Author: Rajpal Tomar

Learn how to integrate Stripe with Slack using Pabbly Connect. Follow our step-by-step guide for setting up automated workflows for specific payment links. 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. Setting Up Pabbly Connect for Stripe Integration

To start using Pabbly Connect for integrating Stripe, first log in to your Pabbly Connect account. This platform will allow you to automate workflows between Stripe and other applications like Slack. Begin by creating a new workflow for your Stripe payment integration.

Once inside your Pabbly Connect dashboard, you will need to select Stripe as the trigger application. This will initiate the workflow whenever a payment is completed. Make sure to choose the appropriate event type, such as ‘Checkout Completed’, to capture successful payments.

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2. Adding Webhook URL in Stripe

After selecting the trigger event in Pabbly Connect, you will receive a webhook URL. This URL needs to be added to your Stripe account to enable communication. Navigate to your Stripe dashboard and go to the Developers section, then select Webhooks.

• Click on the ‘Add Endpoint’ button.
• Paste the webhook URL from Pabbly Connect.
• Select the event type for which you want to receive notifications.

After adding the webhook URL, every time a payment is processed in Stripe, the details will be sent to Pabbly Connect. This step is crucial for setting up your automation.

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3. Capturing Payment Details from Stripe

Once the webhook is set up, initiate a test payment to see if Pabbly Connect captures the payment details successfully. After a successful payment, Pabbly Connect will show that it is waiting for a webhook response. This indicates that the integration is active and functioning.

During the test payment, ensure you enter all necessary customer information like name, email, and address. After completing the payment, you should see the payment details captured in your Pabbly Connect workflow.

• Check the response from Stripe in Pabbly Connect.
• Verify that the payment status is marked as ‘paid’.
• Look for the unique payment link in the details.

This captured data will be essential for setting up conditional workflows later in the process.

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4. Setting Up Filter Condition in Pabbly Connect

In this step, you will set up a filter condition in Pabbly Connect to ensure that notifications are sent only for specific payment links. This is important if you have multiple products and only want to trigger actions for one specific product.

To create a filter, add a new action step in your workflow after capturing the payment details. Select the filter option and set it to check if the payment link matches the specific product link you are interested in. This ensures that only relevant notifications are sent.

Select the ‘Filter’ action from the dropdown. Set the filter condition to check for equality with your specific payment link. Save the filter condition and test it to ensure it works correctly.

By setting this filter, you can control which payment notifications will trigger further actions in your workflow.

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5. Sending Notifications to Slack

Now that you have set up the filter condition, the next step is to send notifications to Slack using Pabbly Connect. This allows you to receive real-time updates whenever a payment is made for the specified product.

To do this, add another action step and select Slack as the application. Choose the action event to send a channel message. Connect your Slack account using the provided options and select the channel where you want to send notifications.

Map the payment details, such as customer name and email, into the message. Specify the channel ID where notifications should be sent. Test the action to ensure the message is sent successfully.

After completing these steps, you will receive notifications in your Slack channel whenever a payment is made for the specific product, streamlining your workflow and keeping your team informed.

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Conclusion

In this tutorial, we demonstrated how to integrate Stripe with Slack using Pabbly Connect. By following these steps, you can automate payment notifications for specific products efficiently. This integration enhances your workflow and keeps your team updated in real-time.

Learn how to automate the process of adding India M leads to Google Sheets using Pabbly Connect in this detailed 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. Introduction to Pabbly Connect for Automation

In this section, we will explore how to use Pabbly Connect to automate the process of adding leads from India M to Google Sheets. This integration is essential for managing inquiries efficiently. By automating this process, you can save time and ensure that all leads are organized in one place.

To start, navigate to the Pabbly Connect homepage at Pabbly.com. If you are a new user, sign up for a free account. Existing users can simply log in. Once logged in, you will be taken to the dashboard where you can create your workflows using Pabbly Connect.

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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. You will then be prompted to name your workflow. For this integration, name it ‘Add India M Leads to Google Sheets for Trading Business’.

• Select a folder for your workflow, such as ‘Automation’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see two main components: Trigger and Action. The trigger will initiate the workflow when a new lead is received from India M. The action will add that lead to Google Sheets. This setup is fundamental for automating the lead management process with Pabbly Connect.

