Build Advanced Multi-Condition Automation in Pabbly Connect

Learn how to build advanced multi-condition automation with Pabbly Connect. Integrate Google, Gmail, Google Docs, and more to streamline your workflows. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin building advanced multi-condition automation, first, access Pabbly Connect. Go to the Pabbly website and navigate to the Connect section. If you are a new user, sign up for free to receive 100 tasks per month for your workflow automations.

Once logged in, you will be presented with a dashboard displaying all available applications. Here, you can create a new workflow. Pabbly Connect serves as the central platform that facilitates the integration between various applications, including Google, Gmail, and more.

2. Creating Your Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect. Click on the ‘Create New Workflow’ button. You will be prompted to name your workflow; for example, ‘Build Advanced Multi-Condition Automation.’ Select your preferred folder for saving the workflow.

• Click on ‘Create’ to finalize your workflow setup.
• Choose the trigger application, in this case, JotForm.
• Select the event as ‘New Response’.

After setting the trigger, Pabbly Connect provides a webhook URL necessary for establishing a connection between JotForm and Pabbly. This URL ensures seamless data transfer, allowing for automation without interruptions.

3. Setting Up the Webhook in JotForm

To integrate JotForm with Pabbly Connect, log into your JotForm account. Access the form you created and navigate to the settings. Here, you will find the integrations option.

• Search for ‘Webhooks’ in the integrations section.
• Paste the webhook URL from Pabbly Connect.
• Click on ‘Complete Integration’ to finalize the setup.

Once the webhook is set up, submit a test response in your JotForm to verify that Pabbly Connect captures the data correctly. This step confirms that the integration is functioning as intended.

4. Using Router in Pabbly Connect for Multi-Condition Automation

After confirming the webhook connection, proceed to use the Router feature in Pabbly Connect. This allows you to create multiple paths based on different conditions. Click on the Router option to add paths for each itinerary package.

For each path, set up filter conditions that determine which itinerary to send based on user input. For example, if the user selects ‘Goa,’ set the filter to check if the package equals ‘Goa.’ Repeat this for other packages like ‘Manali’ and ‘Udapur.’ Each condition will route the workflow accordingly.

Choose the filter type as ‘Equal to’ for each condition. Map the destination package field to check user responses.

With the Router set up, Pabbly Connect will automatically determine the correct path based on the user’s selection, streamlining the response process.

5. Sending Emails with Gmail Integration in Pabbly Connect

The final step is to set up the action to send emails via Gmail in Pabbly Connect. For each route created in the Router, select Gmail as the action application. Choose the event as ‘Send Email’.

Map the recipient’s email address dynamically from the JotForm response to ensure that the correct email is sent to the user. Write the email subject and content, and include a link to the itinerary document created in Google Docs.

Set the sender name as your agency’s name. Attach the itinerary link for user access.

Once everything is set up, test the workflow by submitting a new response in JotForm. You should receive an email in your Gmail account confirming that the automation works as intended, showcasing the power of Pabbly Connect in creating efficient multi-condition workflows.

Conclusion

In this tutorial, we explored how to build advanced multi-condition automation using Pabbly Connect. By integrating applications like JotForm, Gmail, and Google Docs, you can streamline your workflows effectively. The use of routers allows for dynamic responses based on user input, enhancing your automation capabilities.