Integrate Google Sheets with Pabbly Connect for Payment Updates

Learn how to use Pabbly Connect to automate student enrollment and payment updates via SMS and Gmail using Google Sheets. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect for Integration Setup

To start integrating Google Sheets with Pabbly Connect, first access the Pabbly Connect website. Pabbly Connect is essential for automating tasks between applications like Google Sheets and SMS services. Open your browser in incognito mode to avoid authentication issues with multiple accounts.

Navigate to Pabbly Connect and sign in or create an account. Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it something like ‘Google Sheets to SMS and Email Updates’.

Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the list of applications and choose the trigger event as ‘New Spreadsheet Row’. This action will monitor your Google Sheet for any new entries.

Next, you need to install the Pabbly Connect Webhooks add-on in your Google Sheets. This is crucial for sending data to Pabbly Connect. After installing, refresh your Google Sheet and set the trigger column to the last data entry column, typically column E. This ensures that every time a new entry is added, it triggers the workflow.

• Open Google Sheets and click on ‘Add-ons’.
• Select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.
• Copy the webhook URL and paste it in the setup window.

After you’ve set up the trigger, ensure that you click on the ‘Send on Event’ option in the add-ons menu. This will allow Pabbly Connect to capture data from Google Sheets whenever a new row is added.

Configuring Successful Payment Route in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the actions based on payment status. The first route will handle successful payments. In Pabbly Connect, add a router to split the workflow into two paths: one for successful payments and the other for failed payments.

For the successful payment route, set a filter to check if the payment status is ‘Done’. If the condition is true, the workflow will proceed to create a student entry in your LMS (like Gurukan). You will need to connect to the LMS using its API key and domain, which can be found in your LMS account settings.

• Select the action event as ‘Create Student’ in your LMS.
• Map the fields from Google Sheets such as name, email, and phone number.
• Click on ‘Save and Send Test Request’ to verify the integration.

Once the student is successfully added, you can check your LMS to confirm that the entry has been created. This step is crucial for automating the enrollment process for students who have successfully made their payments.

Configuring Failed Payment Route in Pabbly Connect

Next, configure the second route for handling failed payments in Pabbly Connect. This route will send notifications to students whose payments have failed. Set a filter to check if the payment status is ‘Failed’. If this condition holds true, the workflow will trigger actions to send notifications via SMS and email.

For SMS notifications, use an SMS service like SMS Horizon. Connect to SMS Horizon by entering the API key and username. You will then map the student’s phone number to the SMS action and set the message content to notify them of the payment failure.

Select SMS Horizon as the action app and choose ‘Send SMS’. Map the recipient’s phone number and set the message text. Click on ‘Save and Send Test Request’ to send the SMS.

After sending the SMS, you can also configure an email notification using Zoho Mail. Similar to SMS, connect to Zoho Mail and set the recipient’s email, subject, and body of the email to inform them about the payment issue.

Finalizing Integration and Testing in Pabbly Connect

After setting up both routes for successful and failed payments, it’s essential to test the entire workflow in Pabbly Connect. Start by adding a new entry in your Google Sheet with a successful payment status. Ensure that the student details are correctly captured and that the student is added to your LMS.

Next, repeat the process with a failed payment status to verify that notifications are sent via SMS and email. Check both SMS Horizon and Zoho Mail to confirm that the messages have been dispatched successfully. This end-to-end testing ensures that your automation is functioning as intended.

Once testing is complete, you can finalize your setup. Make sure to monitor the workflow for any errors and adjust the settings as necessary. With Pabbly Connect, you can easily manage and automate these processes without needing coding skills.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Google Sheets, LMS, SMS services, and email. By following these steps, you can efficiently manage student enrollments and payment notifications. Automating these processes saves time and ensures timely communication with students.