specific products. This ensures that the workflow only runs when a payment for the Java notes is received. In your action step, select ‘Filter’ as the application. using Pabbly Connect

Set the condition so that the workflow continues only if the payment is for the Java notes. This is done by mapping the response from Razor Pay to check if the value matches ‘Java Notes.’ By doing this, you ensure that only relevant payments trigger the email sending process.

• Select the label as the payment entity from Razor Pay.
• Set the filter type to ‘Equal to’ and enter ‘Java Notes’ as the value.

This filter will ensure that your workflow only processes payments for the specified product, enhancing the efficiency of your automation.

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Sending Emails with Gmail

With the payment filtering in place, it’s time to send the email to the customer. In this step, add Gmail as your action application in Pabbly Connect. Select the action event as ‘Send Email’ and connect your Gmail account.

In the email configuration, map the recipient’s email address to ensure the email is sent to the correct customer. You can also set a static sender name, such as ‘Cod Crafters Academy,’ and customize the email subject and content to match the product being sold.

Set the email subject to something relevant, like ‘Your Java Notes Unlock Your Coding Potential.’ Compose a personalized email message thanking the customer for their purchase. Attach the PDF link of the digital notes for easy access.

After configuring the email settings, test the action to ensure the email is sent successfully. This final step completes the automation process, allowing customers to receive their digital products instantly upon payment.

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Conclusion

In conclusion, integrating Razor with URL Using Pabbly Connect allows you to automate the delivery of digital products via email seamlessly. By following these steps, you can set up a workflow that captures payments and sends emails without manual intervention. This integration enhances the customer experience and streamlines your sales process, making it easier to manage digital product sales.

Learn how to automate Facebook posts using Pabbly Connect with Google Sheets and OpenAI. This detailed tutorial covers every step of the integration process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Accessing Pabbly Connect for Automation

To begin automating your Facebook posts, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t already. Once logged in, navigate to the dashboard where you can create a new workflow.

After signing in, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Google Sheets to OpenAI to Facebook Pages’. This naming helps in identifying your automation later. Select the appropriate folder in your Pabbly account and click on ‘Create’ to proceed.

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2. Setting Up Google Sheets with Pabbly Connect

In this section, you will connect your Google Sheets to Pabbly Connect to automate data entry for your Facebook posts. Your Google Sheet should include columns for the article topic, image prompt, scheduled date, and status. Ensure that the status is set to ‘post’ for the automation to trigger.

• Create a Google Sheet with the required columns.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.
• Follow the setup instructions to connect your Google Sheet to Pabbly Connect.

Once your Google Sheet is set up, you will receive a webhook URL from Pabbly Connect. Copy this URL and paste it into the webhook setup in your Google Sheets add-on. This connection allows Pabbly Connect to receive data whenever a new row is added or updated.

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3. Filtering Conditions in Pabbly Connect

Next, you need to set up a filter condition in Pabbly Connect to determine when to proceed with the automation. The filter will check the status column in your Google Sheet. If the status is set to ‘post’, the workflow will continue; otherwise, it will stop.

• In the action step, select ‘Filter by Pabbly’.
• Set the filter condition to check if the status equals ‘post’.
• Click ‘Save and Send Test Request’ to confirm the filter works correctly.

This filtering ensures that only the necessary data is processed for automation, preventing unwanted posts from being created on your Facebook page.

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4. Generating Content with OpenAI

Now, you will integrate OpenAI into your workflow using Pabbly Connect. This integration will generate the content for your Facebook posts based on the article topic provided in your Google Sheet. Start by adding an action step for OpenAI and selecting the ‘Generate Image’ action.

After connecting your OpenAI account, you will need to provide the image prompt from your Google Sheet. This prompt is crucial as it directs OpenAI on what type of image to create. Once the image is generated, you can use another action step to generate the article content using ChatGPT.

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5. Scheduling Facebook Posts with Pabbly Connect

Finally, you will schedule your Facebook posts using the data generated by OpenAI and the information from your Google Sheet. In Pabbly Connect, add an action step to connect to Facebook Pages and select the ‘Create Page Photo Post’ action.