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3. Setting Up the Trigger for India M Leads

For the trigger, select India M as the application from which you will receive new leads. Choose the trigger event as ‘New Leads’. This action will allow Pabbly Connect to capture lead details automatically when they arrive.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your India M account with Pabbly Connect. Log in to your India M seller account, navigate to the Lead Manager, and select ‘Import/Export Leads’. Choose ‘Push API’ for integration.

• Select the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL in the designated field.

After entering these details, click on ‘Save Details’. You will then need to generate an OTP and enter it to confirm the connection. This step is crucial for ensuring that your India M leads are successfully integrated with Pabbly Connect.

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4. Setting Up the Action to Add Leads to Google Sheets

Now that your trigger is set up, the next step is to configure the action. Select Google Sheets as the application for your action step. Choose the action event as ‘Add a New Row’. This will allow Pabbly Connect to automatically add new leads to your specified Google Sheets document.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select ‘New Connection’. Sign in with your Google account and grant the necessary permissions. Once connected, select the spreadsheet where you want to add the leads, which should be named ‘India M Leads’.

Select the sheet (e.g., Sheet1) where the details will be added. Map the fields for name, email, phone number, and inquiry from the trigger step.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test lead to your Google Sheets, confirming that the integration works properly. You should see the new entry appear in your Google Sheets as expected.

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5. Conclusion and Summary of the Integration Process

In this tutorial, we have successfully integrated India M leads into Google Sheets using Pabbly Connect. This automation streamlines the process of managing leads, allowing you to focus on your trading business without the hassle of manual entry.

By following the steps outlined in this guide, you can easily set up your own workflow in Pabbly Connect. This integration not only saves time but also ensures that you never miss a lead. Automating your lead management process can significantly enhance your efficiency and productivity.

Overall, using Pabbly Connect for this integration provides a seamless experience, enabling you to connect various applications effortlessly. Start automating your workflow today and enjoy the benefits of enhanced organization and efficiency!

Learn how to automate sending WhatsApp messages for Zoom meeting registrations using Pabbly Connect and WhatsApp Cloud API in 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 for Zoom and WhatsApp Integration

To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications, including Zoom and WhatsApp Cloud API.

Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

To set up your automation, you need 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 prompting you to name your workflow.

• Name your workflow appropriately, such as ‘Send WhatsApp Message for Zoom Meeting Registrant’.
• Select a folder to save your workflow, for example, ‘Zoom Automations’.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to finalize your workflow setup. This will lead you to a new screen where you can set triggers and actions.

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3. Setting Up the Trigger for Zoom Registrations

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger is set to capture new registrations from your Zoom account. Select Zoom as the trigger application.

For the trigger event, choose ‘Configure Webhook’. You will then need to create a new connection by clicking on ‘Add New Connection’. This requires a token from your Zoom account, which can be obtained by creating an app in the Zoom App Marketplace.

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4. Connecting Zoom to Pabbly Connect

To establish a connection between Zoom and Pabbly Connect, you must create an app in your Zoom account. Go to the Zoom App Marketplace, select ‘Develop’, and then ‘Build App’. Choose a general app type and click ‘Create’. You will be prompted to set up an OAuth redirect URL, which you can find in your Pabbly Connect workflow.

• Enter the OAuth redirect URL provided by Pabbly Connect.
• Copy the generated token and paste it back into the Pabbly Connect workflow.

Once the connection is established, Pabbly Connect will provide you with a webhook URL. This URL is crucial for capturing registration data from Zoom whenever a new registration occurs.

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5. Sending WhatsApp Messages Using Pabbly Connect

After setting up the trigger, the next step involves configuring the action to send WhatsApp messages using Pabbly Connect. Select WhatsApp Cloud API as the action application. Choose the action event as ‘Send Template Message’.

You will need to connect to your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp business account ID. Once connected, select the message template you created for sending confirmation messages to registrants.

Map the recipient’s phone number and the registrant’s name dynamically to personalize your message. After setting up all the required fields, click on ‘Save and Send Test Request’ to verify if the WhatsApp message is being sent correctly. Check your WhatsApp to confirm receipt of the message.

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Conclusion

This tutorial has detailed how to integrate Zoom with WhatsApp Cloud API using Pabbly Connect. By following these steps, you can automate sending confirmation messages to your webinar registrants, ensuring timely communication and enhancing your productivity.

