Author: Rajpal Tomar

Learn how to automate email sending from Airtable to Microsoft Office 365 using Pabbly Connect. This tutorial provides step-by-step instructions. 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 the integration process with Pabbly Connect, first, visit the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 free tasks every month. Existing users should log into their Pabbly Connect account.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Access Now’ button under the Pabbly Connect application to begin creating your automation workflow. This sets the stage for integrating Airtable with Microsoft Office 365.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to send Outlook emails from Airtable records. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow as ‘Send Outlook Emails from Airtable Records’.
• Select a folder to save this workflow, such as ‘Airtable Automation’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will see two sections: Trigger and Action. The trigger will capture new records from Airtable, while the action will send emails via Microsoft Office 365.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, click on the arrow to choose your trigger application. Select ‘Airtable’ as your trigger app. The trigger event will be ‘New Record’.

Next, you will need to connect Airtable to Pabbly Connect. Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to authorize your Airtable account. After granting access, select your base named ‘Outlook Email Details’ and the table named ‘Table 1’.

• Fill in the required fields such as Name, Email, and Phone Number.
• Set the Status field to ‘Yes’ if you want to send a welcome email.
• Click on ‘Save and Send Test Request’ to capture the response.

This step ensures that Pabbly Connect correctly captures new records from Airtable, allowing for subsequent email sending.

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4. Adding a Filter in Pabbly Connect

In this step, we will add a filter in Pabbly Connect to determine when to send emails. Click on the plus button to add a new action step, and select ‘Filter’ as your action application.

Configure the filter to check if the Status equals ‘Yes’. This means that only when the status is set to ‘Yes’, the email sending process will continue. Click on ‘Save and Send Test Request’ to ensure the filter is working correctly.

Select the label from the previous step. Set the filter type to ‘Equal To’. Enter ‘Yes’ as the value.

This filter ensures that emails are only sent to new employees who have been marked for receiving a welcome email.

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5. Sending Email from Pabbly Connect Using Microsoft Office 365

Now, we will set up the action step to send emails using Microsoft Office 365 through Pabbly Connect. Click on the plus button again to add another action step and select ‘Microsoft Office 365’ as your action application.

Choose the action event as ‘Send Mail’ and connect your Microsoft Office 365 account. After authorizing, you will configure the email details. Fill in the subject as ‘Welcome to Inova Tech Team’ and set the body content to include a personalized message for the new employee.

Map the recipient email from the previous step. Use dynamic fields to personalize the email greeting with the employee’s name. Click on ‘Save and Send Test Request’ to send the email.

After completing these steps, check your Microsoft Office 365 account to verify that the welcome email has been successfully sent. This confirms that Pabbly Connect has effectively automated the email process based on new records in Airtable.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending welcome emails from Airtable to Microsoft Office 365. By following these steps, you can efficiently manage your onboarding process and ensure new hires receive timely communication.

Learn how to automate payment receipt generation on Razorpay using Pabbly Connect with Google Docs and Gmail for streamlined payment confirmations. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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Accessing Pabbly Connect for Payment Automation

To create and send automated payment receipts on Razorpay, you need to access Pabbly Connect. Begin by visiting the official Pabbly Connect website and signing up for a new account or logging into your existing account.

Once logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. This is where the automation process begins, allowing you to integrate Razorpay with Google Docs and Gmail seamlessly.

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Setting Up the Trigger with Razorpay

In the workflow setup, the first step is to set up the trigger using Razorpay. Select Razorpay as the app and choose the trigger event as ‘Payment Captured’. This ensures that every time a payment is received, the automation will activate. using Pabbly Connect

After selecting the trigger, Pabbly Connect provides a webhook URL. Copy this URL and head to your Razorpay account to add this webhook. Follow these steps:

• Go to Razorpay account settings.
• Select the Webhooks option.
• Click on ‘Add New Webhook’ and paste the copied URL.

After setting this up, Pabbly Connect will wait for a response from Razorpay, indicating that the webhook is active.

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Formatting Payment Details with Pabbly Connect

Once a payment is captured, Pabbly Connect will receive the payment details. At this stage, you need to format the payment amount correctly. Razorpay might send the amount without decimal points, so you need to use the Number Formatter feature in Pabbly Connect.

