Author: Rajpal Tomar

Learn how to automate Notion item creation on Zoho Forms submission using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 the integration process, access Pabbly Connect by visiting its official website. Once there, sign in to your account using the ‘Sign In’ button located at the top right corner. If you’re a new user, click on ‘Sign Up for Free’ to create an account and enjoy 100 free tasks monthly.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can manage all your workflows effectively. To create a new automation workflow, click on the ‘Create Workflow’ button. This will enable you to set up an integration between Zoho Forms and Notion using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for automating the creation of Notion items upon receiving submissions from Zoho Forms. Click on the ‘Create Workflow’ button and provide a suitable name, such as ‘Create Notion Item on Zoho Forms Submission’. Then, select the folder to save this workflow. using Pabbly Connect

• Name your workflow appropriately.
• Choose the folder for organization.

Once the workflow is created, you’ll see two sections labeled ‘Trigger’ and ‘Action’. The trigger will be set to Zoho Forms, and the action will be set to Notion. This setup will ensure that every time a new form submission is received, a corresponding item will be created in Notion.

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3. Setting Up the Trigger with Zoho Forms

To configure the trigger, select Zoho Forms as your application in Pabbly Connect. The next step is to choose the trigger event, which is ‘New Form Submission’. This event will initiate the workflow every time a new submission is made in Zoho Forms.

To connect Zoho Forms with Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge between Zoho Forms and Pabbly Connect. Navigate to your Zoho Forms account, find the form you wish to connect, and access the webhook settings. Here, you will paste the webhook URL provided by Pabbly Connect.

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4. Testing the Connection Between Zoho Forms and Pabbly Connect

After setting up the webhook, it’s essential to test the connection. Go back to your Zoho Forms and submit the form with test data. Once the form is submitted, return to Pabbly Connect to check if the response has been received. This step verifies that the integration is working correctly.

If the test submission is successful, you will see the captured data in Pabbly Connect. This confirms that Zoho Forms is now properly connected to Pabbly Connect. If the data is not received, double-check the webhook URL and ensure it has been entered correctly in Zoho Forms.

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5. Creating a Notion Item from Zoho Forms Submission

Now that the trigger is set up and tested, it’s time to configure the action to create a new item in Notion. Select Notion as your action application in Pabbly Connect. Choose the action event as ‘Create Database Item’. This action will create a new item in your Notion database every time there’s a new form submission. using Pabbly Connect

• Select the Notion database where you want the items to be created.
• Map the fields from Zoho Forms to the Notion database fields.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the item is created successfully in Notion. If everything is set up correctly, you will see the new item in your Notion database reflecting the details from the Zoho Forms submission.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Notion items using Pabbly Connect whenever a new submission is made in Zoho Forms. By following these steps, you can streamline your workflow and save time on manual data entry.

Learn how to automate the process of adding IndiaMART leads to Google Sheets for your bakery business using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the process of adding IndiaMART leads to Google Sheets for your bakery business, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing into your account. If you’re a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you’ll see the Pabbly Connect dashboard. Here, you can create workflows that automate the integration between IndiaMART and Google Sheets. This is crucial for streamlining your lead management process.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will pop up, prompting you to enter a name for your workflow.

• Name your workflow: ‘Add IndiaMART Leads to Google Sheets for Bakery Business’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is the task that follows. Understanding these concepts is essential for setting up your automation correctly.

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3. Setting Up the Trigger with IndiaMART

To set up the Trigger in Pabbly Connect, select IndiaMART as the trigger application. Choose the trigger event as ‘New Leads’. This means that every time a new lead is generated in your IndiaMART account, it will trigger the workflow.

After selecting the trigger application, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect your IndiaMART account with Pabbly Connect. Log in to your IndiaMART account and navigate to the Lead Manager section.

• Go to the ‘Import/Export Leads’ option.
• Select ‘Push API’ and enter the platform name as ‘Pabbly Connect’.
• Paste the copied webhook URL and save the settings.