Map the generated image URL and the content from OpenAI to the respective fields in the Facebook action. Ensure that you select the correct Facebook page where the post will appear. After mapping everything, click ‘Save and Send Test Request’ to publish your post.

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Conclusion

This tutorial demonstrated how to automate Facebook posts using Pabbly Connect, Google Sheets, and OpenAI. By following the outlined steps, you can streamline your social media management and ensure timely posting of engaging content. Automation not only saves time but also enhances your social media strategy.

Learn how to automate blog generation using Pabbly Connect, Google Sheets, and OpenAI. Follow this detailed 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 Automation

To start automating blog generation, we will access Pabbly Connect. First, open your browser and navigate to the Pabbly Connect website.

Once there, you can either sign up for a new account or log in if you already have one. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create your first automation workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that connects Google Sheets, OpenAI, and Google Blogger. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Sheets to OpenAI to Google Blogger’.

• Select the appropriate folder for your automation.
• Click on ‘Create’ to open the workflow editor.
• You will see two main sections: Trigger and Action.

Now, we can set up the trigger for our workflow, which will activate when a new row is added in Google Sheets.

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3. Setting Up the Trigger with Google Sheets

The first step in our automation is to set the trigger using Pabbly Connect. Choose Google Sheets as the app and select the event as ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new entries.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and add it to your Google Sheets using the Pabbly Connect Webhooks add-on. Follow these steps:

• Open Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your Google Sheets and go to Extensions > Pabbly Connect Webhooks > Initial Setup.

In the setup window, select the sheet, paste the webhook URL, and specify the trigger column. Click ‘Send Test’ to verify the connection.

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4. Generating Content with OpenAI

Now that we have set up the trigger, we will use Pabbly Connect to generate blog content and images using OpenAI. In the action step, select OpenAI and choose the action event as ‘Generate Image’.

To connect your OpenAI account, you will need to enter your OpenAI API key. You can find this in your OpenAI account under the API Keys section. Once connected, map the image prompt from Google Sheets to the prompt field in OpenAI.

Select the model (DALL-E 3) for image generation. Specify the number of images and their size. Click ‘Save and Send Test Request’ to generate the image.

Once the image is generated, you will receive a URL that you can use in your blog post.

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5. Posting the Generated Content to Google Blogger

Finally, we will use Pabbly Connect to post the generated content to Google Blogger. In a new action step, select Google Blogger and choose the action event ‘Create a Post’.

Connect your Google Blogger account, select the blog ID where you want to post, and map the title and content from the previous steps. Make sure to also map the image URL generated by OpenAI to include the image in your blog post.

Specify the status of the post (draft or live). Schedule the post by mapping the publish date and time. Click ‘Save and Send Test Request’ to create the post.

After successfully creating the post, you can verify it on your Google Blogger account to ensure everything is working as intended.

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Conclusion

This tutorial demonstrated how to automate blog generation using Pabbly Connect, Google Sheets, and OpenAI. By following these steps, you can streamline the process of generating and posting content effectively.

With Pabbly Connect, integrating various applications for automation becomes seamless, allowing for efficient workflows and saving time in content creation.

Learn how to integrate Google Forms with Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial to automate your data collection process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Google Forms with Microsoft Excel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once you are logged in, you will see the Pabbly Apps window. From here, select Pabbly Connect by clicking on ‘Access Now’. This will take you to the Pabbly Connect dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, you need to create a new workflow for the integration. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a workflow name. Enter a name like ‘Add Google Forms Submission to Microsoft Excel’.

• Select a folder where you want to save this workflow.
• Click on ‘Create’ to finalize your workflow.

Now, you have successfully created a workflow in Pabbly Connect titled ‘Add Google Forms Submission to Microsoft Excel’. The next step is to set up the trigger and action for this automation.

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3. Setting Up Trigger with Google Forms

In this section, you will set up the trigger for your workflow. Click on the trigger application option and select ‘Google Forms’ as the trigger application. For the trigger event, choose ‘New Response Received’. This means every time a new response is submitted through Google Forms, Pabbly Connect will capture that response.

To connect Google Forms with Pabbly Connect, you will receive a unique Webhook URL. Copy this URL. Then, open the Google Form you created and click on ‘Responses’. Select ‘Link to Sheets’ and create a new spreadsheet to link the responses.

