Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages for Thrivecart purchases using Pabbly Chatflow and Pabbly Chatflow. Step-by-step tutorial included. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Chatflow for Thrivecart Integration

To send WhatsApp messages on Thrivecart purchases, first access Pabbly Chatflow. This platform allows you to automate communication seamlessly. Start by signing into your Pabbly account or create a new one if you don’t have it yet.

Once logged in, locate the Pabbly Chatflow option in your dashboard. Click on the Access Now button to enter the Chatflow interface. This step is essential to set up the integration with Thrivecart.

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Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to connect Thrivecart with Pabbly Chatflow. Click on the Create Workflow button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow; enter ‘Send WhatsApp Message on Thrivecart Purchase’.

Next, select a folder to save your workflow. Choose your preferred folder from the dropdown menu and click on the Create button. This will set up the workflow for capturing Thrivecart purchases.

• Name your workflow appropriately for easy identification.
• Select a folder where the workflow will be saved.
• Click on the Create button to finalize the workflow setup.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger will be set to capture purchases made through Thrivecart.

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Setting Up the Trigger in Pabbly Connect

The next step involves configuring the trigger in your Pabbly Connect workflow. For the trigger application, select Thrivecart. Then, choose the event as Product Purchase. This setup ensures that whenever a student purchases a product, the workflow activates.

Click on the Connect button to establish a connection between Thrivecart and Pabbly Connect. You will be prompted to enter an API token, which can be obtained from your Thrivecart account settings. Copy the token and paste it into the required field.

• Select Thrivecart as the trigger application.
• Choose ‘Product Purchase’ as the trigger event.
• Enter the API token from Thrivecart to connect.

After entering the token, click on the Save button. This completes the trigger setup, allowing Pabbly Connect to capture purchase details from Thrivecart.

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Configuring Pabbly Chatflow for Sending WhatsApp Messages

Now, it’s time to configure Pabbly Chatflow to send WhatsApp messages automatically. Ensure that your Pabbly Chatflow account is connected to the WhatsApp Cloud API. This connection allows for sending messages directly to customers.

To create a message template for WhatsApp, navigate to the templates section in Pabbly Chatflow. Click on Add New Template, select the category as Marketing, and name your template. Ensure the format follows WhatsApp guidelines by including dynamic fields for personalization.

Create a new template in Pabbly Chatflow for WhatsApp messages. Select ‘Marketing’ as the template category. Include dynamic fields in the template for customer personalization.

Once your template is ready, save it. This template will be used to send confirmation messages to customers after their purchase.

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Sending WhatsApp Messages Using Pabbly Chatflow

After setting up the message template, return to your workflow in Pabbly Connect. For the action application, select Pabbly Chatflow and choose the event as Send Cur Request. This action will send the WhatsApp message using the template you created.

Connect Pabbly Chatflow to Pabbly Connect by pasting the API token from your Chatflow account. After connecting, you will need to map the data from the previous step, which includes customer details such as name and phone number.

Select Pabbly Chatflow as the action application. Choose ‘Send Cur Request’ as the action event. Map customer details to the message template.

Finally, click on the Save and Send Test Request button. If everything is set up correctly, you should see a confirmation message indicating that the WhatsApp message has been sent successfully.

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Conclusion

In this tutorial, we learned how to automate sending WhatsApp messages for Thrivecart purchases using Pabbly Chatflow and Pabbly Connect. By following the steps outlined, you can enhance customer communication and streamline your sales process effectively.

Learn how to automate Zendesk user creation from Webflow form submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate the process of creating a Zendesk user from a Webflow form submission, you’ll first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect landing page.

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

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to your Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start setting up your integration. using Pabbly Connect

• Name your workflow, for example, ‘Create Zendesk User on Webflow Form Submission’.
• Select the folder where you want to save this workflow, such as ‘Automations’.

Once you have entered the details, click on the ‘Create’ button. This opens the workflow setup window, where you will define the trigger and action for your integration.

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3. Setting Up the Trigger with Webflow

The next step involves setting up the trigger in Pabbly Connect. Search for ‘Webflow’ and select the Webflow V2 option. You will be prompted to choose a trigger event; select ‘Form Submitted’ as your trigger.