This completes the trigger setup, allowing Pabbly Connect to capture new lead information from your IndiaMART account.

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4. Setting Up the Action with Google Sheets

The next step is to set up the Action in Pabbly Connect. Choose Google Sheets as the action application and select the action event as ‘Add New Row’. This will enable you to automatically add new lead details to your Google Sheets.

Click on the ‘Connect’ button to establish a connection with Google Sheets. You will need to authorize Pabbly Connect to access your Google Sheets account. After authorization, select the spreadsheet you created for storing leads and choose the appropriate sheet.

Map the fields from the IndiaMART lead to the corresponding columns in Google Sheets. Ensure you include headers like unique query ID, name, email, phone number, and message. Click on ‘Save and Send Test Request’ to verify the connection.

Once the test is successful, your automation is complete. New leads from IndiaMART will now be automatically added to your Google Sheets, enhancing your bakery business operations.

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5. Conclusion: Streamlining Your Bakery Business with Pabbly Connect

In conclusion, using Pabbly Connect to integrate IndiaMART leads with Google Sheets can significantly streamline your bakery business operations. By automating the data entry process, you save time and ensure that all inquiries are organized efficiently.

This integration not only enhances your lead management but also allows you to respond to customer inquiries promptly. With Pabbly Connect, you can focus more on your bakery business rather than manual data entry.

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Learn how to automate adding IndiaMART leads to Google Sheets for your Dance Academy using Pabbly Connect. Step-by-step guide included. 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 Automation

To automate the process of adding IndiaMART leads to Google Sheets for your Dance Academy, you’ll first need to access Pabbly Connect. This platform allows you to create seamless integrations without any coding skills.

Simply visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. You will have the option to sign in or sign up for a free account. New users can create an account in just two minutes and receive 100 free tasks monthly to explore the platform.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will see the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Add IndiaMART Leads to Google Sheets for Dance Academy’.

• Select a folder for your workflow, such as ‘IndiaMART Leads’.
• Click on ‘Create’ to save your workflow.

Now, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. For this integration, you will set IndiaMART as the trigger application and Google Sheets as the action application.

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3. Setting Up the Trigger with IndiaMART

To set up the trigger, select IndiaMART as your trigger application in Pabbly Connect. You will then choose the trigger event, which should be ‘New Lead’. This means every time a new lead is received through IndiaMART, the workflow will initiate.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge for transferring data from IndiaMART to Pabbly Connect. Copy this URL and proceed to your IndiaMART account. Navigate to the Lead Manager section and select the ‘Push API’ option. Here, you will deactivate any existing webhook and paste the new webhook URL.

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4. Capturing Leads in Pabbly Connect

After setting up the webhook in IndiaMART, you need to test it by sending a dummy inquiry. This action will trigger the webhook, allowing Pabbly Connect to capture the lead details. Create a dummy profile and submit a lead inquiry for your Dance Academy.

Once the inquiry is submitted, return to Pabbly Connect. You should see that the lead details have been captured successfully, including the lead’s name, email, phone number, and inquiry message. This confirms that the integration between IndiaMART and Pabbly Connect is working effectively.

• Check the status of the lead to ensure it shows as ‘Success’.
• Verify that all lead details are correctly captured.

Now that the lead data is in Pabbly Connect, you can proceed to connect Google Sheets to record this information automatically.

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5. Connecting Google Sheets to Pabbly Connect

In this final step, you will set Google Sheets as the action application in Pabbly Connect. Choose the ‘Add New Row’ action event, which will allow you to add a new row in your Google Sheets for every new lead received.

To establish this connection, click on ‘Connect’ and select ‘Add New Connection’. Ensure you are logged into your Google Sheets account. Authorize Pabbly Connect to access your Google Sheets data by clicking ‘Allow’.

Select the spreadsheet where you want to save the leads. Map the lead fields such as name, email, phone number, company, city, and inquiry from the previous step.