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4. Connecting Google Forms to Pabbly Connect

After creating the linked spreadsheet, you must connect it to Pabbly Connect. In the spreadsheet, go to the ‘Extensions’ menu, select ‘Pabbly Webhooks’, and then ‘Initial Setup’. Paste the Webhook URL you copied earlier into the designated field.

• Set the trigger column to the final data column where responses will be added.
• Click ‘Submit’ to save your settings.

Once the setup is configured successfully, return to Pabbly Connect and test the integration by submitting a test response through your Google Form. This will ensure that Pabbly Connect captures the response correctly.

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5. Setting Up Action with Microsoft Excel

Now that your trigger is set up, it’s time to configure the action step. In Pabbly Connect, select ‘Microsoft Excel’ as the action application and choose ‘Add Row to Worksheet’ as the action event. Click on ‘Connect’ to establish a connection with Microsoft Excel.

Once connected, you will need to select the workbook you created in Microsoft Excel. Choose the corresponding worksheet where you want the responses to be added. Then, map the data fields from Google Forms to the appropriate columns in Excel, such as first name, last name, email, and phone number.

After mapping all the fields, click on ‘Save and Send Test Request’. Check your Excel worksheet to confirm that the data has been successfully transferred. This integration allows you to automate data entry, saving time and minimizing errors.

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Conclusion

By following this tutorial, you have successfully integrated Google Forms with Microsoft Excel using Pabbly Connect. This automation streamlines your data collection process, ensuring that every form submission is accurately recorded in your Excel worksheet. Enjoy the efficiency that comes with using Pabbly Connect for your integrations!

Learn how to automate workflow updates using Pabbly Connect to integrate Google Sheets and Google Chat seamlessly. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Workflow Automation

To automate workflow updates, the first step is to access Pabbly Connect. This platform is essential for integrating various applications like Google Sheets and Google Chat.

To get started, visit the Pabbly Connect website. If you already have an account, simply sign in. If not, click on ‘Sign Up for Free’ to create an account. You will receive 100 free tasks each month, which is perfect for testing your automation.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow, which could be something like ‘Automate Workflow Updates’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to save your new workflow.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section is where you set the event that initiates the workflow.

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3. Setting Up the Trigger with Google Sheets

The next step in Pabbly Connect is to set up the trigger. Here, select Google Sheets as your trigger application. You will need to specify the trigger event, which will be ‘New or Updated Spreadsheet Row’.

To connect Google Sheets with Pabbly Connect, you will use the Webhook URL. Copy the Webhook URL provided by Pabbly Connect and paste it into your Google Sheets extension for the Pabbly Connect VBooks.

• Go to Google Sheets and select ‘Extensions’.
• Open the Pabbly Connect VBooks extension and set up the initial configuration.
• Paste the copied Webhook URL into the designated field.

Once set up, every time a new row is added or updated in your Google Sheet, the data will be sent to Pabbly Connect.

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4. Configuring the Action with Google Chat

After setting up the trigger, the next step is to configure the action. In this case, you will select Google Chat as the action application. The action event will be to ‘Create Message’.

To connect Google Chat with Pabbly Connect, you will need to provide the Chat Webhook URL. This URL allows Pabbly Connect to send messages directly to your Google Chat space.

Go to your Google Chat space and add the Pabbly Connect VBook. Copy the Chat Webhook URL from your Google Chat settings. Paste this URL into the action configuration in Pabbly Connect.

Now, you can compose the message that will be sent to your team whenever an order is delivered successfully. This message can include dynamic data from the Google Sheets response.

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5. Testing and Verifying the Integration

Once you have configured both the trigger and action in Pabbly Connect, it’s time to test the integration. Fill in a new row in your Google Sheet with the order details and mark the delivery status.

After filling in the details, check your Google Chat to see if the message has been sent. This will confirm that the integration is working correctly. You should see the message with all order details, which indicates that Pabbly Connect successfully transmitted the data.