Click on the ‘Connect’ button, and if you haven’t connected your Webflow account yet, select ‘Add a New Connection’. You will need to provide an API token from your Webflow account. To obtain this token, log into Webflow, navigate to ‘Site Settings’, and generate a new API token under the ‘Apps and Integrations’ section.

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4. Mapping Data for Zendesk User Creation

Now that you have set up the trigger, the next step is to configure the action to create a user in Zendesk. In this step, search for ‘Zendesk’ in Pabbly Connect and select it. Choose the action event as ‘Create User’ and click on ‘Connect’.

• Enter your Zendesk username, which is your email followed by ‘/token’.
• Provide your API token and the Zendesk subdomain.

After entering these details, click on ‘Save’. Next, you will map the user details such as name, email, and phone number from the Webflow form submission to the corresponding fields in Zendesk.

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5. Testing Your Pabbly Connect Workflow

With the integration set up, it’s time to test the workflow. Perform a test submission on your Webflow form to ensure that the details are sent correctly to Zendesk. After the submission, check Pabbly Connect to see if the response has been captured successfully.

If the test is successful, you should see a confirmation that a new user has been created in your Zendesk account without any manual input. This confirms that your Pabbly Connect workflow is functioning correctly, automating the process of creating users from Webflow form submissions.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Zendesk users from Webflow form submissions. This integration streamlines your workflow and enhances your support system.

Learn how to seamlessly create or update GoHighLevel contacts with Tally Forms submissions using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting its homepage. Here, you will find options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account and receive 100 free tasks every month.

Once logged in, navigate to the dashboard where you can create and manage your workflows. To create a new workflow for integrating Tally Forms with GoHighLevel, click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create or Update GoHighLevel Contact on Tally Forms Submission.’ This sets the stage for the automation process.

Conclusion

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

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Setting Up Trigger with Tally Forms

In this step, we will configure the trigger for our workflow using Tally Forms. Select Tally as the trigger application in Pabbly Connect and choose the trigger event as ‘New Response’. This means that every time a new form is submitted, the workflow will be activated.

You will receive a webhook URL that you need to integrate into your Tally Forms. Follow these steps to set this up:

• Go to your Tally account and select the form you wish to connect.
• Navigate to the integration section and select the webhook option.
• Paste the webhook URL from Pabbly Connect and click on connect.

After connecting, any new submission in Tally will send data to Pabbly Connect, allowing you to capture responses automatically.

Learn how to seamlessly integrate Google Ads leads into PostgreSQL using Pabbly Connect with this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Ads Leads

To integrate Google Ads leads into PostgreSQL, you start by accessing Pabbly Connect. This platform allows you to automate the process of transferring lead data from Google Ads to your PostgreSQL database. First, sign up for a free account on Pabbly Connect, which can be done in just a few minutes.

Once your account is set up, log in and navigate to the dashboard. Here, you will create a new automation workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Ads to PostgreSQL’ and select the appropriate folder in your Pabbly Connect account. After that, click on ‘Create’ to proceed.

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2. Creating a Trigger for Google Ads in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. The trigger is essential as it initiates the automation when a new lead is generated in Google Ads. Click on the trigger window and search for ‘Google Ads’ to select it as your app.

• Choose the trigger event as ‘New Lead Form Entry’.
• Pabbly Connect will provide a webhook URL to capture lead data.
• Copy this webhook URL and set it in your Google Lead Form under the lead delivery options.

After pasting the webhook URL, you’ll need to enter the key associated with it. This is crucial for linking your Google Lead Form with Pabbly Connect. Once you have entered these details, click on ‘Save’. Test the setup by sending test data to ensure that the integration works correctly.

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3. Setting Up Action Step to Insert Data into PostgreSQL

Now that you’ve set up the trigger, it’s time to define the action in Pabbly Connect that will insert the lead data into your PostgreSQL database. In the action window, search for ‘PostgreSQL’ and select it as the app.

• Choose the action event as ‘Insert Row into Table’.
• Connect your PostgreSQL account by entering your database credentials including username, password, host name, database name, and port.
• Select the table where you want to insert the lead data.

After establishing the connection, you will see all the columns of your selected table. Use the mapping feature to align the lead data fields from Google Ads with the corresponding columns in your PostgreSQL table. Once done, click on ‘Save’ and send a test request to ensure data is being inserted correctly.