Once you’ve mapped all the required fields, click ‘Save and Send Test Request’. Check your Google Sheets to confirm that the new lead information has been added successfully. This completes the integration process, allowing you to manage your leads effectively.

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Conclusion

By using Pabbly Connect, you can automate the process of adding IndiaMART leads to Google Sheets for your Dance Academy seamlessly. This integration helps streamline lead management and improves your business efficiency.

Learn how to automate the creation of GoToTraining registrants from Instamojo sales using Pabbly Connect in this step-by-step tutorial. 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 GoToTraining registrant on Instamojo Sale, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you don’t have an account, you can sign up for free and get started with 100 tasks monthly.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows and integrations. Click on the ‘Create Workflow’ button to begin setting up your automation process for the integration between Instamojo and GoToTraining.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for connecting Instamojo and GoToTraining using Pabbly Connect. First, provide a name for your workflow, such as ‘Create GoToTraining Registrant on Instamojo Sale’. Select the appropriate folder to save this workflow.

• Name your workflow
• Select the folder for organization
• Click on ‘Create’

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger is the event that starts the automation, while the action is what happens as a result. Here, you will set Instamojo as your trigger application.

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3. Setting Up the Trigger for Instamojo

To set up the trigger in Pabbly Connect, select Instamojo as the trigger application and choose the event type as ‘New Sale’. This means that every time a sale is made on Instamojo, it will trigger the workflow to create a registrant in GoToTraining.

Now, you need to connect your Instamojo account with Pabbly Connect. You will be provided with a webhook URL, which you will use to link Instamojo to Pabbly Connect. Log into your Instamojo account, navigate to the product settings, and enter this webhook URL in the webhooks section.

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4. Configuring GoToTraining as the Action

Next, in the action step of your workflow in Pabbly Connect, select GoToTraining as the action application. Choose the action event as ‘Create Registrant’. This action will automatically create a registrant in GoToTraining whenever a new sale occurs on Instamojo.

After selecting the action event, you will need to connect your GoToTraining account. Log in to GoToTraining and authorize Pabbly Connect to access your account. Once authorized, you will be prompted to enter details such as the training session and registrant information.

• Select the training session
• Map the fields for registrant details
• Click on ‘Save’ to finalize the setup

After saving, you can test the workflow to ensure that the integration works correctly. This will create a registrant in GoToTraining based on the data received from Instamojo.

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5. Testing the Integration and Final Steps

Finally, it is crucial to test the integration between Instamojo and GoToTraining using Pabbly Connect. You can do this by making a test sale on Instamojo. Once the sale is completed, check if the registrant is created in GoToTraining as expected.

If everything is configured correctly, you will see the registrant details populate in GoToTraining. This confirms that your workflow is functioning as intended. You can now automate this process for all future sales on Instamojo, saving you time and effort.

With Pabbly Connect, you can easily manage and automate workflows between various applications, enhancing your productivity.

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Conclusion

In this tutorial, we explored how to create GoToTraining registrants automatically from Instamojo sales using Pabbly Connect. This automation simplifies the registration process and enhances efficiency.

Learn how to automate GoToWebinar registration for WooCommerce orders using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 set up the integration between WooCommerce and GoToWebinar, first access Pabbly Connect. This powerful automation tool allows you to streamline your business processes efficiently.

Begin by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 tasks per month. Existing users can log in directly to their Pabbly Connect account.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow to automate the registration process. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow: ‘Create GoToWebinar Registrant for WooCommerce Order’.
• Select a folder to save your workflow, such as ‘WooCommerce Automation’.

After naming and selecting the folder, click the ‘Create’ button. This sets up your workflow, which consists of a trigger and an action.

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3. Setting Up the Trigger for WooCommerce Orders

The next step involves configuring the trigger in Pabbly Connect. Select WooCommerce as the trigger application and choose the event ‘New Order Created’. This will capture new orders placed by customers.

Pabbly Connect provides a unique webhook URL. Copy this URL and navigate to your WooCommerce account. In the WooCommerce settings, go to the ‘Advanced’ tab and select ‘Webhooks’.