Set up an action step to perform a math operation by dividing the received amount by 100. This will convert the amount back to its correct format. Additionally, you will also want to format the date and time received from Razorpay into a more readable format using the DateTime Formatter feature.

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Creating and Saving Receipts in Google Docs

With the payment details formatted, the next step is to create a payment receipt in Google Docs. Use the ‘Create Document from Template’ action in Pabbly Connect to generate a new document based on your pre-existing template.

During this step, you will need to map the payment details into the document. This includes the order ID, customer name, payment date, and amount. Ensure that all variables in your Google Docs template are correctly mapped to the corresponding fields from Razorpay. Once the document is created, it will automatically be saved in your Google Drive.

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Sending Email Confirmation via Gmail

After generating the receipt, the final step is to send an email confirmation to the customer using Gmail. In this step, select Gmail as your app and choose the ‘Send Email’ action in Pabbly Connect.

Map the recipient’s email address, subject, and body of the email. Include the link to the PDF receipt as an attachment. Once everything is mapped correctly, trigger the action to send the email. The customer will receive an email with their payment receipt attached, completing the automation process.

Conclusion

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

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In conclusion, using Pabbly Connect to automate payment receipts on Razorpay not only streamlines the process but also enhances customer satisfaction. By integrating Google Docs and Gmail, you ensure that every payment confirmation is sent promptly and professionally.

Learn how to automate lead integration from Trade India to Salesmate CRM 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. Access Pabbly Connect for Automation

To start integrating Trade India with Salesmate, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. Here, you will find options to either sign in or sign up for free.

If you are new, click on ‘Sign Up Free’ to create your account in just a few minutes. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, locate the ‘Access Now’ button under the Pabbly Connect section to proceed to the dashboard.

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2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Trade India to Salesmate’. You can choose any folder within your Pabbly Connect account to save this workflow.

Once you click ‘Create’, the workflow interface will open. You will see two sections: the trigger and action windows. The trigger window is where you will set up the event that starts the workflow, while the action window defines what happens after the trigger. This setup is essential for connecting Trade India and Salesmate through Pabbly Connect.

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3. Set Up Trade India as Trigger in Pabbly Connect

In the trigger window, select Trade India as the app. From the trigger event dropdown, choose ‘Capture Leads’. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to input your Trade India account details, including User ID, Profile ID, and API Key.

• User ID: Found in your Trade India account under Inquiry and Contacts.
• Profile ID: Also located in the same section.
• API Key: Available in the My Inquiry API section.

Once you’ve entered these details, click ‘Save’. This will connect your Trade India account to Pabbly Connect. To test the connection, click on ‘Send Test Request’ to retrieve the most recent lead details, confirming that the setup is successful.

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4. Add Salesmate as Action in Pabbly Connect

After successfully setting up the trigger, scroll down to the action window and select Salesmate as the app. From the action event dropdown, choose ‘Create Contact’. Click ‘Connect’ and again select ‘Add New Connection’. You will need to input your Salesmate account details: Host Name, Session Token, and Account URL. using Pabbly Connect

To find these details, log into your Salesmate account and copy the URL from your browser, ensuring to remove the trailing slash. The host name is the part of the URL before the first slash. The session token can be found in your profile settings under ‘Access Key’. Enter these details in Pabbly Connect and click ‘Save’ to establish the connection.

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5. Map Fields and Complete the Automation

With both Trade India and Salesmate connected, it’s time to map the fields. Start by mapping the first name and last name fields for the lead. Since you may only have a full name from Trade India, you can use the Text Formatter by Pabbly Connect to split this name into first and last names. using Pabbly Connect

• Map the mobile number and company name as well.
• For any optional fields like email, you can leave them blank if not provided.
• After mapping all necessary fields, click ‘Save and Send Test Request’.

Upon successful mapping, you will receive a confirmation response, indicating that the lead from Trade India has been added to Salesmate as a contact. This automation will check for new leads every 8 hours, ensuring your CRM is always up to date.