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4. Verifying Data Inserted into PostgreSQL

After setting up the action step, it’s crucial to verify that the data from Google Ads leads is correctly inserted into your PostgreSQL database using Pabbly Connect. Refresh your PostgreSQL table to check for the newly added lead data.

You should see the test lead that was sent during the setup process. This confirmation indicates that your automation workflow is functioning as intended. If the data appears correctly, your integration is successful, and you can now automate the lead capture process from Google Ads to PostgreSQL.

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Conclusion

In this tutorial, we demonstrated how to integrate Google Ads leads into PostgreSQL using Pabbly Connect. By following the steps outlined, you can automate the process of capturing lead data seamlessly. This setup not only saves time but also enhances data management for your business.

Learn how to seamlessly send WhatsApp messages on Instamojo payments using Pabbly Chatflow in this detailed step-by-step tutorial. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Integration

To start sending WhatsApp messages on Instamojo payments, you’ll first need to access Pabbly Chatflow. Begin by visiting the Pabbly website and logging into your account. If you’re new, you can sign up for free and get started with your automation setup.

Once logged in, navigate to the Pabbly Chatflow interface. Here, you will find options to create workflows that automate your messaging processes. This is where you will set up the integration with Instamojo.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Send WhatsApp Messages on Instamojo Payment’. Choose an appropriate folder for your workflow, like ‘Automations’.

After naming your workflow, select Instamojo as your trigger application. The trigger event should be set to ‘New Sale’. This ensures that every time a payment is made through Instamojo, the workflow will be triggered. Once selected, you will receive a webhook URL that you’ll need to copy for the next steps.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select ‘Instamojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.

With these steps, you’ve successfully set up the initial trigger for your workflow in Pabbly Connect, paving the way for the integration with WhatsApp via Pabbly Chatflow.

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3. Setting Up the Webhook in Instamojo

Now that you have your webhook URL from Pabbly Connect, it’s time to set it up in your Instamojo account. Log into your Instamojo account and navigate to the product settings of the item for which you want to send WhatsApp messages.

In the product settings, locate the ‘Advanced Settings’ section. Here, you will find the option to enter the webhook URL. Paste the URL you copied from Pabbly Connect and ensure that the webhook is enabled for successful payments. Save your changes to finalize the setup.

• Log into your Instamojo account.
• Navigate to the product settings.
• Paste the webhook URL in the ‘Advanced Settings’ section.
• Ensure the webhook is enabled for successful payments.

This step connects your Instamojo account to Pabbly Chatflow, allowing it to send WhatsApp messages whenever a payment is made.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

With the webhook set up, it’s time to configure Pabbly Chatflow to send WhatsApp messages. Return to your Pabbly Connect workflow and add an action step. Search for Pabbly Chatflow and select ‘Send Message’ as the action event.

In the action configuration, you’ll need to enter your WhatsApp Business API token, phone number ID, and the message template you want to use. This template should be created in advance in Pabbly Chatflow and must include dynamic fields for personalization, such as the customer’s name.

Add an action step in Pabbly Connect. Select Pabbly Chatflow as the action application. Enter your WhatsApp API details. Map the customer’s phone number and name to the message template.

By following these steps, you ensure that every time a payment is made, a personalized WhatsApp message is sent to the customer, enhancing communication and engagement.

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5. Testing and Finalizing the Integration

After setting up the workflow, it’s crucial to test the integration to ensure everything works seamlessly. Perform a test payment through your Instamojo account to trigger the workflow. Check your Pabbly Chatflow inbox to see if the WhatsApp message was successfully sent.

If the message is received as expected, your integration is complete! If not, review the steps to ensure all configurations are correct. Remember, Pabbly Chatflow automates this process, so once set up, it will run in the background, sending messages automatically for future payments without any manual intervention.

Perform a test payment on Instamojo. Check the Pabbly Chatflow inbox for the message. Ensure all configurations are correct if the message is not received.

With successful testing, your integration between Instamojo and WhatsApp via Pabbly Chatflow is now fully functional, allowing for efficient communication with your customers.

