Author: Rajpal Tomar

Learn how to automate user enrollment in Tag Mango from Webflow submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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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Accessing Pabbly Connect for Integration

To start integrating Webflow and Tag Mango, first access Pabbly Connect by visiting the official website. You can sign up for free, which gives you 100 tasks monthly.

Once you’re on the Pabbly Connect dashboard, sign in using your credentials. You will see various Pabbly applications listed. Click on Pabbly Connect to access your workflows and begin the integration process.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for your integration. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Enroll Tag Mango User on Webflow Submission’.

Next, select the folder where you want to save this workflow. After naming and selecting the folder, click on the ‘Create’ button. This will present you with two boxes: one for trigger and one for action.

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Setting Up the Trigger in Webflow

In this step, you will set up the trigger in Pabbly Connect using Webflow. Choose Webflow as your trigger application and select the event as ‘Form Submitted’. Then, click on ‘Connect’.

If you don’t have an existing connection, click on ‘Add New Connection’. You will need to enter your API token from Webflow. Go to your Webflow account, navigate to site settings, and generate an API token with the necessary access permissions.

• Generate API token in Webflow by granting access to assets, forms, and pages.
• Copy the API token and paste it in the Pabbly Connect connection setup.
• Save and send a test request to confirm the connection is successful.

Once the connection is established, perform a test submission in your Webflow form to verify that Pabbly Connect captures the response correctly.

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Enrolling Users in Tag Mango

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect to enroll users in Tag Mango. Select Tag Mango as your action application and choose ‘Migrate User’ as the action event.

Click on ‘Connect’ and add a new connection by entering your Tag Mango API key. Access your Tag Mango dashboard, navigate to automation, and copy the API key to paste it into Pabbly Connect.

• Use mapping to dynamically fill in user details such as name, email, and phone number from the Webflow response.
• Ensure to format the phone number as required by Tag Mango.
• Copy the necessary IDs and coupon codes from Tag Mango to complete the enrollment process.

After entering all required fields, click on ‘Save and Send Test Request’ to check if the user is successfully enrolled in Tag Mango.

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Testing the Integration

Now that you have set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Fill out your Webflow form with dummy details and submit it.

Check your Tag Mango account to verify if the new user has been enrolled correctly. Refresh the customers’ page in Tag Mango to see the latest submissions. If everything is set up correctly, you should see the new user listed with the details you entered in the form.

This successful integration between Webflow and Tag Mango using Pabbly Connect allows for seamless automation of user enrollment with each form submission. You can now automate this process and save time on manual entries.

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Conclusion

In this tutorial, we demonstrated how to automate user enrollment from Webflow submissions to Tag Mango using Pabbly Connect. This integration streamlines your workflow and enhances efficiency.

Learn how to automate sending WhatsApp messages to IndiaMART leads with Pabbly Connect in this step-by-step tutorial. Integrate 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. Accessing Pabbly Connect for Integration

To automate sending WhatsApp messages to leads from IndiaMART, first, access Pabbly Connect. This platform enables seamless integration between various applications, including IndiaMART and WhatsApp.

Navigate to the Pabbly Connect website by entering the URL in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in by clicking ‘Sign In’.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow to facilitate the automation process. Click on the ‘Create Workflow’ button to begin.

When prompted, name your workflow appropriately, such as ‘Send WhatsApp Messages to IndiaMART Leads’. Select a relevant folder for your workflow to keep your automations organized.

• Click on ‘Create’ to proceed.
• You will see two main sections: Trigger and Action.
• Understand that the Trigger is what starts the workflow, and the Action is what happens in response.

After setting this up, you are ready to define the trigger and action for your workflow.

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3. Setting Up the Trigger with IndiaMART

For this automation, the trigger application is IndiaMART. Select IndiaMART as your trigger app in Pabbly Connect.

Choose the event that will initiate the workflow, which in this case is ‘New Lead’. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

• Copy the Webhook URL provided by Pabbly Connect.
• Log in to your IndiaMART account and navigate to the Lead Manager.
• Paste the Webhook URL into the API settings under ‘Push API’.

After saving these settings, your trigger is set up and ready to capture new leads.

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4. Setting Up the Action to Send WhatsApp Messages

Next, you need to configure the action that sends WhatsApp messages. In Pabbly Connect, select AI Sensi as your action app to facilitate sending messages via WhatsApp.