Learn how to automate subscriber creation in Pabbly Connect from WooCommerce orders using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Automation

To begin the integration process, access Pabbly Connect by visiting the official website. Once there, sign in to your account. If you are a new user, you can easily create an account and enjoy 100 free tasks every month.

After logging in, you will see the dashboard of Pabbly Connect. From here, click on the ‘Access Now’ button to enter the application. This is where you will create a workflow that connects WooCommerce with Pabbly Email Marketing.

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Creating a Workflow in Pabbly Connect

In this section, we will 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, prompting you to enter a name for your workflow.

For the workflow name, input ‘Create Pabbly Email Marketing Subscriber from WooCommerce Order’. Next, select a folder to save your workflow. Choose the folder named ‘WooCommerce Automations’ from the dropdown list and click on the ‘Create’ button.

• Workflow Name: Create Pabbly Email Marketing Subscriber from WooCommerce Order
• Folder: WooCommerce Automations

After clicking ‘Create’, your workflow will be established, and you will see two sections labeled Trigger and Action. The next step is to set up the trigger for this automation.

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Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select WooCommerce as your trigger application. This application will detect when a new order is created in your WooCommerce store. For the trigger event, choose ‘New Order Created’.

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

• Trigger Application: WooCommerce
• Trigger Event: New Order Created
• Webhook URL: Copy this URL for WooCommerce settings

Next, navigate to your WooCommerce settings, go to the Advanced options, and add a new webhook using the copied URL. This will allow Pabbly Connect to capture new order events from WooCommerce.

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Configuring WooCommerce for Pabbly Connect

Now that you have the webhook URL, go to your WooCommerce account settings. Under the Advanced section, click on ‘Webhooks’ and then ‘Add Webhook’. Fill in the details as follows: name the webhook ‘New Order Created’, set the status to active, and select ‘Order Created’ as the topic.

Paste the copied webhook URL into the URL field. After entering all the required information, click on the ‘Save Webhook’ button. This action will establish a connection between WooCommerce and Pabbly Connect.

Webhook Name: New Order Created Status: Active Topic: Order Created

Once saved, Pabbly Connect will be ready to receive order data. To test the connection, create a dummy order in your WooCommerce store and check if Pabbly Connect captures the order details.

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Adding Subscribers in Pabbly Email Marketing

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Select Pabbly Email Marketing as your action application. For the action event, choose ‘Add Subscriber’. This action will add customers who place orders in WooCommerce to your email marketing list.

Next, connect your Pabbly Email Marketing account to Pabbly Connect. Click on the connect button, and when prompted, enter your API token from your Pabbly Email Marketing account. This token will allow Pabbly Connect to manage subscribers on your behalf.

Action Application: Pabbly Email Marketing Action Event: Add Subscriber Enter API Token for connection

Once connected, select the list where you want to add subscribers. Map the email and name fields from the previous WooCommerce order data to ensure that new subscribers are added correctly. Finally, test the action to confirm that the subscriber is added to your Pabbly Email Marketing list.

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Conclusion

By following these steps, you can seamlessly integrate WooCommerce with Pabbly Email Marketing using Pabbly Connect. This automation not only saves time but also ensures that every customer who places an order is automatically added as a subscriber, enhancing your email marketing efforts.

Learn how to automate your Wix form submissions to update InCharge contacts using P Connect Now. Follow this detailed tutorial for seamless integration. 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 Automation in P Connect Now

Automation is the key to making your processes efficient. To start, open your browser and navigate to P Connect Now. This platform allows you to create workflows that automate tasks between different applications. using Pabbly Connect

Once on the P Connect Now landing page, you have two options: sign in or sign up for free. If you are new, click on the ‘Sign Up for Free’ button. After creating an account, you will have access to 100 free tasks every month.

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2. Creating a Workflow in P Connect Now

Creating a workflow in P Connect Now is straightforward. Click on the ‘Create Workflow’ button on the dashboard, and a new window will pop up. Name your workflow appropriately, such as ‘Create or Update InCharge Person on Wix Form Submission.’ Select a folder to save your workflow. using Pabbly Connect

• Click on the ‘Create’ button.
• Set up the trigger by searching for ‘Wix Forms’.
• Choose ‘New Form Submission’ as the trigger event.