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Conclusion

This tutorial demonstrated how to send WhatsApp messages on Instamojo payments using Pabbly Chatflow. By following these steps, you can automate your customer communications effectively, ensuring timely notifications and enhancing customer engagement.

Learn how to automatically add IndiaMART leads to Google Sheets for your transport and shipping business using Pabbly Connect. Follow our detailed guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for IndiaMART Leads

Pabbly Connect is an automation tool that helps integrate various applications seamlessly. In this tutorial, we will learn how to use Pabbly Connect to automatically add IndiaMART leads to Google Sheets. This integration is essential for transport and shipping businesses that receive numerous inquiries.

By automating the lead management process, you can save time and reduce errors. With Pabbly Connect, you can ensure that every new inquiry from IndiaMART is logged efficiently into your Google Sheets, allowing for better organization and follow-up.

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2. Setting Up Pabbly Connect for IndiaMART Integration

To begin, access Pabbly Connect by navigating to its homepage. If you are a new user, sign up for a free account. Existing users can log in directly. Once logged in, you will see the dashboard where you can create workflows.

To create a workflow for integrating IndiaMART leads into Google Sheets, follow these steps:

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Add IndiaMART Inquiries to Google Sheets’.
• Select a folder to save your workflow.

Now you are ready to set up the trigger for your workflow using Pabbly Connect.

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3. Creating a Trigger for New IndiaMART Leads

In this section, we will set up the trigger to capture new leads from IndiaMART. Select IndiaMART as your trigger application in Pabbly Connect. Then choose the trigger event as ‘New Leads’. This will allow the automation to start whenever a new lead is received.

Once you select the trigger event, you will be provided with a webhook URL. This URL is crucial as it connects your IndiaMART account with Pabbly Connect. You will need to copy this URL and paste it into your IndiaMART account settings under the API integration section.

To finalize the setup, follow these steps:

• Log in to your IndiaMART seller account.
• Navigate to the Lead Manager and select ‘Import/Export Leads’.
• Choose ‘Push API’ and enter the webhook URL you copied from Pabbly Connect.

After saving the details, you will be prompted to generate an OTP for verification. This completes the trigger setup for your automation.

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4. Adding Google Sheets as an Action Step

Now that the trigger is set up, the next step is to add Google Sheets as the action application in Pabbly Connect. This action will ensure that every new lead captured is automatically added as a new row in your Google Sheets document.

Select Google Sheets as your action application and choose the action event ‘Add a New Row’. You will then need to connect your Google Sheets account to Pabbly Connect. Click on ‘Connect’, and if you haven’t connected before, select ‘Add New Connection’. Follow the prompts to authorize access to your Google Sheets.

Once connected, you will need to specify the spreadsheet and the sheet where the leads will be added. Here’s how:

Select the spreadsheet you created for IndiaMART leads. Choose the specific sheet (e.g., Sheet1) within that spreadsheet. Map the fields from the IndiaMART lead response to the corresponding columns in your Google Sheet.

After mapping the fields, test the action to ensure everything is working correctly before finalizing your workflow.

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5. Testing and Activating Your Pabbly Connect Workflow

With your trigger and action set up, it’s time to test the workflow. Submit a test inquiry through your IndiaMART account to see if the lead details are correctly added to Google Sheets. This is an important step to confirm that Pabbly Connect is functioning as intended.

After submitting the test inquiry, check your Google Sheets to verify that the new lead appears as a new row. If the details are accurate, your integration is successful. If not, revisit your mappings and connections in Pabbly Connect.

Once confirmed, activate your workflow. From now on, every new inquiry from IndiaMART will automatically populate your Google Sheets. This automation will save you significant time and help maintain organized records of your leads.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add IndiaMART leads to Google Sheets for your transport and shipping business. By following these steps, you can enhance your lead management process and ensure timely follow-ups. Automating this workflow not only saves time but also improves accuracy in your lead tracking.

Learn how to create and update Mailercloud subscribers through Cashfree payments using Pabbly Connect in this detailed tutorial. Perfect for automating your workflows! 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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Accessing Pabbly Connect for Integration

To initiate the integration of Cashfree and Mailercloud, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you don’t have an account, sign up for free to get started.

Once you log in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the connection between Cashfree and Mailercloud. This is where the automation happens, allowing you to create or update Mailercloud subscribers automatically whenever a payment is made through Cashfree.