Choose the action event as ‘Send Template Message’. This action will send a personalized WhatsApp message to each lead captured from IndiaMART.

Connect your AI Sensi account by adding the API key. Map the phone number and name fields from the captured lead data. Use dynamic variables to personalize each message sent.

After configuring these settings, your WhatsApp messages will be sent automatically whenever a new lead is generated in IndiaMART.

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5. Testing the Integration in Pabbly Connect

Finally, it’s essential to test your integration to ensure everything works smoothly. In Pabbly Connect, trigger a test by creating a new lead in IndiaMART.

Once the test lead is created, check if the WhatsApp message is received. This will confirm that the entire workflow is functioning correctly.

If successful, you will see the message sent to the WhatsApp number you configured. This means your automation is now live, and every new lead will receive a personalized message automatically.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to new leads from IndiaMART. This integration streamlines communication and enhances customer engagement effectively.

Learn how to integrate MongoDB with Pabbly Connect using webhooks to automate data capture from online forms. 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. Setting Up Pabbly Connect for MongoDB Integration

To integrate MongoDB with Pabbly Connect, you first need to access Pabbly Connect. This platform allows you to automate workflows efficiently. Start by signing up for a free account on Pabbly Connect, which can be done quickly using the link provided in the description. using Pabbly Connect

After signing in, navigate to the dashboard and create a new workflow by selecting the ‘Create Workflow’ button. Name your workflow, for instance, ‘Webhook to MongoDB’, and choose the appropriate folder for your Pabbly Connect account.

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2. Configuring Webhooks in Pabbly Connect

In this section, we will set up the webhook that will receive data from an external application. Select the webhook option in the trigger window of your Pabbly Connect workflow. Choose ‘Catch Webhook’ as the trigger event. This action generates a unique webhook URL. using Pabbly Connect

• Select ‘Webhook’ from the trigger options.
• Set the trigger event to ‘Catch Webhook’.
• Copy the generated webhook URL for use in your form application.

Now, you need to paste this webhook URL into the integration settings of the application you are using to collect data, such as P Form Builder. This step ensures that any data submitted through your form will be sent to Pabbly Connect.

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3. Capturing Data from P Form Builder

Once the webhook URL is set up in P Form Builder, you can start capturing data. When a user submits the form, the information will be sent to the webhook URL. In Pabbly Connect, you will see the trigger window indicating that it is waiting for a webhook response. using Pabbly Connect

To test this, submit a sample form with user details. For example, enter a name, email, mobile number, company, and city. After submission, Pabbly Connect will capture the webhook response, which includes all the submitted data.

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4. Saving Data to MongoDB Using Pabbly Connect

Now that Pabbly Connect is receiving data from the webhook, the next step is to save this data to MongoDB. In the action step of your workflow, search for and select MongoDB. Choose ‘Create Record’ as the action event. This configuration will allow you to add the captured data to your MongoDB database. using Pabbly Connect

To connect your MongoDB account, you will need the connection string from your MongoDB project. Follow the instructions in Pabbly Connect to obtain this string. Ensure that you include your database name, username, and password in the connection string.

• Access your MongoDB dashboard to get the connection string.
• Add your current IP address under network access in MongoDB.
• Copy the connection string and paste it into Pabbly Connect.

After establishing the connection, specify the collection in MongoDB where you want the data to be stored. Map the fields from the webhook response to the corresponding fields in your MongoDB collection.

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5. Testing the Integration in Pabbly Connect

After mapping the data fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test request to MongoDB using the mapped fields from the webhook response. using Pabbly Connect

Check your MongoDB collection to verify that the data has been added correctly. If successful, you will see the new record reflecting the data submitted through your form. You can repeat this process by submitting additional data through the form to ensure everything works smoothly.

With Pabbly Connect, you have successfully set up an automated workflow that captures data from any application that supports webhooks and saves it into your MongoDB database. This integration simplifies data management and enhances your workflow efficiency.

Conclusion

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

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By following these steps, you can effectively use Pabbly Connect to integrate MongoDB with various applications, enabling seamless data automation. This tutorial highlights the ease of setting up workflows using Pabbly Connect, ensuring that your data management processes are streamlined and efficient.

