Create Data Backup Automation Using Pabbly Connect

Learn how to create data backup automation using Pabbly Connect and Pabbly Connect. Step-by-step tutorial for seamless integration with Google Drive, Shopify, and Airtable. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Data Backup Automation

To create a data backup automation using Pabbly Connect, start by accessing the Pabbly Connect dashboard. Open a new tab and navigate to pav.com/connect. Here, you will find options to sign in or sign up for a new account.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create your account. This grants you 100 free tasks each month, which you can use to automate your workflows. Existing users should click on ‘Sign In’ to access their dashboards.

2. Creating Your Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. You can create folders to organize your workflows better. Choose between the new beta version or the classic version for building your workflow. using Pabbly Connect

• Select either the new beta version or the classic version.
• Name your workflow meaningfully, such as ‘Trend Card Automatic Data Backup System’.
• Select a folder to save your workflow and press the ‘Create’ button.

Once your workflow is created, you will need to select a trigger application, which in this case is Shopify. Click the plus button and search for Shopify, then select the appropriate version and event type to trigger the workflow.

3. Setting Up Shopify in Pabbly Connect

For the trigger application, choose Shopify and select the ‘New Order’ event. Click the ‘Connect’ button to establish a connection between Shopify and Pabbly Connect. If this is your first time connecting, you will need to enter your Shopify domain, client ID, and client secret.

• Copy your Shopify domain and paste it into the subdomain field.
• Retrieve your client ID and secret by creating a new app in Shopify settings.
• Click ‘Save’ to establish the connection.

Once connected, you will receive a webhook URL from Pabbly Connect. This URL must be added to your Shopify settings under notifications to complete the connection.

4. Creating a Google Document for Backup

Next, you will set up an action step to create a document in Google Docs. Search for Google Docs in the action application list and select ‘Create Document from Template’. Click the ‘Connect’ button to link your Google Docs account with Pabbly Connect.

Choose the template document you created for storing order details. Map the fields dynamically to allow for automatic updates. Click ‘Save and Send Test Request’ to create the document.

This action will automatically generate a document in your Google Drive with the customer’s order details, confirming that your workflow is functioning correctly.

5. Integrating Airtable for Data Storage

Finally, you will need to share the created document in your Airtable database. Search for Airtable as the next action application and select ‘Create New Record’. Click the ‘Connect’ button and establish the connection with Pabbly Connect.

Select the appropriate base and table in Airtable for storing order information. Map the fields to include order ID, customer name, and backup file link. Click ‘Save and Send Test Request’ to complete the integration.

This will create a new record in Airtable with all the relevant order details, confirming that your data backup automation is successfully set up using Pabbly Connect.

Conclusion

In this tutorial, you learned how to create data backup automation using Pabbly Connect. By integrating Shopify, Google Docs, and Airtable, you can efficiently manage and store customer order data. This automation not only saves time but also ensures accuracy in data handling.