Author: Rajpal Tomar

Learn how to send WhatsApp messages for failed Razorpay payments using Pabbly Connect in this step-by-step tutorial. Improve customer communication effortlessly! 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. Setting Up Pabbly Connect for WhatsApp and Razorpay Integration

To send WhatsApp messages for failed Razorpay payments, you first need to set up Pabbly Connect. This platform allows you to connect various applications seamlessly, enabling automated workflows. Begin by accessing Pabbly Connect through its official website.

Once on the homepage, you will have options to either sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create your account. Existing users can simply log in. After signing in, you will reach the dashboard where you can start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to handle failed payments. Click on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. Name your workflow something like ‘Send WhatsApp Message for Failed Razorpay Payments’ and select a folder for organization.

• Click on ‘Create’ to proceed.
• Choose Razorpay as the trigger application.
• Select ‘Payment Failed’ as the trigger event.

This setup will ensure that whenever a payment fails on Razorpay, Pabbly Connect captures this event to initiate further actions.

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3. Connecting Razorpay to Pabbly Connect

After setting up the trigger, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting your Razorpay account. Log into your Razorpay account, navigate to ‘Account and Settings’, and select ‘Webhooks’.

Here, click on ‘Add a New Webhook’. Paste the webhook URL you copied from Pabbly Connect and select ‘Payment Failed’ as the active event. Click ‘Create Webhook’ to finalize the connection.

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4. Testing the Integration with Pabbly Connect

To ensure that your integration works correctly, you need to perform a test submission. Go to your Razorpay payment page and fill in dummy details to simulate a failed payment. For example, enter a random card number and do not provide the OTP.

• Enter test user details like email and phone number.
• Click on the ‘Pay’ button to initiate the payment.
• Wait for the payment to fail due to missing OTP.

Once the payment fails, return to Pabbly Connect to check if the webhook response has been received. This confirms that Razorpay is successfully sending data to Pabbly Connect.

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5. Sending WhatsApp Messages Using Pabbly Connect

Now that you have confirmed the webhook is working, it’s time to set up the action step to send a WhatsApp message. Select ‘WhatsApp by AI Sensei’ as your action application in Pabbly Connect. Choose ‘Send Template Message’ as the action event.

To connect your WhatsApp account, you will need to provide an API key from your WhatsApp by AI Sensei account. After entering the API key, you can specify the campaign name and map the customer’s phone number and name from the Razorpay response.

Map the phone number to send the message. Insert the template parameters as needed. Click ‘Save and Send Test Request’ to send a test message.

Once you receive a successful response, check your WhatsApp to see the message sent to the customer. This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we learned how to send WhatsApp messages for failed Razorpay payments using Pabbly Connect. This integration not only enhances customer communication but also helps recover lost sales effectively. By automating this process, you can ensure that customers are promptly notified about payment issues, improving their overall experience.

Learn how to generate leads for your hospitality business using Google Forms and integrate them into Salesforce with Pabbly Connect. Follow this step-by-step 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 Lead Generation

To generate leads for your hospitality business, start by accessing Pabbly Connect. Visit the Pabbly website by typing ‘Pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account.

Once logged in, you will see the Pabbly Connect dashboard. Click on ‘Create New’ to start setting up your automation. This process will help you connect Google Forms and Salesforce seamlessly using Pabbly Connect.

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2. Setting Up Google Forms for Lead Capture

Creating a Google Form is essential to capture leads effectively. Use Pabbly Connect to connect your Google Form to Salesforce. Start by creating a form that includes fields like First Name, Last Name, Email, Phone, and Interested In.

• First Name
• Last Name
• Email
• Phone
• Interested In

Ensure to set the required fields for your form. After setting up the form, navigate to the responses section in Google Forms and open the Google Sheets option to view the responses in a spreadsheet format.

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3. Configuring Pabbly Connect to Capture Form Responses

Next, configure Pabbly Connect to capture responses from your Google Form. In your Pabbly Connect dashboard, click on ‘Create New’ and select Google Forms as the trigger application. Choose ‘New Form Response’ as the trigger event.

Copy the webhook URL provided by Pabbly Connect and paste it into the Google Forms add-ons. Click on ‘Extensions,’ then ‘Add-ons,’ and find Pabbly Connect. Set up the webhook by entering the URL and specifying which column will trigger the event.

• Column H as the trigger column
• Submit the form to test the connection

Once the test submission is successful, Pabbly Connect will receive the response data from Google Forms, enabling you to proceed to the next step.