Learn how to automate payments from Razorpay to Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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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Introduction to Pabbly Connect for Payment Integration

Pabbly Connect is a powerful integration platform that allows you to automate workflows between different applications. In this tutorial, we will learn how to use Pabbly Connect to connect Razorpay with Google Sheets. This integration will enable you to automatically add successful payment details from Razorpay into Google Sheets, enhancing your payment management efficiency.

To start, access Pabbly Connect by visiting its homepage. If you are a new user, you can sign up for a free account, which gives you access to 100 tasks each month. Existing users can simply sign in. Once logged in, you will be directed to the dashboard where you can create workflows that connect various applications seamlessly.

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Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will then be prompted to name your workflow. For this integration, you can name it ‘Add Successful Razorpay Payment Details to Google Sheets Automatically’. Choose a folder where you want to save this workflow.

After naming your workflow, you will need to set up a trigger. In this case, the trigger application is Razorpay. Select ‘New Payment Captured’ as the trigger event. This means that whenever a new payment is captured in Razorpay, Pabbly Connect will automatically respond to this event.

• Click on the ‘Create’ button to finalize your workflow setup.
• Copy the provided webhook URL from Pabbly Connect.
• Log in to your Razorpay account and navigate to ‘Account and Settings’.
• Set up a new webhook using the copied URL and select the event ‘Payment Captured’.

Once the webhook is set up, Pabbly Connect will wait for a response from Razorpay. This is crucial for testing the integration to ensure that payment details are captured accurately.

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Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. You will need to perform a test payment through your Razorpay payment page. For this, enter dummy data such as a test user name, email, and a random phone number. Select UPI as the payment method and enter your UPI ID.

Once you complete the test payment, Pabbly Connect will receive the webhook response. You should see the payment status as captured along with other details such as Order ID, name, email, and payment method. This confirms that your trigger is working correctly and that Razorpay is successfully communicating with Pabbly Connect.

• Ensure all required fields are filled accurately during the test payment.
• Check for the correct response in the Pabbly Connect workflow.
• If the response is received, your integration is functioning properly.

With the test payment completed, you can now proceed to add the successful payment details into Google Sheets.

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Adding Payment Data to Google Sheets via Pabbly Connect

In this step, you will connect Google Sheets to Pabbly Connect for adding new rows automatically. Select Google Sheets as your action application and choose the action event ‘Add a New Row’. This means that every time a payment is captured, a new row will be added to your specified Google Sheet.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select the option to create a new connection. You will be prompted to sign in with your Google account. After granting access, select the spreadsheet you want to use, which should be named ‘Razorpay Payments’.

Select the specific sheet within your spreadsheet where you want to add the data. Map the fields from Razorpay to corresponding columns in Google Sheets, such as Order ID, Name, Email, Phone Number, and Payment Method. Click on ‘Save and Send Test Request’ to ensure the data is added correctly.

After executing these steps, check your Google Sheets to confirm that the new payment details have been added as a new row, completing the integration process.

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Conclusion: Automating Payments with Pabbly Connect

In this tutorial, we successfully integrated Razorpay with Google Sheets using Pabbly Connect. By automating the process of adding payment details to Google Sheets, you can efficiently manage your transactions without manual input. This integration not only saves time but also ensures accuracy in your payment records.

Utilizing Pabbly Connect for this integration allows you to streamline your workflow, making it easier to monitor payments in real-time and generate reports effortlessly. This setup is ideal for online businesses looking to enhance their operational efficiency.

Learn how to automate notifications for Flexi Funnels purchases to Microsoft Teams using Pabbly Connect in this step-by-step 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 notifications for purchases in Flexi Funnels, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once there, sign in or create a free account to access your dashboard.

After logging in, locate the Pabbly Connect option on the dashboard. This platform serves as the central hub for creating workflows that integrate various applications, enabling seamless notifications from Flexi Funnels to Microsoft Teams.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Notify Team on Microsoft Teams for Flexi Funnels Purchase.’ Select a folder to save this workflow, ensuring it’s organized.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: one for the trigger and one for the action.
• Select ‘Flexi Funnels’ as the trigger application and ‘New Purchase’ as the trigger event.

This setup ensures that every time a new purchase occurs in Flexi Funnels, the workflow will be activated, sending notifications to your team via Microsoft Teams. This is where Pabbly Connect plays a crucial role in automating the process.

