Author: Rajpal Tomar

Learn how to automate UPI payment details in Google Sheets via SMS notifications on iPhone using Pabbly Connect. Step-by-step tutorial 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 UPI Payment Integration

To start automating UPI payment details in Google Sheets, we need to set up Pabbly Connect. First, visit the Pabbly Connect website and create an account if you don’t have one. After signing in, you will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘UPI Payment SMS from iPhone.’ This workflow will collect SMS notifications from your iPhone and process them through Pabbly Connect to extract relevant UPI payment details.

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2. Creating iPhone Automation to Send SMS to Pabbly Connect

Next, we will create an automation on your iPhone using the Shortcuts app. Open the app and navigate to the Automation section, then tap the ‘Create Personal Automation’ button. Here, select ‘Message’ and set a condition to trigger when you receive an SMS containing the word ‘UPI.’ This ensures only relevant messages are sent to Pabbly Connect.

• Select the ‘Run Immediately’ option for instant processing.
• Add an action to ‘Get Contents of URL’ to send the SMS to Pabbly Connect.
• Paste the webhook URL provided by your Pabbly Connect workflow into the URL field.

After configuring these settings, your iPhone will automatically forward UPI payment SMS notifications to Pabbly Connect for further processing.

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3. Configuring the Pabbly Connect Workflow

In this section, we will configure the Pabbly Connect workflow to process the incoming SMS. Start by selecting ‘Webhook’ as the trigger app and choose the ‘Catch Hook’ event. This will generate a webhook URL that you will use in your iPhone automation.

Once you copy the webhook URL and paste it into your iPhone automation, you will test the connection by sending a relevant SMS. After sending the SMS, return to Pabbly Connect to confirm that it has received the data correctly. You should see the SMS details displayed in the Pabbly Connect interface.

Now, add an action step to use OpenAI’s ChatGPT for extracting payment details from the SMS. Select OpenAI as the action app and choose the appropriate action event to process the SMS content.

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4. Extracting UPI Payment Details Using OpenAI

After setting up the webhook, the next step is to extract UPI payment details from the SMS using OpenAI. You will need to connect your OpenAI account to Pabbly Connect by entering your API key. This key can be obtained from your OpenAI account settings.

Once connected, set the AI model to use for extracting details. You can use the GPT-4 model for accurate results. In the prompt section, specify the format you want the extracted data to be returned in, typically as JSON. This ensures that the data is structured correctly for the next step.

• Include fields like payment type, amount, UPI ID, and date in your JSON format.
• Map the incoming SMS message to the prompt to allow OpenAI to process it.

After setting this up, test the action to verify that the extracted details are accurate and formatted correctly.

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5. Adding UPI Payment Details to Google Sheets

Finally, we will add the extracted UPI payment details to Google Sheets using Pabbly Connect. Select Google Sheets as the action app and choose the ‘Add New Row’ event. Connect your Google Sheets account to Pabbly Connect by signing in through the provided prompt.

Once connected, select the spreadsheet where you want to store the UPI payment details. Map the extracted fields from the previous step to the respective columns in your Google Sheets. This includes fields like date, payment type, customer account, and reference ID.

Ensure all fields are correctly mapped to avoid data discrepancies. Test the action to confirm the data is being added correctly to Google Sheets.

After successful testing, your automation will now automatically add UPI payment details to Google Sheets whenever you receive a relevant SMS notification on your iPhone.

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Conclusion

By following this tutorial, you can easily automate the process of adding UPI payment details to Google Sheets via SMS notifications on your iPhone using Pabbly Connect. This integration streamlines your payment tracking and enhances your productivity.

Learn how to integrate P Connect Now with Josh Caris Using Pabbly Connect for seamless webinar registrations and WhatsApp notifications. Follow our detailed tutorial! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up P Connect Now for Integration

To start integrating P Connect Now, the first step is to log into your P Connect account. If you don’t have an account, you can easily sign up for free. This platform is essential for automating your workflows.

Once logged in, you will be directed to the P Connect dashboard. Here, you need to create a new workflow by clicking on the ‘Create Workflow’ button. This workflow will serve as the backbone for connecting Josh Caris and the WhatsApp Cloud API.

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2. Creating the Workflow in P Connect Now

The next step involves creating a workflow to automate the registration process. Start by naming your workflow, such as ‘Webinar Registration and WhatsApp Confirmation.’ This name should reflect your objectives clearly.