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4. Adding Leads to Salesforce via Pabbly Connect

After setting up the Google Forms trigger, the next step is to add leads to Salesforce using Pabbly Connect. In the action application, select Salesforce and choose ‘Create Lead’ as the action event. Log in to your Salesforce account through Pabbly Connect.

Map the fields from the Google Form responses to the corresponding fields in Salesforce. For instance, map the Last Name, First Name, Email, and Phone fields accordingly. Ensure that you have selected the correct lead source and status.

Map the Last Name to the Last Name field in Salesforce Map the Email to the Email field in Salesforce Map the Phone to the Phone field in Salesforce

After mapping the fields, click on ‘Save and Send Test Request’ to verify the integration. Once successful, your leads will be added to Salesforce automatically whenever a new form response is received.

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5. Conclusion: Streamlining Lead Generation with Pabbly Connect

Using Pabbly Connect to integrate Google Forms and Salesforce allows you to streamline your lead generation process for your hospitality business. This automation saves time and ensures that every potential lead is captured and added to your Salesforce account effectively.

By following this tutorial, you can set up a seamless workflow that enhances your marketing efforts and improves your lead management. Start using Pabbly Connect today to optimize your lead generation process!

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Learn how to automate replies to Google Business Profile reviews using Pabbly Connect and Google Gemini in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating replies to Google Business Profile reviews, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page. If you don’t have an account, you can sign up for free, which only takes about two minutes.

Once signed in, you will see various applications available. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate replies using Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow. For this tutorial, name it something descriptive, like ‘Auto Reply to Google Business Profile Reviews Using Google Gemini’.

• Click on the ‘Create’ button to proceed.
• You will see two boxes for Trigger and Action.
• Set up your Trigger first by selecting Google Business Profile.

After selecting Google Business Profile, choose the trigger event as ‘New Review’. This is the event that will initiate your workflow in Pabbly Connect.

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3. Connecting Google Business Profile to Pabbly Connect

Connecting Google Business Profile to Pabbly Connect is essential for receiving reviews. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to sign in with your Google account. Click on ‘Continue’ to grant access to your account.

Once connected, select your Google Business Profile account and the location name. Make sure to fill in all required details correctly to ensure seamless integration with Pabbly Connect.

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4. Generating Replies Using Google Gemini

Now that your trigger is set, it’s time to set up the action using Google Gemini for generating replies. In the action step, search for Google Gemini and select it. Choose the action event as ‘Generate Content’. This will allow Pabbly Connect to create personalized replies based on the review content.

• Click on ‘Connect’ and add a new connection.
• You will need to enter the API key from Google AI Studio.
• Copy the API key and paste it into Pabbly Connect.

With the connection established, you can now create a prompt that instructs Google Gemini on how to generate replies based on the star rating of the reviews. This setup ensures that positive reviews receive gratitude, while negative ones get helpful responses.

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5. Posting Replies Back to Google Business Profile

After generating the reply using Google Gemini, the next step is to post it back to your Google Business Profile. You will need to add another action step in Pabbly Connect by selecting Google Business Profile again, and this time choose the action event as ‘Create Reply’.

Map the review name and the generated reply from Google Gemini to ensure the correct information is sent back to your Google Business Profile. Click on ‘Save’ to finalize this action. Now, whenever a new review is posted, Pabbly Connect will automatically generate and post a reply based on your configurations.

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Conclusion

By using Pabbly Connect to integrate Google Gemini, you can automate replies to Google Business Profile reviews efficiently. This setup not only saves time but also enhances customer engagement with personalized responses.

Learn how to automate lead management by integrating Simply with URL and Zoho CRM using Pabbly Connect. This step-by-step guide covers the process in detail.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start the integration process, we will utilize Pabbly Connect. This tool allows us to automate workflows without any coding. First, visit the Pabbly Connect website and sign up for a free account if you are a new user. Existing users can simply log in to their accounts.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. For this integration, name it ‘Add Agriculture Products from India M Inquiries to Zoho CRM’. Select the appropriate folder to save your workflow, and then click ‘Create’.

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2. Configuring the Trigger for India M

The next step involves configuring the trigger application, which is India M. Select India M as the trigger app and choose the ‘New Leads’ event. This event will initiate the workflow whenever a new lead is received.

• Select ‘India M’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Set up the webhook URL in your India M account.

To set up the webhook, copy the URL provided by Pabbly Connect and paste it into the webhook listener section of your India M account. This connection allows data to flow from India M to Pabbly Connect whenever a new lead is created.