By following these steps, you can automate workflow updates and ensure that your team is always informed about order deliveries. This integration not only saves time but also improves communication within your team.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate workflow updates by integrating Google Sheets and Google Chat. By following the detailed steps, you can streamline your order management process and enhance team communication.

Learn how to create Agile CRM contacts from Facebook Lead Ads leads using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Agile CRM contacts from Facebook Lead Ads leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage and either sign in or sign up for a new account. New users can sign up for free and receive 300 tasks every month.

After signing in, you will land on the Pabbly Connect dashboard. Here, you can create workflows that connect different applications. Click on the ‘Create Workflow’ button to initiate the process of integrating Facebook Lead Ads with Agile CRM.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that captures leads from Facebook Lead Ads and sends them to Agile CRM. In the workflow creation dialog, name your workflow something descriptive like ‘Create Agile CRM Contact from Facebook Lead Ads Leads’. Choose a folder for organization, such as ‘Facebook Lead Ads’.

• Click the ‘Create’ button to finalize your workflow.
• Understand the principles of triggers and actions; the trigger is Facebook Lead Ads, and the action is Agile CRM.

Once the workflow is created, you will set up the trigger. Select Facebook Lead Ads as your trigger application and choose ‘New Lead’ as the event. This setup ensures that every time a new lead is generated, Pabbly Connect captures the details for further processing.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Connect’ and select ‘Add New Connection’. If your account is already linked, you can choose an existing connection. Select your Facebook account and authorize the connection.

• Search for your Facebook page, for example, ‘Sparkle Enix’.
• Choose the lead form you wish to use, such as ‘Inquiry Form’.

After saving and sending a test request, Pabbly Connect will wait for a webhook response. You will need to generate a test lead using the Meta Business Suite to complete this step.

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4. Generating a Test Lead for Pabbly Connect

Navigate to the Meta for Developers page and use the Lead Ads Testing Tool to generate a test lead. Select your Facebook page and the inquiry form. Enter dummy data, such as a test email and name, then submit the form.

Once you submit the test lead, return to Pabbly Connect. You should see that it has successfully received the lead details, including the email, first name, and other relevant information. This confirms that your trigger is working correctly.

Now that the trigger is set up, you can proceed to the action step where you will connect your Agile CRM account to Pabbly Connect.

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5. Connecting Agile CRM to Pabbly Connect

In this final step, choose Agile CRM as your action application and ‘Create a Contact’ as the action event. Click on ‘Connect’ to establish the connection with Agile CRM. If you need to create a new connection, provide your Agile CRM login email and API key.

Retrieve the API key from your Agile CRM account under Admin Settings. Map the lead data from Facebook Lead Ads to the corresponding fields in Agile CRM.

After mapping the necessary fields like first name, last name, email, and phone number, click on ‘Save and Send Test Request’. Check your Agile CRM account to confirm that the new contact has been created successfully. With this, you have completed the integration using Pabbly Connect.

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Conclusion

This tutorial demonstrated how to create Agile CRM contacts from Facebook Lead Ads leads using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. Enjoy the seamless integration and enhanced productivity!

Learn how to create a VBOUT contact from Jotform submission using Pabbly Connect. Step-by-step guide to automate your workflow effectively. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create a VBOUT contact from Jotform submission, first, access Pabbly Connect. This platform allows you to automate workflows seamlessly. You can sign up for a free account or log in if you are an existing user.

Once you log in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin. This is the first step towards automating the integration between Jotform and VBOUT using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Name your workflow something relevant, such as ‘Create VBOUT Contact from Jotform Submission’. Select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to finalize the workflow name.
• You will now see the trigger and action setup options.

This setup is essential as it defines the automation process. The trigger will be a new Jotform submission, while the action will be to add a contact in VBOUT. Make sure to select the correct applications to ensure a smooth integration.

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3. Setting Up Trigger for Jotform Submission

Now, set the trigger application to Jotform in Pabbly Connect. Choose the trigger event as ‘New Response’. This will allow you to capture new submissions made through your Jotform.

Upon setting the trigger, Pabbly Connect will provide a webhook URL. This URL needs to be added to your Jotform settings to connect both applications. Follow these steps:

• Log into your Jotform account and select the form you want to integrate.
• Go to Settings > Integrations and select Webhooks.
• Paste the provided webhook URL and complete the integration.