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3. Setting Up Flexi Funnels for Notifications

Next, you need to set up Flexi Funnels to connect with Pabbly Connect. In your Flexi Funnels account, navigate to the product settings for the item you want to track. Here, you’ll find options to set rules for notifications.

• Click on ‘Edit’ for the product and then select ‘Set Rules’.
• Choose to use a webhook and paste the webhook URL provided by Pabbly Connect.
• Save the settings to ensure the webhook is active.

By setting this up, you allow Flexi Funnels to send purchase data directly to Pabbly Connect. This integration ensures that every purchase triggers a notification workflow, keeping your team informed in real-time.

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4. Notifying Microsoft Teams via Pabbly Connect

After setting up the webhook in Flexi Funnels, the next step is to configure how Pabbly Connect will notify your team on Microsoft Teams. In your workflow, select Microsoft Teams as the action application and choose ‘Send Message in a Channel’ as the action event.

Connect your Microsoft Teams account by granting permissions to Pabbly Connect. Select the team and channel where you want to send notifications. Draft a message that includes purchase details using dynamic fields from the previous response.

This setup allows Pabbly Connect to send real-time notifications to your team whenever a purchase is made, keeping everyone updated on sales activity.

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5. Testing the Integration

Once everything is configured, it’s time to test the integration. Make a test purchase in Flexi Funnels to ensure that the webhook is working correctly. After completing the purchase, check your Microsoft Teams channel.

If everything is set up correctly, you should see a notification with the purchase details in the selected channel. This confirms that Pabbly Connect successfully captured the purchase data and sent it to Microsoft Teams. You can repeat this process to see how new purchases trigger notifications automatically.

By using Pabbly Connect, you can streamline your purchase notifications, ensuring your team is always informed and ready to act on new sales.

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Conclusion

In this tutorial, we demonstrated how to integrate Flexi Funnels with Microsoft Teams using Pabbly Connect. This integration automates purchase notifications, helping teams stay informed and responsive. By following the steps outlined, you can easily set up similar workflows for your applications.

Learn how to automate the integration of Indiamart leads into Google Sheets using Pabbly Connect. Follow this detailed 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your workflow, access Pabbly Connect by typing Pabbly.com/connect in your browser. This powerful integration tool allows you to connect various applications without any coding skills.

Upon reaching the Pabbly Connect website, you will find options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create your account and receive 100 free tasks monthly. Existing users can simply sign in to access their dashboards and workflows.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will see your dashboard. Click on the ‘Create Workflow’ button to start a new automation process. You will need to name your workflow and select a folder for organization.

• Name your workflow, for example, ‘Indiamart Leads to Google Sheets’.
• Select the appropriate folder for better organization.
• Click on ‘Create’ to finalize the setup.

Now, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Indiamart, and the action will be set to Google Sheets. This setup allows you to automate the addition of leads from Indiamart directly into your Google Sheets.

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3. Setting Up Trigger and Action in Pabbly Connect

In your newly created workflow, select Indiamart as the trigger application. Choose ‘New Leads’ as the trigger event. This means every time a new lead is generated in Indiamart, it will initiate the workflow in Pabbly Connect.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge to connect Indiamart with Pabbly Connect. Go to your Indiamart dashboard, navigate to the Lead Manager, and select ‘Import/Export Leads’. Here, choose ‘Push API’ to set up the connection.

• Enter your CRM platform name as Pabbly Connect.
• Paste the webhook URL you copied from Pabbly Connect.
• Click ‘Save Details’ to finalize the connection.

Once saved, you will need to submit a test inquiry from your Indiamart account to ensure the connection is successful. If the webhook captures the inquiry, the integration is set up correctly.

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4. Adding Inquiries to Google Sheets

After confirming that the webhook is working, the next step is to set Google Sheets as the action application in Pabbly Connect. Choose ‘Add New Row’ as the action event. This will allow you to add new inquiries directly into your specified Google Sheet.

Click on ‘Connect’ to link your Google account with Pabbly Connect. You will need to grant necessary permissions to allow Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet where you want to store your inquiries.

Choose the spreadsheet named ‘Indiamart Inquiries’. Map the fields from Indiamart to the corresponding columns in Google Sheets. Use the ‘Mapping’ feature to ensure dynamic data entry.

After mapping all the necessary fields, click ‘Save and Send Test Request’ to verify that the details are correctly added to your Google Sheets. Once confirmed, your automation is complete, and inquiries will be added automatically.

