How to Create GetResponse Subscriber from Facebook Lead Ads

Create GetResponse Subscriber from Facebook Lead Ads

Do you want to know how to create GetResponse subscriber from Facebook Lead Ads in real-time? If that’s the case then we are proposing a technique to integrate Facebook and GetResponse using Pabbly Connect.

Create GetResponse Subscriber from Facebook Lead Ads

Basically, Pabbly Connect is an integration and automation software that lets you transfer data automatically between remote applications. Even a non-programmer can use it very efficiently.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before we bounce straight into the integration process, let us know a smidgen of information about both services. Facebook is a social media platform or social networking site that allows the user all over the world to connect and interact. However, GetResponse is an email marketing software that helps businesses to create responsive emails and do marketing automation.

Since Facebook and GetResponse don’t have any kind of integration between them, that’s why we use Pabbly Connect.

After integrating this software, you can easily create GetResponse Subscriber from Facebook lead ads automatically. Moreover, we’ve embedded a video below to assist you with this automation process.

Besides, if you want to save a little time in making this automation from scratch, we have attached a template for the same. Just simply click the ‘Use Workflow’ button to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

Create GetResponse Subscriber from Facebook Lead Ads Workflow

Promptly, let’s follow the step by step procedure to integrate Facebook and GetResponse.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create GetResponse subscriber from Facebook Lead Ads by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, tap on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Facebook to GetResponse Integration

(a) Start with a New Workflow

Create New Workflow

Start by creating a workflow for your integration by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Facebook Lead Ads to GetResponse

Forthwith, name the workflow according to the integration. I names the workflow ‘Facebook Lead Ads to GetResponse’.

Step 4 – Setting Trigger for Facebook Lead Ads to GetResponse Integration

To automatically create GetResponse Subscriber from Facebook lead ads, you’ll need to set up a trigger on Facebook new leads and then add its respective action.

(a) Select Application you want to integrate

Integrate Facebook for Trigger

Now, select the application that you want to integrate. Here, we are choosing ‘Facebook Lead Ads’ for integration & in the method section, select ‘New Lead’.

(b) Connect with Facebook Lead Ads

Connect with Facebook Lead Ads

After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button to move forward.

(c) Authorize Facebook

Authorize Facebook

Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account. At last click on the ‘Save’ button.

(d) Map the fields

Map the Fields Facebook

Subsequently, Pabbly Connect fetches all the pages and forms available on that account. Simply, select the page and forms from which you want to get the leads. And along with this, switch off the ‘Simple Response’ section (to get the data in the correct format).

Step 5: Create a New Lead

To create a new lead or to check whether the integration process is working or not, go to your Facebook account.

(a) Open Facebook Page

Open Facebook Page

Open up the same Facebook page which you have selected above, i.e. ‘Neepan Tech’’.

(b) Go to Publishing Tool

Go to Publishing Tool

After that, go to the Publishing Tool from the left sidebar and click on it.

(c) Select Form Library

Select Form Library

On the left sidebar, under the ‘Lead Ads Forms’ section, click on the ‘Form Library’ option. And then you see all the lead forms, click on ‘Preview’ of your form, i.e. ‘FB Leads Form’.

(d) Add Details

Add Details

After clicking on Preview, a window will open up, enter the email ID and full name of the new lead and then click on the ‘Save’ button. And at last click on ‘Submit’.

(e) Save and Sent Test Request

Save and Send Test Request Facebook

Once you are done with the creation of a new lead, head back to the Pabbly Connect window. And, click on the ‘Save and Sent Request’ button to get the API response.

(f) Check & Save Response

Save Response

Hence, the API response is showing. Check it and click on the ‘Save’ button to save it.

Step 6: Setting Data Transformer

As the fields and values are not showing properly, so we have to add the ‘Data Transformer’ as an action step.

(a) Select Application 

Select Data Transformer

To add the Data Transformer, click on the plus (+) button. An action window appears, select ‘Data Transformer’ from the choose app drop-down and select method ‘Facebook Lead Ads’.

(b) Connect with Data Transformer

Connect with Data Transformer

After selecting the application, click on ‘Connect With Data Transformer’ button.

(c) Map the Field Data

Map the Fields

Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through Facebook Lead Ads trigger.

(d) Save and Sent Test Request

Save and Send Test Request

Further, click on the ‘Save and Sent Test Request’ button to get the API response.

(e) Check & Save Response

Check and Save Response

Now we get the response in the correct format, click on the ‘Save’ button.

Step 7: Setting Action for Facebook to GetResponse

Now that, we have collected all the information in the correct format. It’s time to create a GetResponse subscriber from Facebook response by set up an action.

(a) Select Application you want to Integrate

Select GetResponse

Click on the plus icon and select ‘GetResponse’ from choose app and add action event as ‘Create a New Contact’.

(b) Connect with GetResponse

Connect with GetResponse

Further, click on the ‘Connect With GetResponse’ button. A window will open up.

Step 8: Connect GetResponse with Pabbly Connect

To connect GetResponse to Pabbly Connect, you have to enter the API Key. For which you are required to log in to your GetResponse account.

(a) Log in to GetResponse

Login to GetResponse

Firstly, log in to your GetResponse account by filling up your credentials.

(b) Go to Integrations and API

Go to Integrations and API

In the GetResponse dashboard, hover the mouse over the Menu section, where you will see the option ‘Integrations and API’, click on it.

(c) Generate New API

Generate New API

After that, click on the API from the above menu option and then click on the ‘Generate API Key’ button.

(d) Name the API

Name the API

Now its time to give a name to the API, we named it ‘Facebook to GetResponse’ and then click on the ‘Generate’ button.

(e) Copy the API Key

Copy the API Key

Next, copy the generated API Key to paste it in Pabbly Connect.

(f) Paste the API Key

Paste the API Key

Further, paste the API Key in the Pabbly Connect window and click on ‘Save’ button.

(g) Map the Fields

Map the Fields

Map the fields in the GetResponse action window such as name, email, days of cycle, and tag ID.

(h) Save and Sent Test Request

Save and Send Test Request

Now click on the ‘Save and Sent Test Request’ button.

(i) Check & Save Response

Check and Save Response

Besides, you can check the response of your API in the action window. Ultimately, press the ‘Save’ button to save the action API’s response.

Step 9:  Check Response in GetResponse Dashboard

Check Response in GetResponse

Promptly, you have successfully completed the integration process. Go to the GetResponse ‘List’ section and then click on ‘Show all contacts’ button to check for the newly added subscriber.

Now, whenever a new lead is created through Facebook Lead Ads, a subscriber will automatically get added to the GetResponse as a new contact.

Conclusion:

To sum up, this was the whole gist of the process of How to Create GetResponse Subscriber from Facebook Lead Ads’. Consequently, after completing the step by step procedure, you will end up auto-creating GetResponse subscribers for every new lead on Facebook via Pabbly Connect.

Although, you can also grab Pabbly Connect for FREE with all its premium features.

Also, do comment us your queries & suggestions in the section given below.

You May Also Like To Read –

How to Update Automizy Tag from QuestionScout Form Response

How to Update Automizy Tag from QuestionScout Form Response

Looking for a way to update Automizy tag from QuestionScout form response? If yes, then let us introduce you to the most amazing tool named Pabbly Connect.

So basically, Pabbly Connect is an integration & automation software that enables you to connect multiple apps to transfer data from one application to another automatically in real-time.

How to Update Automizy Tag from QuestionScout Form Response

But before we jump straight into the integration process, let’s know a little bit about both the software. Hence, QuestionScout is the all-in-one form and survey builder made for teams of all sizes and individuals. Whereas, Automizy is a powerful email marketing tool that enables small and medium-size business and marketing consultants to send personalized emails and increase email open rates

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

After integrating these applications, whenever there will be any new submission in your QuestionScout forms, the contacts will get added automatically in your Automizy account with the updated tags in real-time. You can also check out the video that we have provided here for integration –

Even though, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.

Using this software, you can effortlessly share data within multiple premium services easily. Moreover, you don’t need to have any coding skills & even a beginner can use it efficiently. Besides, this would be just a one-time setup. Afterwards, the data will automatically be transferred in real-time.