After setting up the trigger, connect Wix Forms with P Connect Now using the provided URL. This URL acts as a bridge to receive form submissions from your Wix account into P Connect Now.

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3. Connecting Wix Forms to P Connect Now

To connect Wix Forms with P Connect Now, go to your Wix account and navigate to the Automations section. Click on ‘Create Automation’ and start from scratch. Name your automation and select ‘Wix Forms’ as the trigger. using Pabbly Connect

Next, choose the ‘Form Submitted’ event and select the specific form you want to use. To complete the connection, you will need to paste the VB URL you copied from P Connect Now into the target URL field.

• Activate the automation after setting it up.
• Ensure that your automation is active to start receiving submissions.

Now, every time a new form submission is made through your Wix form, the details will be sent to P Connect Now automatically.

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4. Creating or Updating Contacts in InCharge

With the automation set, it’s time to create or update contacts in InCharge. In P Connect Now, you need to set up the action after the trigger. Search for ‘InCharge’ as your action application. using Pabbly Connect

Select ‘Add or Update Person’ as the action event. To connect InCharge with P Connect Now, click on ‘Connect’ and authorize the connection. This step is crucial for allowing P Connect Now to access your InCharge account.

Map the details from the Wix form submission to the InCharge fields. Use the mapping feature to ensure that the correct data is transferred.

Once all details are mapped, save the workflow. This setup ensures that every new form submission updates or creates a contact in InCharge automatically.

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5. Testing the Integration

After setting up the integration, it’s essential to test it. Go to your Wix form and create a new submission to see if the details are sent to P Connect Now. Make sure to fill in all required fields accurately. using Pabbly Connect

Once you submit the form, return to P Connect Now to check for the response. If everything is set up correctly, you should see the new submission details reflected in your P Connect Now dashboard.

Verify that the contact is created or updated in InCharge. Check for any errors in the workflow setup if the data does not appear.

With successful testing, your integration is complete, and your automation is now fully operational!

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, this tutorial has guided you through the process of integrating Wix Forms with InCharge using P Connect Now. By automating your form submissions, you can efficiently manage your contacts and improve your workflow.

Learn how to automate WhatsApp notifications using Pabbly Connect, Gravity Forms, and AI Sensi in 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. Setting Up Pabbly Connect for Automation

To begin automating WhatsApp messages, you need to set up Pabbly Connect. First, create a free account by signing up using the link provided in the description. After signing up, log into your Pabbly Connect dashboard.

Once logged in, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Gravity Forms to AI Sensei’. Select the appropriate folder for your workflow and click ‘Create’. This will set the stage for connecting Gravity Forms with WhatsApp notifications using Pabbly Connect.

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2. Connecting Gravity Forms with Pabbly Connect

In this section, we will connect Gravity Forms to Pabbly Connect. Start by selecting ‘Gravity Forms’ as your app in the trigger window. Choose the trigger event as ‘New Response’. Pabbly Connect will generate a webhook URL for you.

• Copy the webhook URL provided by Pabbly Connect.
• In your Gravity Forms, go to the form settings and find the Webhooks option.
• Click on ‘Add New’ and paste the copied webhook URL in the Request URL field.

After saving the settings, your webhook will be active. Now, whenever a new form submission occurs, Pabbly Connect will capture the response, allowing you to automate the next steps.

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3. Sending WhatsApp Messages via AI Sensi

With Gravity Forms connected to Pabbly Connect, the next step is to send WhatsApp messages using AI Sensi. In the action step of your workflow, select ‘WhatsApp by AI Sensi’ and choose ‘Send Template Message’ as the action event.

Click on ‘Connect’ and add a new connection by entering your AI Sensi API key. This key can be found in the AI Sensi account under the API key section. After connecting, you will need to create a WhatsApp message template in AI Sensi that has been approved by Meta.

• Navigate to the Campaign section in AI Sensi to create a new campaign.
• Select the approved template for your WhatsApp message.
• Map the mobile number from Gravity Forms to the WhatsApp message field in Pabbly Connect.

Once you have mapped all required fields and parameters, save your settings and test the request. If successful, the WhatsApp message will be sent to the user who submitted the form.

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4. Receiving Notifications on Your Number

Finally, to receive notifications on your own WhatsApp number, you will repeat the process of selecting ‘WhatsApp by AI Sensi’ in a new action step in Pabbly Connect. Choose the same action event, ‘Send Template Message’.