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5. Summary and Benefits of Using Pabbly Connect

In summary, using Pabbly Connect allows you to efficiently automate the process of adding Indiamart inquiries to Google Sheets. This integration saves time by eliminating manual data entry and ensures that all leads are captured accurately.

The steps involved include setting up a trigger in Indiamart, connecting it to Pabbly Connect via a webhook, and finally, adding the inquiries to Google Sheets. This seamless integration enhances productivity and helps manage leads effectively.

By automating your workflow with Pabbly Connect, you can focus on more critical aspects of your business while ensuring that all inquiries are organized and accessible in Google Sheets. This setup is especially beneficial for businesses looking to streamline their lead management process.

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Conclusion

In this tutorial, we explored how to integrate Indiamart leads into Google Sheets using Pabbly Connect. The process involves setting up triggers and actions that automate data entry, enhancing efficiency and organization in your business operations.

Learn how to automate user enrollment in Rigi using Gravity Forms submissions with Pabbly Connect. Step-by-step guide to streamline your workflow. 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 Automation

To enroll a Rigi user on Gravity Forms submission, the first step is to set up Pabbly Connect. This platform automates the workflow between Gravity Forms and Rigi. Start by signing up for a free account on Pabbly Connect, which allows you to create automation workflows.

After logging into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Give your workflow a name, for instance, ‘Gravity Forms to Rigi’, and select the appropriate folder for your automation. Once you click on ‘Create’, you will see two windows: the Trigger window and the Action window.

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2. Integrating 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. Then, choose the event ‘New Response’ to trigger the workflow whenever a new form submission occurs.

• Select ‘Gravity Forms’ from the app list.
• Choose the trigger event as ‘New Response’.
• Copy the provided webhook URL.

Next, you need to add this webhook URL to your Gravity Forms settings. Go to the settings of your form, scroll down to the Webhooks section, and click on ‘Add New’. Name your webhook, paste the copied URL, and save the settings. This step connects your Gravity Forms to Pabbly Connect, allowing it to capture new submissions.

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3. Testing the Trigger Response in Pabbly Connect

After setting up the webhook, it’s time to test the integration. In Pabbly Connect, you will see a message indicating that it is waiting for a webhook response. Open your Gravity Forms in preview mode and submit a test entry with dummy user details.

Once you submit the form, check back in Pabbly Connect. You should see the captured response, which includes the name, email, phone number, and city from the form submission. This confirms that the trigger is working correctly and that Pabbly Connect is receiving data from Gravity Forms.

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4. Enrolling User in Rigi Using Pabbly Connect

Now that we have successfully captured the form response, the next step is to enroll the user in Rigi. Go to the Action window in Pabbly Connect and select Rigi as your app. Choose the action event as ‘Import User’.

• Select ‘Rigi’ from the app list.
• Choose the action event ‘Import User’.
• Connect your Rigi account using the API key.

To obtain the API key, navigate to your Rigi account dashboard, go to the Integrations section, and copy the API key. Paste this into Pabbly Connect to establish the connection. Then, map the user details from the trigger step to the action step, including the full name, email address, phone number, and product hash for the course.

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5. Verifying User Enrollment in Rigi

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. You should receive a positive response, indicating that the user has been successfully enrolled in your Rigi course.

To verify, log in to your Rigi account, navigate to User Management, and search for the newly enrolled user by their phone number. If the user appears with the correct details, your automation is functioning perfectly. This shows how effectively Pabbly Connect integrates Gravity Forms with Rigi for seamless user enrollment.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the enrollment of users into Rigi based on Gravity Forms submissions. By setting up this integration, you can streamline user management and enhance your course enrollment process efficiently.

Learn how to automate sharing Zoom recordings on Slack using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Zoom and Slack Integration

To automate sharing Zoom recordings on Slack, you first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once registered, log in to access your dashboard where you can create automation workflows.

Next, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoom to Slack’. After naming, select the desired folder for your workflow and click on ‘Create’. This initiates the process of connecting Zoom and Slack through Pabbly Connect.

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2. Connecting Zoom to Pabbly Connect

In this section, you will connect your Zoom account to Pabbly Connect. In the trigger window, search for ‘Zoom’ and select it. Choose the trigger event as ‘Configure Webhook’. Click on ‘Connect’ and select ‘Add New Connection’ to proceed.