• Click on ‘Create’ to initiate the workflow.
• Select ‘System.io’ as your trigger application.
• Choose the trigger event ‘Contact subscribes to a form.’

After setting up your trigger, connect P Connect Now with the System.io platform using the WB URL provided in the setup instructions. This connection will allow you to capture form submissions seamlessly.

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3. Connecting System.io with P Connect Now

To connect System.io with P Connect Now, navigate to your System.io account. Here, go to the funnels section and select the registration form you want to use.

Within the automation rules, add a new rule that triggers when someone subscribes to the form. Paste the WB URL from P Connect Now into the action settings. This establishes a bridge between your form submissions and the automation workflow.

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4. Creating a Registrant in Webinar Kit

After successfully connecting System.io, the next step is to create a new registrant in the Webinar Kit. For this, select Webinar Kit as your action application in P Connect Now.

• Choose the action event as ‘New Webinar Registration.’
• Connect to Webinar Kit using the API token found in your Webinar Kit settings.
• Map the registrant’s details from the form submission to the respective fields in Webinar Kit.

This mapping process ensures that all registrant information collected through System.io is accurately transferred to the Webinar Kit.

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5. Sending WhatsApp Confirmation via Cloud API

Finally, to send a confirmation message through WhatsApp, select WhatsApp Cloud API in your workflow. Choose the action event as ‘Send Template Message,’ which will allow you to send personalized messages to your registrants.

Map the recipient’s phone number and any dynamic variables needed for your confirmation message. This setup will ensure that once a new registrant is added, they receive an immediate confirmation on WhatsApp, enhancing user engagement.

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Conclusion

Integrating P Connect Now with Josh Caris and the WhatsApp Cloud API streamlines the registration process for webinars. By following this tutorial, you can automate the registration and confirmation messages efficiently, improving user experience.

Explore the top 5 use cases for payment gateway automations using Pabbly Connect. Learn how to streamline your payment processes with specific applications and integrations.

Watch Step By Step Video Tutorial Below

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1. Sending Confirmation Messages on WhatsApp Using Pabbly Connect

In this first use case, we will explore how to send confirmation messages on WhatsApp for payments using Pabbly Connect. When a customer makes a purchase on your e-commerce site, you can automate the confirmation message process. This integration ensures that customers receive immediate payment confirmations, enhancing their experience.

To set up this automation, follow these steps:

• Log into Pabbly Connect and create a new workflow.
• Set Razer Pay as the trigger application and select ‘New Payment’ as the trigger event.
• Use WhatsApp Cloud API to send a confirmation message once the payment is captured.

This automation not only saves time but also reduces customer inquiries regarding payment confirmations. By leveraging Pabbly Connect, you can streamline your payment confirmation process effectively.

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2. Generating and Sending Invoices via Gmail with Pabbly Connect

The second use case focuses on generating and sending invoices automatically after a successful payment through Stripe using Pabbly Connect. This automation helps freelancers and businesses manage their invoicing efficiently.

Here’s how to set up this process:

• Create a new workflow in Pabbly Connect.
• Set Stripe as the trigger application with the event ‘Checkout Completed’.
• Use the ‘Reference’ app to create the invoice and send it via Gmail.

This seamless integration ensures that every payment is documented with an invoice sent directly to the customer, improving cash flow management. Utilizing Pabbly Connect for this process minimizes errors and saves valuable time.

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3. Updating HubSpot Contacts for New Subscriptions Using Pabbly Connect

In our third use case, we will look at how to update HubSpot contacts automatically upon receiving new subscriptions through Stripe, facilitated by Pabbly Connect. This is crucial for subscription-based businesses to maintain accurate customer records.

To implement this automation:

Start a new workflow in Pabbly Connect. Select Stripe as the trigger application and choose ‘New Subscription’ as the trigger event. Search for the contact in HubSpot and update their payment details accordingly.

This integration ensures that your CRM is always up to date with the latest payment information. By using Pabbly Connect, businesses can enhance their customer relationship management and provide tailored services.

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4. Keeping Backup of Payment Records Using Pabbly Connect

Our fourth use case involves maintaining a backup of payment records in Google Sheets using Pabbly Connect. This is essential for businesses to keep track of financial transactions accurately.

To set this up:

Create a workflow in Pabbly Connect. Select Instamojo as the trigger application with the event ‘New Sale’. Add the payment details to a Google Sheet automatically.

