Integrate Google Sheets with ProofHub Tasks Using Pabbly Connect

Learn how to automate task creation in ProofHub from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Google Sheets and ProofHub Integration

To create ProofHub tasks from Google Sheets, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website at Pabbly.com/connect. You will find options to sign in or sign up for free on the landing page. If you are a new user, signing up will provide you with 100 free tasks to start your automation journey.

Once logged in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to initiate the integration process. This is where you will set up the connection between Google Sheets and ProofHub using Pabbly Connect.

2. Set Up Google Sheets as Trigger Application in Pabbly Connect

In this step, you will configure Google Sheets as the trigger application. Select Google Sheets from the list of applications in Pabbly Connect. The trigger event you need to choose is ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in your Google Sheet, it will trigger the workflow.

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

Next, you will need to set up this webhook in your Google Sheet. Open your Google Sheet, go to Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already. After installation, refresh your Google Sheet and navigate back to Extensions to find the Pabbly Connect Webhooks option.

3. Configure the Webhook in Google Sheets

To complete the setup, click on ‘Initial Setup’ under Pabbly Connect Webhooks in your Google Sheet. Here, paste the webhook URL you copied earlier. You will also need to specify the trigger column, which is typically the last column where data will be added. For example, if your data is in column G, enter ‘G’ as the trigger column.

After configuring the webhook, click on ‘Send Test’ to ensure that the connection is successful. If the test data is sent successfully, click on ‘Submit’ to finalize the setup. Ensure that the ‘Send on Event’ option is checked, so that new data triggers the workflow automatically. This is crucial for the integration to function smoothly using Pabbly Connect.

4. Create a Task in ProofHub Using Pabbly Connect

Now that your trigger is set up, it’s time to configure ProofHub as the action application. In Pabbly Connect, select ProofHub and choose the ‘Create Task’ action event. You will need to connect your ProofHub account by providing the domain and API key. To find these, log into your ProofHub account and copy the URL for your domain.

• Select ProofHub as the action application.
• Choose ‘Create Task’ as the action event.
• Enter your ProofHub domain URL and API key.

After connecting, you will need to map the data from your Google Sheets to the corresponding fields in ProofHub. This includes the project title, description, estimated hours, start date, due date, and priority. Ensure that you map these fields correctly to automate task creation effectively using Pabbly Connect.

5. Test the Integration and Verify Task Creation

With everything set up, it’s time to test your integration. Go back to your Google Sheet and add a new row with the necessary task details such as project title, description, estimated hours, start date, due date, and priority. Once you enter this data, it should automatically trigger the creation of a task in ProofHub through Pabbly Connect.

To verify, navigate to your ProofHub account and refresh the tasks page. You should see the new task created with the details you provided in Google Sheets. This confirms that your integration is working correctly and tasks are being created seamlessly from Google Sheets to ProofHub using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Google Sheets with ProofHub to automate task creation using Pabbly Connect. By following these steps, you can streamline your project management processes and enhance productivity. Automating workflows not only saves time but also reduces manual errors, ensuring efficient task management.