Use the same connection established earlier. Create a new campaign in AI Sensi for receiving lead alerts. Map your own mobile number and enter the template parameters accordingly, ensuring to include your name and the lead’s details.

Input the campaign name as ‘New Lead Alert’. Map the parameters such as lead name, email, and message from the Gravity Forms submission. Click ‘Save’ and send a test request.

Once the test request is sent, you should receive a notification on your WhatsApp with the details of the lead, confirming that the integration via Pabbly Connect is working perfectly.

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5. Testing Your Automation Workflow

Now that you have set up everything, it’s time to test your automation. Go back to your Gravity Forms and make a test submission. Enter a name, email, and mobile number, along with a message.

After submitting the form, check your WhatsApp for the confirmation message sent to the lead. You should also receive a notification on your own number with the lead’s details. This will demonstrate that the entire workflow is functioning correctly through Pabbly Connect.

In case of any issues, revisit the settings in Pabbly Connect to ensure all fields are correctly mapped and configured. Testing multiple submissions will help confirm the reliability of your automation.

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Conclusion

By following this tutorial, you can effectively automate WhatsApp notifications using Pabbly Connect, Gravity Forms, and AI Sensi. This integration not only streamlines your communication but also ensures timely responses to your inquiries, enhancing your overall workflow efficiency.

Learn how to integrate Trigger with P Connect Now Using Pabbly Connect to automate invoice creation in Zoho Books from Google Form submissions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Setting Up Trigger with Google Forms and P Connect Now

Trigger is essential for automating processes in this integration. To begin, you will need to connect Google Forms with P Connect Now. This allows you to create invoices automatically in Zoho Books upon receiving new form submissions.

Start by logging into your P Connect Now account. Click on the ‘Create Workflow’ button to initiate a new workflow. Enter a name for your workflow, such as ‘Create Zoho Books Invoice on Google Form Submission.’ Next, select the folder where you want to save this workflow.

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Configuring Google Forms to Work with P Connect Now

To connect Google Forms to P Connect Now, you will first need to set up the trigger event. Search for Google Forms within the trigger application options and select it. Choose ‘New Response Received’ as the trigger event.

After selecting the trigger event, copy the webhook URL provided by P Connect Now. This URL will serve as a bridge between Google Forms and your P Connect Now workflow. Now, navigate to your Google Form and link it to a Google Sheet where responses will be recorded.

• Open your Google Sheet linked with the Google Form.
• Go to Extensions and select P Connect Now.
• Set up the initial connection by pasting the copied webhook URL.

Once the Google Sheet is configured, every new form submission will automatically populate a new row in the sheet. This data will be sent to P Connect Now for further processing.

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Creating Invoices in Zoho Books Automatically

With the trigger set up, the next step involves creating invoices in Zoho Books. In your P Connect Now workflow, add an action step and select Zoho Books as the application. Choose ‘Create Invoice’ as your action event.

To connect Zoho Books with P Connect Now, you will need to provide your Zoho domain name. Once connected, you can map the necessary fields such as customer name, email, and product details directly from the Google Form responses.

• Map the customer name from the Google Form response to the invoice.
• Specify the product details and quantity based on the form submission.
• Set the invoice status to draft or finalized as per your requirement.

This setup ensures that every new order placed through Google Forms results in an automatically generated invoice in Zoho Books, streamlining your invoicing process significantly.

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Finalizing the Integration and Testing

After mapping all necessary fields, review your workflow in P Connect Now. Ensure that the trigger and actions are correctly configured. To test the integration, submit a new order through your Google Form.

Upon submission, check your Google Sheet to confirm that the response has been recorded. Then, verify in P Connect Now that the new invoice has been created in Zoho Books with the correct details from the form submission.

By following these steps, you will have successfully integrated Trigger with P Connect Now to automate the creation of invoices in Zoho Books. This process not only saves time but also minimizes errors in manual entry.

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Conclusion

In conclusion, integrating Trigger with P Connect Now allows you to automate the invoice creation process in Zoho Books using Google Forms submissions. This setup enhances efficiency and accuracy in managing orders, making it a valuable tool for businesses.