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Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for updating Mailercloud subscribers when a payment occurs in Cashfree. Click on the ‘Create Workflow’ button and name it ‘How to Create or Update Mailercloud Subscriber on Cashfree Payment’ to keep it organized. using Pabbly Connect

Next, you will need to set up the trigger event. Since you want to automate this process, select Cashfree as the trigger application. The trigger event will be set to ‘Payment Form Submission.’ This means every time a payment is submitted through Cashfree, it will trigger the workflow.

• Click on the ‘Create Workflow’ button.
• Name the workflow appropriately.
• Select Cashfree as the trigger application.
• Choose ‘Payment Form Submission’ as the trigger event.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Cashfree and Pabbly Connect. You will need to copy this URL and set it up in your Cashfree account.

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Setting Up Cashfree Webhook

Now that you have the webhook URL from Pabbly Connect, it’s time to set it up in your Cashfree account. Log in to Cashfree and go to the ‘Developers’ section. Here, select ‘Webhooks’ and click on ‘Add Webhook’.

In the webhook settings, paste the URL you copied from Pabbly Connect into the designated field. This will ensure that every time a payment is made, Cashfree sends the payment details directly to Pabbly Connect, which will then process this information and trigger the next steps in your workflow.

• Navigate to the ‘Developers’ section in Cashfree.
• Select ‘Webhooks’ and click on ‘Add Webhook’.
• Paste the Pabbly Connect webhook URL.

After adding the webhook, test it to ensure that Cashfree is sending the correct data to Pabbly Connect. You can do this by making a test payment through Cashfree and checking if Pabbly Connect receives the payment data.

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Creating or Updating Mailercloud Subscriber

With the webhook successfully set up, the next step is to configure the action in Pabbly Connect to create or update a subscriber in Mailercloud. Select Mailercloud as the action application and choose the ‘Create/Update Subscriber’ action event. using Pabbly Connect

In this step, you will need to map the fields from the Cashfree payment response to the Mailercloud subscriber fields. This includes the email address, first name, and any other relevant details that you want to capture. Using Pabbly Connect’s mapping feature, select the respective fields from the Cashfree response to ensure the data flows correctly into Mailercloud.

Select Mailercloud as the action application. Choose ‘Create/Update Subscriber’ as the action event. Map the fields from Cashfree to Mailercloud.

After mapping the fields, finalize the setup by testing the action. Send a test request to Mailercloud to verify that the subscriber is created or updated successfully. Once confirmed, your workflow is now complete and will automatically create or update Mailercloud subscribers whenever a payment is processed through Cashfree.

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Conclusion

This tutorial demonstrated how to integrate Cashfree and Mailercloud using Pabbly Connect. By following these steps, you can automate the process of creating or updating Mailercloud subscribers with each payment made through Cashfree, enhancing your workflow efficiency.

Learn how to automate the addition of IndiaMART leads to Salesforce for Electronics System Design using Pabbly Connect. Step-by-step tutorial included. 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 add IndiaMART leads to Salesforce for Electronics System Design, you first need to access Pabbly Connect. Begin 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 monthly.

Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow to automate the process of adding leads from IndiaMART to Salesforce. Follow these steps:

• Navigate to the dashboard and click on the ‘Create Workflow’ button.
• Name your workflow, for instance, ‘Add IndiaMART Leads to Salesforce’.

After creating your workflow, you are ready to set up the trigger and actions needed to connect IndiaMART and Salesforce through Pabbly Connect.

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2. Configuring Trigger and Action in Pabbly Connect

Next, you need to configure the trigger and action for your workflow in Pabbly Connect. The trigger will initiate the workflow when a new lead is received from IndiaMART. Click on the ‘Trigger’ section and select IndiaMART as your application.

Choose the trigger event as ‘New Lead’ to ensure that your workflow activates whenever a new enquiry is added. Following this, you will need to connect your IndiaMART account to Pabbly Connect. Here’s how:

• Copy the webhook URL provided by Pabbly Connect.
• Log into your IndiaMART account and navigate to the lead manager.
• Add the webhook URL in the API settings under the push API section.

After setting up the webhook, you can test the connection to ensure that it successfully captures new leads from IndiaMART. This step is crucial for the automation to work properly with Pabbly Connect.