After completing these steps, your Jotform will send data to Pabbly Connect whenever a new submission is made, allowing you to automate the process effectively.

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4. Setting Up the Action Step to Create VBOUT Contact

Next, set the action application to VBOUT in Pabbly Connect. Choose the action event as ‘Add Contact to List’. This step is crucial as it defines what happens when a new Jotform submission is received.

To connect your VBOUT account, click on ‘Connect’ and enter your API key from your VBOUT account settings. This key allows Pabbly Connect to access your VBOUT account securely. Follow these steps:

Navigate to your VBOUT account settings and find the API Integrations section. Copy the API key and paste it into Pabbly Connect.

After entering the API key, select the list where the new contact should be added. This ensures that all new submissions are organized correctly within your VBOUT account, making it easy to manage your contacts.

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5. Testing the Integration Workflow

Once the action step is configured, it’s time to test the integration. Submit a test response through your Jotform to see if the data is captured correctly in VBOUT via Pabbly Connect. Enter dummy data to simulate a real submission.

After submitting the form, check your VBOUT account to confirm that the new contact has been created successfully. You should see the details reflecting the test submission. If everything is set up correctly, you will see:

First name and last name as entered in the Jotform submission. Email address and phone number added to the VBOUT contact list.

This confirms that your automation is functioning as expected. You can now repeat the process with different data to ensure consistency in your workflow.

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Conclusion

In this tutorial, we explored how to create a VBOUT contact from Jotform submission using Pabbly Connect. By following the steps outlined, you can automate your workflow efficiently. This integration saves time and enhances productivity by ensuring that every new submission is captured accurately in your VBOUT account.

Learn how to automate Google Ads lead notifications to Discord using Pabbly Connect. Follow our 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.

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1. Access Pabbly Connect for Integration

To start automating Google Ads lead notifications on Discord, access Pabbly Connect. Simply search for ‘Pabbly.com connect’ in your browser and click on the link to the landing page.

On the landing page, you’ll find options to either sign in or sign up. New users can sign up for free, gaining access to 100 tasks monthly. Existing users should click on ‘Sign In’ to access their dashboard.

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2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the button labeled ‘Create Workflow’. Here, you will name your workflow, such as ‘Automate Google Ads Leads Notification on Discord’ and select a folder for saving.

This opens the workflow window, where you will set up the trigger and action. The trigger will be Google Ads, and the action will be Discord. This setup allows you to automate the notification process effectively.

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3. Set Up Google Ads as Trigger in Pabbly Connect

In this step, select Google Ads as your trigger application within Pabbly Connect. For the trigger event, choose ‘New Lead Form Entry’. This means that every time a new lead is submitted, your workflow will be triggered.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Google Ads account and open your campaign.
• Navigate to the lead forms section to add the webhook URL.

After pasting the webhook URL in your Google Ads lead form settings, click on ‘Send Test Data’ to ensure everything is working correctly. Check back in Pabbly Connect to see if the response has been captured successfully.

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4. Configure Discord as Action in Pabbly Connect

Next, select Discord as your action application in Pabbly Connect. For the action event, choose ‘Send Channel Message’. This allows you to send notifications to your Discord channel when a new lead is received.

To connect Discord with Pabbly Connect, you’ll need to enter the webhook URL from your Discord server settings. Create a new webhook if necessary and copy the URL. Paste this URL back into your Pabbly Connect workflow.

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5. Finalize Your Workflow and Test

After configuring the action in Pabbly Connect, you’ll set up the message to be sent to Discord. Customize the message to include details like the lead’s name, email, and phone number. This ensures that your team is notified promptly about new leads.

Once you have mapped the fields to include dynamic data from the Google Ads trigger, save and send the test request. Check your Discord channel to verify that the message has been successfully sent. If everything is set up correctly, your workflow will now automate Google Ads lead notifications to Discord.

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Conclusion

In this tutorial, we explored how to automate Google Ads lead notifications on Discord using Pabbly Connect. By following the steps outlined, you can ensure that your team receives timely updates about new leads, enhancing your business’s responsiveness.