Thus, without any further ado, let’s start the blog on how to connect QuestionScout and Automizy in real-time. Plus, we’ve attached a template for this integration to assist you to get started quickly. You can just click the image below to get started. Additionally, you can go to the Marketplace & look for more apps/integrations.

How

So, let’s get started & follow the step by step process to integrate QuestionScout and Automizy.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to update Automizy tag from QuestionScout form response by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for QuestionScout to Automizy Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘QuestionScout to Automizy’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for QuestionScout to Automizy Integration

As soon as you are done naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select QuestionScout

Now, we will select the application that we want to integrate. In this case, we are selecting ‘QuestionScout’ for integration. In the method section, select ‘New Submission’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting QuestionScout to Pabbly Connect

To connect QuestionScout with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your QuestionScout account.

(a) Select Form

Select Form QuestionScout

To paste the webhook URL, select any of the listed forms, through which you want to capture the data and then click on the ‘Edit Form’ button.

(b) Click on Settings

Settings QuestionScout

Now, click on the ‘Settings’ option given on the dashboard.

(c) Add a Webhook

Add a Webhook QuestionScout

Scroll down and click on the ‘Add a Webhook’ button to paste the URL.

(d) Paste the Webhook URL

Paste the Webhook URL

Simply, select the ‘New Submission’ in the ‘Trigger Event’ section and then paste the copied webhook URL. After making the changes, hit the ‘Add Webhook’ button.

Step 6: Make a Test Submission

To check if the integration is capturing data or not, we will make a dummy form submission in QuestionScout.

(a) Capture Webhook Response

Capture Webhook Response

To capture the data from QuestionScout, click on the ‘Capture Webhook Response’ button in Pabbly Connect Dashboard.

(b) Fill the form

Fill the Form QuestionScout

Now, open that form in a new tab in which we pasted the webhook URL and fill the details like name, email, etc.

(c) Submit the Form

Submit the Form QuestionScout

Now, select the skills according to your needs and then hit the ‘Submit’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Submit’ in QuestionScout, the form entry will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option.

Step 8: Setting Action for QuestionScout to Automizy Integration

To make this QuestionScout-Automizy integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Automizy

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Automizy’ to integrate and in the method section select ‘Creating a Contact on a List’.

(b) Click the Connect Button

Connect with Automizy

After choosing the application click on the ‘Connect with Automizy’ button to move forward.

Step 9: Connecting Automizy to Pabbly Connect

To connect Automizy to Pabbly Connect, you have to paste the API token from your Automizy account to Pabbly Connect. For that, you need to log in to your Automizy account.

(a) Click on the API Link

Click on the API Link Automizy

Now to get the API token, click on the given link.

(b) Copy the API Token

Copy the API Token Automizy

In this step, copy the given API token to move forward. You can also generate new API tokens.

(c) Paste the API Token

Paste the API Token Automizy

Next, simply paste the copied API token to Pabbly Connect and then hit the ‘Save’ button.

(d) Map the Fields

Map the Fields

After connecting with your Automizy account, map all the fields quickly like the list, tag, etc.

(e) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Automizy Dashboard

Check Response

In the end, when you check your Automizy dashboard, the contact has been added with the ‘QuestionScout Form’ tag automatically.

Conclusion –

In a nutshell, this was all about ‘How to Update Automizy Tag from QuestionScout Form Response’. Consequently, after completing this step by step procedure, you will end up auto-updating the Automizy tag from QuestionScout form submission via Pabbly Connect.

Meanwhile, you can grab Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

You May Also Like To Read –

How to Create Mautic Contact from New Shopify Customer

How to Create Mautic Contact from New Shopify Customer

Are you really very tired of creating Mautic contact for every single Shopify customer manually. And want to get rid of it by automating it in one go? If yes then here in this blog we can help you in automating the task by using Pabbly Connect.

How to Create Mautic Contact from New Shopify Customer

Basically, Pabbly Connect is an integration & automation tool that lets you share data from one application to another in real-time. So, don’t worry about creating Mautic contact from new Shopify customer manually. As it will automate your task in just one go after that, the Pabbly Connect will take care of the rest. And you know what’s the best part? That you don’t have to use any coding skills & even beginners can use it efficiently.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect

Before starting the procedure, let’s learn a little about the services. Shopify is an e-commerce platform that allows you to create an online store to sell, ship, and manage your products. Whereas, Mautic is an open marketing software platform that enables you to make personalized emails, landing pages, intuitive workflows, etc.

Moreover, once you set-up this workflow all the contacts will be automatically gets added to your Mautic account whenever a customer is enrolled in Shopify.

Also, we are enclosing a video for the same integration as well. Just have a look at it –

Apart from that, we’ve also attached the template for the same to help you get started immediately. You can simply tap on the image below to get started. Moreover, you can go to the App Directory & look for more integrations/apps.

How

So, let’s begin the blog about how to create Mautic contact for newly added Shopify customer.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Mautic contact for newly added Shopify customer by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Moreover, you can either manually fill-up all the details or else sign up via Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Following that, press the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Mautic Integration

(a) Start with a New Workflow

Create New Workflow

Now, start by creating a workflow for your project by clicking on the button named ‘Create Workflow’.

(b) Name the Workflow

Name the Workflow

Afterward, simply name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Mautic Integration

Once you are done naming your workflow, now it’s time to select the application you want to integrate. Pabbly Connect lets you integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Select-Shopify-1

Now, it’s time to select the application that you want to integrate. As here, we are choosing “Shopify” for integration, & in the method section, select “New Customer”.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-6-1

Next, just copy the webhook URL as shown in the above image.

Step 5: Connecting Shopify to Pabbly Connect

Now, to connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. And to do so, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click Settings

After log in to your Shopify account, hit the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

How

Next, click on the option named as “Notifications” to proceed further.

(c) Click on Create Webhook

How

Subsequently, scroll down the page and click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste the Webhook URL

Eventually, a dialogue box will pop-up, here select “Customer Creation” in the event section & then paste the copied webhook URL. Once you are done making all the changes, simply click on the button named “Save Webhook”.

Step 6: Add a Sample Customer

Now, we will create a dummy customer on Shopify to check the working of this integration by capturing the data from Shopify to Pabbly Connect.

(a) Click on Create Account

Click-on-Create-Account-Shopify-1

Next, open the online store page of Shopify in the new tab & click on the “Create Account” option.

(b) Add Details

create_customer_for_shopify_to_mailjet

Next, add all the required details of the customer such as name, email, etc, and click on the button named “Create”.

(c) Click Submit Button

Click-Submit-Shopify-1

Later, tap on the captcha checkbox and then click on the “Submit” button. Before that, make sure to click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

check_and_save_trigger_response_for_shopify_to_mailjet

Once you click on the “Submit” button in Shopify, the customer info will appear on the Pabbly Connect dashboard. Now, hit the “Save” option to save the entire workflow.

Step 8: Setting Action for Shopify with Mautic Integration

Now, in order to make this Shopify-Mautic integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Mautic

Next, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Mautic’ as the application and select ‘Create or Update Contact’ as an “Action Event”.

(b) Click the Connect Button

Connect with Mautic

Next, simply tap on the ‘Connect with Mautic’ button to move forward.

Step 9: Connecting Mautic to Pabbly Connect

Furthermore, to connect Mautic to Pabbly Connect, you have to paste the ‘Base URL’ from your Mautic account to Pabbly Connect. Hence for that, you have to log in to your Mautic account.

(a) Click on Mautic Settings

Click on Settings Mautic

Now, in order to get the base URL, press the ‘Settings’ icon in your Mautic dashboard, and then select the ‘Configuration’ option.

(b) Copy the Base URL

Copy the Site URL Mautic

Promptly, copy the base URL to move on to the next step.

(c) Paste the Credentials

Paste the Credentials Mautic

The following step is to paste the copied URL along with your Mautic account’s username and password. After that hit the ‘Save’ button.