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3. Testing the Integration with a New Lead

After setting up the webhook, it’s time to test the integration. Create a new inquiry through your India M account. Enter the necessary details, such as the lead’s name, email, and inquiry message. Once submitted, this inquiry should automatically trigger the workflow in Pabbly Connect. using Pabbly Connect

Check the Pabbly Connect dashboard to see if the new lead information has been captured successfully. You should see the status indicating a successful lead capture along with the unique query ID and other details.

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4. Setting Up Zoho CRM as the Action Application

Now that we have successfully captured leads from India M, the next step is to set up Zoho CRM as the action application. Select Zoho CRM and choose the ‘Insert or Update Record’ event. This action will allow us to add the captured lead details into our Zoho CRM account.

To connect Zoho CRM, you will need to provide your domain name. This can be found in the URL of your Zoho CRM account. Once entered, authorize Pabbly Connect to access your Zoho CRM data. You can then map the lead details from the previous step into the appropriate fields in Zoho CRM.

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5. Conclusion: Streamlining Your Lead Management Process

By integrating Simply with URL and Zoho CRM through Pabbly Connect, you can efficiently manage your agriculture product inquiries. This automated workflow ensures that every new lead is captured and organized without manual intervention.

This integration not only saves time but also enhances your lead management process, allowing you to focus on growing your business. Implementing this system will help you streamline operations and improve response times to potential customers.

Learn how to integrate YouTube with Slack using Pabbly Connect to automate notifications for new video uploads. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating YouTube with Slack, first access Pabbly Connect. This platform enables seamless connections between different applications, making automation easy.

Visit the Pabbly Connect homepage by entering the URL in your browser. You’ll see options to sign in or sign up. If you are a new user, click on ‘Sign up free’ to create an account and explore the features.

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2. Creating a Workflow in Pabbly Connect

Once signed in, you will be on the Pabbly Connect dashboard. Here, you need to create a workflow that will automate sending notifications from YouTube to Slack. Click on the ‘Create Workflow’ button located at the top right corner. using Pabbly Connect

• Name your workflow, for example, ‘Send New Published YouTube Video Details on Slack Channel’.
• Select a folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow.

With your workflow created, you’ll see two essential components: trigger and action. The trigger will initiate the workflow whenever a new video is published on your YouTube channel.

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3. Setting Up YouTube as a Trigger

In this step, you will set YouTube as the trigger application within Pabbly Connect. Select YouTube from the list of applications and choose the trigger event as ‘New Video in Channel’.

Next, you will need to connect your YouTube account. Click on ‘Connect’ and then select ‘Add New Connection’ to link your YouTube account with Pabbly Connect. Follow the authorization process to grant access.

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4. Configuring Slack as the Action Application

After setting up the YouTube trigger, it’s time to configure Slack as the action application in Pabbly Connect. Select Slack from the action applications and choose the action event as ‘Send Channel Message’.

Connect your Slack account by clicking on ‘Connect’. You’ll be prompted to enter the token type, which should be set as ‘User’. Once connected, select the Slack channel where you want to send notifications.

• Enter the message you want to send, including dynamic variables for the video title and URL.
• Map the video details from the YouTube trigger response to personalize your message.

After entering the required details, click on the ‘Save and Send Test Request’ button to send a test notification to your Slack channel.

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5. Testing the Integration

To ensure your integration works correctly, upload a new video to your YouTube channel. After publishing the video, return to Pabbly Connect and click on ‘Save and Send Test Request’ again.

Check your Slack channel for the notification message. You should see a message alerting your team about the new video, including the title and link to the video. This confirms that your integration is functioning properly.

Now that you have successfully integrated YouTube with Slack using Pabbly Connect, your team can stay updated on new video uploads instantly.

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Conclusion

This tutorial demonstrates how to integrate YouTube with Slack using Pabbly Connect effectively. By automating notifications, your team can enhance their engagement with new video content and streamline their promotional efforts.

Learn how to integrate LinkedIn job applications with Slack notifications using Pabbly Connect. Follow this step-by-step guide for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start notifying your team on Slack for new LinkedIn job applications, you first need to access Pabbly Connect. This platform allows you to automate tasks without coding knowledge.

Begin by visiting the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, select Pabbly Connect from the list of applications to proceed with the integration.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to connect your LinkedIn job applications with Slack. Click on the ‘Create Workflow’ button to start.

• Enter a name for your workflow, such as ‘Notify Team for LinkedIn Job Applications’.
• Choose the folder where you want to save this workflow.