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Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the integration of leads from Trade India into Salesmate CRM. By following these steps, you can streamline your lead management process and enhance your business efficiency.

Learn how to integrate Facebook Lead Ads with Gmail using Pabbly Connect to receive instant email alerts for new leads. Follow our step-by-step tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To get started with your automation, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by opening a new tab in your browser and searching for ‘Pabbly Connect’.

Once on the Pabbly Connect landing page, you have two options: either sign in if you already have an account or click on the ‘Sign Up for Free’ button. Signing up takes only a couple of minutes, and you will receive a hundred tasks free each month.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. This opens a window where you can name your workflow. For this integration, name it something like ‘Email Alert for New Facebook Leads’.

• Choose a folder to save your workflow.
• Select the appropriate folder where you want to keep this workflow.
• Click on ‘Create’ to proceed.

Now, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. Select Facebook Lead Ads as your trigger application.

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3. Setting Up the Trigger for Facebook Lead Ads

In Pabbly Connect, once you’ve selected Facebook Lead Ads, you need to specify the Trigger Event. Choose ‘New Lead Instant’ from the dropdown. After that, click on ‘Connect’ to establish the connection with your Facebook account.

Upon successful connection, you will need to select your Facebook page and lead generation form. Ensure your lead generation form is live before proceeding. Select the page associated with your ad campaign and the lead form you wish to use.

• Click on ‘Save and Send Test Request’ to initiate the webhook response.
• Create a sample submission using the lead form.
• Ensure the lead generation form is active while testing.

After saving the test request, you will receive a webhook response containing the details of the lead submitted. This response is essential for mapping data in the next steps.

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4. Setting Up the Action to Send Email via Gmail

The next step in Pabbly Connect is to set up the Action, which in this case is Gmail. Select Gmail as your action application and choose the action event as ‘Send Email’. Click on ‘Connect’ and grant the necessary permissions to allow Pabbly Connect to send emails on your behalf.

Once connected, you will need to fill in the recipient email address, which will be your own Gmail address. Set the email subject to ‘New Lead Received’ and choose the content type as plain text. In the email body, include a message that incorporates the lead details, such as name, email, phone number, and city.

Map the fields from the Facebook Lead Ads response to the email content. Use dynamic mapping to ensure real-time updates for each new lead. Test the email to confirm successful setup.

After completing these steps, click on ‘Save and Send Test Request’ to finalize the setup. You should receive a test email with the lead details shortly after.

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5. Testing the Integration in Real Time

To ensure everything works correctly, create a new lead using your Facebook lead generation form. Fill in the required fields and submit the form. Once submitted, check your Gmail account for the email alert.

If everything is set up correctly, you will receive an email with the subject ‘New Lead Received’ containing all the details of the lead you just submitted. This confirms that your Pabbly Connect integration between Facebook Lead Ads and Gmail is functioning as intended.

By following these steps, you will never miss another lead from your Facebook ads. You’ve successfully automated the process of receiving email alerts for new leads using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with Gmail using Pabbly Connect. This automation ensures you receive instant email alerts for new leads, streamlining your lead management process. With Pabbly Connect, you can efficiently manage your business leads without missing any opportunities.

Learn how to automate WhatsApp messages to your Facebook leads for your real estate business using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Leads Automation

To send WhatsApp messages to your real estate business Facebook leads, you first need to access Pabbly Connect. This platform allows seamless integration between Facebook Lead Ads and WhatsApp without any coding knowledge.

Begin by searching for Pabbly Connect in your browser. Once on the landing page, you can either sign up for a free account or sign in if you’re an existing user. After signing in, navigate to the dashboard where you can access various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once inside Pabbly Connect, you will create a new workflow to automate sending WhatsApp messages. Click on the ‘Create Workflow’ button, and name your workflow something descriptive, such as ‘Send WhatsApp Message to Real Estate Business Facebook Leads’.

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

After creating the workflow, you will see the workflow window where you can set up the trigger and action. The trigger will be Facebook Lead Ads, and the action will be sending a WhatsApp message. This setup allows Pabbly Connect to manage the flow of information effectively.