(d) Map the Fields

select_list_and_map_fields_for_shopify_to_sendinblue

After connecting with your Mautic account, map all the fields quickly like the name, email, etc.

(e) Save and Send Test Request

save_and_send_test_request_for_mailjet_action

Once you are done adding up all field data, just hit the ‘Save & Send Test Request’ button.

(f) Check & Save Response

check_and_save_mailjet_action_response

Besides, you can check the response of your API in the action window. Ultimately, press the ‘Save’ button in order to save the action API’s response.

Step 10: Check Response in Mautic Dashboard

Check Response in Mautic Dashboard

In the end, when you check your Mautic dashboard, the contact has been created from new Shopify customer.

Conclusion –

That’s it! Now you know the answer to your question “How to Create Mautic Contact from New Shopify Customer in real-time?”. Just follow all the step by step procedure mentioned above & your Shopify to Mautic integration is set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

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How to Create Google Calendar Event for New Avaza Task

How to Create Google Calendar Event for New Avaza Task

Tired of manually creating Google Calendar event for new Avaza task?

How to Create Google Calendar Event for New Avaza Task

If yes then worry not as I’m going to tell you, how to integrate Avaza with Google Calendar and automate tasks within a few minutes. You must be aware that there is no direct integration between these two services. So, we’ll be using Pabbly Connect to achieve this automation.

So, basically, Pabbly Connect is integration & automation software that lets you transfer data among multiple applications in real-time.

Most importantly, you don’t have to do any hard coding & even a fresher can use it efficiently. Also, this procedure will be just a one-time setup & after that, the workflow will take care of rest.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But, before jumping directly on the procedure first, let’s learn a bit about the services. Avaza is a productive platform to collaborate on projects, schedule resources, track time, manage expenses & create invoices. Whereas, Google Calendar is a time-management and scheduling calendar service developed by Google.

Consequently, once you’re done setting up this workflow your events will be created automatically in your Google Calendar whenever there is a new task created in Avaza.

Additionally, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

Besides, we have added the template for this integration to help you get started more quickly. You can click on the image given below to get started. Additionally, you can also visit the Marketplace & look for more integrations and apps.

Instantly Create Google Calendar Event for New Avaza Task

So, get ready as we’re going to discover the Avaza and Google Calendar integration.

Step 1: Sign up to Pabbly Connect

Sign Up

To create Google Calendar event for new Avaza task first, visit the Pabbly Connect website & hit the ‘Sign-Up Free‘ button. Next on the registration page that opens subsequently either use your existing Gmail account or manually fill the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Avaza to Google Calendar Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add an event on Google Calendar for every new Avaza task & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Name the Workflow

Now, name the workflow as per your need (for instance: Avaza Task to Google Calendar Event) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Avaza to Google Calendar Integration

To automatically add Google Calendar event for the newly added Avaza tasks, you’ll need to set-up a trigger using Pabbly Connect.

(a) Select Application you want to integrate

Select Avaza

When you click on the create button to generate the workflow, a page containing the trigger window will open next. Select the ‘Avaza’ app from the ‘Choose App’ field drop-down options and in the ‘Trigger Event’ section select ‘New Task’.

(b) Click Connect Button

Connect with Avaza

After choosing the app, click on the given ‘Connect with Avaza’ button.

Step 5: Connecting Avaza to Pabbly Connect

To connect Avaza to Pabbly Connect, you have to paste the ‘Personal Access Token’ from your Avaza account to Pabbly Connect.

(a) Go to Avaza Settings

Avaza Settings

To get the personal access token, log in to your Avaza account. Click on the ‘Settings’ option in your Avaza dashboard and then select the ‘Manage Developer Apps’ option.

(b) Click on Add Personal Access Token

Click on Add Personal Access Token Avaza

Now, click on the given ‘Add Personal Access Token’ button.

(c) Name your Token

Name your Token Avaza

Next, name the token according to your requirements and check on all the access scopes options. After making all these changes click on the ‘Save’ button.

(d) Copy Personal Acess Token

Copy Personal Access Token Avaza

Simply copy the given personal access token.

(e) Paste Personal Access Token

Paste Personal Access Token Avaza

In this step, paste the copied personal access token in Pabbly Connect and hit the ‘Save’ button.

(f) Send Test Request

Send Test Request Avaza

Here, we will get a webhook URL, to set this webhook URL in your Avaza account to transfer the data we will click on the ‘Save & Send Test Request Button’.

Step 6: Add a Test Task

To check whether this integration is working or not, we will add a dummy task in our Avaza account.

(a) Click on Projects

Click on Projects Avaza

To create a new task, click on the ‘Projects’ option in your Avaza dashboard and then select ‘All Projects’ option.

(b) Select Project

Select Project Avaza

Here, we will select any of the listed projects in which we wish to create tasks.

(c) Click on Add Task

Add Task Avaza

Now simply click on the ‘Add Task’ button to add a dummy task.

(d) Create Task

Create Task Avaza

Next, you need to name your task and in the ‘Assigned to’ section select Pabbly Connect. You can fill the title and description according to your needs then select the date of your task. Select the priority of your task and then hit the ‘Save’ button. But before hitting the button, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Save’ in Avaza, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Action for Avaza to Google Calendar Integration

To make this Avaza-Google Calendar integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Google Calender

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Google Calendar’ to integrate and in the method section select ‘Create an Event’.

(b) Click the Connect Button

Connect with Google Calender

After choosing the application click on the ‘Connect with Google Calendar’ button to move forward.

Step 9: Connecting Google Calendar to Pabbly Connect

To connect Google Calendar to Pabbly Connect, you have to authenticate your Google account. For that, you need to log in to your Google Account.

(a) Authorize Application

Authorize Application Google Calender

To authorize the application, again click on the ‘Connect with Google Calendar’ button and then select the Google account through which you want to integrate the application.

(b) Map the Fields

Map the Fields

After connecting with your Google account, map all the fields quickly like the calendar, title, etc.

(c) Save and Send Test Request

Send Test Request Google Calender

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Google Calendar

Check Response

In the end, when you check your Google Calendar, the event has been created automatically.

Conclusion –

All in all, this was all about ‘How to Create Google Calendar Event for New Avaza Task’. Consequently, after completing the step by step procedure, you will end up auto-creating events in Google Calendar for every new Avaza task.

However, in the meantime go and try Pabbly Connect for FREE with all its premium features.

Also, do comment us your queries in the section given below.

You May Also Like To Read –

How to Create Salesforce Contact from New Shopify Customers

How to Create Salesforce Contact from New Shopify Customers

Tired of manually creating the contact in Salesforce whenever there is a new customer entry on Shopify?

How to Create Salesforce Contact from New Shopify Customers

As I’m going to tell you, how to integrate Shopify with Salesforce and automate tasks within a few minutes. You must be aware that there is no native integration of these tools. So, we’ll be using a third software in between Pabbly Connect to perform this automation.

Basically, Pabbly Connect is an integration & automation service that allows you to share data among various applications in real-time.

Moreover, this would be just a single-time setup & after that, the workflow will take care of rest. Also, you don’t need to be a developer, even a non-techy person can use it efficiently.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

But, before jumping directly on the procedure first, let’s learn a wee bit about the services. Shopify is an eCommerce platform that enables you to build an online shop and sell goods online. Whereas, Salesforce is a CRM platform that gives a single, shared view of every customer.

Consequently, once you’re done setting up this workflow your customers will get listed onto customer relationship management tool i.e, Salesforce whenever there is a new customer entry on Shopify.

Additionally, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

Besides, we have also embedded the template for this integration to help you get started instantly. You can click on the ‘Use Workflow’ button available below to get started. Additionally, visit App Directory & look for more integrations & apps.

How

So, buckle up as we’re going to discover the Shopify and Salesforce integration.

How to Create Salesforce Contact from New Shopify Customer (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure of connecting Shopify with Salesforce by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. You can use your existing Gmail account or manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After that, strike the ‘Access Now’ button of the software ‘Connect’ within the Pabbly applications.