After setting up the workflow name and folder, click on ‘Create’. This opens the workflow window where you will define the trigger and action for your automation.

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3. Setting Up Trigger with JotForm in Pabbly Connect

In this step, you will set up the trigger for your workflow using JotForm. Select JotForm as your trigger application in Pabbly Connect.

Choose the trigger event as ‘New Response’. This event will activate the workflow whenever a new job application is submitted through your JotForm. Once selected, Pabbly Connect will provide you with a Webhook URL.

• Log in to your JotForm account.
• Open the form where candidates submit their applications.
• Navigate to the Settings tab and select Integrations.
• Search for Webhooks and paste the URL from Pabbly Connect.

After completing these steps, click on ‘Complete Integration’ to finalize the connection between JotForm and Pabbly Connect.

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4. Sending Notifications to Slack via Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action to send notifications to Slack. In your workflow, select Slack as the action application. using Pabbly Connect

Choose the action event as ‘Send Channel Message’. If you haven’t connected your Slack account yet, you will need to create a new connection by clicking on ‘Connect with Slack’ and following the prompts to authorize Pabbly Connect.

Select the Slack channel where you want to send notifications. Compose the message to include candidate details such as name, position, and CV link.

Make sure to map the fields from the JotForm response to the message template in Slack. This ensures that each notification contains the relevant details from the job application.

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5. Testing the Workflow in Pabbly Connect

After configuring the Slack notification, it’s essential to test the workflow to ensure everything is functioning correctly. Submit a test application through your LinkedIn job form.

Once the test submission is complete, check your Slack channel for the notification. You should see a message indicating that a new candidate has applied, along with their details. This confirms that Pabbly Connect has successfully captured the response and sent it to Slack.

Repeat the test with real candidate details to ensure the automation works in real-time. This workflow streamlines your hiring process by notifying your team instantly, ensuring no applications are missed.

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Conclusion

Using Pabbly Connect, you can efficiently notify your team on Slack for new LinkedIn job applications. This automation saves time and ensures a swift response to candidates, enhancing your recruitment process.

Learn how to send email alerts for failed Razorpay payments to accounting teams using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Accessing Pabbly Connect for Email Alerts

In this tutorial, we will use Pabbly Connect to send email alerts for failed Razorpay payments to our accounting teams. To begin, open the Pabbly Connect website by searching for it in your browser. If you’re new, you can sign up for free to get started with 100 tasks monthly.

Once on the landing page, click on the ‘Sign In’ button if you are an existing user. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to start working on your automation.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be directed to your dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to name your workflow; enter ‘Send Email Alerts for Failed Razorpay Payments to Accounting Teams’ and choose the folder for saving it.

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

This setup ensures that every time a payment fails in Razorpay, your workflow is activated to send an email alert via Pabbly Connect.

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3. Setting Up the Trigger for Failed Payments

In this step, you will configure the trigger for your workflow. Select Razorpay as the trigger application and choose the event as ‘Payment Failed’. This event will initiate the workflow whenever a payment fails.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to link your Razorpay account with the workflow. Next, log into your Razorpay account and navigate to the ‘Webhooks’ section under settings.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL into the designated field.
• Select the event as ‘Payment Failed’ to ensure you only receive alerts for failed transactions.

Finally, click ‘Create Webhook’ to finalize the integration. This connection allows Pabbly Connect to receive data from Razorpay whenever a payment fails.

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4. Filtering Payments for Specific Products

To ensure that alerts are sent only for specific products, we will add a filter condition in Pabbly Connect. This step is crucial as it allows you to limit the notifications to only those transactions that meet your criteria.

In your workflow, add a new action step and select ‘Filter’ as the application. Set the filter condition to check if the payment amount equals 1,000 (representing your specific product). Click on ‘Save and Send Test Request’ to confirm that the filter operates correctly.

This filter ensures that only failed payments for the t-shirt sale trigger email alerts. If the payment fails for any other product, no alert will be sent.

This targeted approach enhances the efficiency of your email notifications, ensuring that your accounting team only receives relevant alerts through Pabbly Connect.

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5. Sending Email Alerts to Accounting Teams

Now that we have set up the trigger and filter, the next step is to send email alerts to your accounting team using Pabbly Connect. In your workflow, add another action step and select Gmail as the application.

Choose the action event as ‘Send Email V2’. Connect your Gmail account by following the prompts to authorize Pabbly Connect to send emails on your behalf. Enter the email address of your accounting team, set the subject as ‘Urgent Failed Razorpay Payment Notification’, and customize the email content to include relevant details about the failed payment.