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3. Mapping Fields to Salesforce

Once the trigger is configured, the next step is to map the fields from the IndiaMART leads to Salesforce. This is where Pabbly Connect plays a vital role in ensuring that the data flows correctly into Salesforce. Click on the ‘Action’ section and select Salesforce as the application.

Choose the action event as ‘Create Lead’. You will then need to connect your Salesforce account to Pabbly Connect. After connecting, you will see the fields that need to be mapped, such as:

First Name Last Name Email Address Phone Number

Use the data received from IndiaMART to fill in these fields. This mapping ensures that every new lead from IndiaMART is accurately recorded in Salesforce, facilitating efficient lead management through Pabbly Connect.

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4. Testing the Integration

After mapping all the necessary fields, it’s time to test the integration. In Pabbly Connect, you can send a test request to ensure that the data is being transferred correctly from IndiaMART to Salesforce. Click on the ‘Test’ button to initiate this process.

Once the test is successful, you should see the new lead appear in your Salesforce account. This confirms that the integration is working as intended. If there are any errors during this process, you can troubleshoot by checking the mapping and webhook settings in Pabbly Connect.

Testing the integration is crucial as it verifies that every new enquiry from IndiaMART will be automatically added to Salesforce, enhancing your workflow efficiency.

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5. Finalizing Your Automation Workflow

With the successful testing of your integration, the last step is to finalize your automation workflow in Pabbly Connect. Ensure all settings are saved correctly, and activate your workflow. This will allow the automatic addition of new IndiaMART leads to Salesforce.

To monitor the performance of your workflow, you can revisit the Pabbly Connect dashboard. You can view the logs of all leads transferred and any errors that may have occurred. This monitoring ensures that your integration remains seamless over time.

By automating the addition of leads from IndiaMART to Salesforce using Pabbly Connect, you save time and reduce manual errors, allowing you to focus on growing your Electronics System Design business efficiently.

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Conclusion

In conclusion, integrating IndiaMART leads into Salesforce for Electronics System Design using Pabbly Connect streamlines your lead management process. This automation not only saves time but also enhances accuracy in handling enquiries, enabling better business growth.

Learn how to automate sending WhatsApp messages after Stripe payments using Pabbly Connect and Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Stripe and WhatsApp Integration

To automate sending WhatsApp messages upon Stripe payments, you will first need to set up Pabbly Connect. This platform allows you to connect various applications seamlessly. Start by signing into your Pabbly Connect account. If you are new, you can sign up for free and receive 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all the applications available for integration. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow creation area where you can start automating your processes.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. Enter a descriptive name like ‘Send WhatsApp Messages on Stripe Payment’. Next, select a folder to save your workflow, such as ‘WhatsApp Automations’.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will now see two windows: one for Trigger and one for Action.
• Proceed to set up your Trigger application.

In this case, the Trigger application will be Stripe, as it processes payments. Select ‘New Charge’ as the trigger event. This setup will ensure that every time a customer makes a payment through Stripe, it triggers the workflow in Pabbly Connect.

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3. Connecting Stripe to Pabbly Connect

After setting up the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL and navigate to your Stripe account. In Stripe, go to the Developers section and select Webhooks.

Click on the ‘Add Endpoint’ button. Paste the webhook URL you copied from Pabbly Connect into the Endpoint URL field. Ensure that you select the ‘Charge Succeeded’ event from the dropdown list. This configuration allows Stripe to send payment confirmation data to Pabbly Connect.

• Select the latest API version for compatibility.
• Click on the ‘Create Endpoint’ button to save your settings.

Once the webhook is set, return to your Pabbly Connect workflow. Scroll down to see if it is waiting for a webhook response. To test the connection, perform a test payment in Stripe.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

Now that Stripe is connected to Pabbly Connect, it’s time to set up the action that sends WhatsApp messages. For this, select Pabbly Chatflow as your action application. Choose ‘Send Call Request’ as the action event.

Before you can send messages, you need to connect your Pabbly Chatflow account with the WhatsApp Cloud API. Ensure that you have set up your WhatsApp Cloud API account and configured it within Pabbly Chatflow.

Click on ‘Add New Connection’ to link your accounts. Enter the required token for authentication.