Step 3: Workflow for Shopify with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow to add contacts on Salesforce for every new Shopify contact & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

workflow_for_shopify_to_salesforce

Now, name the workflow as per the integration or use-case (for instance: Shopify to Salesforce etc). Finally, click on the ‘Create’ button available.

Step 4: Setting Trigger for Shopify to Salesforce Integration

To automatically add Salesforce contact for the newly added Shopify customer, you’ll need to set-up a trigger on the new Shopify customer and its respective action to add a contact on Salesforce using Pabbly Connect.

(a) Select Application you want to integrate

integrate_shopify

When you click on the create, a page carrying the trigger window will open up.

Select the ‘Shopify’ app from the ‘Choose App’ field’s drop-down choices.

(b) Select Method & Connect with Shopify

copy_webhook_url_for_shopify_to

Select the event in here to be ‘New Customer’ & then copy the given webhook URL.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly connect, you’ll need to login to your Shopify account & paste the copied webhook URL after creating a webhook.

(a) Go to Your Shopify Settings

click_on_shopify_settings

After successfully signing into your Shopify account, hit the ‘Settings’ option available at the bottom left corner in the vertical menu.

(b) Select Notification Option

Go To Notification

A page will open up carrying all the Shopify settings, select the notification option to auto-create contacts from your Shopify store customers.

(c) Click the Create Webhook Button

Create Webhook Shopify

On the next page, you’ll see many notification options. So, head directly to the bottom of the page on the ‘Webhooks’ section and hit the ‘Create Webhook’ button.

(d) Add Webhook Details

add_webhook_details

A window asking for webhook details will open up.

Firstly, select the event field value as ‘Customer creation’. Secondly, make sure the format here is ‘JSON’. After that paste, the copied webhook URL in the URL field.

Finally, push the ‘Save webhook’ button available at the bottom right corner of the pop-up window.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for Shopify and Salesforce integration. So, let’s test the trigger setting by signing up for a test customer on Shopify.

(a) Capture Webhook Response

capture_webhook_response_for_razorpay_to_klaviyo

To test the set trigger first, click on the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.

(b) Open Your Shopify Store

open_online_store

Now, go back to your Shopify dashboard & click on the eye icon to visit your online store. Next, make a test registration on the online store.

(c) Create a Test Contact

create_customer_for_shopify_to_mailjet

Fill in the required information to make a test customer and complete the registration by pushing the ‘Create’ button at last.

(d) Check & Save Trigger Response

check_and_save_trigger_response_for_shopify_to_mailjet

Once you successfully complete the Shopify registration, the Pabbly Connect trigger response will start showing the test data for the current sign-up.

Remember to save the trigger response as it will be used further.

Step 7: Setting Action for Shopify to Salesforce Integration

Now, as we have gathered all the necessary information to create a contact on Salesforce from Shopify response. We can now proceed to feed this data to perform the Salesforce action. After that, a new contact will be created automatically for every new Shopify customer.

(a) Select Application you want to Integrate

integrate_salesforce_for_shopify_to_salesforce

Hit the plus button next to your Shopify trigger.

Select the app to integrate here as ‘Salesforce’ & method as ‘Create Contact’.

Lastly, push the ‘Connect with Salesforce’ button.

(b) Connecting Salesforce to Pabbly Connect

Connect with Salesforce for WooCommerce to Salesforce

In the window that slides-in from the right side, click on ‘Connect with Salesforce’ button. and authorize your Salesforce account to connect with Pabbly Connect by allowing the system requirements.

(d) Map Fields

map_fields_for_shopify_to_salesforce

Now, map the last name and all the other required fields.

To map a value, hit the menu button (three horizontal lines) next to that particular field.

After that, select the value that you want to map with that respective field.

(f) Send Test Request

send_test_request_for_action_for_shopify_to_salesforce

Further, click on the ‘Save & Send Test Request’ button to send a request for creating a contact on Salesforce.

(g) Check & Save Response

save_action_response_for_shopify_to_salesforce

Certainly, you can check the response of your API in the action window. And, if there is some error while sending the data then it will start showing you the error.

Finally, hit the ‘Save’ button to save the action API’s response.

Step 8: Check Response in Salesforce Dashboard

customer_entry_on_salesforce

Also, you can check the contact’s entry on your connected Salesforce account.

Conclusion –

To sum up, this was all about ‘How to create Salesforce contact from new Shopify customer’. Consequently, after completing the step by step procedure, you will end up auto-creating Salesforce contacts from the newly added Shopify customer.

Meanwhile, you can opt Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

You May Also Like to Read:

How to Send Thanks.io Postcard from New Shopify Order

How to Send Thanks.io Postcard From New Shopify Order

Are you looking out for a way to send Thanks.io postcard from new Shopify order? If yes!! Then look no further, as here we are going to integrate Shopify with Thanks.io using Pabbly Connect.

So that whenever a new order will get placed in Shopify, the customer will automatically get a postcard generated via Thanks.io.

How to Send Thanks.io Postcard From New Shopify Order

Isn’t it going to be very helpful and time-saving, if you can just use a connecting service that can let you to transfer data automatically from one app to another? Therefore, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tool to automate tasks in no time.

Before we start the integration process, let’s know a little bit about both software.  Basically, Shopify is an e-commerce platform that lets you build your own store. Whereas, Thanks.io helps you to send automated handwritten postcards, notecards & letters worldwide. that can be used for lead generation, up-selling, re-marketing, etc.

Thus, by connecting Shopify with Thanks.io, you can send a postcard to your recipient via Thanks.io whenever an order is placed in Shopify in real-time. This way you can keep all your customers posted and save yourself from doing all the repetitive work & can ultimately save a lot of time & effort.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Just integrate it once & relax, it will handle all the workload later. Moreover, you can access all the features even in its free plan. Just go to the App Directory and look for the apps you use to get started.

Plus, we have a template for this integration that can assist you to get started quickly. Tap on the Use Workflow button below to get started.

https://www.pabbly.com/connect/marketplace/send-thanks-io-postcard-from-new-shopify-order/

So, without any further, let’s start the blog to integrate Thanks.io with Shopify using Pabbly Connect.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send Thanks.io postcard from new Shopify order by pressing the “Sign Up Free” button on the Pabbly Connect home page. Following that, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Succeedingly, after logging into the account, press the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Thanks.io Integration

(a) Start with a New Workflow

Create New Workflow

Start by creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Thanks.io Integration

Once you are done naming your workflow, now it’s time to select the application you want to integrate. Pabbly Connect allows you integrate countless premium applications, click here to create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

The succeeding step is to select “Shopify” from the dropdown option, then choose the method as “New Order” to send postcard via Thanks.io.

(b) Copy the Webhook URL

Copy the Webhook URL

Now copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

Subsequently, to send Thanks.io Postcard for every new Shopify order, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

Just go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications

Later on, a tab with a different option will open. Promptly, to paste the Webhook URL, simply hit the “Notifications” option.

(c) Move to Webhook Option

Move to Webhook Option

Eventually, you will see the Webhook option below in the “Notification” tab, just tap on the “Create Webhook” button.

(d) Paste the Webhook URL

Paste the Webhook

After pressing the “Create Webhook” button, a window will open up with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” section. Ultimately, hit “Save Webhook” to save the setting.

(e) Make a Purchase to Test Shopify Integration

Make a Purchase to Test Shopify Integration

Now, in order to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product. And, enter all the required details and press the “Continue Shipping” button. Before that, you need to go to the Pabbly Connect dashboard and press the button named “Capture Webhook Response”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

After pressing on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Furthermore, press the “Save” option.

Step 7: Setting Actions for Shopify to Thanks.io Integration

Now, in order to make this Shopify-Thanks.io integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Integrate Thanks.io for PayKickstart to Thanks.io

Afterward, press the + button below and choose the application that you want to integrate. Here we will choose ‘Thanks.io’ to integrate.

(b) Click the Connect Button

Select Action Event

After choosing the application, now choose the method as “Send 4×6 Postcard” then hit the ‘Connect with Thanks.io’ button to move forward.

Step 8: Connecting Thanks.io to Pabbly Connect

Next, to connect Thanks.io to Pabbly Connect, you’ll have to paste the “Token”.  And for that, you need to log in to your Thanks.io account.