Learn how to automate lead management by integrating JotForm with GoHighLevel using Pabbly Connect. Step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating JotForm with GoHighLevel, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website and sign in to your existing account or create a new one if you’re a first-time user. Pabbly Connect offers 100 free tasks every month for new users, which is a great way to explore its features.

After logging in, you will see the dashboard where you can manage all your integrations. Click on the ‘Access Now’ button under Pabbly Connect to proceed. This will take you to the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to enter the workflow name and select a folder. Name your workflow ‘Create or Update GoHighLevel Contact on JotForm Submission’ and choose a folder to save it.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action.
• Triggers define what starts the automation, while Actions define what happens as a result.

Now, select JotForm as your trigger application. This will allow Pabbly Connect to capture responses from your form submissions. The chosen trigger event should be ‘New Response’ to ensure the workflow captures the lead data correctly.

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3. Connecting JotForm to Pabbly Connect

After setting JotForm as the trigger, you need to establish a connection between JotForm and Pabbly Connect. Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect your JotForm.

Next, open your JotForm and navigate to the settings panel. Under the integration section, search for the Webhooks option. Paste the webhook URL from Pabbly Connect into the provided field and complete the integration. You should see a confirmation that the integration is ready.

To test the connection, generate a test lead using your JotForm. Fill in the required fields and submit the form. After submission, return to Pabbly Connect to check if the response has been captured successfully. You should see the details of the test lead displayed in the workflow.

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4. Setting Up Action to Create Contacts in GoHighLevel

With the trigger set up and tested successfully, it’s time to configure the action step. Select ‘Lead Connector V2’ as your action application, which corresponds to GoHighLevel. Choose the action event as ‘Create or Update Contact’ to ensure new leads from JotForm are added to your GoHighLevel account.

Click on the ‘Connect’ button to establish a connection with your GoHighLevel account. You may need to authorize Pabbly Connect to access your account. Once connected, you will be prompted to map the fields from your JotForm submission to the contact fields in GoHighLevel.

• Map fields such as First Name, Last Name, Email, and Phone Number from the JotForm response.
• For the description, you can input a note like ‘Lead generated from JotForm submission.’
• After mapping, click on the ‘Save and Send Test Request’ button to finalize the setup.

After saving the test request, you should receive a positive response indicating that the contact has been created in GoHighLevel. You can verify this by checking your GoHighLevel account for the new contact entry.

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5. Testing the Integration Between JotForm and GoHighLevel

Now that you have set up the integration, it’s crucial to test it thoroughly. Fill out the JotForm again with new lead details and submit the form. This will trigger Pabbly Connect to capture the new response and create a contact in your GoHighLevel account.

Once you submit the form, head back to your GoHighLevel account and refresh the contacts page. You should see the new contact entry reflecting the details you submitted through JotForm. Check that all fields have been populated correctly, including the description and appointment date.

This successful integration means that you can now automate the process of adding new leads from JotForm into GoHighLevel, saving you time and ensuring no lead is missed. With Pabbly Connect, managing your leads has never been easier!

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Conclusion

Integrating JotForm with GoHighLevel using Pabbly Connect streamlines your lead management process. This automation ensures that every lead captured through JotForm is automatically added to your GoHighLevel account, enhancing efficiency and saving time. Start automating your workflows today!

Learn how to automate the integration of Wix Forms with Riggy using Pabbly Connect. Follow our detailed tutorial for seamless automation. 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. Setting Up Pabbly Connect for Wix Forms and Riggy Integration

To begin the integration process using Pabbly Connect, first create an account on the platform. This is essential for automating the workflow between Wix Forms and Riggy. After signing up, log into your Pabbly Connect dashboard and click on the ‘Create Workflow’ button.

Next, name your workflow (e.g., ‘Wix Form to Riggy’) and select the appropriate folder for organization. Click on ‘Create’ to proceed. This initiates the workflow setup, where you will define triggers and actions to automate the data transfer between Wix Forms and Riggy.

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2. Setting Up the Trigger with Wix Forms in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Wix Forms’ and select it. In the trigger event dropdown, choose ‘New Form Submission’. This configuration ensures that every time a new form is submitted, it will trigger the workflow.

