How to Create Events in ProveSource from Google Sheets Using Pabbly Connect

Learn how to integrate Google Sheets with ProveSource using Pabbly Connect for seamless event creation. Follow this detailed tutorial for step-by-step guidance. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and ProveSource Integration

To begin the integration process using Pabbly Connect, first, navigate to the Pabbly Connect website. Type the URL Pabbly.com/connect in your browser. This will take you to the landing page of Pabbly Connect, where you can sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks to start with. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button located on the right side. A dialog box will pop up asking you to name your workflow. For this integration, name it something relevant like ‘Google Sheets to ProveSource Integration’ and click on ‘Create’.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger application will be Google Sheets, and the action application will be ProveSource. This setup allows Pabbly Connect to automate the process of creating events based on new data in your Google Sheets.

3. Setting Up Google Sheets as the Trigger

In this section, select Google Sheets as your trigger application. The trigger event you need to choose is ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your Google Sheets.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Now, head over to your Google Sheets document where you have your customer data.

• Open your Google Sheets and navigate to Extensions.
• Go to Add-ons and then Get Add-ons.
• Search for the Pabbly Connect Webhooks add-on and install it.

After installation, refresh your Google Sheets page. Then, go back to Extensions, select Pabbly Connect Webhooks, and proceed to Initial Setup. Here, paste the webhook URL you copied earlier, and set your trigger column to the final data column (e.g., Column I). Click on ‘Send Test’ to verify that the connection is successful.

4. Setting Up ProveSource as the Action Application

Now that your trigger is set up, it’s time to configure the action application. Select ProveSource as the action application in Pabbly Connect. The action event to choose is ‘Send Event’. This action will send the event data to ProveSource when triggered by Google Sheets.

Next, you will need to connect your ProveSource account. Log in to your ProveSource account and create a webhook endpoint. Copy this endpoint URL and return to Pabbly Connect to paste it in the designated field. This is crucial for linking the two platforms effectively.

• Map the fields from Google Sheets to ProveSource, such as first name, last name, email address, product name, and total amount.
• Ensure all necessary data is included for creating an event.

After mapping the fields, click on ‘Save and Send Test Request’ to test the integration. If everything is set up correctly, you should see a success message indicating that the event has been created in ProveSource.

5. Finalizing the Integration and Testing

To finalize the integration, return to Google Sheets and add a new row with relevant customer data. This will trigger the workflow you set up in Pabbly Connect and automatically create an event in ProveSource.

After adding the new data, refresh your ProveSource dashboard to see if the event appears. You should see the newly created event with all the details you provided in Google Sheets. This successful integration demonstrates how Pabbly Connect streamlines the process of creating events from Google Sheets into ProveSource.

With Pabbly Connect, you can easily automate various tasks between applications, enhancing productivity and efficiency in your workflow.

Conclusion

In conclusion, using Pabbly Connect to integrate Google Sheets with ProveSource allows for seamless event creation. This automation process saves time and simplifies data management, making it an essential tool for any business looking to optimize their operations.