(a) Click on Gear Icon

Click on Gear Icon

Once you log into your Thanks.io account, hit the gear icon on the uppermost section of the dashboard. And then click on the “API Access” button.

(b) Create Personal Access Token

Create Personal Access Token

Later, scroll down the page and create the “Personal Access Token” by pressing the “+” button.

(c) Copy the API Key

Create Token to Create Thanks.io Recipient from New Shopify Order

As soon as you will press the ‘+’ button, a pop-up window will open. Just name the Token & press the “Create” button.

(d) Copy the Token

Copy the Token to Create Thanks.io Recipient from New Shopify Order

Promptly, the token will get generated, just copy it to proceed further.

(e) Paste the Token

Paste the Token to Create Thanks.io Recipient from New Shopify Order

Next, go to the Pabbly Connect dashboard & paste the Token in the respective column. Later, press the “Save” button.

(f) Map Field Details

Map Field Details

Following that, map the required field from the drop-down. Finally, after filling in all the details, save the setting and then “Send Test Request” to test the Shopify-Thanks.io integration.

Step 9: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

As you can see, the data has been successfully sent to Thanks.io. Now, press the “Save” button to save the entire workflow.

Step 10: Check Response in Thanks.io Dashboard

Check Response in Thanks.io Dashboard

Ultimately, when you check the mailing list in Thanks.io, your entry will automatically appear there.

Now you know how to send Thanks.io Postcard from New Shopify Order. This is a one-time process, now all your manual work will be done by the online business automation and integration tool i.e Pabbly Connect.

Conclusion –

That’s it! Here we provide in detail “How to send new Thanks.io postcard from new Shopify order” using the software. Just follow the step by step procedure mentioned above & your Shopify to Thanks.io integration will be set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

You May Also Like To Read –

How to Assign Zenler Course to Student from New Razorpay Sale

Assign Zenler Course to Student from New Razorpay Sale

Have you ever search for a way to automatically assign Zenler course to student from new Razorpay sale? If yes, then this could be the end of your search. As here we are going to integrate Razorpay with Zenler using Pabbly Connect.

Assign Zenler Course to Student from New Razorpay Sale

Basically, Pabbly Connect is an integration and automation software that lets you transfer data in real-time. The sole purpose of this workflow is to help you save a lot of time from manually repetitive tasks.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But, before we about to start the procedure, let understand the services a little bit.

Razorpay is a payment gateway for accepting payment using multiple payment methods such as cards, net banking, UPI, E-wallets, etc and alongside this, it also helps businesses to manage vendor payouts.

On the other hand, Zenler is a learning management system and an online training course builder, which gives you multiple features like hosting, learner registration & payments.

Consequently, after integrating these two services together you can automatically assign Zenler courses to student for new Razorpay sale.

Similarly, you can also watch the below video to figure out more about this integration.

However, there is no direct integration possible for these two services yet. So, we are going to use Pabbly Connect to make this possible.

Additionally, for your assistance, we’ve attached a template of this integration to help you get started more-quickly. Simply strike the ‘Use Workflow’ button below to get started. Also, you can check for more apps/integration just by visiting the Marketplace.

Assign Zenler Course to Student from New Razorpay Sale Workflow

Now, without taking any more of your time, let’s get directly on track & follow the step by step procedure to integrate Razorpay and Zenler.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to assign Zenler course to student for new Razorpay sale by visiting the Pabbly Connect website. Then hit the ‘Sign-Up Free‘ button available on the home page. Next on the registration page, either use your existing Google account or manually fill the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect
After successfully logging in, strike the ‘Access Now’ button in the ‘Connect’ section.

Step 3: Workflow for Razorpay with Zenler Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to assign a course to student for every new Razorpay sale & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Workflow for Razorpay to Zenler
Now, name the workflow as per the integration or use-case (for instance: Razorpay to Zenler) and click the ‘Create’ button.

Step 4: Setting Trigger for Razorpay to Zenler Integration

To automatically assign Zenler course to student for new Razorpay sale, you’ll need to set-up a trigger.

(a) Select Application you want to integrate

Select Razorpay

When you click on the create button, a page containing the trigger window will open up.

Next, select the ‘Razorpay’ from the ‘Choose App’ drop-down and set method as ‘Payment Captured’.

(b) Copy the Webhook URL

Copy Webhook URL
The following step is to copy the webhook URL which is appearing on the dashboard just like in the above shown image.

Step 5: Connecting Razorpay to Pabbly Connect

Next, in order to connect Razorpay to Pabbly Connect, you have to paste the copied Webhook URL in the software. Hence, you have to log in to your Razorpay account.

(a) Go to Razorpay Settings

Select Settings Razorpay

Once you logging into the Razorpay account, simply go to the ‘Settings’ section on the bottom of the dashboard.

(b) Click on Webhooks

Click on Webhook Razorpay

Later, after reaching the settings page, hit the ‘Webhooks’ option given on the screen.

(c) Click on Add New Webhook

Click Add New Webhook Razorpay

Now, hit the ‘Add New Webhook’ button to paste the webhook URL.

(d) Paste the Webhook URL

Paste Webhook URL Razorpay

As you press the ‘Add New Webhook’ button, a window will open up. Paste the copied webhook URL in the ‘Webhook URL’ section,  and in ‘Active Events’ select ‘payment.captured’ option.

(e) Create Webhook

Click Create Webhook Razorpay

After pasting the Webhook URL, tap on the ‘Create Webhook’ button to save it.

Step 6: Test the Response in Pabbly Connect Dashboard

As we are done setting up the trigger for Razorpay and Zenler integration. So, let’s test the trigger setting by making a test payment on Razorpay.

(a) Capture Webhook Response

Capture Webhook Response

To test the trigger settings, strike the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window and then start making a test sale.

(b) Select a Product

Select Product

Following that, select any of the listed products and copy the URL and open in a new tab.

(c) Make a Payment

Add Customer Details

Fill in all the customer details like the first name, last name, email, and phone number, then hit the ‘Pay’ button.

(d) Add Card Details

Add Card Details

Here you can select any of the payment options, we choose to pay via card. Therefore, quickly add the card details and click on the ‘Pay’ option.

(e) Click Success Button

Click Success Razorpay

After you completed filling up all the details, hit the given ‘Success’ button to make the payment.

(f) Check & Save Trigger Response

Check and Save Razorpay Webhook Response
As soon as you successfully complete a payment, the Pabbly Connect trigger response will start showing the data of the current sale. Check and Save the trigger response.

Step 7: Setting Action for Razorpay to Zenler Integration

Now, as we have gathered all the necessary information to assign Zenler course from Razorpay’s response. But before that, we have to get the student’s ID to check whether the student account already exists or not in Zenler.

(a) Select Application you want to Integrate

Select Zenler

Next, hit the plus (+) button, an action window appears. Select app to integrate as ‘Zenler’ and method as ‘Search Student’.

(b) Click the Connect Button

Connect With Zenler

After choosing the application click on the ‘Connect with Zenler’ button to move forward. And for this, you have to log in to your Zenler account.

(c) Go to Settings 

Settings Zenler

Since you log in to your Zenler account, click on the profile icon in the right top corner, and then select the ‘Settings’ option.

(d) Copy the API Key

Copy the API Key Zenler

Scroll down, select ‘Developers’, and then select the ‘API Key’ option. After that, copy the given API key.

(e) Paste the API Key

Paste the API Key Zenler

Paste the copied API key in the Pabbly Connect window and also add your school/account which you get from your Zenler’s account URL. After making these changes, hit the ‘Save’ button.

(f) Map the Field

Map the Fields

After connecting with your Zenler account, map the email ID in the ‘Search Keyword’ tab as email ID of every student is unique.

(g) Send Test Request

Save and Send Test Request Zenler

After, mapping the student’s email id, hit the ‘Save & Send Test Request’ button to get the response.

(h) Check & Save Response

How

If there is an existing student in Zenler the response will return an ID and if not, the response won’t return an ID. At last, click on the ‘Save’ button to save it.