After connecting, you will need to set up the message body using a pre-created template in Pabbly Chatflow. This template will include dynamic fields like the customer’s name to personalize the message.

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5. Testing the Integration

To finalize the integration, you will need to test the setup. Return to your Pabbly Connect workflow and ensure that the trigger has captured the payment response correctly. If successful, this means Stripe is now communicating with Pabbly Connect.

Next, perform a test payment using Stripe. Once the payment is processed, check your Pabbly Chatflow inbox to see if the WhatsApp message has been sent. The message should confirm the payment and thank the customer for their purchase.

Verify that the message appears correctly in the inbox. Check the status of the message to ensure it was delivered.

If everything works as intended, you have successfully integrated Stripe with WhatsApp using Pabbly Connect and Pabbly Chatflow.

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Conclusion

This tutorial demonstrated how to send WhatsApp messages on Stripe payment using Pabbly Connect and Pabbly Chatflow. By automating this process, you can enhance customer communication and streamline your payment confirmations effectively.

Learn how to automate the process of adding WooCommerce order details in PostgreSQL using Pabbly Connect. Step-by-step 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. Setting Up Pabbly Connect for WooCommerce and PostgreSQL Integration

To begin integrating WooCommerce with PostgreSQL, we will utilize Pabbly Connect. This powerful automation platform allows you to seamlessly connect various applications without needing coding skills. Start by signing up for a free Pabbly Connect account through the link provided in the description.

Once you have created your account, log in to your Pabbly Connect dashboard. Here, you will need to create a new workflow for this integration. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘WooCommerce to PostgreSQL.’ After naming your workflow, click on the ‘Create’ button to proceed.

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2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. This is essential as it defines when the automation will initiate. Select WooCommerce as the application and choose the trigger event as ‘New Order Created’ from the dropdown menu. Upon selection, Pabbly Connect will generate a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your WordPress admin panel.
• Hover over WooCommerce and click on Settings.
• Go to the Advanced section and select Webhooks.
• Click on the ‘Add Webhook’ button and fill in the details.

Make sure to set the status to active and select ‘Order Created’ as the topic. Paste the copied webhook URL into the delivery URL field and save the webhook. This setup will ensure that whenever a new order is placed in WooCommerce, the details will be sent to Pabbly Connect.

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3. Testing the Trigger with a New Order

After configuring the webhook, it’s time to test if the trigger works correctly. Place a test order in your WooCommerce store. For instance, add a product to your cart and proceed to checkout. Enter the necessary customer details and complete the order.

Once the order is placed, return to your Pabbly Connect workflow and click on the ‘Recapture Webhook Response’ button. This action will allow Pabbly Connect to capture the order details sent from WooCommerce. You should see a test response that includes all the order information, such as customer name, email, and order amount.

If the response is successfully received, it indicates that your trigger is set up correctly. You can now move on to the next step of adding this data to your PostgreSQL database.

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4. Adding Order Details to PostgreSQL Using Pabbly Connect

Now that we have successfully captured the order details, the next step is to add this information to your PostgreSQL database. In your Pabbly Connect workflow, select PostgreSQL as the application and choose the action event ‘Insert Row into Table’ from the dropdown. using Pabbly Connect

• Connect your PostgreSQL account by entering your username, password, host name, database name, and port.
• Select the table where you want to store the order details.
• Map the fields from the WooCommerce trigger to the corresponding columns in your PostgreSQL table.

After mapping all the required fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a positive response indicating that the order details have been successfully added to your PostgreSQL database.

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5. Verifying the Integration and Automation

To confirm that the integration is working as expected, refresh your PostgreSQL table. You should see the new order details populated in the designated table. This demonstrates that the automation created via Pabbly Connect is functioning effectively.

For further verification, you can place additional test orders in your WooCommerce store. Each new order should trigger the workflow in Pabbly Connect and add the corresponding details to PostgreSQL. This seamless integration allows you to automate your order processing efficiently.

Additionally, you can clone this workflow for future use or customize it further to fit your specific needs. Pabbly Connect provides a versatile platform for integrating various applications, making it an invaluable tool for your business operations.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding WooCommerce order details to PostgreSQL. By following the detailed steps, you can efficiently manage your e-commerce data and streamline your business operations.