This automation allows businesses to keep their financial records updated in real-time. With Pabbly Connect, the process of data entry is eliminated, ensuring accuracy and efficiency in financial reporting.

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5. Delivering Digital Files Automatically Using Pabbly Connect

In the final use case, we will explore how to deliver digital files automatically to customers upon successful payments using Pabbly Connect. This is particularly useful for businesses selling digital products.

To automate this process:

Start a new workflow in Pabbly Connect. Use Instamojo as the trigger application with the event ‘New Sale’. Share the digital file link via Gmail or WhatsApp after the payment confirmation.

This automation streamlines the delivery process, ensuring customers receive their purchased files instantly. By leveraging Pabbly Connect, businesses can enhance customer satisfaction and reduce manual workload.

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Conclusion

In conclusion, utilizing Pabbly Connect for payment gateway automations can significantly streamline business operations. By automating tasks such as sending confirmations, generating invoices, and updating CRM records, businesses can save time and reduce errors. Implementing these use cases enhances customer experience and ensures accuracy in financial management.

Learn how to automate social media posts from WordPress using Pabbly Connect and AI platforms like OpenAI. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

In this section, we will learn how to access Pabbly Connect to set up our automation. To start, open your web browser and navigate to the Pabbly Connect landing page at Pabbly.com/connect. Here, you will find options to either sign in or sign up for a new account.

If you are new to Pabbly, click on the ‘Sign Up Free’ button to create an account quickly. Existing users can simply click on ‘Sign In’. Once logged in, you will be directed to the ‘All Apps’ page. Click on ‘Access Now’ under Pabbly Connect to enter 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 automation workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘WordPress to OpenAI to Social Media’. This title should reflect the applications you are integrating.

• Select the folder for your Pabbly Connect account.
• After naming, click on ‘Create’ to proceed.

Once the workflow is created, you will see two windows: a trigger window and an action window. The trigger window is where you will set up the initial event that starts the automation process.

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3. Setting Up WordPress as Trigger in Pabbly Connect

To initiate the automation, we will set WordPress as our trigger app in Pabbly Connect. In the trigger window, search for ‘WordPress’ and select it. Choose the trigger event as ‘New Post Published’. This will allow Pabbly Connect to react whenever a new post is published on your WordPress site.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. You need to copy this URL and add it to your WordPress site. To do this, install the WP Webhooks plugin on your WordPress site. After activation, navigate to the plugin settings and select ‘Send Data’.

• Choose the trigger event ‘Post Created’.
• Paste the copied webhook URL into the designated field.
• Save the settings to complete the setup.

Now, whenever you publish a new post on WordPress, the details will be sent to Pabbly Connect automatically, triggering the next steps in your automation.

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4. Integrating OpenAI for Caption Generation

Next, we will integrate OpenAI within Pabbly Connect to generate social media captions based on the content of our WordPress posts. In the action window, search for ‘OpenAI’ and select it. Set the action event to ‘ChatGPT’ and click on ‘Connect’.

To connect your OpenAI account, you will need to enter your API key. You can obtain this key from your OpenAI account dashboard under the API section. Once you have the key, paste it into Pabbly Connect and save the connection.

Select the AI model you want to use, such as GPT-4. In the prompt field, specify the instructions for generating the caption based on the post content.

After setting up the prompt, click on ‘Save and Send Test Request’. You will receive a response with the generated caption, which can be used for your social media posts.

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5. Posting to Social Media Platforms via Pabbly Connect

Now that we have the caption generated, we will set up actions to post on various social media platforms, such as Facebook, LinkedIn, and X (formerly Twitter) using Pabbly Connect. Start with Facebook by adding an action step and selecting ‘Facebook Pages’ as the app. Choose the action event ‘Create Page Photo Post’.

Connect your Facebook account by clicking on ‘Connect’ and following the prompts. Once connected, select your Facebook page and map the image URL and generated caption from OpenAI into the respective fields.

Repeat the process for LinkedIn by selecting ‘LinkedIn’ and the action event ‘Share Text with Image’. For X, choose the action event ‘Create Tweet’ and map the caption accordingly.

After mapping all necessary fields, click on ‘Save and Send Test Request’ for each platform. Check your social media accounts to confirm that posts have been successfully created with the content from your WordPress blog.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of generating social media posts from WordPress blog content. By integrating WordPress with AI platforms like OpenAI and social media sites, you can streamline your content sharing efficiently. This setup saves time and enhances your online presence.