Step 8: Select Router for Integration

Now, on the basis of the above response, we have two options to proceed, i.e to assign a course to an existing student or make a new student account and then assign a course to him/her. And for that, we have to use ‘Router’ in action.

(a) Select the Route

Select Router

Click on the ‘+’ button below and from choose app option, select ‘Router’ for integrate.

(b) Name the Route

Name the Route

After that, we have to change the name of the route. Name ‘Route 1’ as ‘If The Student Already Exist’ & ‘Route 2’ as ‘If The Student Does Not Exist’ then hit the ‘Update’ button.

Step 9: Setting Route 1 and Route 2

(a) Select Trigger for Route 1

Check Condition for Route 1

To check the condition for student ID, click on the  ‘Settings’ button in Route 1. Then, Route 1 window will open up.

In the first section, map the student ID that we already got from previous action stage and in the second section, select ‘Is Exist’ option then hit the ‘Save & Send Test Request’ button.

(b) Save the API Response

Save API Response

Here, we get a ‘success’ status from API response which means that the student account exists in Zenler and we only have to assign a course to the student. Click on the ‘Save’ button.

(c) Select Action for Route 1

Select Zenler to Assign a Course

Now, we have to select an action for Route 1 integration. For that, click on the plus (+) button on Route 1 window and select ‘Zenler’ from choose app and choose methods as ‘Enroll User to a Course’. Click on the ‘Connect With Zenler’ button.

(d) Connect with Zenler

Paste the API Key Zenler

In this step, we need to connect with Zenler. As we have already know how to connect with Zenler, so follow the same steps as described above to connect it. Click on the ‘Save’ button.

(e) Map the Fields

Map the Fields

After connecting with your Zenler account, map all the fields like student ID, course ID, etc.

(f) Save and Send Test Request for Route 1

Save and Send Test Request

Once you are done adding up all field data, click on the ‘Save & Send Test Request’ button.

(g) Check and Save API Response

Save API Response

You will get the API response that the user has enrolled to the course, click on ‘Save’ button and then hit the ‘Done’ button.

Hence, the Route 1 integration is completed. Now, it’s time to set up Route 2 for integration.

(h) Setting Trigger for Route 2

Check Condition for Route 2

Now, to check another condition for student ID, click on Settings button in Route 2. Then, Route 2 window will open up.

In the first section, map the same student ID and in the second section, select ‘Does Not Exist’ option then hit the ‘Save & Send Test Request’ button.

(i) Save the API Response

Save API Response

As we know that the student account has already existed in Zenler, that’s why we get an error status in API response. But if the student account does not exist in Zenler then we need to create a new one and assign a course to them.

Next, simply hit the ‘Save’ button.

(j) Select Action for Route 2

Select Zenler to Add New User

Now, we have to select an action for Route 2 integration to create a new account for student. For that, click on the plus (+) button on Route 2 window and select ‘Zenler’ from choose app and choose methods as ‘Add New User’. Click on ‘Connect With Zenler’ button.

(k) Connect with Zenler

Paste the API Key Zenler

In this step, we need to again connect with Zenler. As we have already did the same procedure earlier so just follow the above step to connect it.

(l) Map the Fields

Map the Field to Add New User

After connecting with your Zenler account, map all the required fields  like the first name, last name, email, choose role and enter a password (random).

(m) Save and Send Test Request for Route 2

How

Once you are done with the mapping of data, click on the ‘Save & Send Test Request’ button to get the API response.

(n) Save the API Response

Save the API Response

We got an API response that the person has been added successfully. Just hit the ‘Save’ button and then click on ‘Done’.

Hence, the first action of Route 2 is completed, now, it’s time to assign a course to the newly added student for that we have to add another action for Route 2.

(o) Select Action for Route 2

Select Zenler to Assign Course

Now, select another action for Route 2 integration to assign a course. For that, click on the plus (+) button on Route 2 window and select ‘Zenler’ from choose app and choose methods as ‘Enroll User to a Course’. And then click on ‘Connect with Zenler’ button.

(p) Connect with Zenler

How

In this step, we need to connect with Zenler. As we have already know the process to how to connect with Zenler, so follow the above step to connect it.

(q) Map the Fields

Map the Fields

After connecting with your Zenler account, map all the required fields  like student ID, course ID, etc.

(r) Save and Send Test Request for Route 2

Save and Send Test Request

Once you are done with the mapping of data, click on the ‘Save & Send Test Request’ button.

(s) Check and Save API Response

Save API Response

We got an API response that the user is enrolled in the course. Click on ‘Save’ and then, click on ‘Done’.

Eventually, the integration of Router is finally completed.

Step 10: Check Response in Zenler Dashboard

Check Response in Zenler

Finally, when you check your Zenler dashboard, you can see that the course is assigned to the existing student. And in the case of a new student, an account is created and along with it, a course is assigned to them.

Now, whenever a new Razorpay sale occurs, a course will automatically get assigned to student in Zenler.

Conclusion:

In a nutshell, this was all about ‘How to Assign Zenler Course to Student from New Razorpay Sale’. Consequently, after completing this step by step procedure, you will end up auto-assigning course to student in Zenler for Razorpay sale via Pabbly Connect.

Meanwhile, you can grab Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

You May Also Like To Read –

How to Send Twilio Message from New PayKickstart Subscription

How to Send Twilio Message from New PayKickstart Subscription

Looking for a way to send Twilio message from new PayKickstart subscription? If yes, then let us introduce you to the most amazing tool named Pabbly Connect.

So basically, Pabbly Connect is an integration & automation software that enables you to connect multiple apps to transfer data from one application to another automatically in real-time.

How to Send Twilio Message from New PayKickstart Subscription

Who doesn’t want to set themselves free from all the repetitive work and task to be in a single go. Hence to do so, we have the best automation tool for you to make this wish come true i.e, Pabbly Connect.

But before we jump straight into the integration process, let’s know a little bit about both the software. Hence, PayKickstart is an online shopping cart and affiliate management platform with built-in conversion enhancing features. On the other hand, Twilio is a cloud communications platform that enables users to make and receive phone calls, send and receive text messages, etc using its web service APIs.

After integrating these applications, whenever there will be any new subscription in your PayKickstart store, an SMS will be sent automatically via Twilio in real-time. You can also check out the video that we have provided here for integration –

Even though, there is no direct integration possible for these two services yet. Henceforth, we are going to use Pabbly Connect to make this integration possible.

Using this software, you can effortlessly share data within multiple premium services easily. Moreover, you don’t need to have any coding skills & even a beginner can use it efficiently. Besides, this would be just a one-time setup. Afterward, the data will automatically be transferred in real-time.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect

Thus, without any further due, let’s started the blog on how to connect PayKickstart and Twilio Message in real-time. Plus, we’ve attached a template for this integration to assist you better and more efficiently. You can just press the ‘Use Workflow’ button below to get started. Additionally, you can go to the App Directory & look for more apps/integrations.

How

So, let’s get started to plan & follow the step by step process to integrate PayKickstart and Twilio.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send Twilio message from the new PayKickstart subscription by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, tap on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for PayKickstart to Twilio Integration

(a) Start with a New Workflow

Create New Workflow

Start by creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Promptly, name the workflow just like in the above-shown image. I named the workflow ‘PayKickstart Integration’, you can obviously name the workflow as per your necessities.

Step 4: Setting Trigger for PayKickstart to Twilio Integration

After naming your workflow, now select the application you want to integrate. Pabbly Connect enables you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Paykickstart

Now, select the application that you want to integrate. Here, we are choosing ‘PayKickstart’ for integration & in the method section, select ‘Subscription Created’.

(b) Copy the Webhook URL

Copy Webhook URL

The subsequent step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting PayKickstart to Pabbly Connect

Forthwith, in order to connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software. Thus, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

Click Campaigns Paykickstart

Afterward, to paste the URL, press the ‘Campaigns’ option in your PayKickstart dashboard.

(b) Select Product

Select Product Paykickstart

After reaching the campaigns page, select any of your listed products then press the edit button.