• Search for ‘Wix Forms’ in the app selection.
• Choose the trigger event as ‘New Form Submission’.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Wix site editor. In the left sidebar, go to the ‘Automation’ section, click on ‘New Automation’, and select ‘Start from Scratch’. Choose ‘Wix Forms’ as the trigger and select the specific form you wish to connect. Finally, paste the webhook URL in the action step and activate the automation.

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3. Configuring the Action to Add Users to Riggy

After setting up the trigger, the next step is to configure the action in Pabbly Connect. In the action window, search for ‘Riggy’ and select it. Choose the action event as ‘Import User’. This will allow you to add users to your Riggy account based on form submissions from Wix.

To connect your Riggy account, you will need to enter the API token from your Riggy account. Navigate to the ‘Integrations’ section in Riggy, select ‘P API’, and copy the API key. Paste this key into the connection window in Pabbly Connect and click on ‘Save’.

• Select the action event as ‘Import User’ in Riggy.
• Enter the API token from your Riggy account.
• Map the user details from the Wix form submission to the action fields.

Ensure you map the full name, email address, and phone number correctly from the trigger responses to the action fields. This mapping process is crucial for transferring the correct user information to Riggy.

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4. Testing the Integration Between Wix Forms and Riggy

With the integration set up, it’s time to test the automation using Pabbly Connect. Submit a test entry through your Wix form. This step should trigger the workflow, sending the data to Riggy automatically. After submission, check your Pabbly Connect dashboard to see if the webhook response has been captured.

Once the response is received, verify the user has been added to your Riggy account. You can do this by navigating to the user management section in Riggy. Search for the user you just submitted via the Wix form to confirm the integration is functioning correctly.

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5. Conclusion: Streamlining Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Wix Forms with Riggy significantly streamlines your workflow. By automating the process, you ensure that every new form submission is instantly reflected in your Riggy account, saving you time and effort.

With this tutorial, you have learned how to set up the integration step-by-step. This automation not only enhances efficiency but also improves user experience by ensuring timely enrollment in your courses. Start utilizing Pabbly Connect today to automate your workflows effectively!

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect. Step-by-step guide for seamless integration with AI Sensei. 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 Automation

To automate WhatsApp messages for IndiaMART leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free to get started.

Once signed in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to start setting up your automation. This is where you will connect IndiaMART with WhatsApp using AI Sensei through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Name your workflow something like ‘Automating WhatsApp Messages for IndiaMART Leads’. Select the appropriate folder to save your workflow.

• Click on ‘Create’ to initiate your workflow.
• Choose ‘IndiaMART’ as the trigger application.
• Select ‘New Lead’ as the trigger event.

This setup will ensure that every time a new inquiry is received on IndiaMART, the workflow will trigger. The next step is to connect Pabbly Connect with IndiaMART using a webhook URL provided in the workflow.

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3. Setting Up Integration with IndiaMART

In this step, you will integrate IndiaMART with Pabbly Connect. Go to your IndiaMART dashboard and navigate to the Lead Manager. Click on the three dots for import/export leads and select ‘Push API’.

• Choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL from your Pabbly Connect workflow.
• Save the details and generate the OTP for verification.

Once you submit the OTP, your integration with IndiaMART will be complete. Now, Pabbly Connect will be ready to capture leads as they come in from IndiaMART.

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4. Sending WhatsApp Messages via AI Sensei

After successfully integrating IndiaMART with Pabbly Connect, the next step is to set up WhatsApp messaging. In your workflow, choose ‘AI Sensei’ as the action application and select ‘Send Template Message’ as the action event.

Connect your AI Sensei account to Pabbly Connect using the API key from your AI Sensei account. Once connected, you will need to fill in details like campaign name and template name. Use the template you created for responding to inquiries.

Map the mobile number field to the lead’s phone number captured from IndiaMART. Enter the lead’s name as a template parameter to personalize the message. Click ‘Save and Send Test Request’ to check if the message is sent successfully.

Upon successful testing, you will see that the WhatsApp message is received with the lead’s name, confirming that the setup is working correctly through Pabbly Connect.

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5. Conclusion

In this tutorial, we successfully integrated IndiaMART with WhatsApp using Pabbly Connect. This automation allows you to send personalized messages to leads automatically, enhancing your communication efficiency. By following these steps, you can streamline your business operations and improve customer engagement.

Utilizing Pabbly Connect simplifies the integration process, ensuring that you can focus on growing your business while maintaining effective communication with your leads.

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