Learn how to integrate Time and API using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions to automate your workflow seamlessly. 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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Accessing Pabbly Connect for Integration

To begin integrating Time and API, first access Pabbly Connect by visiting the official website. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. Existing users should simply click on ‘Sign In’ to access their dashboard.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can start creating a new workflow to connect your applications. Click on the ‘Create Workflow’ button located at the top right corner to begin the integration process.

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Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the process of adding students from your LMS to your marketing platform. After clicking on ‘Create Workflow’, name your workflow something descriptive like ‘Add New Students to Go High Level as Contacts’. You can select a folder for better organization. using Pabbly Connect

To set up the workflow, you need to define a trigger and an action. The trigger indicates when the automation should start, while the action specifies what should happen. For this integration, the trigger will be set to ‘New Student’ from your LMS. This means that whenever a new student enrolls, the workflow will be activated.

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Setting Up the Trigger with Pabbly Connect

For the trigger, select your LMS application, in this case, U Teach. The trigger event is set to ‘New Student’, which activates the workflow when a new student is registered. Click on the connect button to establish a connection between U Teach and Pabbly Connect.

To connect U Teach, you will need to enter your API key and domain, which can be found in your U Teach account under settings. Once you have entered these details, click on save to establish the connection. After this, click on ‘Save and Send Test Request’ to ensure the connection is successful.

• Select U Teach as the trigger application.
• Choose ‘New Student’ as the trigger event.
• Enter API key and domain from U Teach settings.

Once the test request is successful, you will see a response indicating that the trigger setup is complete. This confirms that Pabbly Connect is now ready to automate the addition of new students.

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Defining the Action Step in Pabbly Connect

Next, you will set up the action step in your workflow. Here, select ‘Go High Level’ as your action application, specifically using the Lead Connector V2 option. This action will create a contact in your Go High Level account whenever a new student is added through the trigger.

After selecting the action event ‘Create a Contact’, you will need to connect your Go High Level account to Pabbly Connect. Ensure you are logged into your Go High Level account to simplify the connection process. Click on ‘Connect’ and select the appropriate sub-account for your needs.

• Choose ‘Go High Level’ as the action application.
• Select ‘Create a Contact’ as the action event.
• Connect your Go High Level account to Pabbly Connect.

Once connected, you will need to map the data from the trigger to the action. This means taking the student’s full name and email from the trigger response and inserting them into the corresponding fields for the contact creation.

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Testing the Integration with Pabbly Connect

After setting up the action step, it’s time to test the integration. Create a new student in your U Teach account by clicking on the ‘Create New Student’ button. Fill in the necessary details such as name and email, and save the changes. This action will trigger the workflow you set up in Pabbly Connect.

Once the new student is created, return to your Go High Level account and refresh the page. You should see the new contact listed with the details you entered. This confirms that the integration works seamlessly, allowing you to automate the process of adding new students as contacts in your marketing platform.

To summarize, the integration process using Pabbly Connect allows for efficient management of student data by connecting your LMS with your marketing platform. This not only saves time but also ensures accuracy in your records.

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Conclusion

In this tutorial, you learned how to integrate Time and API using Pabbly Connect. By following the steps outlined, you can automate workflows and improve efficiency in managing student data. This integration helps streamline your processes, allowing you to focus on your core business activities.

Learn how to automate the creation of GoHighLevel contacts on new Instamojo sales using Pabbly Connect in this step-by-step tutorial. 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 Integration

To create a GoHighLevel contact on a new Instamojo sale, you first need to access Pabbly Connect. This platform allows you to automate tasks without coding skills. Begin by visiting the Pabbly Connect website.

Once on the site, sign in to your account. If you are a new user, you can sign up for free and get 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘How to Create GoHighLevel Contact on New Instamojo Sale’. Select the appropriate folder to save this workflow.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: one for Trigger and one for Action.

For the Trigger application, select Instamojo and choose the event as ‘New Sale’. This sets the stage for your automation, ensuring that whenever a sale occurs, a new contact is created in GoHighLevel.

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3. Connecting Instamojo with Pabbly Connect

To connect Instamojo with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between the two applications. Copy this URL and head over to your Instamojo account.

In your Instamojo dashboard, click on ‘Products’ and then ‘All Products’. Select the product you want to connect, scroll down to the ‘Advanced’ section, and paste the webhook URL in the designated area. Click on ‘Save’ to finalize the connection.