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3. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect for Facebook Lead Ads. Search for ‘Facebook Lead Ads’ and select it as your trigger application. Choose ‘New Lead Instant’ as the trigger event to ensure that every time a new lead is submitted, the workflow is activated.

Next, click on the ‘Connect’ button. If you have not previously connected your Facebook account, select ‘Add New Connection’. Follow the prompts to connect your Facebook Lead Ads account. After connecting, select the specific Facebook page and lead form to capture leads from.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now it’s time to set up the action for sending WhatsApp messages. Choose ‘WhatsApp Cloud API’ as your action application and select the ‘Send Template Message’ event. Click ‘Connect’ and enter the required API details including the token and phone number ID.

• Copy the temporary access token from your WhatsApp API setup.
• Paste the token along with the phone number ID and WhatsApp business account ID into Pabbly Connect.

After entering the necessary details, select the template you wish to use for your WhatsApp messages. Ensure that you map the recipient’s phone number and any dynamic fields, like the lead’s name, to personalize the messages sent through Pabbly Connect.

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5. Testing and Verifying Your Integration

To ensure that everything is working correctly, you will need to test the integration. Use the Facebook Lead Ads testing tool to submit a test lead. After submission, check Pabbly Connect to see if the lead information has been captured successfully.

If the test lead is captured, you can then send a test WhatsApp message. Click on ‘Save and Send Test Request’ in Pabbly Connect to verify that the message is sent. Check your WhatsApp to confirm receipt of the message, ensuring that your automation is functioning as intended.

By following these steps, you have successfully set up an automated WhatsApp messaging system for your real estate business’s Facebook leads using Pabbly Connect.

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Conclusion

This tutorial explained how to automate sending WhatsApp messages to your real estate business’s Facebook leads using Pabbly Connect. By following the steps outlined, you can enhance your lead nurturing process effectively.

Learn how to integrate Instagram and Discord using Pabbly Connect. This step-by-step guide will help you automate notifications for new Instagram posts in Discord. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating Instagram and Discord, you need to access Pabbly Connect. Simply search for ‘Pabbly Connect’ in your browser and navigate to the landing page.

Once on the landing page, you will have two options: ‘Sign In’ and ‘Sign Up for Free’. If you’re a new user, click on ‘Sign Up for Free’ to create your account. Existing users should click ‘Sign In’ to access their dashboard.

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2. Create a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will see various applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. Here, you can start creating your automation workflow.

To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder. Name your workflow something like ‘Share Instagram Post to Discord’ and save it in the ‘Automations’ folder.

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3. Set Up the Trigger for Instagram

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select Instagram as your trigger application. This means that the automation will start when a new post is made on your Instagram account.

Choose the trigger event as ‘New Media Posted in My Account’. Click on ‘Connect’ to establish this connection. If you haven’t connected your Instagram account yet, you will need to add a new connection and grant permissions to Pabbly Connect.

• Select Instagram as the trigger application.
• Choose ‘New Media Posted in My Account’ as the trigger event.
• Connect your Instagram account and allow necessary permissions.

Once connected, click on ‘Save and Send Test Request’ to capture the details of the latest post. This confirms that your trigger setup is successful and ready to proceed to the action step.

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4. Set Up the Action for Discord

The next step involves setting up the action using Pabbly Connect. Select Discord as your action application. This means that the automation will send a notification to your Discord channel when a new Instagram post is made.

Choose ‘Send Channel Message’ as the action event. Click on ‘Connect’ to link your Discord account. Make sure you have logged into your Discord account beforehand for a smooth connection.

• Select Discord as the action application.
• Choose ‘Send Channel Message’ as the action event.
• Connect your Discord account and specify the channel.

After connecting, you’ll need the webhook URL from your Discord channel. Go to your Discord server settings, select Integrations, and copy the webhook URL to paste it into the action setup in Pabbly Connect.

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5. Finalize the Automation Workflow

To complete your automation, you will now customize the message that will be sent to Discord. Use Pabbly Connect to map the Instagram post link dynamically in the message.

Compose your notification message, such as: ‘Hey Discord fam, I just shared a new post on Instagram. Please check it out here: [Instagram Post Link]’. Make sure to replace the placeholder with the mapped link from the previous step.

