How to Integrate Google Sheets with Retable Using Pabbly Connect

Learn how to automate adding records in Retable for new rows in Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by typing the URL into your browser. This platform will facilitate the connection between Google Sheets and Retable.

Once on the landing page, you have the option to sign in or sign up. If you are an existing user, click on ‘Sign In’. For new users, click ‘Sign Up’ to create an account. After signing in, you will see a dashboard with various options.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that triggers when a new row is added in Google Sheets. Click on the ‘Create Workflow’ button on the dashboard.

• Name the workflow, for example, ‘Add Record in Retable for New Row in Google Sheets’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see options for setting up a trigger and an action. The trigger application will be Google Sheets, and the action application will be Retable. This setup will allow you to automate the record-adding process.

3. Setting Up Google Sheets Trigger in Pabbly Connect

Now, we need to configure the Google Sheets trigger in Pabbly Connect. Select Google Sheets as the trigger application and set the trigger event to ‘New or Updated Spreadsheet Row’. This event will initiate the workflow when a new row is added.

Copy the webhook URL provided by Pabbly Connect as it will be used to connect Google Sheets with the platform. Next, go to your Google Sheet, navigate to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’ to install it.

• After installation, refresh your Google Sheet.
• Go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’.

Paste the copied webhook URL in the designated field and specify the trigger column where the final data will be entered. For this example, the final data column is ‘E’. Click on ‘Submit’ to save your settings.

4. Configuring Retable Action in Pabbly Connect

Next, we will set up the action in Pabbly Connect. Select Retable as the action application and choose the action event ‘Insert Record to a Specific Retable’. This will allow new data from Google Sheets to be added as records in Retable.

To connect Pabbly Connect with your Retable account, you will need to provide the API key. Navigate to Retable, click on the file icon, and find the API section to copy your API key. Ensure the API status is enabled.

Back in Pabbly Connect, paste the API key and click on ‘Save’. Select the workspace and project where the new records should be added. Map the fields from Google Sheets to Retable to ensure accurate data transfer.

Once all required fields are mapped, click on ‘Save and Send Test Request’ to check if the integration is working correctly. You should see the new data appear in your Retable project.

5. Testing the Integration in Real-Time

After setting up the integration, it’s crucial to test it to ensure that it works as expected. In Pabbly Connect, you can monitor the responses received from Google Sheets to confirm that the data is being sent correctly.

To perform a test, go back to your Google Sheet and add a new row of data. For example, fill in the event name, event details, start date, end date, and assigned person. Upon entering this information, it should automatically trigger the workflow in Pabbly Connect.

Refresh your Retable project to see if the new record has been added. If the data appears correctly, your integration is successful!

By following these steps, you can easily automate the process of adding records in Retable from Google Sheets using Pabbly Connect. This integration streamlines your workflow and enhances productivity.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Sheets with Retable, allowing new rows in Google Sheets to automatically create records in Retable. This automation simplifies data management and improves efficiency in your projects.