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4. Making a Test Purchase to Trigger Automation

After setting up the webhook in Instamojo, you need to make a test purchase to trigger the automation in Pabbly Connect. Navigate back to your Instamojo product and click on ‘Buy’. Fill in the required details such as name, email, and phone number.

• Enter dummy details for the shipping address.
• Complete the payment process.

Once the payment is successful, return to Pabbly Connect to check if the response has been captured. If successful, you will see the data from the sale, confirming the connection between Instamojo and Pabbly Connect.

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5. Creating a Contact in GoHighLevel

Now that you have captured the response from Instamojo, the next step is to create a contact in GoHighLevel using Pabbly Connect. For the Action application, select ‘Lead Connector V2’ and choose ‘Create Contact’ as the action event.

If you don’t have an existing connection, click on ‘Add New Connection’ and authenticate your GoHighLevel account. Once connected, you will need to map the data received from Instamojo, such as the first name, last name, email, and phone number, to the respective fields in GoHighLevel.

After mapping the fields, click on ‘Save and Send Test Request’ to create the contact. Verify in your GoHighLevel account that the contact has been successfully created, confirming that the automation works seamlessly.

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Conclusion

By following these steps, you can easily automate the creation of GoHighLevel contacts whenever a new sale occurs on Instamojo using Pabbly Connect. This integration enhances your workflow and ensures that you never miss a potential customer.

Learn how to automate the creation of WordPress users from MailerLite subscribers and share passwords via Gmail using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a WordPress user from a MailerLite subscriber, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks each month.

Once logged in, navigate to the Pabbly Connect app. Click on the ‘Access Now’ button to enter your dashboard. Here, you will create a new workflow that will facilitate the integration of MailerLite, WordPress, and Gmail.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow as ‘How to Create a WordPress User from MailerLite Subscriber’. This name will help you identify the workflow later.

Next, you will need to set up the trigger application. Select MailerLite as your trigger application and choose the event as ‘Subscriber Created’. This step ensures that the workflow is triggered whenever a new subscriber is added in MailerLite.

• Select MailerLite as the trigger application.
• Choose ‘Subscriber Created’ as the trigger event.
• Click on ‘Connect’ to link your MailerLite account.

This setup allows Pabbly Connect to listen for new subscribers and initiate the next steps in your workflow automatically.

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3. Connecting MailerLite and Capturing Subscriber Data

When prompted, choose to add a new connection for MailerLite. You will need to enter your API token. This token can be generated from your MailerLite account settings. Once you have the token, paste it into the designated field in Pabbly Connect.

After saving the connection, you will need to test the setup by submitting a test subscriber through your MailerLite form. Enter dummy details such as name, email, and phone number to simulate a new subscription. This action will help capture the subscriber data needed for the next steps.

• Access your MailerLite form to submit test data.
• Fill in dummy information for the test submission.
• Click ‘Subscribe’ to complete the test submission.

This test will confirm that Pabbly Connect captures the subscriber details correctly, which is essential for creating a user in WordPress.

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4. Creating a WordPress User from MailerLite Subscriber

Now, it’s time to set up the action application. Select WordPress as your action application and choose the event ‘Create User’. This step will create a new user in your WordPress site whenever a new subscriber is added to MailerLite.

Connect your WordPress account by entering your username, password, and the base URL of your WordPress site. Ensure that the WordPress REST API Authentication plugin is installed and activated on your site. This is crucial for the integration to work seamlessly.

Select WordPress as the action application. Choose ‘Create User’ as the action event. Enter your WordPress login credentials and base URL.

This process allows Pabbly Connect to create a user in WordPress automatically using the subscriber’s details captured from MailerLite.

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5. Sharing Password via Gmail

To complete the workflow, you need to send the new user their login credentials via email. For this, add another action step and select Gmail as your action application. Choose the event ‘Send Email’ to configure the email settings.

Connect your Gmail account by allowing Pabbly Connect the necessary permissions. Then, set up the email fields including recipient email (mapped from the MailerLite subscriber), subject, and body content. Personalize the email by including the user’s name and login credentials.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Map the recipient email and customize the email content.

This final step ensures that new users receive their login information promptly, enhancing their experience. With Pabbly Connect, this entire process is automated, saving you time and effort.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of WordPress users from MailerLite subscribers and share their passwords via Gmail using Pabbly Connect. This integration streamlines the process, providing a seamless experience for both administrators and users.