• Click on ‘Add Webhook’.
• Name the webhook ‘New Order’ and set its status to active.
• Paste the copied webhook URL into the ‘Delivery URL’ field.

Save the webhook settings. This establishes a connection between WooCommerce and Pabbly Connect, allowing it to capture order details automatically.

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4. Capturing Order Details in Pabbly Connect

After setting up the webhook, it’s time to test the connection. Place a test order in WooCommerce to ensure that Pabbly Connect captures the order details accurately.

Once the order is placed, return to Pabbly Connect and check for the webhook response. If the order is captured successfully, you will see the order details, including customer name, email, and other relevant information.

Confirm that the order details are displayed correctly. This indicates that the integration is functioning as expected, and you are ready to proceed to the next step of creating registrants in GoToWebinar.

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5. Creating Registrants in GoToWebinar

Now that you have the order details, set up the action in Pabbly Connect. Select GoToWebinar as the action application and choose the event ‘Create Registrant’.

Connect your GoToWebinar account by clicking the ‘Connect’ button and entering the required webinar details, including the date and time in UTC format. For instance, if your webinar is scheduled for 10 AM IST, convert this to UTC as 4:30 AM UTC.

Map the customer details from the previous step (e.g., first name, last name, email). Ensure all required fields are filled out correctly.

Finally, click on the ‘Save and Send Test Request’ button. If successful, you will see a confirmation that the registrant has been created in your GoToWebinar account.

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Conclusion

In this tutorial, we explored how to automate the registration of GoToWebinar participants using Pabbly Connect and WooCommerce. By following these steps, you can streamline your webinar registration process, saving time and ensuring a seamless experience for your customers.

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your stationary designing services using Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads with Salesforce, first access Pabbly Connect. Open your browser and type the URL for Pabbly Connect to reach the homepage. Here, you will see options to either sign in or sign up for free.

If you are a new user, click on the sign-up button to create your account, which takes just a couple of minutes. Existing users can log in directly. Once logged in, you can explore the features of Pabbly Connect and start building your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. You will be prompted to name your workflow, so enter a descriptive name like ‘Add IndiaMART Leads to Salesforce for Stationary Designing Service’.

• Click on the ‘Create’ button to save your workflow.
• You will see two windows for setting up triggers and actions.

In this step, you will define the trigger and action for your automation. The trigger will be the event that starts the workflow, while the action is what happens as a result of that trigger. Choose IndiaMART as your trigger application and Salesforce for the action step.

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3. Setting Up the Trigger with IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART and choose the trigger event ‘New Leads’. This means every time you receive a new lead through IndiaMART, the workflow will initiate.

Copy the webhook URL provided by Pabbly Connect, as this will be used to connect IndiaMART with Pabbly Connect. Navigate to your IndiaMART account, go to the Lead Manager section, and select the Push API option to paste this webhook URL. Activate it to allow data transfer.

• Deactivate any existing webhook before adding the new one.
• Provide the platform name as ‘Pabbly Connect’ when prompted.

Once the webhook is activated, return to Pabbly Connect to test the connection by submitting a dummy lead inquiry in IndiaMART. This will help capture the response needed for the next steps.

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4. Adding Salesforce as the Action Step

Now that you have set up the trigger, it’s time to add Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event ‘Create Record’ to add the new lead as a contact.

Connect your Salesforce account to Pabbly Connect by allowing the necessary permissions. Once connected, you will need to map the fields from the lead inquiry to the corresponding fields in Salesforce.

Map the first name and last name separately using the split text feature. Ensure to include company name, email, phone number, city, state, and inquiry message in the mapped fields.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the lead is successfully added to your Salesforce account.

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5. Conclusion: Automating Your Lead Management

By following these steps, you have successfully integrated IndiaMART leads with Salesforce using Pabbly Connect. This automation allows you to manage your stationary designing service inquiries efficiently.