Map the customer’s phone number and email from the Razorpay response to dynamically populate the email content. This ensures that the email contains all necessary information for your accounting team to follow up.

Finally, click on ‘Save and Send Request’ to send the email. Your accounting team will now receive alerts for any failed Razorpay payments, ensuring prompt follow-up and resolution through the seamless integration provided by Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send email alerts for failed Razorpay payments to accounting teams. By following these steps, you can streamline your payment management process and improve communication within your team.

Utilizing Pabbly Connect for automating email notifications enhances your operational efficiency, enabling quicker responses to payment issues. Start implementing this integration today for better financial management!

Learn how to integrate PDF with Trigger Using Pabbly Connect. This detailed tutorial covers each step of the process to automate file conversions and uploads with P Connect Now. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Google Drive as a Trigger

To begin, we need to set up Google Drive as our trigger application. This step is crucial as it initiates the automation process when a new PDF file is uploaded. In P Connect Now, select Google Drive and choose the trigger event ‘New File in a Specific Folder’ to monitor the designated folder for uploads. using Pabbly Connect

Next, connect Google Drive to P Connect Now. Here’s how to do it:

• Click on ‘Connect’ and select ‘Add New Connection’.
• Sign in with your Google account and allow access.
• Select the specific folder where you will upload your PDF files.

This setup will ensure that every time a new PDF file is added to Google Drive, it will trigger the subsequent actions in the workflow.

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2. Configuring Text Formatting for File Name Extraction

Once the trigger is set, the next step is to extract the file name from the uploaded PDF. This is done using the ‘Text Format by P’ action in P Connect Now. This action will allow us to manipulate the file name without the PDF extension. using Pabbly Connect

To configure this step, follow these instructions:

• Select ‘Text Format by P’ as your action application.
• Choose the action event ‘Split Text’.
• Map the title of the uploaded file and set the separator to ‘PDF’.

This action will effectively split the file name, allowing us to retain the portion before the ‘PDF’ extension. After this, you should see the file name displayed correctly without the extension.

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3. Setting Up Cloud Convert for File Conversion

Now that we have the file name ready, it’s time to convert the PDF file to a different format using Cloud Convert. This action is essential for transforming the file into a format compatible with your needs. using Pabbly Connect

To set this up, perform the following steps:

Choose ‘Cloud Convert’ as your action application. Select the action event ‘Convert File’. Map the file URL from the Google Drive response and set the input format as ‘PDF’ and the output format as ‘DOC’.

Make sure to map the file name correctly so that the converted file is saved with the desired title. After setting this up, Cloud Convert will handle the conversion process automatically.

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4. Finalizing the Upload of Converted Files to Google Drive

After the conversion is complete, the next step is to upload the converted file back to Google Drive. This will help in organizing your files efficiently. We will create a subfolder within the designated folder for easier access. using Pabbly Connect

Follow these steps to upload the converted file:

Use Google Drive as your action application again. Select the action event ‘Create a Subfolder’ and name it based on the converted file title. Next, select the action event ‘Upload a File’ and map the converted file URL.

This ensures that the converted file is saved in an organized manner within your Google Drive, making it easy to locate later on.

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5. Conclusion on Automating PDF Conversions with P Connect Now

In conclusion, integrating PDF with Trigger Using Pabbly Connect allows for a seamless workflow that automates the conversion and upload of files. By setting up Google Drive as a trigger, configuring text formatting, utilizing Cloud Convert for file conversion, and finalizing uploads to Google Drive, users can save time and streamline their processes.

This tutorial has outlined each step needed to achieve this automation effectively. By following these instructions, you can ensure that every new PDF file uploaded to Google Drive is automatically converted and organized without manual intervention.

Learn how to integrate New Order with Trigger Using Pabbly Connect for automated invoicing in BigCommerce. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

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1. Integrating New Order with Trigger Using Pabbly Connect

Integrating New Order with Trigger is essential for automating invoicing in BigCommerce. This process allows you to create invoices automatically whenever a new order is received through BigCommerce. By Using Pabbly Connect, you can streamline this workflow without any coding skills. using Pabbly Connect

To begin, you will need to access your Make account and set up a new workflow. This will involve selecting New Order as your trigger and configuring it to respond to new orders in your BigCommerce store. Make sure to connect your BigCommerce account to proceed with the integration.

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2. Setting Up P Connect for Automation

Setting up P Connect Now is crucial for automating the invoicing process. First, log into your P Connect account and navigate to the dashboard. Here, you will create a new workflow specifically for automating invoices from BigCommerce.