Learn how to add students to Uteach courses through ThriveCart payments and create ConvertKit subscribers using Pabbly Connect in 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 start this integration process, you need to access Pabbly Connect. This platform allows you to connect various applications effortlessly. Begin by visiting the Pabbly Connect homepage where you can sign in or sign up for a new account.

Once logged in, navigate to the dashboard where you can create a new workflow. This is crucial for linking ThriveCart with Uteach and ConvertKit. Follow these steps:

• Visit the Pabbly Connect homepage.
• Sign in or create a new account.
• Access the dashboard and click on ‘Create Workflow’.

After creating your workflow, you can start setting up the necessary triggers and actions for the integration.

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2. Setting Up ThriveCart Trigger in Pabbly Connect

In this step, you will set up the ThriveCart trigger in Pabbly Connect. This is essential to capture when a product is purchased. Select ThriveCart as your trigger application and choose ‘Product Purchase’ as the trigger event.

To connect ThriveCart, you will need your API token. Here’s how to find it:

• Log in to your ThriveCart account.
• Go to your profile settings and find API & Webhooks.
• Generate a new API key and copy it.

Paste this API key into Pabbly Connect to establish the connection successfully. After this, select the product you want to track, such as your PHP course.

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3. Adding Students to Uteach Course via Pabbly Connect

After setting up the ThriveCart trigger, the next step is to add students to your Uteach course using Pabbly Connect. Select Uteach as the action application and choose ‘Create Student’ as the action event.

To connect Uteach, you need to provide the domain and API key. Here’s how to retrieve these details:

Log in to your Uteach account. Go to settings and select Integrations. Copy the domain and API key provided.

Once you have entered these details into Pabbly Connect, map the customer’s name and email from the ThriveCart trigger data. This ensures that the correct information is sent to Uteach.

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4. Creating ConvertKit Subscriber with Pabbly Connect

The final integration step involves adding the student as a subscriber in ConvertKit using Pabbly Connect. Select ConvertKit as your action application and choose ‘Add Subscriber to Form’ as the action event.

For this step, you will need your ConvertKit API key and API secret key. Follow these steps to retrieve them:

Log in to your ConvertKit account. Go to settings and find the API section. Copy the API key and secret key.

Paste these keys into Pabbly Connect and select the form you want to add subscribers to. Map the relevant fields such as name, email, and tags to ensure the subscriber information is accurate.

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5. Testing the Integration in Pabbly Connect

Now that you have set up all the steps in Pabbly Connect, it’s time to test the entire integration. Make a test purchase through your ThriveCart checkout page to see if the automation works as expected.

After completing the test purchase, check your Uteach and ConvertKit accounts to confirm that the student has been added successfully. If everything is set up correctly, you should see the new student in Uteach and a new subscriber in ConvertKit.

Here’s how to verify:

Check Uteach for the new student enrollment. Verify the subscriber list in ConvertKit.

If both actions are completed successfully, your integration is working perfectly! This automation saves you time and ensures students are added seamlessly to your courses.

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Conclusion

In this tutorial, we explored how to integrate Uteach courses with ThriveCart payments and create ConvertKit subscribers using Pabbly Connect. By following these steps, you can automate your student enrollment process and enhance your online academy’s efficiency. This integration streamlines operations and helps you focus on delivering quality education.

Learn how to automate the creation of Go High Level sub accounts from Google Sheets using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first navigate to its homepage. This platform enables seamless integrations between various applications, including Google Sheets and Go High Level. You can sign up for a free account to explore its features or log in if you’re an existing user.

Once signed in, you will access the Pabbly Connect dashboard. From here, you can create a new workflow that will automate the process of creating sub accounts in Go High Level whenever new data is added to your Google Sheets. This saves time and reduces errors in data entry.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this example, use ‘Create Go High Level Sub Accounts from Google Sheets’. Select a folder for organization, or create a new one if necessary.

• Click on the ‘Create’ button to set up the workflow.
• Understand the two key components: Trigger and Action.
• Select Google Sheets as your trigger application.

Now, you have successfully created a workflow. The next step involves setting up the trigger event to capture new or updated rows in your Google Sheets, which will initiate the automation.

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3. Setting Up the Google Sheets Trigger

Select Google Sheets as the trigger application in Pabbly Connect. Choose the event ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new entries. Upon selecting this, you will receive a webhook URL.