Now, every time you receive a new lead through IndiaMART, it will automatically be added to your Salesforce CRM as a contact. This eliminates manual data entry and streamlines your workflow, making it easier to convert leads into customers.

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In conclusion, leveraging Pabbly Connect for automation can significantly enhance your business operations, allowing you to focus on delivering quality design services.

Learn how to automate sending Slack messages and creating SendFox contacts for WooCommerce order updates using Pabbly Connect in this detailed 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 WooCommerce Automation

In this section, we will explore how to set up Pabbly Connect to automate sending Slack messages and creating SendFox contacts for updated WooCommerce orders. First, you need to create a free account on Pabbly Connect, which can be done in just a few minutes by following the sign-up link provided.

Once you have created your account, log in to your Pabbly Connect dashboard. To initiate the automation, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘WooCommerce to Slack to SendFox’, and select the appropriate folder for your Pabbly Connect account. After naming your workflow, click on ‘Create’ to proceed.

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2. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you need to set up a trigger that activates whenever an order is updated. In the trigger step, select WooCommerce as the app and choose the event ‘Order Updated’ from the dropdown menu. Pabbly Connect will generate a webhook URL for you.

• Copy the generated webhook URL.
• Navigate to your WooCommerce settings in WordPress.
• Under the Advanced tab, select the Webhooks option.
• Click on ‘Add Webhook’ and fill in the required fields, including the copied URL.

After saving the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow Pabbly Connect to wait for a response from WooCommerce when an order is marked as completed.

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3. Setting Up Filter Condition in Pabbly Connect

After successfully capturing the webhook response from WooCommerce, the next step is to set a filter condition in Pabbly Connect. This filter will ensure that the automation continues only if the order status is marked as completed. To do this, add a new action step and select ‘Filter’ from the app options.

• Choose the response label for the order status from the available options.
• Set the filter condition to ‘equals’ and input ‘completed’ as the value.

Click on ‘Save and Send Test Request’. If the order status is indeed completed, you will see a confirmation that the condition is true. This step is crucial for ensuring that only completed orders trigger further actions in your workflow.

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4. Sending Slack Message via Pabbly Connect

Now that the filter condition is set, the next step involves sending a notification message to your Slack channel using Pabbly Connect. Add another action step, select Slack as the app, and choose ‘Send Channel Message’ as the action event. Connect your Slack account by clicking on ‘Connect’ and following the prompts to authorize.

Once connected, select the channel where you want to send the message. You can customize the message to include details such as the order ID, customer name, email, product ordered, quantity, and total amount. Use the mapping feature to insert these details dynamically from the previous steps.

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5. Adding SendFox Contact for the Completed Order

The final step in this automation is to add the customer as a contact in SendFox using Pabbly Connect. Create another action step, select SendFox, and choose ‘Add Contact to List’ as the action event. Connect your SendFox account by entering your personal access token, which you can obtain from your SendFox settings.

After connecting, select the appropriate contact list in SendFox where you want to add the customer. Use the mapping feature to fill in the customer details such as first name, last name, email, and address from the WooCommerce order details captured in the earlier steps.

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Conclusion

This tutorial demonstrated how to automate sending Slack messages and creating SendFox contacts for updated WooCommerce orders using Pabbly Connect. By following these steps, you can enhance your workflow efficiency and keep your team informed about order updates seamlessly.

Learn how to automate the enrollment of Graphy users on Instamojo sales using Pabbly Connect. This step-by-step guide covers the entire integration process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the enrollment of Graphy users on Instamojo sales, you need to access Pabbly Connect. Simply open your browser and search for Pabbly Connect to reach the landing page.

Once there, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up for Free’ to create an account and explore the platform. Existing users can 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 the Pabbly Connect dashboard. Here, to create a new workflow, click on the ‘Create Workflow’ button. This action will prompt you to name your workflow, which can be something like ‘Enroll Graphy User on Instamojo Sale’. using Pabbly Connect

• Click on ‘Create’ to proceed.
• The workflow window will display options for setting triggers and actions.