Finally, click on ‘Save and Send Test Request’ to send a test message to your Discord channel. Check your Discord channel to confirm that the message has been received successfully. If everything looks good, your integration is complete!

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Conclusion

Using Pabbly Connect, you can easily automate the process of sharing your Instagram posts to Discord. This integration helps keep your community updated with your latest content effortlessly.

Learn how to automate eBook delivery using Pabbly Connect by integrating Google Forms with Gmail. Follow this step-by-step tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating eBook delivery, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are new to Pabbly Connect, you can sign up for free and get 100 tasks every month. After logging in, you will see the dashboard, where you can select Pabbly Connect to create your workflow.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name.

Enter a name like ‘Share eBooks on Google Form Submission’ and select a folder to save your workflow. After selecting the folder, click on ‘Create’ to set up your workflow. You will see two sections: Trigger and Action, which are essential for the automation process.

• Trigger: This initiates the workflow when a new form submission occurs.
• Action: This defines what happens after the trigger, such as sending an email via Gmail.

Now that your workflow is created, you can move on to setting up the trigger for Google Forms.

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3. Setting Up Google Forms as Trigger

In Pabbly Connect, select Google Forms as your trigger application. Choose the trigger event as ‘New Response Received’. This means that every time a new form submission occurs, Pabbly Connect will capture the response.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect Google Forms with Pabbly Connect.

• Open your Google Form and navigate to the Responses tab.
• Click on ‘Link to Sheets’ to create a new spreadsheet for form responses.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.

Once the add-on is installed, you can set up the webhook URL in Google Sheets to ensure that responses are sent to Pabbly Connect.

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4. Configuring Google Sheets for Webhooks

After linking Google Forms with a new Google Sheets spreadsheet, you need to configure it to work with Pabbly Connect. Click on ‘Extensions’ in the Google Sheets menu, then select ‘Pabbly Connect Webhooks’ and choose ‘Initial Setup’.

Paste the webhook URL you copied from Pabbly Connect into the dialog box. Set the trigger column to the final data column in your spreadsheet, which is typically Column E.

Click on ‘Submit’ to save the configuration. Ensure to select ‘Send on Event’ to trigger the webhook whenever a new response is added.

After configuring the webhook, you can return to Pabbly Connect and check if it’s ready to capture responses from Google Sheets.

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5. Setting Up Gmail as Action

With the trigger set up, it’s time to configure the action in Pabbly Connect. Select Gmail as your action application and choose the action event as ‘Send Email’. This action will send an email with the eBook attachment to the customer.

Click on ‘Connect’ to authorize your Gmail account. Once authorized, you will need to fill in the recipient’s email address, which you can map from the previous Google Forms response.

Enter the sender’s name, email subject, and content. Attach the eBook file link that you want to send.

After filling all the necessary details, click on ‘Save and Send Test Request’. Check your Gmail account to confirm that the email with the eBook attachment has been successfully sent.

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Conclusion

This tutorial demonstrated how to automate eBook delivery using Pabbly Connect by integrating Google Forms with Gmail. By following the steps outlined, you can streamline your eBook order process efficiently.

Learn how to set up SMS notifications for Jotform submissions using Pabbly Connect. Step-by-step guide for seamless integration with Twilio. 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 SMS Notifications

To receive SMS notifications on every Jotform submission, start by accessing Pabbly Connect. This platform facilitates the integration between Jotform and Twilio, allowing automatic SMS alerts for new submissions.

Visit the Pabbly Connect website by typing the URL into your browser. You will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ option to create an account and get free tasks every month. Existing users can simply log in.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner of the page. This action will initiate the workflow creation process. using Pabbly Connect

• Name your workflow, for example, ‘Receive SMS Notification on Every Jotform Submission’.
• Select a folder for your workflow, like ‘Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

With your workflow now created, you can set up the trigger and action needed for SMS notifications. The trigger will be Jotform, and the action will be Twilio for sending SMS.

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3. Setting Up the Trigger with Jotform

In this step, configure the trigger in Pabbly Connect by selecting Jotform as the trigger application. Choose the trigger event as ‘New Response’ to capture every new submission made through your form.