To connect this webhook to your Google Sheets, go to your spreadsheet and click on ‘Extensions’. From there, navigate to ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ and then click on ‘Initial Setup’.

• Paste the webhook URL from Pabbly Connect.
• Set the trigger column to the final data column (e.g., Column I).
• Click ‘Submit’ to configure the setup.

After submitting, send a test data to verify that the setup is working correctly. This will confirm that Pabbly Connect can capture new entries from your Google Sheets.

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4. Creating Sub Accounts in Go High Level

Once the trigger is set up, the next step is to define the action in Pabbly Connect. Select ‘Lead Connector V2’ as the action application and choose the event ‘Create a Location’ for creating a new sub account. This action will use the data captured from Google Sheets to create a sub account in Go High Level.

To connect to your Go High Level account, click on ‘Connect’ and choose to add a new connection. You will be prompted to log in to your Go High Level account. Make sure you allow access to all sub accounts for Pabbly Connect, and then click on ‘Proceed’.

Map the required fields such as sub account name, phone number, and address from the previous step. Enter any optional fields as needed. Click ‘Save and Send Test Request’ to create the sub account.

After successfully creating the sub account, you can check your Go High Level account to confirm that the new sub account has been created with the correct details.

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5. Adding Users to Sub Accounts

The final step in this automation process is to add the customer as a user in their newly created sub account. In Pabbly Connect, add another action step by selecting ‘Lead Connector V2’ again and choose the action event ‘Create a User’.

Use the existing connection you created earlier for Lead Connector V2. Map the necessary fields such as Company ID, first name, last name, and email. For the password, you can create a format that combines the first name and phone number.

Set the user role as ‘Admin’. Select other options based on your requirements. Click ‘Save and Send Test Request’ to add the user.

After completing this step, you can verify in your Go High Level account that the user has been successfully added to their sub account. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Go High Level sub accounts from Google Sheets using Pabbly Connect. By following these steps, you can streamline your workflow and save time while ensuring accuracy in data management.

Learn how to automate adding Facebook leads to Google Sheets for your paint business using Pabbly Connect. Follow our step-by-step guide! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Your Paint Business

To integrate Facebook leads with Google Sheets for your paint business, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once on the site, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create workflows to automate your tasks.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to connect Facebook leads to Google Sheets. Click on the create workflow button, and name your workflow something like ‘Add Facebook Leads to Google Sheets.’ Select the appropriate folder for organization.

• Click on the create button after naming your workflow.
• You will see two boxes: one for the trigger and one for the action.

The trigger is the event that starts the workflow. In this case, the trigger application will be Facebook Lead Ads, and the event will be a new lead created. This setup is essential for automating your lead capture process.

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3. Connecting Facebook Lead Ads in Pabbly Connect

Next, you will connect Facebook Lead Ads to Pabbly Connect. Click on the Facebook Lead Ads option and select ‘New Lead’ as the trigger event. Then, click on ‘Connect’ and follow the prompts to authenticate your Facebook account.

Once connected, you need to select the Facebook page associated with your paint business. In this tutorial, we use the Color Splash page. After selecting your page, choose the lead generation form that you created for your business.

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4. Setting Up Google Sheets as the Action Application

After setting up Facebook Lead Ads, it’s time to configure Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row.’ Click on connect and authenticate your Google account.

Next, select the spreadsheet where you want to store the leads. For example, use the spreadsheet named ‘FB Lead for Color Splash Paints.’ You will also need to map the fields from your Facebook leads to the corresponding columns in Google Sheets.

• Map the name, email, and phone number fields from the Facebook lead to the spreadsheet.
• Ensure that the mapping is dynamic to capture new leads automatically.

Once you’ve completed the mapping, click on save and send a test request to ensure everything is functioning correctly.

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5. Testing the Integration Between Facebook and Google Sheets

To confirm that your integration works, fill out the lead form on your Facebook page. After submitting the form, go back to Pabbly Connect and check if the response has been captured correctly.

Verify that the lead details appear in your Google Sheets. If the information is accurate, your automation is successfully set up. You can repeat the process by submitting different lead information to ensure consistency.

This integration allows you to streamline your lead management process, making it easier to follow up with potential customers for your paint business.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets for your paint business. This automation enhances efficiency and ensures you never miss a lead. Start using Pabbly Connect to simplify your lead management today!