Follow these steps to set up your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow related to your invoicing objective.
• Select New Order as the trigger event.

Now, you will connect BigCommerce with P Connect to ensure that every new order triggers an invoice creation.

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3. Configuring BigCommerce Connection

Configuring the connection between BigCommerce and P Connect Now is the next step. You will need to provide your store hash key, client ID, and access token. This information is essential for establishing a secure link between the two platforms.

To retrieve your store hash key, log into your BigCommerce account and look at the URL, which should contain your store hash key after ‘storeDash’. After obtaining this, go to your BigCommerce settings to create an API account. Ensure to select the necessary scopes such as orders and customers.

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4. Creating Invoice in Sasu

Creating an invoice in Sasu is the final step in automating your invoicing process. Once your BigCommerce order is received, you will need to create a customer in Sasu to generate the invoice. This requires mapping customer details from BigCommerce to Sasu.

To create an invoice, follow these steps:

• Select ‘Create Contact’ as your action event in Sasu.
• Map the customer details such as name and email from BigCommerce.
• After creating the contact, select ‘Create Item Invoice’ to generate the invoice.

This setup allows you to automatically generate invoices based on new orders from BigCommerce, ensuring efficiency and accuracy in your invoicing process.

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5. Conclusion

In conclusion, integrating New Order with Trigger Using Pabbly Connect streamlines the invoicing process for BigCommerce. By following this tutorial, you can automate invoice creation efficiently, saving time and reducing errors.

Learn how to automate event reminder emails using Pabbly Connect and Google Sheets. This step-by-step tutorial will guide you through the integration process. 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 Automation

To start automating event reminder emails, access Pabbly Connect by visiting the official website. Once there, sign in to your existing account or create a new one if you’re a first-time user. Pabbly Connect offers 100 free tasks each month for new users, making it easy to get started.

After logging in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow that will connect Google Sheets and Gmail for sending automated reminders. Click on the ‘Create Workflow’ button located at the top right corner to begin setting up your automation.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will set up your workflow in Pabbly Connect to send event reminders. Name your workflow something descriptive, like ‘Send Event Reminder Emails from Google Sheets’. Select a folder where you want to save this workflow for better organization.

• Click ‘Create’ to finalize your workflow setup.
• Choose ‘Google Sheets’ as your trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

Once these steps are completed, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Google Sheets to Pabbly Connect, allowing it to capture participant details automatically.

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3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, open your Google Sheets document. Click on ‘Extensions’, then navigate to ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already. This step is crucial for establishing the connection.

• After installation, refresh your Google Sheets page.
• Go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.
• Paste the webhook URL from Pabbly Connect and set the trigger column.

Once you click ‘Submit’, the setup will be configured successfully. This integration allows Pabbly Connect to capture participant data entered in Google Sheets automatically, streamlining the reminder process.

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4. Setting Up Email Reminders via Pabbly Connect

After establishing the connection, the next step is to set up email reminders using Pabbly Connect. You will add action steps to your workflow to send emails through Gmail. First, select ‘Delay by Pabbly’ as your action application to create a delay for when the reminders should be sent.

For the action event, choose ‘Add Delay Time’. Here, you will specify two delays: one for a day before the event and another for an hour before the event. Ensure that you input the correct date and time in UTC format to align with your event schedule.

Set the first delay to 30th September 2024 at 5:30 AM UTC. Set the second delay to 1st October 2024 at 4:30 AM UTC.

Once the delays are established, add another action step to send an email via Gmail. Choose ‘Send Email’ as your action event and map the recipient’s email address from the previous step. This setup ensures that reminders are sent automatically based on the delays you configured.

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5. Testing Your Automation with Pabbly Connect

Now that your workflow is set up, it’s time to test the automation. Enter test participant details into your Google Sheets. As soon as you input the data, Pabbly Connect will capture the information and trigger the email reminders based on the configured delays.

Check your Gmail account to confirm that the reminder emails have been sent successfully. You should see two emails: one sent a day before the event and another sent an hour before. This confirms that your automation is working as intended.

By following these steps, you have successfully automated the process of sending event reminder emails using Pabbly Connect and Google Sheets. This integration not only saves time but also enhances participant engagement and satisfaction.

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Conclusion

In this tutorial, we explored how to automate event reminder emails using Pabbly Connect and Google Sheets. By following the detailed steps, you can streamline your event management process and ensure participants receive timely reminders.