How to Create Tasks in TMetric from Google Sheets Using Pabbly Connect

Learn how to automate task creation in TMetric from Google Sheets using Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To create tasks in TMetric from Google Sheets, you first need to access Pabbly Connect. Start by navigating to your browser and searching for ‘Pabbly.com/connect’. You can sign up for a free account or log in if you already have one. This platform will facilitate the automation process.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. Name your workflow something like ‘Google Sheets to TMetric’ and click on ‘Create’ to proceed. This sets the stage for your automation process.

2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, select ‘Google Sheets’ as the app. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new task entries.

• Select ‘Google Sheets’ from the app options.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Refresh your Google Sheet to ensure the add-on is active.

3. Setting Up Google Sheets to Send Data to Pabbly Connect

With the Pabbly Connect Webhooks add-on installed, you need to set it up to send data to Pabbly Connect. Hover over the add-on in the Extensions menu and click on ‘Initial Setup’. Here, you will configure the selected sheet, webhook URL, and trigger column.

• Select the correct sheet from your Google Sheets.
• Paste the copied webhook URL into the designated field.
• Choose the trigger column, which is the last data entry column in your sheet.

After submitting these details, click on ‘Send on Event’ in the add-on menu. This tells Google Sheets to send data to Pabbly Connect whenever a new row is added. Now your Google Sheets is successfully connected to Pabbly Connect.

4. Connecting TMetric to Pabbly Connect

Now that Google Sheets is set up, it’s time to connect TMetric with Pabbly Connect. In the action window of your workflow, search for ‘TMetric’ and select it. For the action event, choose ‘Create Task’. Click on ‘Connect’ and then select ‘Add New Connection’.

To establish this connection, you need the API token from your TMetric account. Go to your TMetric profile, click on ‘Get New API Token’, and copy the token. Paste this token back into Pabbly Connect and click ‘Save’ to connect your TMetric account.

5. Mapping Task Details and Testing the Automation

Once TMetric is connected, you will need to map the task details from Google Sheets into the TMetric task creation fields. In the task name field, select the response from Google Sheets that corresponds to the task name. Repeat this mapping for the description, due date, and estimated time fields.

After mapping all required fields, click on ‘Save and Send Test Request’. You should see a positive response indicating that the task was created in TMetric. To verify, check your TMetric account for the newly created task with the details you entered in Google Sheets.

This completes the automation setup. Now, every time you add a new row with task details in Google Sheets, a corresponding task will automatically be created in TMetric through Pabbly Connect.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate task creation in TMetric from Google Sheets. By following these steps, you can streamline your workflow and enhance productivity.