Learn how to automate GoToTraining registrants on Instamojo sales using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
The first step in automating GoToTraining registrants on Instamojo sales is to access Pabbly Connect. To do this, open your browser and navigate to Pabbly Connect’s official website. Once there, you need to sign in to your Pabbly account. If you are a new user, you can sign up for free, which allows you to create 100 tasks monthly.
After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can view all your workflows and create new ones. Click on the ‘Create Workflow’ button to start the integration process. This platform allows you to connect various applications seamlessly, making it perfect for automating the creation of GoToTraining registrants from Instamojo sales.
2. Creating a Workflow in Pabbly Connect
To create a workflow, you need to provide a name for it. In this case, name it ‘Create GoToTraining Registrant on Instamojo Sale’. After naming your workflow, select the folder where you want to save it. This organization helps you manage multiple workflows effectively. using Pabbly Connect
- Name the workflow as ‘Create GoToTraining Registrant on Instamojo Sale’
- Select the appropriate folder for saving the workflow
- Click on ‘Create’ to finalize your workflow setup
Once the workflow is created, you will see two boxes appear: one for the trigger and another for the action. The trigger initiates the workflow, while the action defines what happens next. In this case, the trigger will be when a sale occurs on Instamojo, and the action will be to create a registrant in GoToTraining.
3. Setting Up the Trigger for Instamojo Sales
To set up the trigger, you need to select Instamojo as your application. The next step is to choose the trigger event, which in this case is ‘New Sale’. This event will activate the workflow whenever a new sale is made on your Instamojo account. using Pabbly Connect
After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Instamojo and Pabbly Connect. You need to copy this webhook URL and go to your Instamojo account to set it up. Navigate to the settings of the product you are selling and find the webhooks section to paste the URL.
4. Configuring the Webhook in Instamojo
In your Instamojo dashboard, locate the product for which you want to configure the webhook. Click on the three dots next to the product and select ‘Edit Page’. From there, go to the ‘Page Settings’ and then to ‘Webhooks’. Here, remove any previous webhook URLs and paste the new one provided by Pabbly Connect.
Ensure that you select the option for ‘Successful Payment’ in the webhook settings. This means that the workflow will be triggered only when a payment is successful, ensuring that only valid transactions create registrants in GoToTraining.
- Edit the product settings in Instamojo
- Paste the Pabbly Connect webhook URL
- Select ‘Successful Payment’ for the webhook trigger
After configuring the webhook, save your changes. This step ensures that Pabbly Connect can listen for new sales and react accordingly by creating registrants in GoToTraining.
5. Creating the Registrant in GoToTraining
Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Select GoToTraining as the application and choose the action event as ‘Create Registrant’. This action will create a new registrant every time a sale occurs in Instamojo. using Pabbly Connect
In the action setup, you will need to map the fields from the Instamojo sale to the GoToTraining registrant fields. This includes the first name, last name, email address, and any other relevant details. Mapping ensures that the correct information is transferred seamlessly between both platforms.
Select GoToTraining as the action application Choose ‘Create Registrant’ as the action event Map the necessary fields from Instamojo to GoToTraining
After mapping the fields, save the workflow and send a test request to ensure everything is functioning properly. Once the test is successful, your integration is complete, and every new sale on Instamojo will automatically create a registrant in GoToTraining.
Conclusion
By following these steps, you can easily automate the creation of GoToTraining registrants from Instamojo sales using Pabbly Connect. This integration streamlines your process and saves valuable time, allowing you to focus on delivering quality training.
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