The trigger will be set as Instamojo, specifically selecting version 2. You will then choose the trigger event as ‘New Sale’, which initiates the workflow whenever a new sale occurs.

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3. Setting Up Webhook for Instamojo

Upon selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL to set up the connection between Instamojo and Pabbly Connect. using Pabbly Connect

Log into your Instamojo account, navigate to the product settings of the course you are selling, and locate the advanced settings. Here, you will find an option to enter the Webhook URL. Paste the URL you copied from Pabbly Connect and ensure to save the changes.

• Switch on the Webhook feature.
• Choose ‘Successful Payments’ as the information to be sent.

After saving the Webhook settings, your Instamojo account will be connected to Pabbly Connect, ready to capture new sales data.

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4. Testing the Webhook Response

To test if the Webhook is working correctly, perform a test submission on your Instamojo page. For this, fill in the required details such as first name, last name, email, and mobile number, then proceed to payment. using Pabbly Connect

Upon successful payment, Instamojo will send the test submission data to Pabbly Connect. Check your Pabbly Connect workflow to see if it captures the response correctly. You should see all relevant details like payment status and user information.

Ensure the payment status is marked as successful. Confirm that all user details are accurately captured in the workflow.

Once you verify the response, the trigger step is complete, and your Pabbly Connect workflow is ready to create a learner in Graphy.

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5. Enrolling the Graphy User

With the test submission successfully captured, the next step is to enroll the Graphy user. For this, you will need to add an action step in your Pabbly Connect workflow. Select Graphy as the action application. using Pabbly Connect

Choose the action event as ‘Create Learner’. You will then need to connect your Graphy account by entering the API key and merchant ID. These can be found in your Graphy account under Integrations.

Map the email, name, and mobile number from the previous response. Leave the password field blank, as users will set their passwords via email.

After configuring these details, click on ‘Send Test Request’ to create the learner. If successful, you will see a confirmation message, and the learner will appear in your Graphy account.

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Conclusion

In this tutorial, we demonstrated how to automate the enrollment of Graphy users on Instamojo sales using Pabbly Connect. By following these steps, you can streamline your course enrollment process without manual intervention, ensuring a seamless experience for your learners.

Learn how to automate the registration process for LiveWebinar using Zoho Forms and Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating the registration process for LiveWebinar using Zoho Forms, you first need to access Pabbly Connect. This platform enables seamless integration between various applications without any coding skills.

Start by navigating to the Pabbly Connect website. If you are an existing user, click on the ‘Sign In’ button. If you are new, select the ‘Sign Up for Free’ option to create an account and receive 100 free tasks monthly.

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2. Creating a New Workflow in Pabbly Connect

After logging into your Pabbly Connect account, you will see the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to start a new automation.

In the dialog box that appears, name your workflow, such as ‘Create LiveWebinar Registrant on Zoho Form Submission’. Choose a relevant folder for organization, such as ‘Webinars and Meetings’. Click on ‘Create’ to proceed.

• Select the trigger application, which will be Zoho Forms.
• Choose the trigger event for form submission.
• Copy the webhook URL provided by Pabbly Connect.

These steps will establish the foundation for your integration, linking Zoho Forms to LiveWebinar through Pabbly Connect.

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3. Setting Up Zoho Forms for Integration

Next, you will need to configure Zoho Forms to send data to Pabbly Connect. Go to your Zoho Forms account and select the specific form you want to connect.

Navigate to the ‘Integrations’ tab, find the ‘Webhook’ option, and paste the webhook URL you copied earlier from Pabbly Connect. Set the content type to ‘application/json’ and ensure the authorization type is set to ‘General’.

• Add the required fields: first name, last name, email, and phone number.
• Click ‘Save’ to establish the connection.

With this setup, every new form submission will trigger a response sent to Pabbly Connect, enabling automatic registrant creation in LiveWebinar.