• Enter your Zoom app secret token.
• Follow the instructions to create an app on Zoom’s Marketplace.
• Use the callback URL provided by Pabbly Connect.

After retrieving the secret token, paste it into Pabbly Connect and click ‘Save’. This establishes the connection between Zoom and Pabbly Connect, allowing you to receive meeting recording details.

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3. Configuring the Zoom App for Webhook Notifications

To receive notifications for completed Zoom meetings, configure your Zoom app. In the Zoom Marketplace, navigate to the ‘Event Subscription’ section and enable it. Click on ‘Add New Event Subscription’ and select the method as ‘Webhook’.

• Name your subscription (e.g., ‘Slack Notification’).
• Select the event ‘All Recordings Completed’.
• Paste the webhook URL from Pabbly Connect.

After configuring these settings, save your changes. This setup ensures that whenever a meeting recording is completed, the details will be sent to Pabbly Connect for further processing.

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4. Sending Zoom Recording Details to Slack

After successfully capturing the Zoom recording details in Pabbly Connect, you can now send this information to your Slack channel. In the action step of your workflow, search for ‘Slack’ and select it. Choose the action event as ‘Send Channel Message’.

Connect your Slack account to Pabbly Connect by clicking on ‘Connect with Slack’. Choose between a user-based or bot-based connection. For this example, select user-based and click ‘Allow’ to grant access.

Select the channel where messages will be sent. Map the message to include the meeting name and recording link. Customize any additional message details as needed.

Once your message is set up, click on ‘Save and Send Test Request’. This sends the message to your selected Slack channel, confirming that the integration between Zoom and Slack via Pabbly Connect is functioning correctly.

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5. Testing the Automation Workflow

With everything set up, it’s time to test your automation workflow. Start a Zoom meeting and record it. Once the meeting concludes, Pabbly Connect will capture the recording details automatically.

Check the Slack channel you configured to see if the message with the recording link has been sent. This confirms that the integration is working as intended. You can repeat this process with different meetings to ensure consistency.

Remember, you can also clone this workflow in Pabbly Connect for other purposes. This flexibility allows you to adapt the automation to meet your needs effectively. Enjoy the benefits of seamless integration!

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Conclusion

Automating the sharing of Zoom recordings on Slack using Pabbly Connect enhances team communication and efficiency. By following these steps, you can easily set up this integration and streamline your workflow.

Learn how to automate user enrollment in Riggy from Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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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Accessing Pabbly Connect for Integration

To start using 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 takes just a couple of minutes. Once you have signed in, you will see options for various applications available within Pabbly Connect.

After signing in, click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to name your workflow, which in this case is to enroll users in Riggy upon Cognito Forms submissions. Choose the appropriate folder to save this workflow and click on ‘Create’ to proceed.

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Setting Up the Trigger with Cognito Forms

In this step, we will set up the trigger in Pabbly Connect. The trigger will be based on new entries submitted through Cognito Forms. Search for ‘Cognito Forms’ in the trigger application section and select it. The trigger event will be ‘New Entry,’ which means it will activate whenever a new form submission is received.

After selecting the trigger event, it’s essential to connect Cognito Forms with Pabbly Connect. You will need to copy the provided webhook URL from Pabbly Connect and paste it into the Cognito Forms settings under the option to post data to your website. Ensure that the toggle button for this option is turned on to enable the integration.

• Copy the webhook URL from Pabbly Connect.
• Go to your Cognito Forms account and find the form you want to connect.
• Paste the webhook URL in the appropriate field for posting data.

Once you have completed these steps, save the settings in Cognito Forms. This establishes a connection between Cognito Forms and Pabbly Connect, allowing for seamless data transfer whenever a new submission occurs.

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Creating the Action Step for Riggy

Now that we have set up the trigger, the next step involves creating the action in Pabbly Connect. The action will be to enroll a user in Riggy based on the data received from Cognito Forms. Search for ‘Riggy’ in the action application section and select it. The action event will be ‘Import User,’ which allows for user enrollment.

To connect Riggy with Pabbly Connect, you will need to provide a token. This token can be obtained from your Riggy account under the integrations section. Enable the Pabbly integration option to retrieve your API key, which will serve as the token necessary for the connection.

• Log into your Riggy account and navigate to the integrations section.
• Enable the Pabbly integration option to access your API key.
• Copy the API key and paste it into Pabbly Connect to establish the connection.