Pabbly Connect will generate a webhook URL. Copy this URL as you will need it to link Jotform with Pabbly Connect. Log into your Jotform account, select the form you want to integrate, and navigate to the settings.

• Click on ‘More’ and then select ‘Settings’.
• Go to ‘Integrations’ and choose ‘Webhooks’.
• Edit the integration and paste the copied webhook URL.

After pasting the URL, complete the integration in Jotform. This setup ensures that every new submission triggers the webhook in Pabbly Connect.

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4. Configuring the Action with Twilio

Next, set up the action in Pabbly Connect by selecting Twilio as the action application. Choose ‘Send SMS Message’ as the action event. This step allows you to send SMS notifications whenever a new Jotform submission is received.

To connect Twilio with Pabbly Connect, click on ‘Connect’ and choose ‘Add New Connection’. You will need to input your Twilio Account SID and Authorization Token, which can be found in your Twilio account dashboard. Copy and paste these details into the respective fields in Pabbly Connect.

Enter the body of the SMS you wish to receive, such as ‘Received a new submission through Jotform: [Lead Details]’. Map the first name, last name, email, and phone number from the Jotform submission to personalize the SMS. Specify the sender number from your Twilio account.

Once you have completed these steps, save your configuration. This setup ensures that every new lead submission sends a customized SMS notification to your designated phone number.

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5. Testing the Automation

To verify that your integration is working correctly, conduct a test submission through your Jotform lead form. After submitting the form with test data, check Pabbly Connect to see if the response has been captured.

Once you confirm the response is received, you can expect to receive an SMS notification. This SMS will contain the details of the submission, confirming that the integration is functioning as intended.

Refresh the Jotform page and enter new test data. Submit the form and check for the SMS on your phone.

Upon receiving the SMS, you can confirm that the automation is successful. This process illustrates how Pabbly Connect effectively bridges Jotform and Twilio to automate SMS notifications seamlessly.

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Conclusion

In this tutorial, we explored how to receive SMS notifications on every Jotform submission using Pabbly Connect. By setting up triggers and actions, you can automate your workflow efficiently, ensuring timely notifications for new submissions.

Learn how to automatically share your YouTube videos on Discord and Facebook using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Automation

To begin sharing your YouTube videos automatically, you need to access Pabbly Connect. Start by opening a new tab and searching for Pabbly Connect. This platform is essential for integrating various applications like Discord and Facebook.

Once you reach the Pabbly Connect landing page, you will see options to sign in or sign up for free. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes and gives you access to 100 tasks free each month. If you already have an account, simply sign in.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will then need to name your workflow, such as ‘Auto Share YouTube Videos on Discord and Facebook’. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• Select the folder where you want to save this workflow.
• Choose the trigger application, which will be YouTube.

After setting the trigger, you will need to select the trigger event. Choose ‘New Video in Channel with Video URL’ as your trigger event. This setup is crucial as it allows Pabbly Connect to capture the details of your newly uploaded YouTube videos.

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3. Connecting YouTube with Pabbly Connect

Next, you will need to connect your YouTube account to Pabbly Connect. Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to authorize Pabbly Connect to access your YouTube account. Click ‘Continue’ to allow access.

After successfully connecting, select your YouTube channel ID from the dropdown. This step is important to ensure that Pabbly Connect is monitoring the correct channel for new uploads. Once selected, click on ‘Save and Send Test Request’ to retrieve the latest video details.

Upon running this test, you should see a response containing the video URL, title, and description of your latest upload. If you don’t receive this response immediately, don’t worry; YouTube may take up to 10 minutes to send the data to Pabbly Connect.

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4. Setting Up Discord to Share Videos

Now that you have the video details, it’s time to set up Discord as your action application in Pabbly Connect. Select Discord and choose ‘Send Channel Message HTML’ as your action event. This action will allow Pabbly Connect to send messages to your Discord channel automatically.

• Connect Discord by entering the webhook URL.
• Create a new webhook in your Discord server settings.
• Copy the webhook URL and paste it into Pabbly Connect.