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4. Creating a Registrant in LiveWebinar

After successfully setting up Zoho Forms, the next step is to create a registrant in LiveWebinar using Pabbly Connect. Go back to your Pabbly Connect workflow and select LiveWebinar as the action application.

Choose the action event ‘Create Webinar Registrant’. If prompted, log into your LiveWebinar account to authorize the connection. Once authorized, fill in the required fields using mapped data from the Zoho Forms submission.

Select the webinar from the dropdown where you want to add the registrant. Map the first name, last name, and email fields from the previous step. Click ‘Save & Send Test Request’ to verify the setup.

This process ensures that every new registration from Zoho Forms is automatically added as a registrant in your LiveWebinar, streamlining your workflow with Pabbly Connect.

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5. Testing the Integration for Success

Once the integration is set up, it’s crucial to test the entire workflow to ensure it functions correctly. Go back to Zoho Forms and submit a test entry using dummy data.

After submitting the form, return to Pabbly Connect and check for the response. If the data is captured successfully, you will see the details reflected in your workflow.

To confirm the registrant was added, log into your LiveWebinar account and check the attendees list for the webinar. You should see the test entry you submitted, confirming that Pabbly Connect has successfully automated the registration process.

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Conclusion

In this tutorial, we explored how to automate the process of creating LiveWebinar registrants through Zoho Forms submissions using Pabbly Connect. This integration streamlines your workflow, ensuring that every registration is captured automatically.

By following these steps, you can enhance your webinar management without manual intervention, making your process more efficient and effective.

Learn how to automate the creation of Xero contacts from Cashfree payments using Pabbly Connect. Follow this detailed 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 Cashfree and Xero Integration

To begin the integration process, you need to access Pabbly Connect. Start by opening your browser and navigating to Pabbly.com/connect. If you are a new user, click on ‘Sign up for free’ to create your account. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the workflow dashboard. Here, you can create an automated workflow that connects Cashfree payments with Xero contacts seamlessly, enhancing your business operations.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which can be something like ‘Create Xero Contact on Cashfree Payment’ and select a folder to save it in, such as ‘Automations’. After entering the details, click ‘Create’.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder for saving
• Click ‘Create’

After clicking ‘Create’, you will be directed to the workflow window where you can set up triggers and actions. This is where the automation begins, allowing you to connect Cashfree and Xero through Pabbly Connect.

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3. Setting Up Trigger for Cashfree Payments

Now, let’s set up the trigger event in Pabbly Connect. Choose Cashfree as your trigger application. You will then need to select the trigger event; in this case, select ‘New Payment via Form’. This event will initiate the workflow whenever a payment is made through Cashfree.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your Cashfree account to establish the connection. Log into your Cashfree account, navigate to the Developers section, and find the Webhooks under Payment Gateway. Here, add a new webhook endpoint and paste the copied URL.

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4. Capturing Customer Details from Cashfree

After setting up the webhook in Cashfree, return to Pabbly Connect and click on ‘Re-capture Webhook Response’. This step is crucial as it allows you to capture the details of the customer making the payment. Perform a test submission by entering customer details such as name, email, and phone number, and complete a payment.

Once the payment is successful, Pabbly Connect will capture the response containing all necessary customer information. This includes the customer’s name, email, and phone number, which will be used to create a contact in Xero automatically. Ensure all details are correctly captured to maintain accurate records in your accounting system.

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5. Creating a Contact in Xero Using Pabbly Connect

With customer details captured, it’s time to create a contact in Xero. In Pabbly Connect, select Xero as your action application. Choose ‘Create Contact’ as the action event. If you have connected Xero previously, you can select an existing connection; otherwise, you will need to add a new connection.

During this setup, map the customer details received from Cashfree to the corresponding fields in Xero. For example, map the customer name, email, and phone number to ensure that the new contact reflects the correct information. After completing the mapping, click ‘Send Test Request’ to verify that the contact is created successfully in Xero, confirming that your automation is functioning correctly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Xero contacts from Cashfree payments. By following these steps, you can enhance your business efficiency and maintain organized financial records without manual intervention.