After entering the token, you can map the fields from Cognito Forms to Riggy, ensuring that all necessary user information is correctly transferred. This mapping process allows Pabbly Connect to dynamically replace data with each new submission.

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Finalizing the Integration and Testing

With the connections established between Cognito Forms and Riggy via Pabbly Connect, it’s important to test the integration. Create a new form submission in Cognito Forms to trigger the workflow. Fill out the form with test data and submit it to see if the information is correctly passed to Pabbly Connect.

After submitting the form, return to Pabbly Connect to check if the data has been received. You should see the details of the new user enrollment, including the name, email, and other relevant information. This confirms that the integration is functioning correctly.

Submit a test entry in your Cognito Forms. Check Pabbly Connect for the received data. Verify that the user has been enrolled in Riggy as expected.

Upon successful verification, you can finalize the workflow by saving all settings in Pabbly Connect. This automation will now handle user enrollments seamlessly every time a new form submission is received.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of users in Riggy based on submissions from Cognito Forms. By following the detailed steps, you can streamline your user registration process and enhance your educational offerings.

Implementing this integration not only saves time but also improves user experience by providing immediate access to course materials. With Pabbly Connect, you can easily connect various applications to create efficient workflows tailored to your needs.

Learn how to automate user creation in LearnWorlds from Jotform submissions using Pabbly Connect. Follow our step-by-step guide 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. Accessing Pabbly Connect for Integration

To create a LearnWorlds user on Jotform submission, you first need to access Pabbly Connect. This integration platform allows seamless connection between Jotform and LearnWorlds.

Start by visiting the Pabbly Connect homepage. If you are a new user, sign up for a free account to explore its features. Existing users can simply sign in. Once logged in, you will see the dashboard where you can create workflows to automate processes.

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2. Creating a Workflow in Pabbly Connect

To set up the automation, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for instance, ‘Create LearnWorlds User on Jotform Submission’.
• Select the appropriate folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see options to set a trigger and actions. Here, you will configure the trigger as Jotform to capture new submissions automatically.

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3. Setting Up Jotform as Trigger in Pabbly Connect

In this step, you will set Jotform as the trigger application in Pabbly Connect. Select Jotform and choose the trigger event as ‘New Response’. This means that whenever a new submission is made, Pabbly Connect will capture it.

Once you select the trigger event, Pabbly Connect will generate a Webhook URL. Copy this URL as it will be used to connect your Jotform account.

• Log in to your Jotform account and select the form you want to connect.
• Navigate to the ‘Settings’ tab and select ‘Integrations’.
• Choose Webhook integration and paste the copied URL into the Webhook field.

After completing these steps, your Jotform will be successfully connected to Pabbly Connect and will be ready to send data upon submission.

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4. Connecting LearnWorlds to Pabbly Connect

Now that Jotform is set up, the next step is to connect LearnWorlds as the action application in Pabbly Connect. Select LearnWorlds and choose the action event as ‘Create User’. This action will create a new user in your LearnWorlds account whenever a Jotform submission is received.

To connect LearnWorlds, you will need to provide the API URL, Client ID, and Client Secret. These can be found in your LearnWorlds account settings under the API section.

Copy the API URL, Client ID, and Client Secret from LearnWorlds. Paste these details into the corresponding fields in Pabbly Connect. Click on ‘Save’ to establish the connection.

Once connected, you can map the data fields from the Jotform submission to the LearnWorlds user creation fields, ensuring that the correct information is transferred seamlessly.

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5. Testing the Integration of Jotform and LearnWorlds

Finally, to ensure everything is working correctly, it’s essential to test the integration between Jotform and LearnWorlds using Pabbly Connect. Go back to your Jotform and make a test submission to see if a new user is created in LearnWorlds.

After submitting the form, return to Pabbly Connect and check the workflow to confirm that a successful response has been received. You should see the details of the new user, including their name and email address.

If successful, log into your LearnWorlds account. Navigate to the users section to verify the new user has been created.

This final test confirms that the automation is working, allowing you to efficiently manage new registrations without manual input.

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Conclusion

In this tutorial, we explored how to create a LearnWorlds user on Jotform submission using Pabbly Connect. By following these steps, you can automate user creation efficiently, saving time and reducing errors in your registration process.