How to Use Filters Inside Pabbly Connect: A Step-by-Step Guide

Learn how to effectively use filters inside Pabbly Connect to streamline your workflows with Facebook, YouTube, and Google integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using filters inside Pabbly Connect, first, access the platform by logging into your Pabbly account. Once logged in, navigate to the ‘Connect’ dashboard where you can create new workflows. Pabbly Connect allows you to streamline data between various applications such as Facebook, YouTube, and Google.

In the dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the trigger and actions that will utilize the filtering feature. With Pabbly Connect, you can efficiently manage how data flows from one application to another.

2. Setting Up the Trigger in Pabbly Connect

The first step in using filters inside Pabbly Connect is to set up a trigger. For this example, we will connect Jotform as our trigger application. After selecting Jotform, you will need to create a webhook URL that will capture the form submissions.

• Select Jotform as the trigger application.
• Generate the webhook URL for your Jotform.
• Fill out the form to test the trigger.

Once the form is filled and submitted, Pabbly Connect will capture the response. This data will be used to apply filters for further processing.

3. Applying Filters to Data in Pabbly Connect

After capturing the data from Jotform, the next step is to apply filters using Pabbly Connect. This feature allows you to specify conditions that the data must meet to proceed in the workflow. For example, you may want to filter out submissions where the gender is male and marital status is unmarried.

• Select the filter option in your workflow.
• Choose the gender and marital status fields to apply conditions.
• Set the filter type to ‘equals’ and specify the values.

By using these filters, Pabbly Connect ensures that only the relevant data moves forward in the workflow, enhancing the efficiency of your automation processes.

4. Connecting Other Applications with Pabbly Connect

Once the filters are applied, you can connect other applications to send the filtered data. For instance, you can integrate Google Sheets to log the details of filtered submissions. This is done by selecting Google Sheets as the action application in your workflow.

To set this up, follow these steps:

Choose Google Sheets as the action application. Select the ‘Add New Row’ action event. Map the fields from the trigger to the Google Sheets columns.

This integration allows Pabbly Connect to automate the process of logging data based on the specified filters, making your workflow more effective.

5. Testing the Workflow in Pabbly Connect

After setting up your workflow with filters and connecting to Google Sheets, it’s essential to test the entire process. Submit a form with the desired criteria (e.g., male and unmarried) to ensure the data is correctly filtered and logged.

Check your Google Sheets to verify that the data appears as expected. If the conditions are not met, the data should not be logged, demonstrating the effectiveness of the filters in Pabbly Connect.

By testing your workflow, you can ensure that all components are working together seamlessly, allowing for a smoother automation experience.

Conclusion

Using filters inside Pabbly Connect allows you to streamline your data management by ensuring that only relevant information is processed. By integrating applications like Facebook, YouTube, and Google, you can create efficient workflows that enhance productivity and simplify automation tasks.