With the webhook URL configured, you can now compose the message you want to send to your Discord channel. Include the video title and link using the mapping feature in Pabbly Connect. This ensures that every time a new video is uploaded, the correct title and link are sent automatically.

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5. Sharing YouTube Videos on Facebook

Finally, to share your YouTube videos on Facebook, you will need to set up Facebook Pages as your last action application in Pabbly Connect. Select Facebook Pages and choose ‘Create Page Post’ as your action event. This will allow you to post updates directly to your Facebook page.

After connecting your Facebook account, select the page where you want to share your video. Similar to Discord, compose a message that includes the video title and link. Use the mapping feature again to ensure the message is dynamic, pulling in the latest video details from YouTube.

Once everything is set up, click on ‘Save and Send Test Request’. If successful, you will see the new post appear on your Facebook page, confirming that the integration works. This way, every time you upload a new video, it will automatically be shared on both Discord and Facebook, maximizing your reach.

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Conclusion

In this tutorial, we covered how to use Pabbly Connect to automatically share your YouTube videos on Discord and Facebook. By following these steps, you can enhance your video reach and engagement effortlessly.

Learn how to save Gmail attachments to OneDrive seamlessly using Pabbly Connect. This step-by-step tutorial guides you through the integration process. 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 Gmail to OneDrive Integration

To save Gmail attachments to OneDrive, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button, which allows you to create an account quickly.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between Gmail and OneDrive using Pabbly Connect. Click on the plus icon to create a new folder for your workflow, naming it ‘Gmail to OneDrive’.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Save Gmail Attachments to OneDrive’. Select the folder you created earlier, and click on ‘Create’. This action will take you to a new window where you can define the trigger and action for the integration.

• Trigger Application: Email Parser
• Action Application: OneDrive

After selecting Email Parser as the trigger application, you will receive a unique email hook from Pabbly Connect. Copy this email hook to connect your Gmail account with Pabbly Connect. This email hook acts as a bridge to capture incoming emails.

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3. Setting Up Email Forwarding in Gmail

Next, you need to set up email forwarding in your Gmail account. Go to Gmail settings, click on ‘See All Settings’, and then navigate to the ‘Forwarding and POP/IMAP’ tab. Here, click on ‘Add a forwarding address’ and paste the email hook you copied from Pabbly Connect.

• Click ‘Next’ to verify the forwarding address.
• Confirm the forwarding request via the email sent to your Pabbly Connect email hook.

After confirming, return to Pabbly Connect and click on ‘Re-capture Email Parser Response’. This step ensures that the integration captures emails sent to the forwarding address. Sending a test email with an attachment will validate the setup.

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4. Filtering Attachments with Pabbly Connect

Once the email is received, the next step is to filter the attachments using Pabbly Connect. Select ‘Filter by Pabbly Connect’ as the action application. This feature allows you to set conditions to ensure that only specific emails (like invoices) are processed.

Set the filter conditions as follows:

Label: Attachment Filter Type: Exists Subject: Equal to ‘Invoice Attached’

After setting these conditions, click on ‘Save and Send Test Request’ to confirm that the filter works as intended. If successful, you will receive a confirmation message indicating that the conditions are true.

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5. Uploading Files to OneDrive with Pabbly Connect

The final step involves uploading the filtered attachment to your OneDrive account using Pabbly Connect. Select Microsoft OneDrive as the action application and choose the action event ‘Upload a File’. You will need to connect your OneDrive account to Pabbly Connect.

After establishing the connection, select the folder in OneDrive where you want to save the attachments. Enter a file name, such as ‘Invoice.pdf’, and map the file URL from the email parser response. Finally, click on ‘Save and Send Test Request’ to upload the file.

Once completed, check your OneDrive account to confirm that the invoice has been successfully uploaded. This integration allows you to save Gmail attachments directly to OneDrive automatically, streamlining your workflow using Pabbly Connect.

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Conclusion

This tutorial demonstrates how to save Gmail attachments to OneDrive using Pabbly Connect. By following the steps outlined, you can automate the process of managing email attachments efficiently. Enjoy the benefits of seamless integration and enhanced productivity!