(c) Paste the Webhook URL

Paste the Webhook URL

Thereafter, scroll down the page and press the ‘Integrations’. In IPN URL section, paste the copied webhook URL & in the event section select ‘Subscription Created’ option.

(d) Save Changes

Save Changes Paykickstart

After making all the changes, simply press the ‘Save’ button to save the changes.

Step 6: Make a Test Purchase

Consequently, to check if the integration is capturing data or not, we will make a dummy purchase in PayKickstart.

(a) Click on Campaigns

Click Campaigns Paykickstart

Later, to make a purchase, again we will go to the ‘Campaigns’ section of your PayKickstart dashboard.

(b) Select Product

Funnel Paykickstart

Promptly, click on the ‘Funnel’ section of your product & tap on the link button.

(c) Copy Funnel URL

Copy Funnel URL Paykickstart

Next, copy the given funnel URL & open it in a new tab.

(d) Add Customer Details

Add Customer Info

Promptly, add the required customer details such as name & email and then press the ‘Next Step’ button. Then, you have to add the billing info like address, contact number, etc. And hit the ‘Next Step’ button.

(e) Complete Purchase

Complete Transaction for PayKickstart to Twilio

After making all the required changes, press the ‘Complete Purchase’ button. Before that, make sure that you press the ‘Capture Webhook Response’ in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you press the ‘Complete Purchase’ button in PayKickstart, the subscriber info will automatically appear on the Pabbly Connect dashboard. Now, hit the ‘Save’ option.

Step 8: Setting Number Formatter to Change Number Format

Now, in the trigger response, the customer’s phone number is having a gap in between which could create a problem in Twilio so we have to remove that gap.

(a) Select Application to Format Number

Select Number Formatter

Next, in order to format the phone number, simply tap on the (+) button and then, select ‘Number Formatter’ in choose app, and in the action event select ‘Format Phone Number’.

(b) Connect with Number Formatter

Connect with Number Formatter

Once you select the application, click on the ‘Connect With Number Formatter’ button.

(c) Map the Fields

Map Fields in Number Formatter

Soon, you have to map the field to format the phone number. In the Number field, select phone number, then choose ‘To Format’ and lastly enter Country Code.

(d) Save and Sent Test Request

Save Test Request for Number Formatter

Once you are done mapping all the details, hit the ‘Save and Sent Request’. Afterward, you will see API response and the phone number is formatted in a correct format.

Step 9: Setting Action for PayKickstart to Twilio Integration

Next, as we have gathered all the necessary information. Now, it’s time to make this PayKickstart-Twilio integration work, by choosing an action for the trigger.

(a) Select Application you want to Integrate

Select Twilio for PayKickstart to Twilio

Now, in order to select the application for action, press the ‘+’ icon, and in the choose app select ‘Twilio’ and set the method as ‘Send SMS Message’.

(b) Connect with Twilio

Click on Connected with Twilio

After choosing the application press the ‘Connect With Twilio’ button. Next, in order to connect Twilio to Pabbly Connect, you have to enter the account SID and authorization token of your Twilio account in the Pabbly Connect dashboard. Hence for that, you have to log in to your Twilio account and go to Settings.

(c) Copy Authorization Token

Copy Authorization Token

After log in to your Twilio account, go to settings from the Twilio dashboard. There you see, ‘ACCOUNT SID’ and ‘AUTH TOKEN’ simply copy them.

(d) Add Account SID and Authorization Token

Paste API Token

Now, paste the Account SID and Authorization Token in the given fields and then hit the ‘Save’ button.

(e) Map the Fields 

Map Fields for Action

Later, in order to build an SMS, we have to map the details in respective fields like Message Body, Sender, and Recipient Number.

(f) Check & Save Response

Save Test Request for Action

Once, you are done mapping all the fields press the ‘Save and Sent Test Request’ button. You will see the API response and the SMS has been sent.  If there is an error in workflow, the API response will show an error. In the end, hit the ‘Save’ button to save the entire workflow.

Step 10: Check the Response in Twilio dashboard

How

Here, you can see that our integration was successful and the message has been sent from the Twilio account automatically for a new PayKickstart subscription.

Conclusion –

Hopefully, now you know “How to Send Twilio Message from New PayKickstart Subscription?”. It’s simple and easy to use and you won’t have to go for any other software after using it. So, what’s stopping you now! Go and catch your deal by signing up for a free account. If you have any suggestions or queries, please drop them down in the comment section, we will get back to you as soon as possible.

You May Also Like To Read –

How to Send Bulkgate Notification SMS from New PayKickstart Sale

How to Send Bulkgate Notification SMS from New PayKickstart Sale

Do you still send BulkGate notification SMS from new PayKickstart sale manually?

How to Send Bulkgate Notification SMS from New PayKickstart Sale

If yes then worry not as I’m going to tell you, how to integrate PayKickstart with BulkGate and automate tasks within a few minutes. You must be aware that there is no direct way of integration between these two services. So, we’ll be using Pabbly Connect to accomplish this automation.

So, basically, Pabbly Connect is integration & automation software that lets you transfer data among multiple applications in real-time.

Most importantly, you don’t have to do any hard coding & even a novice can use it efficiently. Also, this procedure will be just a one-time setup & after that, the workflow will take care of rest.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But, before jumping directly on the procedure first, let’s learn a wee bit about the services. PayKickstart is a subscription billing service for small and large businesses. Whereas, BulkGate is an SMS portal which connects businesses with customers in a cheaper, faster and more reliable way.

Consequently, once you’re done setting up this workflow your customers will get SMS notifications on their mobile numbers via BulkGate whenever there is a successful sale on PayKickstart.

Additionally, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

https://www.youtube.com/watch?v=VHYOuU9WHuE

Besides, we have added the template for this integration to help you get started more quickly. You can click on the image given below to get started. Additionally, you can also visit the Marketplace & look for more integrations and apps.

Workflow Sample - DO NOT DELETE OR EDIT - copy

So, get ready as we’re going to discover the PayKickstart and BulkGate integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to send Bulkgate notification SMS from new PayKickstart sale by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for PayKickstart to BulkGate Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘PayKickstart to BulkGate’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for PayKickstart to BulkGate Integration

As soon as you are done naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select PayKickstart

Now, we will select the application that we want to integrate. In this case, we are selecting ‘PayKickstart’ for integration. In the method section, select ‘Transaction Sales’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting PayKickstart to Pabbly Connect

To connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

Click Campaigns Paykickstart

To paste the URL, click on the ‘Campaigns’ option in your PayKickstart dashboard.

(b) Select Product

Select Product Paykickstart

After reaching the campaigns page, select any of your listed products then click the edit button.

(c) Paste the Webhook URL

Paste the Webhook URL

Scroll down and click on the ‘Integrations’. In IPN URL section, paste the copied webhook URL and in event section select ‘Transaction Sales’ option.

(d) Save Changes

Save Changes Paykickstart

After making all the changes hit the ‘Save’ button to save the changes.

Step 6: Make a Test Purchase

To check if the integration is capturing data or not, we will make a dummy purchase in PayKickstart.

(a) Click on Campaigns

Click Campaigns Paykickstart

To make a purchase, again we will go to the ‘Campaigns’ section of your PayKickstart dashboard.

(b) Select Product

Funnel Paykickstart

Here, click on the ‘Funnel’ section of your product and click on the link button.

(c) Copy Funnel URL

Copy Funnel URL Paykickstart

Next, you need to simply copy the given funnel URL and open it in a new tab.

(d) Add Customer Details

Add Customer Info

In this step, add the required customer details like name and email and then hit the ‘Next Step’ button.

(e) Add Billing Information

Add Billing Info_censored

Now you have to add the billing info like address and contact number and then click on the ‘Next Step’ button.

(f) Complete Purchase

Complete Purchase

After making all the required changes, hit the ‘Complete Purchase’ button. But before that, hit the ‘Capture Webhook Response’ in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Complete Purchase’ in PayKickstart, the contact info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option.

Step 8: Setting Action for PayKickstart to BulkGate Integration

To make this PayKickstart-BulkGate integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Bulkgate

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘BulkGate’ to integrate and in the method section select ‘Send Notification SMS’.

(b) Click the Connect Button

Connect with Bulkgate

After choosing the application click on the ‘Connect with BulkGate’ button to move forward.

Step 9: Connecting BulkGate to Pabbly Connect

To connect BulkGate to Pabbly Connect, you have to paste the application ID and application token from your BulkGate account to Pabbly Connect. For that, you need to log in to your BulkGate account.

(a) Click on Modules & APIs

Click on Modules and API Bulkgate

To get the application ID and token, click on the ‘Modules & APIs’ section in your BulkGate dashboard and then click on the ‘Simple API’ option from your ‘My APIs and Modules’ section.

(b) Copy Application ID & Token

Copy API Key Bulkgate

Now, copy the given application ID and application token to move forward.

(c) Paste the Credentials

Paste API Key Bulkgate

Next, simply paste the copied application ID & application token to Pabbly Connect and then hit the ‘Save’ button.

(d) Map the Fields

Map the Fields

After connecting with your BulkGate account, map all the fields quickly like the message text, recipient’s number, etc.

(e) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Text Messages

Check Response_censored

In the end, when you check your text messages, the SMS has been delivered to the buyer via Bulkgate on the new sale in PayKickstart.

Conclusion –

In a nutshell, this was all about ‘How to Send Bulkgate Notification SMS from New PayKickstart Sale’. Consequently, after completing the step by step procedure, you will end up auto-sending SMS notifications to the buyers via BulkGate for every new sale on PayKickstart.

However, in the meantime go and try Pabbly Connect for FREE with all its premium features.

Also, do comment us your queries in the section given below.

You May Also Like To Read –

How to Create WhatConverts Leads from New PayKickstart Sale

Create WhatConverts Leads from New PayKickstart Sale

Do you want to create WhatConverts lead from new PayKickstart sale automatically? If yes, then this might help you to automate the task in just a few minutes.

Create WhatConverts Leads from New PayKickstart Sale

Basically, Pabbly Connect is an integration & automation tool that allows you to transfer information from one application to another in real-time.

In fact, you don’t have to use any coding skills & even beginners can use it efficiently. Besides, this will be just a one-time set-up and after that, the workflow will look out of the rest.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Although, before integration, let’s learn a brief about the services and the need for integration. PayKickstart is an awesome subscription billing service for various business types. Whereas, WhatConverts is an all-in-one lead tracking platform that helps marketers and business owners to know how well their marketing is working.

However, once you set-up this workflow you can automatically create WhatConverts leads whenever a sale occurs in your PayKiskstart account.

Additionally, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

Besides, to facilitate this integration we’ve attached the template for the same. Just click on the ‘Use Workflow’ below to get begin. Similarly, you can also visit Marketplace & look for more integrations/apps.

Create WhatConverts Leads from New PayKickstart Sale Workflow

So, let us start the step by step procedure of integrating PayKickstart with WhatConverts in real-time.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of integrating PayKickstart and WhatConverts by visiting the Pabbly Connect website. Then, click on the ‘Sign Up Free’ button. Subsequently, either fill-up all the details manually or sign up using your Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect
After logging into the account, click on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for PayKickstart to WhatConverts Integration

(a) Start with a New Workflow

Create New Workflow

First, start with creating a workflow of your integration by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

PayKickstart to WhatConverts

Now, name the workflow according to the use-case. Like, we name it as ‘PayKickstart to WhatConverts’, then click on the ‘Create’ button.

Step 4: Setting Triggers for PayKickstart to WhatConverts Integration

Forthwith, after naming the workflow, now you will have to select the application you want to integrate.

(a) Select Application you want to Integrate

Select PayKickstart

For this interaction, we are choosing ‘PayKickstart’ for integration and choose method as ‘Transactional Sales’.

(b) Copy the Webhook URL

Copy Webhook URL

Further step is to copy the Webhook URL which is appearing on the trigger window.

Step 5: Connecting PayKickstart to Pabbly Connect

Promptly, to connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, and for that, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

PayKickstart Campaigns

To paste the URL, click on the ‘Campaigns’ option in your PayKickstart dashboard.

(b) Select Product

Select Product

After that, a page will open up carrying all your products on PayKickstart. Then, click on the pencil icon to edit any of the created.

(c) Click on Integration

Click on Integration

Scroll and click on ‘Integrations’. Now, in the IPN URL section click on ‘Enable’  and then click on the ‘Add’ button to add a webhook.

(d) Paste the Webhook URL

Paste Webhook URL for PayKickstart to WhatConverts

Subsequently, in the ‘IPN URL’ paste the copied Webhook URL and select the ‘SET EVENT’ as ‘Transactional Sales’. Then, press the ‘Save’ button to save the changes.

Step 6: Make a Test Purchase

Now, to check if the integration is capturing data or not, we have to make a test sale in PayKickstart.

(a) Click on Campaigns

Click Campaigns Paykickstart

To make a test purchase, go to the ‘Campaigns’ section of your PayKickstart dashboard.

(b) Select Product 

Funnel Paykickstart

Thereafter, click on the Funnel section of your product and then press the link button.

(c) Copy Funnel URL

Copy Funnel URL Paykickstart

Now, a window will pop-up, copy the Funnel URL and open it in a new tab.

(d) Add Customer Details

Add Customer Details

Subsequently, add customer details like name and email. Then, click on the ‘Next’ button to add further detail.

(e) Complete the Test Purchase

Complete Purchase

Carry out the test purchase by following all the steps needed and at last hit the ‘Complete Purchase’ button. Before that, press the ‘Capture Webhook Response’ in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Capture Webhook Response

After the transaction has been completed in PayKickstart, you will see the API response in Pabbly Connect dashboard where the details of the customer is showing, hit the ‘Save’ button.

Step 8: Setting Action for PayKickstart to WhatConverts Integration

Now, in order to make this PayKickstart and WhatConverts integration work, you have to choose the action for your trigger.

(a) Select Application you want to Integrate

Select WhatConverts

Now, click on the plus (+) icon to add an application for action. In the choose app drop-down select ‘WhatConverts’ and select method as ‘Create Lead’.

(b) Click the Connect Button

Connect WhatConverts

After that, click on the ‘Connect With WhatConverts’ button to move forward.

Step 9: Connecting WhatConverts to Pabbly Connect

To connect WhatConverts to Pabbly Connect, you have to paste the ‘API Token’ and ‘API Secret’ for which you have to log in to your WhatConverts account.

(a) Login to WhatConverts

Login to WhatConverts

To copy the API Token and API Secret, log in to your WhatConverts account.

(b) Go to Master Account

Go to Master Account

Then, click on the ‘Master Account’ tab from the dashboard. Here, you find the ‘Integrations’ section, and in that section, click on the ‘API Keys’ sub-section.

(c) Copy the API Token

Copy the API Keys

In the API Keys sub-section, you will see API Token and API Secret, simply copy them.

(d) Paste API Token and API Secret

Add API Token

After this, paste them in the Pabbly Connect window and click on the ‘Save’ button.

(e) Map the Fields

Map the Fields

Now, it’s time to map details in the fields like caller number, name, city, zip, state, and so on.

(f) Save and Send a Test Request

Save and Send Test Request

Once, you are done mapping all the fields click on the ‘Save and Sent Test Request’ button and you will see the API response. If there is some mistake while creating leads from a new sale then it will give you the error.

Finally, click on the ‘Save’ button to save the entire workflow.

Step 10:  Check Response in WhatConverts Dashboard

Check Response in WhatConverts

Eventually, a new lead is created in WhatConverts as shown in above image.

We have successfully completed the integration. Now, whenever a sale happens, a new lead is automatically created.

Conclusion:

Finally, this was all about ‘How to Create WhatConverts Leads from New PayKickstart Sale’. Just follow the above-mentioned step by step procedure, and you will end up auto-creating WhatConverts leads from new PayKickstart sale. In the meantime, you can grab, Pabbly Connect for FREE with all its premium features. Furthermore, don’t forget to comment below for your queries and suggestions.

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